Civic Intelligence

On Shore Foundation

990PF • Fiscal year 2011 • EIN 95-4100318

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

Organization Profile
11835 W Olympic Blvd Room No 109090064
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

33rd percentile

-2.5%

Faster asset growth than 33% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$6,443,827

Down $164,986 (-2.5%) from 2010

Net Assets

Down

$6,443,827

Down $164,986 (-2.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$349,748

Down $71,035 (-17%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,608,813Liabilities 2010: $0Net Assets 2010: $6,608,8132010Assets 2011: $6,443,827Liabilities 2011: $0Net Assets 2011: $6,443,8272011Assets 2012: $6,607,799Liabilities 2012: $12012Assets 2013: $6,581,208Liabilities 2013: $0Net Assets 2013: $6,581,2082013Assets 2014: $6,402,520Liabilities 2014: $0Net Assets 2014: $6,402,5202014Assets 2015: $5,788,397Liabilities 2015: $0Net Assets 2015: $5,788,3972015Assets 2016: $5,618,153Liabilities 2016: $0Net Assets 2016: $5,618,1532016Assets 2017: $5,818,465Liabilities 2017: $0Net Assets 2017: $5,818,4652017Assets 2018: $5,059,764Liabilities 2018: $0Net Assets 2018: $5,059,7642018Assets 2019: $5,202,037Liabilities 2019: $0Net Assets 2019: $5,202,0372019Assets 2020: $5,048,975Liabilities 2020: $0Net Assets 2020: $5,048,9752020Assets 2021: $5,272,767Liabilities 2021: $0Net Assets 2021: $5,272,7672021Assets 2022: $4,214,303Liabilities 2022: $0Net Assets 2022: $4,214,3032022Assets 2023: $4,473,682Liabilities 2023: $0Net Assets 2023: $4,473,6822023Assets 2024: $4,628,170Liabilities 2024: $0Net Assets 2024: $4,628,1702024

Highlighted filing

2011

Assets$6,443,827
Liabilities$0
Net Assets$6,443,827
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $420,7832010Expenses 2011: $349,7482011Revenue 2012: $277,863Expenses 2012: $334,173Net Income 2012: -$56,3102012Revenue 2013: $301,562Expenses 2013: $378,025Net Income 2013: -$76,4632013Revenue 2014: $293,955Expenses 2014: $595,639Net Income 2014: -$301,6842014Revenue 2015: $295,107Expenses 2015: $571,294Net Income 2015: -$276,1872015Revenue 2016: $323,255Expenses 2016: $532,255Net Income 2016: -$209,0002016Revenue 2017: $178,833Expenses 2017: $489,973Net Income 2017: -$311,1402017Revenue 2018: $301,431Expenses 2018: $474,879Net Income 2018: -$173,4482018Revenue 2019: $182,396Expenses 2019: $615,784Net Income 2019: -$433,3882019Revenue 2020: $154,675Expenses 2020: $669,425Net Income 2020: -$514,7502020Revenue 2021: $171,159Expenses 2021: $260,008Net Income 2021: -$88,8492021Revenue 2022: $120,807Expenses 2022: $251,683Net Income 2022: -$130,8762022Revenue 2023: $67,140Expenses 2023: $258,406Net Income 2023: -$191,2662023Revenue 2024: $115,414Expenses 2024: $265,175Net Income 2024: -$149,7612024

Highlighted filing

2011

Revenue-
Expenses$349,748
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth S LusterPresident Foundation ManagerPT$0--
Amy Luster MuellerSecretary Chief Financial OfficerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSee statement attachedAnimal Rescue and RehabilitationSection 501 (c)(3)Dolan Springs, AZ, US$177,830
Filing and Contact Details

