Civic Intelligence

Shellbourne Inc.

990 • Fiscal year 2021 • EIN 35-1266330

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 24, 2022

Organization ProfileWWW.SHELLBOURNE.ORG
359 West 200 NorthValparaiso, IN 46385-7729

(773) 283-5800

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

20th percentile

-1.8%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$22,800

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

18th percentile

-2.2%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

2.0%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$7,796,510

Down $176,081 (-2.2%) from 2020

Net Assets

Down

$7,796,510

Down $28,881 (-0.4%) from 2020

Liabilities

Down

$0

Down $147,200 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin20th percentile

Revenue

Up

$1,573,745

Up $30,685 (+2.0%) from 2020

Expenses

Up

$1,602,626

Up $21,560 (+1.4%) from 2020

Net Income

Up

-$28,881

Up $9,125 (+24%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$10M$5.0M$0Assets 2014: $6,201,499Liabilities 2014: $0Net Assets 2014: $6,201,4992014Assets 2015: $7,977,823Liabilities 2015: $0Net Assets 2015: $7,977,8232015Assets 2016: $8,333,095Liabilities 2016: $0Net Assets 2016: $8,333,0952016Assets 2017: $8,215,078Liabilities 2017: $0Net Assets 2017: $8,215,0782017Assets 2018: $8,076,804Liabilities 2018: $0Net Assets 2018: $8,076,8042018Assets 2019: $7,873,762Liabilities 2019: $10,365Net Assets 2019: $7,863,3972019Assets 2020: $7,972,591Liabilities 2020: $147,200Net Assets 2020: $7,825,3912020Assets 2021: $7,796,510Liabilities 2021: $0Net Assets 2021: $7,796,5102021Assets 2022: $7,924,995Liabilities 2022: $5,386Net Assets 2022: $7,919,6092022Assets 2024: $7,760,874Liabilities 2024: $74,959Net Assets 2024: $7,685,9152024

Highlighted filing

2021

Assets$7,796,510
Liabilities$0
Net Assets$7,796,510
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,789,214Expenses 2014: $1,304,035Net Income 2014: $485,1792014Revenue 2015: $2,965,013Expenses 2015: $1,188,689Net Income 2015: $1,776,3242015Revenue 2016: $1,677,944Expenses 2016: $1,322,672Net Income 2016: $355,2722016Revenue 2017: $1,224,030Expenses 2017: $1,342,047Net Income 2017: -$118,0172017Revenue 2018: $1,507,754Expenses 2018: $1,646,028Net Income 2018: -$138,2742018Revenue 2019: $1,481,524Expenses 2019: $1,694,931Net Income 2019: -$213,4072019Revenue 2020: $1,543,060Expenses 2020: $1,581,066Net Income 2020: -$38,0062020Revenue 2021: $1,573,745Expenses 2021: $1,602,626Net Income 2021: -$28,8812021Revenue 2022: $1,692,477Expenses 2022: $1,569,378Net Income 2022: $123,0992022Revenue 2024: $1,634,373Expenses 2024: $1,664,181Net Income 2024: -$29,8082024

Highlighted filing

2021

Revenue$1,573,745
Expenses$1,602,626
Net Income-$28,881
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 24, 2022
Return Version
2021v4.2
Gross Receipts
$1,580,559
Mission and Program Overview

Mission

To foster religious and cultural formation of men and women, to teach the application of christian principles to everyday life, and to promote christian morals and benevolence

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,509,615$7,320,422▼ $189,193
Cash and Non-Interest-Bearing Accounts$320,682$244,380▼ $76,302
Savings and Temporary Cash Investments$142,294$231,708▲ $89,414
Total Assets$7,972,591$7,796,510▼ $176,081
Liabilities
Unsecured Notes Loans Payable$147,200$0▼ $147,200
Total Liabilities$147,200$0▼ $147,200
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,782,593$7,723,263▼ $59,330
Net Assets With Donor Restrictions$42,798$73,247▲ $30,449
Total Net Assets Fund Balance$7,825,391$7,796,510▼ $28,881
Total Liabilities and Net Assets / Fund Balance$7,972,591$7,796,510▼ $176,081

