Civic Intelligence

Shelter Island Educational Foundation Inc.

990 • Fiscal year 2014 • EIN 11-3293352

Sep 01, 2013 to Aug 31, 2014 • Filed on Oct 04, 2014

Organization ProfileSHELTERISLANDEDFOUNDATION.ORG
PO Box 1950Shelter Is, NY 11964

(631) 749-5455

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Source year 2014

Net Margin

30th percentile

-3.0%

Higher net margin than 30% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2014 filings • NTEE B99 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

-1.2%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$308,684

Down $2,447 (-0.8%) from 2013

Net Assets

Down

$308,506

Down $2,245 (-0.7%) from 2013

Liabilities

Down

$178

Down $202 (-53%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Down

$75,983

Down $907 (-1.2%) from 2013

Expenses

Up

$78,228

Up $9,520 (+14%) from 2013

Net Income

Down

-$2,245

Down $10,427 (-127%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2011: $317,845Liabilities 2011: $382Net Assets 2011: $317,4632011Assets 2012: $302,889Liabilities 2012: $320Net Assets 2012: $302,5692012Assets 2013: $311,131Liabilities 2013: $380Net Assets 2013: $310,7512013Assets 2014: $308,684Liabilities 2014: $178Net Assets 2014: $308,5062014Assets 2015: $290,892Liabilities 2015: $702Net Assets 2015: $290,1902015Assets 2016: $297,726Liabilities 2016: $338Net Assets 2016: $297,3882016Assets 2017: $264,780Liabilities 2017: $485Net Assets 2017: $264,2952017Assets 2018: $258,491Liabilities 2018: $420Net Assets 2018: $258,0712018Assets 2019: $264,834Liabilities 2019: $286Net Assets 2019: $264,5482019Assets 2020: $300,119Liabilities 2020: $1,789Net Assets 2020: $298,3302020Assets 2021: $334,471Liabilities 2021: $466Net Assets 2021: $334,0052021Assets 2022: $368,157Liabilities 2022: $262Net Assets 2022: $367,8952022Assets 2023: $349,179Liabilities 2023: $768Net Assets 2023: $348,4112023Assets 2024: $325,033Liabilities 2024: $3,390Net Assets 2024: $321,6432024Assets 2025: $320,718Liabilities 2025: $2,500Net Assets 2025: $318,2182025

Highlighted filing

2014

Assets$308,684
Liabilities$178
Net Assets$308,506
Open 2014 Filing

Operations Trend

Revenue Growth43rd percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $84,8322011Revenue 2012: $52,282Expenses 2012: $67,174Net Income 2012: -$14,8922012Revenue 2013: $76,890Expenses 2013: $68,708Net Income 2013: $8,1822013Revenue 2014: $75,983Expenses 2014: $78,228Net Income 2014: -$2,2452014Revenue 2015: $63,395Expenses 2015: $82,069Net Income 2015: -$18,6742015Revenue 2016: $64,926Expenses 2016: $57,728Net Income 2016: $7,1982016Revenue 2017: $48,120Expenses 2017: $81,214Net Income 2017: -$33,0942017Revenue 2018: $53,833Expenses 2018: $60,059Net Income 2018: -$6,2262018Revenue 2019: $71,615Expenses 2019: $65,137Net Income 2019: $6,4782019Revenue 2020: $56,132Expenses 2020: $22,348Net Income 2020: $33,7842020Revenue 2021: $65,001Expenses 2021: $29,326Net Income 2021: $35,6752021Revenue 2022: $117,670Expenses 2022: $83,783Net Income 2022: $33,8872022Revenue 2023: $53,652Expenses 2023: $73,135Net Income 2023: -$19,4832023Revenue 2024: $53,960Expenses 2024: $80,730Net Income 2024: -$26,7702024Revenue 2025: $103,281Expenses 2025: $106,706Net Income 2025: -$3,4252025

Highlighted filing

2014

Revenue$75,983
Expenses$78,228
Net Income-$2,245
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Oct 4, 2014
Return Version
2013v3.1
Gross Receipts
$86,814
Mission and Program Overview