Filer

EIN
95-4100318
Raw XML AppendixShowing 400 of 3,983 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17543 shares of Comcast Corp Cl A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18151 shares of Covidien Plc Shs New
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19250 shares of Du Ponte E I De Nemours Co Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20261 shares of El Paso Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21257 shares of Endurance Speciality Holdings Ltd Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22151 shares of Energy Corp New Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23171 shares of Exelon Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2484 shares of Goodrich Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25231 shares of HCP Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26182 shares of Heinz H J Company
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27334 shares of Intel Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2840 shares of International Business Machs Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29144 shares of Johnson Johnson Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3097 shares of Lockheed Martin Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31104 shares of MT BK Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32215 shares of Medtronic Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock334977 shares of Metrolpolitan West Total Return Bond
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34594 shares of Metrolpolitan West Total Return Bond
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock351574 shares of Metrolpolitan West Total Return Bond
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36597 shares of Metrolpolitan West Total Return Bond
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37273 shares of Microsoft Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38194 shares of National Grid Plc Spon Adr New
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39582 shares of New York Cmnty Bancorp Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40366 shares of Nisource Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41716 shares of Old Republic Intl Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock423582 shares of PIMCO Emerging Market Bond Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4315294 shares of PIMCO Emerging Market Bond Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44392 shares of PIMCO Emerging Market Bond Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45888 shares of PIMCO Total Return Fund Class D
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock468682 shares of PIMCO Total Return Fund Class D
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47820 shares of PIMCO Total Return Fund Class D
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock482713 shares of Principal High Yield II Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49284 shares of Principal High Yield II Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50148 shares of Procter Gamble Co Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51207 shares of Progress Energy Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52146 shares of Royal Dutch Shell Plc Sponsored Adr
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53195 shares of Sempra Energy Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54767 shares of SPDR Series Tr Barclays High Yield Bd ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55214 shares of St Jude Med Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock562498 shares of TCW Emerging Markets Income Fd Cl I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5710329 shares of TCW Emerging Markets Income Fd Cl I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58369 shares of TCW Emerging Markets Income Fd Cl I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59319 shares of Telephone Data Sys Inc Spl Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock605692 shares of Templeton Global Bond Fund Advisor
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6111156 shares of Templeton Global Bond Fund Advisor
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock621288 shares of Templeton Global Bond Fund Advisor
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63328 shares of Time Warner Inc New Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64174 shares of Ultra Pete Corp Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65287 shares of Unilever Nv New York Shs New
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock661835 shares of Vanguard GNMA Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67136 shares of Vanguard GNMA Fund
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock681892 shares of Vanguard Short-Term Bond Portfolio
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6960 shares of Vanguard Short-Term Bond Portfolio
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70345 shares of Vodafone Group Plc Spon Adr New
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71184 shares of Wal Mart Stores Inc Com
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72417 shares of Weatherford Intl ltd Reg
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock731154 shares of Xerox Corporation
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7483 shares of Zimmer Hldgs Inc Com
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue01705648
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV01705648
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0614225
InvestmentsOtherSchedule2/InvestmentsOther/BookValue13165
InvestmentsOtherSchedule2/InvestmentsOther/BookValue221694
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3159079
InvestmentsOtherSchedule2/InvestmentsOther/BookValue429977
InvestmentsOtherSchedule2/InvestmentsOther/BookValue523133
InvestmentsOtherSchedule2/InvestmentsOther/BookValue615626
InvestmentsOtherSchedule2/InvestmentsOther/BookValue712858
InvestmentsOtherSchedule2/InvestmentsOther/BookValue812463
InvestmentsOtherSchedule2/InvestmentsOther/BookValue9100161
InvestmentsOtherSchedule2/InvestmentsOther/BookValue10386164
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Life Insurance
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13164.89 shrs of Dreyfus Treasury Prime Inv Sh
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2438 shrs of Ishares Tr MSCI EAFE Index Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem32157 shrs of Ishares Tr Russell 2000 Index Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem41038 shrs of Powershares Db Multi Sector Commodity Tr Power Shares Db Agric Fd Com Unit
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5712 shrs of Sector Spdr Tr Shs Ben Int Consumer
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6463 shrs of Sector Spdr Tr Shs Ben Int Industrial
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7186 shrs of Select Sector Spdr Tr Energy
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem882 shrs of SPDR Gold Tr Gold SHS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9659 shrs of SPDR Gold Tr Gold Shs
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem103077 shrs of SPDR SP 500 ETF Tr Tr Unit
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0614225
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV13165
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV221694
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV3159079
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV429977
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV523133
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV615626
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV712858
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV812463
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV9100161
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV10386164
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0286449
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-5508
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0Interest from Tax Overpayment
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount067
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0281008
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0281008
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm04859
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps019440
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm04859
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss024299
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0177830
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0177830
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss01850
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionAdjNetIncm03306
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm03306
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss03306
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0286449
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0286449

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,443,827
Liabilities
$0
Net assets
$6,443,827
Revenue
-
Expenses
$349,748
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.12$0.27$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.07$0.26$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.12$0.25$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.17$0.26$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.15$0.67$0.51
2019Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.18$0.62$0.43
2018Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.30$0.47$0.17
2017Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.18$0.49$0.31
2016Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.32$0.53$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.30$0.57$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.29$0.60$0.30
2013Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.30$0.38$0.08
2012Summary only. Only limited summary data is available for this year.$6.61$0.00$0.28$0.33$0.06
2011Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.35
2010Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.42