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,634,399$4,678,047$11,312,446
Other Land Buildings$451,860$847,943$1,299,803
Land$229,203-$229,203
Equipment$4,960$23,656$28,616
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shareen RadorVice President/executive DirectorFT$9,750$13,050$22,800

Board Members and Trustees

NameTitle
Charles CushniePresident
Aileen ChangDirector
Audrey KetolaDirector
Don KnorrDirector
Elizabeth YeeDirector
Gregory G GieblerDirector
Tom AppelSecretary
Laura RomanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$438,639
Program Service Revenue
$1,108,241
Investment Income
$96
Other Revenue
$26,769
All Other Contributions
$290,091
Change in Net Assets
$-28,881

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$26,985Appraisal
Total Noncash Contributions$26,985-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$968,924
Salaries, Compensation, and Employee Benefits$613,727
Total Fundraising Expense$68,170
Grants and Similar Amounts Paid$19,975
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$387,673$46,756$23,378$457,807
Occupancy$263,572$31,008$15,505$310,085
Depreciation Depletion$220,272$25,914$12,957$259,143
Insurance$63,308$7,448$3,724$74,480
Other Employee Benefits$54,907$7,995$3,998$66,900
Payroll Taxes$56,287$6,622$3,311$66,220
Other Expenses$26,653$2,745$1,373$26,653
Current Officers, Directors, Trustees, and Key Employees$22,800--$22,800
Fees for Services Other-$21,510-$21,510
All Other Expenses$3,622$16,804-$20,426
Grants to Domestic Orgs$19,975--$19,975
Travel$8,357$8,357$1,857$18,571
Conferences and Meetings$18,355--$18,355
Office Expenses$8,069$949$475$9,493
Fees for Services Accounting-$5,907-$5,907
Total Functional Expenses$1,349,258$185,198$68,170$1,602,626
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rosemoor Foundation IncNew York, NY501(c)(3)General Support$19,230
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 35% controlled entity
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, Part VI, Section B, Line 11B

“Copies of the form 990 are distributed to board members for their review and comment, before filing the form 990. Any questions are resolved by management.”

Form 990, Part VI, Section B, Line 12C

“The organization reviews all major decisions relating to significant organizational expenses for possible conflicts of interest among board members and key employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Shellbourne Inc
EIN
35-1266330
Phone
7732835800
Address
359 WEST 200 NORTH, VALPARAISO, IN 46385-7729

Signing Officer

Name
Charles Cushnie
Title
President
Phone
7732835800
Signed
2022-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Cushnie
Formed
1971
Legal Domicile
In
Voting Board Members
9
Independent Board Members
8
Employees
41
Volunteers
30

Preparer

Firm
DUGAN & LOPATKA CPA'S PC
Address
4320 WINFIELD ROAD SUITE 450, WARRENVILLE, IL 60555-4036
Preparer
Ron Marklund
Phone
6306654440
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Payroll processing fees: program service expenses 0. Management and general expenses 11,561. Fundraising expenses 0. Total expenses 11,561. Professional fees: program service expenses 0. Management and general expenses 7,582. Fundraising expenses 0. Total expenses 7,582. Taxes & government fees: program service expenses 0. Management and general expenses 2,367. Fundraising expenses 0. Total expenses 2,367.”

Form 990, Part IX, Line 24E

“Bank fees: program service expenses 0. Management and general expenses 16,804. Fundraising expenses 0. Total expenses 16,804. Youth program services: program service expenses 3,622. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,622.”

Financial Statement Notes

PART X, LINE 2:

“The organization files income tax returns in the u.s. Federal jurisdiction and indiana. With few exceptions, the organization is no longer subject to u.s. Federal, state and local, or non-u.s. Income tax examinations by tax authorities for years before 2018. The organization does not expect a material net change in unrecognized tax benefits in the next twelve months.”

