Civic Intelligence

The Scoob Trust Foundation

990PF • Fiscal year 2014 • EIN 20-6790446

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
7180 Tepee Ridge RoadBozeman, MT 59715

(406) 587-9779

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

70th percentile

7.8%

Faster asset growth than 70% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,330,350

Up $240,027 (+7.8%) from 2013

Net Assets

Up

$3,330,350

Up $240,027 (+7.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin72nd percentile

Revenue

Up

$1,380,988

Up $369,938 (+37%) from 2013

Expenses

Up

$1,140,961

Up $380,795 (+50%) from 2013

Net Income

Down

$240,027

Down $10,857 (-4.3%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,238,887Liabilities 2011: $02011Assets 2012: $2,839,439Liabilities 2012: $02012Assets 2013: $3,090,323Liabilities 2013: $0Net Assets 2013: $3,090,3232013Assets 2014: $3,330,350Liabilities 2014: $0Net Assets 2014: $3,330,3502014Assets 2015: $3,546,338Liabilities 2015: $12015Assets 2016: $3,410,627Liabilities 2016: $1Net Assets 2016: $3,410,6262016Assets 2017: $3,492,459Liabilities 2017: $0Net Assets 2017: $3,492,4592017Assets 2018: $3,411,986Liabilities 2018: $0Net Assets 2018: $3,411,9862018Assets 2019: $3,443,076Liabilities 2019: $0Net Assets 2019: $3,443,0762019Assets 2020: $4,578,404Liabilities 2020: $0Net Assets 2020: $4,578,4042020Assets 2021: $5,463,066Liabilities 2021: $0Net Assets 2021: $5,463,0662021Assets 2022: $5,741,626Liabilities 2022: $0Net Assets 2022: $5,741,6262022Assets 2023: $6,234,803Liabilities 2023: $12023Assets 2024: $7,093,356Liabilities 2024: $0Net Assets 2024: $7,093,3562024

Highlighted filing

2014

Assets$3,330,350
Liabilities$0
Net Assets$3,330,350
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,032,230Expenses 2011: $288,038Net Income 2011: $744,1922011Revenue 2012: $1,472,907Expenses 2012: $772,869Net Income 2012: $700,0382012Revenue 2013: $1,011,050Expenses 2013: $760,166Net Income 2013: $250,8842013Revenue 2014: $1,380,988Expenses 2014: $1,140,961Net Income 2014: $240,0272014Revenue 2015: $1,379,887Expenses 2015: $1,163,899Net Income 2015: $215,9882015Revenue 2016: $886,656Expenses 2016: $1,022,368Net Income 2016: -$135,7122016Revenue 2017: $962,945Expenses 2017: $881,112Net Income 2017: $81,8332017Revenue 2018: $757,213Expenses 2018: $837,686Net Income 2018: -$80,4732018Revenue 2019: $930,825Expenses 2019: $899,735Net Income 2019: $31,0902019Revenue 2020: $2,302,816Expenses 2020: $1,167,488Net Income 2020: $1,135,3282020Revenue 2021: $1,940,233Expenses 2021: $1,055,571Net Income 2021: $884,6622021Revenue 2022: $1,504,312Expenses 2022: $1,225,752Net Income 2022: $278,5602022Revenue 2023: $1,719,104Expenses 2023: $1,225,927Net Income 2023: $493,1772023Revenue 2024: $2,033,911Expenses 2024: $1,175,358Net Income 2024: $858,5532024

Highlighted filing

2014

Revenue$1,380,988
Expenses$1,140,961
Net Income$240,027
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan KellyDirector-$0--
Brian KellyDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Scoob Trust Foundation
EIN
20-6790446
Address
7180 Tepee Ridge Road, Bozeman, MT 59715

Signing Officer

Name
Susan Kelly
Title
Director
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Bashey Hutchinson & Walter CPAs
Address
11033 NE 24th Street Suite 100, Bellevue, WA 98004
Preparer
Kell B Rabern
Phone
4254551620
Raw XML Appendix302 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04513
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02257
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02256
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Grants made - All grants made by The Scoob Trust Foundation are to qualified public charities, selected by The Scoob Trust Foundation for the purpose of furthering the public missions of the selected organizations.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0UBS UZ 00127 Schedule attached
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS UZ 00122 Statement attached
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1UBS UZ 00126 Statement attached
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0331701
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0170688
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0170688
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0170688
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0173081
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01705
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0688
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IRS990PF/FMVAssetsEOYAmt03622988
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt042842
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0247782
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03263786
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052715
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Susan Kelly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Brian Kelly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o Scoob Trust PO Box 1707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o Scoob Trust PO Box 1707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bozeman
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059771
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04065879779
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Susan Kelly
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Brian Kelly
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01080750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support of selected public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See statement attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See statement attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Statement attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01080750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0170688
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0170688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0553905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0587601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0157276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt087692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02298793
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0912319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0553905
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0587601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0157276
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt087692
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01083007
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0912319
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02354840
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01442521
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Brian and Susan Kelly
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Kelly Charitable Lead Annuity Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07180 Tepee Ridge Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17180 Tepee Ridge Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bozeman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Bozeman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd059715
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd159715
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0320263
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1765000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment advisory and management
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt052275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt052275
TaxesSchedule/TaxesDetail/Amt01923
TaxesSchedule/TaxesDetail/Amt11500
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes withheld on dividends
TaxesSchedule/TaxesDetail/CategoryTxt1U.S. Federal income tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01923
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Kelly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Scoob Trust Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCOO
ReturnHeader/Filer/EIN0206790446
ReturnHeader/Filer/USAddress/AddressLine1Txt07180 Tepee Ridge Road
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bashey Hutchinson & Walter CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011033 NE 24th Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellevue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254551620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kell B Rabern
ReturnHeader/ReturnTs02015-05-11T09:37:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,330,350
Liabilities
$0
Net assets
$3,330,350
Revenue
$1,380,988
Expenses
$1,140,961
Net income
$240,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$2.03$1.18$0.86
2023Summary only. Only limited summary data is available for this year.$6.23$0.00$1.72$1.23$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$1.50$1.23$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$1.94$1.06$0.88
2020Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$2.30$1.17$1.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$0.93$0.90$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.76$0.84$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.96$0.88$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.89$1.02$0.14
2015Summary only. Only limited summary data is available for this year.$3.55$0.00$1.38$1.16$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.38$1.14$0.24
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$1.01$0.76$0.25
2012Summary only. Only limited summary data is available for this year.$2.84$0.00$1.47$0.77$0.70
2011Summary only. Only limited summary data is available for this year.$2.24$0.00$1.03$0.29$0.74