Civic Intelligence

Joan Shorenstein Foundation

990 • Fiscal year 2016 • EIN 94-2975150

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$211,009

Down $93,909 (-31%) from 2015

Net Assets

Down

$211,009

Down $93,909 (-31%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2015

Expenses

Up

$93,909

Up $83,104 (+769%) from 2015

Net Income

Down

-$93,909

Down $83,104 (-769%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

Assets$211,009
Liabilities$0
Net Assets$211,009
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue$0
Expenses$93,909
Net Income-$93,909
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
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$304,918$211,009▼ $93,909
Rtn Earn Endowment Incm Other Fnds$268,082$174,173▼ $93,909
Cap Stk Tr Prin Current Funds$36,836$36,836→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$304,918$211,009▼ $93,909
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$304,918$211,009▼ $93,909
Total Liabilities and Net Assets / Fund Balance$304,918$211,009▼ $93,909
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Glenn ShannonPresident/director
Thomas W HartVice President/treasurer/director
Archon FungDirector
Brandon J ShorensteinDirector
Carole Shorenstein HaysDirector
Douglas W ElmendorfDirector
Dr Jeffrey P HaysDirector
Lydia ShorensteinDirector
Nicco MeleDirector
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
$-93,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,000
Other Expenses$18,909
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,000--$75,000
Fees for Services Legal-$11,566-$11,566
Fees for Services Accounting-$7,000-$7,000
Other Expenses-$343-$343
Total Functional Expenses$75,000$18,909$0$93,909
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard Kennedy SchoolCambridge, MA501(c)(3)To Support Harvard University on the Media, Politics and Public Policy.$75,000
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
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 and dr. Jeffrey hays are married.”

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
Vice President & Treasurer
Phone
4157727038
Signed
2017-05-08
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
20

Preparer

Firm
Deloitte Tax Llp
Address
555 MISSION STREET, SAN FRANCISCO, CA 94105
Preparer
Mike Schlect
Phone
4157834000
Raw XML Appendix394 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HARVARD KENNEDY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0042103580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt079 JOHN F KENNEDY STREET
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002138
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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
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAROLE SHORENSTEIN HAYS AND DR. JEFFREY HAYS ARE MARRIED.
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/GiftGrntOrCapContriToOthOrgInd01
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/AddressLine1Txt079 JOHN F KENNEDY STREET
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/TransactionsRelatedOrgGrp/InvolvedAmt075000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HARVARD UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0304918
IRS990/TotalAssetsEOYAmt0211009
IRS990/TotalAssetsGrp/BOYAmt0304918
IRS990/TotalAssetsGrp/EOYAmt0211009
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018909
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075000
IRS990/TotalFunctionalExpensesGrp/TotalAmt093909
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0304918
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0211009
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt075000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0304918
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0211009
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS W HART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04157727038
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC9C8F4280D80812D7CDB4618BA446DD00808869
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.219.0.140
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0HS
ReturnHeader/FilingSecurityInformation/IPTm016:57:22
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/ReturnTs02017-05-13T04:08:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,009
Liabilities
$0
Net assets
$211,009
Revenue
$0
Expenses
$93,909
Net income
-$93,909
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