Civic Intelligence

The Shae Foundation

990EZ • Fiscal year 2017 • EIN 20-5196407

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 29, 2018

Organization Profile
11306 Blair RoadApison, TN 37302

(423) 236-5757

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.78x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

86th percentile

59%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$5,999

Up $2,232 (+59%) from 2016

Net Assets

Up

$1,345

Up $6,028 (+129%) from 2016

Liabilities

Down

$4,654

Down $3,796 (-45%) from 2016

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin78th percentile

Revenue

Up

$26,704

Up $3,837 (+17%) from 2016

Expenses

Down

$20,676

Down $10,575 (-34%) from 2016

Net Income

Up

$6,028

Up $14,412 (+172%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$300K$200K$100K$0-$100KAssets 2010: $1,289Liabilities 2010: $5,671Net Assets 2010: -$4,3822010Assets 2011: $4,663Liabilities 2011: $5,2952011Assets 2012: $24,216Liabilities 2012: $5,8382012Assets 2013: $22,326Liabilities 2013: $3,737Net Assets 2013: $18,5892013Assets 2014: $57,236Liabilities 2014: $11,6192014Assets 2015: $10,004Liabilities 2015: $6,3032015Assets 2016: $3,767Liabilities 2016: $8,450Net Assets 2016: -$4,6832016Assets 2017: $5,999Liabilities 2017: $4,654Net Assets 2017: $1,3452017Assets 2018: $12,330Liabilities 2018: $1,190Net Assets 2018: $11,1402018Assets 2019: $24,185Liabilities 2019: $2,200Net Assets 2019: $21,9852019Assets 2020: $39,185Liabilities 2020: $2,000Net Assets 2020: $37,1852020Assets 2021: $41,794Liabilities 2021: $9,900Net Assets 2021: $31,8942021Assets 2022: $45,235Liabilities 2022: $0Net Assets 2022: $45,2352022Assets 2023: $200,615Liabilities 2023: $26,651Net Assets 2023: $173,9642023Assets 2024: $99,492Liabilities 2024: $27,453Net Assets 2024: $72,0392024Assets 2025: $52,507Liabilities 2025: $26,415Net Assets 2025: $26,0922025

Highlighted filing

2017

Assets$5,999
Liabilities$4,654
Net Assets$1,345
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $8,025Expenses 2010: $7,926Net Income 2010: $992010Revenue 2011: $10,035Expenses 2011: $6,285Net Income 2011: $3,7502011Revenue 2012: $114,097Expenses 2012: $95,087Net Income 2012: $19,0102012Revenue 2013: $77,508Expenses 2013: $77,297Net Income 2013: $2112013Revenue 2014: $185,001Expenses 2014: $157,973Net Income 2014: $27,0282014Revenue 2015: $132,712Expenses 2015: $174,628Net Income 2015: -$41,9162015Revenue 2016: $22,867Expenses 2016: $31,251Net Income 2016: -$8,3842016Revenue 2017: $26,704Expenses 2017: $20,676Net Income 2017: $6,0282017Revenue 2018: $21,639Expenses 2018: $11,844Net Income 2018: $9,7952018Revenue 2019: $24,522Expenses 2019: $13,677Net Income 2019: $10,8452019Revenue 2020: $76,490Expenses 2020: $61,290Net Income 2020: $15,2002020Revenue 2021: $8,954Expenses 2021: $14,245Net Income 2021: -$5,2912021Revenue 2022: $31,813Expenses 2022: $18,472Net Income 2022: $13,3412022Revenue 2023: $208,423Expenses 2023: $45,553Net Income 2023: $162,8702023Revenue 2024: $147,895Expenses 2024: $268,471Net Income 2024: -$120,5762024Revenue 2025: $98,792Expenses 2025: $144,739Net Income 2025: -$45,9472025

Highlighted filing

2017

Revenue$26,704
Expenses$20,676
Net Income$6,028
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 29, 2018
Return Version
2016v3.0
Gross Receipts
$26,704
Mission and Program Overview