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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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IRS990/OtherRevenueTotalAmt015970
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt023378
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046756
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0387673
IRS990/OtherSalariesAndWagesGrp/TotalAmt0457807
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03311
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06622
IRS990/PayrollTaxesGrp/ProgramServicesAmt056287
IRS990/PayrollTaxesGrp/TotalAmt066220
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLES CUSHNIE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0721310
IRS990/ProgramServiceRevenueGrp/BusinessCd1721310
IRS990/ProgramServiceRevenueGrp/Desc0GENERAL TUITION & ACTI
IRS990/ProgramServiceRevenueGrp/Desc1ROOM AND BOARD FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01069631
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138610
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01069631
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138610
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANT TO ROSEMOOR FOUNDATION (A 501(C)(3) CORPORATION) IN SUPPORT OF THE APOSTOLATES OF THE ROMAN CATHOLIC PRELATURE OPUS DEI
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019975
IRS990/ProgSrvcAccomActy2Grp/GrantAmt019975
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0427604
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025386
IRS990/PYInvestmentIncomeAmt0100
IRS990/PYOtherExpensesAmt0859523
IRS990/PYOtherRevenueAmt03728
IRS990/PYProgramServiceRevenueAmt01111628
IRS990/PYRevenuesLessExpensesAmt0-38006
IRS990/PYSalariesCompEmpBnftPaidAmt0696157
IRS990/PYTotalExpensesAmt01581066
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01543060
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-28881
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01116794
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02246
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02246
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0142294
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0231708
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt013290
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt014065
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt03555
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt010710
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt07140
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt048760
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2017 AMOUNT: $ 3,500. 2019 AMOUNT: $ 709.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0454609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0427604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0112650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0176207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01271853
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02342
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0890
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0723
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0737
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01123608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01116702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01377875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01339361
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01130472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06088018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02342
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0890
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0723
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05724
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0709
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03500
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04209
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99200
IRS990ScheduleA/PublicSupportPY509Pct00.99320
IRS990ScheduleA/PublicSupportTotal509Amt07311111
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt013290
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt014065
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt03555
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010710
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt07140
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt048760
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01578217
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01544306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01490525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01515568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01231255
IRS990ScheduleA/Total509Grp/TotalAmt07359871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01580559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01545338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01492124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01516291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01235492
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07369804
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt06634399
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04678047
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011312446
IRS990ScheduleD/EquipmentGrp/BookValueAmt04960
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023656
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028616
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0229203
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0229203
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0451860
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0847943
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01299803
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND INDIANA. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2018. THE ORGANIZATION DOES NOT EXPECT A MATERIAL NET CHANGE IN UNRECOGNIZED TAX BENEFITS IN THE NEXT TWELVE MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07320422
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt019230
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROSEMOOR FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0133281516
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0117 E 70TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010021
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEMBERS OF SHELLBOURNE, INC. ARE VERY FAMILIAR WITH THE CHARITABLE OPERATIONS OF ROSEMOOR FOUNDATION, INC. AND CONFIDENT THAT THE GRANTS MADE TO ROSEMOOR FOUNDATION ARE USED IN FURTHERANCE OF ITS EXEMPT PURPOSES. ONE OF THE OFFICERS OF SHELLBOURNE, INC. IS ALSO AN OFFICER OF ROSEMOOR FOUNDATION, INC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0APPRAISAL

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,796,510
Liabilities
$0
Net assets
$7,796,510
Revenue
$1,573,745
Expenses
$1,602,626
Net income
-$28,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.07$7.69$1.63$1.66$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$0.01$7.92$1.69$1.57$0.12
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$1.57$1.60$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$0.15$7.83$1.54$1.58$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$0.01$7.86$1.48$1.69$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.00$8.08$1.51$1.65$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.22$0.00$8.22$1.22$1.34$0.12
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.33$0.00$8.33$1.68$1.32$0.36
2015Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$2.97$1.19$1.78
2014Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$1.79$1.30$0.49