Civic Intelligence

Joan Shorenstein Foundation

EIN 94-2975150 • 501(c)3 • San Francisco, CA

Profile

To support the john f. Kennedy school of government, harvard university, joan shorenstein center on the press, politics and public policy.

235 Montgomery Street FL 16San Francisco, CA 94104

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $211,009 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $211,009 (-100%) from 2016

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2016

Expenses

Up

$211,009

Up $117,100 (+125%) from 2016

Net Income

Down

-$211,009

Down $117,100 (-125%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $89,760Liabilities 2010: $0Net Assets 2010: $89,7602010Assets 2011: $994,651Liabilities 2011: $0Net Assets 2011: $994,6512011Assets 2012: $91,158Liabilities 2012: $0Net Assets 2012: $91,1582012Assets 2013: $357,951Liabilities 2013: $0Net Assets 2013: $357,9512013Assets 2014: $315,723Liabilities 2014: $0Net Assets 2014: $315,7232014Assets 2015: $304,918Liabilities 2015: $0Net Assets 2015: $304,9182015Assets 2016: $211,009Liabilities 2016: $0Net Assets 2016: $211,0092016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,3702010Expenses 2011: $6,6032011Expenses 2012: $905,4932012Revenue 2013: $15,562,036Expenses 2013: $15,295,243Net Income 2013: $266,7932013Revenue 2014: $1,540Expenses 2014: $43,768Net Income 2014: -$42,2282014Revenue 2015: $0Expenses 2015: $10,805Net Income 2015: -$10,8052015Revenue 2016: $0Expenses 2016: $93,909Net Income 2016: -$93,9092016Revenue 2017: $0Expenses 2017: $211,009Net Income 2017: -$211,0092017

Highlighted filing

2017

Revenue$0
Expenses$211,009
Net Income-$211,009
Open 2017 Filing

Filings

Most recent year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$211,009
Net income
-$211,009
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.21$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.00$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.00$0.04$0.04
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$15.6$15.3$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 6, 2018
Return Version
2017v2.2
Gross Receipts
$0
Mission and Program Overview

Mission

To support the john f. Kennedy school of government, harvard university, joan shorenstein center on the press, politics and public policy.

To support the john f. Kennedy school of goverment, harvard university, joan shorenstein center on the press, politics and public policy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$211,009$0▼ $211,009
Cap Stk Tr Prin Current Funds$36,836$36,836→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Rtn Earn Endowment Incm Other Fnds$174,173$-36,836▼ $211,009
Total Assets$211,009$0▼ $211,009
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$211,009$0▼ $211,009
Total Liabilities and Net Assets / Fund Balance$211,009$0▼ $211,009
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Glenn ShannonPresident/director
Archon FungDirector
Brandon J ShorensteinDirector
Carole Shorenstein HaysDirector
Douglas W ElmendorfDirector
Dr Jeffrey P HaysDirector
Lydia ShorensteinDirector
Nicco MeleDirector
Thomas W HartVP/treas/director
Margaret a LeahySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-211,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,880
Other Expenses$40,129
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,880--$170,880
Fees for Services Legal-$25,000-$25,000
Fees for Services Accounting-$14,750-$14,750
Other Expenses-$379-$379
Total Functional Expenses$170,880$40,129$0$211,009
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard UniversityCambridge, MA501(c)(3)To Support Harvard University on the Media, Politics and Public Policy.$170,880
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Carole shorenstein hays, dr. Jeffrey hays, lydia shorenstein, and brandon shorenstein have a family relationship. Glenn shannon and thomas hart have a business relationship.”

Form 990, Part VI, Section A, Line 7A

“Pursuant to the foundation's bylaws, the harvard university ceo appoints 3 members of the board of directors. Therefore, harvard maintains a close and continuing working relationship with the foundation and as a result of such relationship, it has a significant voice in directing the use of the income and assets of the foundation.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to the treasurer/secretary for review and signature prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is distributed to officers and directors and matters requiring attention are reported directly to the president.”

Form 990, Part VI, Section C, Line 19

“The annual returns and exemption application are made available for inspection, without charge, at the organization's principal office during regular business hours. Public inspection is permitted within a reasonable amount of time after receiving a request for inspection and at a reasonable time of day.”

Filing and Contact Details

Filer

Filer Name
Joan Shorenstein Foundation
EIN
94-2975150
Phone
4157727038
Address
235 MONTGOMERY STREET FL 16, SAN FRANCISCO, CA 94104

Signing Officer

Name
Thomas W Hart
Title
VP/treas
Phone
4157727038
Signed
2018-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas W Hart
Formed
1985
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Deloitte Tax Llp
Address
555 MISSION STREET, SAN FRANCISCO, CA 94105
Preparer
Mike Schlect
Phone
4157834000
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT HARVARD UNIVERSITY ON THE MEDIA, POLITICS AND PUBLIC POLICY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0042103580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01033 MASSACHUSETTS AVE STE 3
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CAMBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002138
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ENDEAVORS TO MONTIOR ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENTEDED USE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH-LIQUIDATING DISTRIBUTION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0PRESIDENT AND FELLOWS OF HARVARD COLLEGE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02017-12-22
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0042103580
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0170880
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C) (3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01033 MASSACHUSETTS AVE STE 3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0CAMBRIDGE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd002138
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAROLE SHORENSTEIN HAYS, DR. JEFFREY HAYS, LYDIA SHORENSTEIN, AND BRANDON SHORENSTEIN HAVE A FAMILY RELATIONSHIP. GLENN SHANNON AND THOMAS HART HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PURSUANT TO THE FOUNDATION'S BYLAWS, THE HARVARD UNIVERSITY CEO APPOINTS 3 MEMBERS OF THE BOARD OF DIRECTORS. THEREFORE, HARVARD MAINTAINS A CLOSE AND CONTINUING WORKING RELATIONSHIP WITH THE FOUNDATION AND AS A RESULT OF SUCH RELATIONSHIP, IT HAS A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE INCOME AND ASSETS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO THE TREASURER/SECRETARY FOR REVIEW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO OFFICERS AND DIRECTORS AND MATTERS REQUIRING ATTENTION ARE REPORTED DIRECTLY TO THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ANNUAL RETURNS AND EXEMPTION APPLICATION ARE MADE AVAILABLE FOR INSPECTION, WITHOUT CHARGE, AT THE ORGANIZATION'S PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS. PUBLIC INSPECTION IS PERMITTED WITHIN A REASONABLE AMOUNT OF TIME AFTER RECEIVING A REQUEST FOR INSPECTION AND AT A REASONABLE TIME OF DAY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JOHN F KENNEDY SCHOOL OF GOVERNMENT HARVARD UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042103580
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01033 MASSACHUSETTS AVE STE 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CAMBRIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002138
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0211009
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0211009
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040129
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170880
IRS990/TotalFunctionalExpensesGrp/TotalAmt0211009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0211009
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0170880
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0211009
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 MONTGOMERY STREET FL 16
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS W HART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum04157727038
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN SHORENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR HARVARD
ReturnHeader/Filer/BusinessNameControlTxt0JOAN

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