Civic Intelligence

James Shook Family Foundation Inc

EIN 35-2113755 • 501(c)3 • Lafayette, IN

Profile

Support the educational and charitable functions of the community foundation of greater lafayette with a priority in arts.

300 Main StreetLafayette, IN 47901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

4.7%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

75%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$191,481

Up $8,659 (+4.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$191,481

Up $8,659 (+4.7%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$13,247

Up $5,683 (+75%) from 2023

Expenses

Down

$8,227

Down $3,247 (-28%) from 2023

Net Income

Up

$5,020

Up $8,930 (+228%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2018: $228,983Liabilities 2018: $0Net Assets 2018: $228,9832018Assets 2019: $163,898Net Assets 2019: $163,8982019Assets 2020: $177,332Net Assets 2020: $177,3322020Assets 2021: $205,351Net Assets 2021: $205,3512021Assets 2022: $168,996Net Assets 2022: $168,9962022Assets 2023: $182,822Net Assets 2023: $182,8222023Assets 2024: $191,481Net Assets 2024: $191,4812024

Highlighted filing

2024

Assets$191,481
Liabilities-
Net Assets$191,481
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2018: $239,392Expenses 2018: $86Net Income 2018: $239,3062018Revenue 2019: $7,612Expenses 2019: $103,540Net Income 2019: -$95,9282019Revenue 2020: $1,614Expenses 2020: $1,850Net Income 2020: -$2362020Revenue 2021: $12,446Expenses 2021: $7,588Net Income 2021: $4,8582021Revenue 2022: $10,127Expenses 2022: $10,441Net Income 2022: -$3142022Revenue 2023: $7,564Expenses 2023: $11,474Net Income 2023: -$3,9102023Revenue 2024: $13,247Expenses 2024: $8,227Net Income 2024: $5,0202024

Highlighted filing

2024

Revenue$13,247
Expenses$8,227
Net Income$5,020
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,481
Liabilities
-
Net assets
$191,481
Revenue
$13,247
Expenses
$8,227
Net income
$5,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.13$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.08$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.05$2.05$0.12$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.08$1.04$0.96
2018Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$2.39$0.00$2.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Gross Receipts
$13,247
Mission and Program Overview

Mission

Support the educational and charitable functions of the community foundation of greater lafayette with a priority in arts.

Program Services

DescriptionGrantsExpenses
THE PURPOSE IS TO SUPPORT AND SUPPLEMENT THE EDUCATIONAL AND CHARITABLE FUNCTIONS OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE$5,000$5,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM DAVID LASATERSecretary-$0--
-Books In CAR-$0--
CHARLIE SHOOKPresident-$0--
ANGELA STRADERClass A Dire-$0--
CANDY SILVERClass A Dire-$0--
GRETCHEN SHELMONClass A Dire-$0--
JAMES C SHOOK JRClass B Dire-$0--
STEPHEN H SHOOKClass B Dire-$0--
DAVID MCGAUGHEYClass A Dire-$0--
LINDA ROHRMANClass A Dire-$0--
KATHERINE S BATESClass B Dire-$0--
SARA S SULLIVANClass B Dire-$0--
Filing and Contact Details

Filer

Filer Name
James Shook Family Foundation Inc
EIN
35-2113755
Phone
7657429078
Address
300 MAIN STREET, LAFAYETTE, IN 47901

Signing Officer

Name
William David Lasater
Title
Secretary
Phone
7657429078
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Huth Thompson Llp
Address
PO BOX 970, LAFAYETTE, IN 47902-0970
Preparer
Kimberley R Morisette
Phone
7654285000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses tr gen. Support expense 2,305 total 2,305”

Form 990-ez, Part I, Line 20

“Tr unrealized gain/loss 3,639”

Form 990-ez, Part III

“Support the educational and charitable functions of the community foundation of greater lafayette with a priority in arts.”

Raw XML Appendix170 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.

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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TR GEN. SUPPORT EXPENSE 2,305 TOTAL 2,305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TR UNREALIZED GAIN/LOSS 3,639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT THE EDUCATIONAL AND CHARITABLE FUNCTIONS OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE WITH A PRIORITY IN ARTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM DAVID LASATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07657429078
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES SHOOK FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0352113755
ReturnHeader/Filer/PhoneNum07657429078
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 MAIN STREET
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY R MORISETTE
ReturnHeader/ReturnTs02025-05-09T10:15:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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