Mission

The mission of the shelter island educational foundation is to pursue, create and provide excellent educational opportunities that enhance, inspire and broaden the horizons of the children of the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$249,565$257,476▲ $7,911
Cash and Non-Interest-Bearing Accounts$61,566$51,208▼ $10,358
Total Assets$311,131$308,684▼ $2,447
Liabilities
Accounts Payable and Accrued Expenses$380$178▼ $202
Total Liabilities$380$178▼ $202
Net Assets / Fund Balance
Permanently Rstr Net Assets$168,896$168,896→ $0
Temporarily Rstr Net Assets$135,117$134,483▼ $634
Unrestricted Net Assets$6,738$5,127▼ $1,611
Total Net Assets Fund Balance$310,751$308,506▼ $2,245
Total Liabilities and Net Assets / Fund Balance$311,131$308,684▼ $2,447
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Lynne ColliganPresident
Christine GallagherTrustee
Susan HineTrustee
Chris Fokine-
Chris Mulligan-
Ivan Kanarvogel-
Jody Thompson-
Karin Mayer-
Margaret ColliganAssistant Tr
Alice GoldmanSecretary
Kristina LangeSecretary
Bente FranzTreasurer
Darrin BinderVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$57,090
Program Service Revenue
$0
Investment Income
$10,597
Other Revenue
$8,296
All Other Contributions
$57,090
Change in Net Assets
$-2,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,588
Grants and Similar Amounts Paid$26,640
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,640--$26,640
Fees for Services Accounting-$6,311-$6,311
Fees for Services Management-$2,685-$2,685
Insurance-$2,100-$2,100
Office Expenses-$1,005-$1,005
Information Technology-$134-$134
Other Expenses$39,243$110-$110
Total Functional Expenses$65,883$12,345$0$78,228
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
11-6001970-X-$14,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,811
Fundraising Direct Expenses$8,515
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,811$16,811$8,515$8,296
Total Events$16,811$16,811$8,515$8,296
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“All public documents are available upon request.”

Filing and Contact Details

Filer

EIN
11-3293352
Phone
6317495455

Signing Officer

Name
Christine Gallagher
Title
President
Phone
6317495455
Signed
2014-10-04

Organization Details

Principal Officer
Christine Gallagher
Formed
1995
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Preparer
Jason F Odell CPA
Phone
6314773011
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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0270600
IRS990ScheduleA/TotalSupportAmt0270600
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08515
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016811
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0PARTY & RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08296
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08515
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08515
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt014200
IRS990ScheduleI/RecipientTable/IRCSectionDesc0X
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SHELTER ISLAND SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0116001970
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1033 N FERRY RD
IRS990ScheduleI/RecipientTable/USAddress/City0SHELTER ISLAND
IRS990ScheduleI/RecipientTable/USAddress/State0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode011964
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0135117
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0134483
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0311131
IRS990/TotalAssetsEOYAmt0308684
IRS990/TotalAssetsGrp/BOYAmt0311131
IRS990/TotalAssetsGrp/EOYAmt0308684
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt057090
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012345
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065883
IRS990/TotalFunctionalExpensesGrp/TotalAmt078228
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0380
IRS990/TotalLiabilitiesEOYAmt0178
IRS990/TotalLiabilitiesGrp/BOYAmt0380
IRS990/TotalLiabilitiesGrp/EOYAmt0178
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0310751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0308506
IRS990/TotalProgramServiceExpensesAmt065883
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010597
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075983
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0311131
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0308684
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06738
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05127
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 1950
IRS990/USAddress/City0SHELTER ISLAND
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode011964
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0SHELTERISLANDEDFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06317495455
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHELTER ISLAND EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0113293352
ReturnHeader/Filer/PhoneNum06317495455
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1950
ReturnHeader/Filer/USAddress/City0SHELTER ISLAND
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011964
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205303612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10IRWIN & ODELL CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106 STERLINGTON COMMONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0119441631
ReturnHeader/PreparerPersonGrp/PhoneNum06314773011
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON F ODELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-06T06:59:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,684
Liabilities
$178
Net assets
$308,506
Revenue
$75,983
Expenses
$78,228
Net income
-$2,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.21$0.03$3.18$1.03$1.07$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.03$3.22$0.54$0.81$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.01$3.48$0.54$0.73$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$1.18$0.84$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$0.65$0.29$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.02$2.98$0.56$0.22$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.72$0.65$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.54$0.60$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.64$0.48$0.81$0.33
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.97$0.65$0.58$0.07
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.91$0.01$2.90$0.63$0.82$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.76$0.78$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.77$0.69$0.08
2012Summary only. Only limited summary data is available for this year.$3.03$0.00$3.03$0.52$0.67$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.00$3.17$0.85