Civic Intelligence

Joan Shorenstein Foundation

990 • Fiscal year 2015 • EIN 94-2975150

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization ProfileN/A
235 Montgomery Street FL 16San Francisco, CA 94104

(415) 772-7038

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

38th percentile

-3.4%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$304,918

Down $10,805 (-3.4%) from 2014

Net Assets

Down

$304,918

Down $10,805 (-3.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,540 (-100%) from 2014

Expenses

Down

$10,805

Down $32,963 (-75%) from 2014

Net Income

Up

-$10,805

Up $31,423 (+74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$304,918
Liabilities$0
Net Assets$304,918
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$0
Expenses$10,805
Net Income-$10,805
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
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$315,723$304,918▼ $10,805
Rtn Earn Endowment Incm Other Fnds$278,887$268,082▼ $10,805
Cap Stk Tr Prin Current Funds$36,836$36,836→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$315,723$304,918▼ $10,805
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$315,723$304,918▼ $10,805
Total Liabilities and Net Assets / Fund Balance$315,723$304,918▼ $10,805
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
D W Shorenstein-dec 112415President
Marvin KalbVice President
Alex JonesDirector
David ElwooddIRECTOR
Graham T Allison JrDirector
Lydia ShorensteinDirector
Thomas W HartDirector
carole shorenstein haysdiRECTOR
dr jeffrey p haysasst. secretary
Glenn ShannonTreasurer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-10,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,805
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$10,567-$10,567
Other Expenses-$10-$10
Total Functional Expenses$0$10,805$0$10,805
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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

“Douglas shorenstein (deceased 11/24/15) was the husband of lydia shorenstein. Also, douglas was the brother of carole shorenstein hays and the brother-in-law of dr. Jeffrey hays.”

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 11

“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
Glenn Shannon
Title
Secty./treasurer
Phone
4157727038
Signed
2016-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenn Shannon
Formed
1985
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Firm
Deloitte Tax Llp
Address
555 MISSION STREET, SAN FRANCISCO, CA 94105
Preparer
Mike Schlect
Phone
4157834000
Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER & SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOUGLAS SHORENSTEIN (DECEASED 11/24/15) WAS THE HUSBAND OF LYDIA SHORENSTEIN. ALSO, DOUGLAS WAS THE BROTHER OF CAROLE SHORENSTEIN HAYS AND THE BROTHER-IN-LAW OF DR. JEFFREY HAYS.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
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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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0315723
IRS990/TotalAssetsEOYAmt0304918
IRS990/TotalAssetsGrp/BOYAmt0315723
IRS990/TotalAssetsGrp/EOYAmt0304918
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010805
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010805
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0315723
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0304918
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0315723
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0304918
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN SHANNON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECTY./TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04157727038
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN SHORENSTEIN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR HARVARD
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0942975150
ReturnHeader/Filer/PhoneNum04157727038
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 MONTGOMERY STREET FL 16
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 MISSION STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04157834000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE SCHLECT
ReturnHeader/ReturnTs02016-06-22T07:45:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,918
Liabilities
$0
Net assets
$304,918
Revenue
$0
Expenses
$10,805
Net income
-$10,805
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