Civic Intelligence

The John and Dorothy Shea Foundation

990PF • Fiscal year 2015 • EIN 95-4084694

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

Organization Profile
655 Brea Canyon RoadWalnut, CA 91789

(909) 594-0941

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-1110%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$259,897

Down $3,954 (-1.5%) from 2014

Net Assets

Down

$259,897

Down $3,954 (-1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$356

Down $6,586,744 (-100%) from 2014

Expenses

Down

$4,306

Down $6,388,421 (-100%) from 2014

Net Income

Down

-$3,950

Down $198,323 (-102%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $117,212Liabilities 2010: $0Net Assets 2010: $117,2122010Assets 2011: $87,667Liabilities 2011: $12011Assets 2012: $63,416Liabilities 2012: $0Net Assets 2012: $63,4162012Assets 2013: $69,885Liabilities 2013: $0Net Assets 2013: $69,8852013Assets 2014: $263,851Liabilities 2014: $0Net Assets 2014: $263,8512014Assets 2015: $259,897Liabilities 2015: $0Net Assets 2015: $259,8972015Assets 2016: $310,925Liabilities 2016: $0Net Assets 2016: $310,9252016Assets 2017: $313,886Liabilities 2017: $0Net Assets 2017: $313,8862017Assets 2018: $25,736Liabilities 2018: $0Net Assets 2018: $25,7362018Assets 2019: $26,171Liabilities 2019: $0Net Assets 2019: $26,1712019Assets 2020: $26,244Liabilities 2020: $0Net Assets 2020: $26,2442020Assets 2021: $26,246Liabilities 2021: $0Net Assets 2021: $26,2462021Assets 2022: $26,463Liabilities 2022: $0Net Assets 2022: $26,4632022Assets 2023: $27,428Liabilities 2023: $0Net Assets 2023: $27,4282023Assets 2024: $28,448Liabilities 2024: $0Net Assets 2024: $28,4482024

Highlighted filing

2015

Assets$259,897
Liabilities$0
Net Assets$259,897
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,513,0072010Revenue 2011: $65,999Expenses 2011: $95,507Net Income 2011: -$29,5082011Expenses 2012: $26,0252012Revenue 2013: $8,988Expenses 2013: $2,471Net Income 2013: $6,5172013Revenue 2014: $6,587,100Expenses 2014: $6,392,727Net Income 2014: $194,3732014Revenue 2015: $356Expenses 2015: $4,306Net Income 2015: -$3,9502015Revenue 2016: $58,079Expenses 2016: $7,051Net Income 2016: $51,0282016Revenue 2017: $3,022Expenses 2017: $61Net Income 2017: $2,9612017Revenue 2018: $3,899Expenses 2018: $292,049Net Income 2018: -$288,1502018Revenue 2019: $454Expenses 2019: $19Net Income 2019: $4352019Revenue 2020: $84Expenses 2020: $11Net Income 2020: $732020Revenue 2021: $2Expenses 2021: $0Net Income 2021: $22021Revenue 2022: $238Expenses 2022: $25Net Income 2022: $2132022Revenue 2023: $990Expenses 2023: $25Net Income 2023: $9652023Revenue 2024: $1,059Expenses 2024: $39Net Income 2024: $1,0202024

Highlighted filing

2015

Revenue$356
Expenses$4,306
Net Income-$3,950
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN F SHEAPresident-$0--
DOROTHY B SHEASecretaryPT$0--
JOHN F SHEA JRTreasurer-$0--
RONALD L LAKEYAsst Sec-$0--
Filing and Contact Details

Filer

Filer Name
The John & Dorothy Shea Foundation
EIN
95-4084694
Phone
9095940941
Address
655 BREA CANYON ROAD, WALNUT, CA 91789

Signing Officer

Name
Ronald L Lakey
Title
Assistant Secretary
Phone
9095940941
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Jf Shea Co Inc
Address
655 BREA CANYON ROAD, WALNUT, CA 91789
Preparer
Ronald L Lakey
Phone
9095949500
Raw XML Appendix338 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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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RONALD L LAKEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0655 BREA CANYON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WALNUT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091789
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09095940941
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN F SHEA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1DOROTHY B SHEA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06291281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt081296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02466732
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012915
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02453817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06372577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06291281
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt081296
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08826394
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08839309
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MISCELLANEOUS DEDUCTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PARTNERSHIP ADMINISTRATION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEGAL & ACCOUNTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0396
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0396
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2160
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt012
OtherIncomeSchedule2/OtherIncomeDetail/Desc0AIG SECURITIES LITIGATION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD L LAKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09095940941
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN & DOROTHY SHEA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0954084694
ReturnHeader/Filer/PhoneNum09095940941
ReturnHeader/Filer/USAddress/AddressLine1Txt0655 BREA CANYON ROAD
ReturnHeader/Filer/USAddress/CityNm0WALNUT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091789
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941530032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JF SHEA CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0655 BREA CANYON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091789
ReturnHeader/PreparerPersonGrp/PhoneNum09095949500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD L LAKEY
ReturnHeader/ReturnTs02016-11-10T15:53:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$259,897
Liabilities
$0
Net assets
$259,897
Revenue
$356
Expenses
$4,306
Net income
-$3,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.29$0.29
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.06$0.01$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$6.59$6.39$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.00$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$0.09$0.00$0.07$0.10$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$2.51