Civic Intelligence

Shelton School Foundation

990EZ • Fiscal year 2020 • EIN 20-1806538

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileN/A
PO Box 1771Shelton, WA 98584

(360) 584-2968

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

78th percentile

30%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

69th percentile

24%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$140,273

Up $26,962 (+24%) from 2019

Net Assets

Up

$140,273

Up $26,962 (+24%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Up

$90,962

Up $15,776 (+21%) from 2019

Expenses

Up

$64,000

Up $1,084 (+1.7%) from 2019

Net Income

Up

$26,962

Up $14,692 (+120%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $31,215Liabilities 2013: $02013Assets 2014: $76,198Liabilities 2014: $02014Assets 2015: $75,789Liabilities 2015: $02015Assets 2016: $74,608Liabilities 2016: $02016Assets 2017: $72,304Liabilities 2017: $02017Assets 2018: $101,040Liabilities 2018: $02018Assets 2019: $113,311Net Assets 2019: $113,3112019Assets 2020: $140,273Net Assets 2020: $140,2732020Assets 2021: $1,759,789Liabilities 2021: $0Net Assets 2021: $1,759,7892021Assets 2022: $1,498,008Liabilities 2022: $0Net Assets 2022: $1,498,0082022Assets 2023: $1,529,706Liabilities 2023: $0Net Assets 2023: $1,529,7062023Assets 2024: $1,543,872Liabilities 2024: $0Net Assets 2024: $1,543,8722024

Highlighted filing

2020

Assets$140,273
Liabilities-
Net Assets$140,273
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2013: $60,471Expenses 2013: $39,304Net Income 2013: $21,1672013Revenue 2014: $94,155Expenses 2014: $49,172Net Income 2014: $44,9832014Revenue 2015: $48,590Expenses 2015: $48,999Net Income 2015: -$4092015Revenue 2016: $53,899Expenses 2016: $55,080Net Income 2016: -$1,1812016Revenue 2017: $47,441Expenses 2017: $49,745Net Income 2017: -$2,3042017Revenue 2018: $68,085Expenses 2018: $39,349Net Income 2018: $28,7362018Revenue 2019: $75,186Expenses 2019: $62,916Net Income 2019: $12,2702019Revenue 2020: $90,962Expenses 2020: $64,000Net Income 2020: $26,9622020Revenue 2021: $1,680,900Expenses 2021: $63,369Net Income 2021: $1,617,5312021Revenue 2022: $95,349Expenses 2022: $91,892Net Income 2022: $3,4572022Revenue 2023: $64,108Expenses 2023: $109,406Net Income 2023: -$45,2982023Revenue 2024: $106,978Expenses 2024: $111,981Net Income 2024: -$5,0032024

Highlighted filing

2020

Revenue$90,962
Expenses$64,000
Net Income$26,962
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$90,962
Mission and Program Overview

Mission

EDUCATIONAL ACTIVITIES

Program Services

DescriptionGrantsExpenses
FUNDED MULTIPLE SCHOLARSHIPS IN THE MATH AND SCIENCE FIELDS$64,000$64,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY GARLICHPresident/Tr-$0--
BARBARA HINCKBoard Member-$0--
SHERYAL BALDINGVice Preside-$0--
EILEEN PERFREMENTGrants Chair-$0--
SANDRA MILLERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Shelton School Foundation
EIN
20-1806538
Phone
3605842968
Address
PO BOX 1771, SHELTON, WA 98584

Signing Officer

Name
Emily Garlich
Title
President/treasurer
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Dnm & Associates Ps
Address
PO BOX 1156, SHELTON, WA 98584
Preparer
Daniel Mortensen CPA
Phone
3604265667
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 11,000 cash contribution: 11,000 cash contribution: 12,000 cash contribution: 12,500 cash contribution: 6,250 cash contribution: 6,250”

Raw XML Appendix140 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0EMILY GARLICH
CompensationExplanation/CompensationExplanationGrp/PersonNm1BARBARA HINCK
CompensationExplanation/CompensationExplanationGrp/PersonNm2SHERYAL BALDING
CompensationExplanation/CompensationExplanationGrp/PersonNm3EILEEN PERFREMENT
CompensationExplanation/CompensationExplanationGrp/PersonNm4SANDRA MILLER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0EMILY GARLICH
IRS990EZ/BooksInCareOfDetail/PhoneNum03605842968
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098584
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113311
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IRS990EZ/ContributionsGiftsGrantsEtcAmt090962
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026962
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt064000
IRS990EZ/GrossReceiptsAmt090962
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113311
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140273
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY GARLICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA HINCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHERYAL BALDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EILEEN PERFREMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDRA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3GRANTS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDED MULTIPLE SCHOLARSHIPS IN THE MATH AND SCIENCE FIELDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt064000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064000
IRS990EZ/TotalProgramServiceExpensesAmt064000
IRS990EZ/TotalRevenueAmt090962
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SHREDDER EVENT 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0330073
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77160
IRS990ScheduleA/PublicSupportPY170Pct00.99730
IRS990ScheduleA/PublicSupportTotal170Amt0254674
IRS990ScheduleA/SubstantialContributorsTotAmt075399
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt068085
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053899
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0330073
IRS990ScheduleA/TotalSupportAmt0330073
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 11,000 CASH CONTRIBUTION: 11,000 CASH CONTRIBUTION: 12,000 CASH CONTRIBUTION: 12,500 CASH CONTRIBUTION: 6,250 CASH CONTRIBUTION: 6,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY GARLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTON SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0201806538
ReturnHeader/Filer/PhoneNum03605842968
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1771
ReturnHeader/Filer/USAddress/CityNm0SHELTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098584
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843297029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DNM & ASSOCIATES PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098584
ReturnHeader/PreparerPersonGrp/PhoneNum03604265667
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL MORTENSEN CPA
ReturnHeader/ReturnTs02021-11-10T10:51:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EMILY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GARLICH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,273
Liabilities
-
Net assets
$140,273
Revenue
$90,962
Expenses
$64,000
Net income
$26,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.11$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.11$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.10$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.68$0.06$1.62
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.09$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.08$0.06$0.01
2018Summary only. Only limited summary data is available for this year.$0.10$0.00$0.07$0.04$0.03
2017Summary only. Only limited summary data is available for this year.$0.07$0.00$0.05$0.05$0.00
2016Summary only. Only limited summary data is available for this year.$0.07$0.00$0.05$0.06$0.00
2015Summary only. Only limited summary data is available for this year.$0.08$0.00$0.05$0.05$0.00
2014Summary only. Only limited summary data is available for this year.$0.08$0.00$0.09$0.05$0.04
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.06$0.04$0.02