Mission

Public education in the area of religiou

Public education of religious liberties

Program Services

DescriptionGrantsExpenses
PUBLIC LECTURES MATERIALS AND FILMS TO EDUCATE THE PUBLIC OF RELIGIOUS LIBERTIES-$20,179
MENTORSHIP FOR STUDENTS-$497
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY BENEDICTPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Shae Foundation
EIN
20-5196407
Address
11306 BLAIR ROAD, APISON, TN 37302

Signing Officer

Name
Terry Benedict
Title
President
Phone
4232365757
Signed
2018-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Henry S Holt CPA
Address
PO Box 934, Ooltewah, TN 37363
Preparer
Henry S Holt
Phone
4232385829
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinsurance 2,717mentor program 497website 472meals 395travel 10,263interest 1,802office and other expense 721lodging 391miscellanous 875”

Description of total liabilities Part II line 26

“Category beginning of year end of yearaccounts payable 8,450 4,654”

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/PersonNm0TERRY BENEDICT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NOT COMPENSATED
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TERRY BENEDICT
IRS990EZ/BooksInCareOfDetail/PhoneNum04232365757
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011306 BLAIR ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03767
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05999
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026704
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06028
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01104
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03767
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05999
IRS990EZ/GrossReceiptsAmt026704
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-4683
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01345
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-4683
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01345
IRS990EZ/OccupancyRentUtltsAndMaintAmt01425
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY BENEDICT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt018133
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC EDUCATION OF RELIGIOUS LIBERTIES
IRS990EZ/PrintingPublicationsPostageAmt014
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PUBLIC LECTURES MATERIALS AND FILMS TO EDUCATE THE PUBLIC OF RELIGIOUS LIBERTIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MENTORSHIP FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020179
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1497
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08450
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04654
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020676
IRS990EZ/TotalProgramServiceExpensesAmt020676
IRS990EZ/TotalRevenueAmt026704
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0132712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0185001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074372
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0441656
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03136
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03136
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95880
IRS990ScheduleA/PublicSupportPY170Pct00.98240
IRS990ScheduleA/PublicSupportTotal170Amt0426448
IRS990ScheduleA/SubstantialContributorsTotAmt015208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0132712
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0185001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074372
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0441656
IRS990ScheduleA/TotalSupportAmt0444792
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/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE 2,717MENTOR PROGRAM 497WEBSITE 472MEALS 395TRAVEL 10,263INTEREST 1,802OFFICE AND OTHER EXPENSE 721LODGING 391MISCELLANOUS 875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE 8,450 4,654
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BENEDICT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04232365757
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHAE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAE
ReturnHeader/Filer/EIN0205196407
ReturnHeader/Filer/USAddress/AddressLine1Txt011306 BLAIR ROAD
ReturnHeader/Filer/USAddress/CityNm0APISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0234C82EBC83027549A55B5D37A0C356C44B1B3E5
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId062294120180291m2mkde
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.111.77.235
ReturnHeader/FilingSecurityInformation/IPDt02018-01-29
ReturnHeader/FilingSecurityInformation/IPTm009:46:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621591071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henry S Holt CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 934
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ooltewah
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037363
ReturnHeader/PreparerPersonGrp/PhoneNum04232385829
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henry S Holt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-29T09:41:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,999
Liabilities
$4,654
Net assets
$1,345
Revenue
$26,704
Expenses
$20,676
Net income
$6,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.26$0.26$0.99$1.45$0.46
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.27$0.72$1.48$2.68$1.21
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.27$1.74$2.08$0.46$1.63
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.32$0.18$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.10$0.32$0.09$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$0.76$0.61$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.22$0.25$0.14$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.01$0.11$0.22$0.12$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.05$0.01$0.27$0.21$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.08$0.05$0.23$0.31$0.08
2015Summary only. Only limited summary data is available for this year.$0.10$0.06$1.33$1.75$0.42
2014Summary only. Only limited summary data is available for this year.$0.57$0.12$1.85$1.58$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.04$0.19$0.78$0.77$0.00
2012Summary only. Only limited summary data is available for this year.$0.24$0.06$1.14$0.95$0.19
2011Summary only. Only limited summary data is available for this year.$0.05$0.05$0.10$0.06$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.06$0.04$0.08$0.08$0.00