Civic Intelligence

Schalon Foundation

990PF • Fiscal year 2011 • EIN 38-3341098

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 11, 2012

Organization Profile
4418 Tanglewood Trail49085
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

25th percentile

-4.5%

Faster asset growth than 25% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,652,275

Down $220,034 (-4.5%) from 2010

Net Assets

Down

$4,652,275

Down $220,034 (-4.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$286,712

Up $47,026 (+20%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$10M$5.0M$0Assets 2010: $4,872,309Liabilities 2010: $0Net Assets 2010: $4,872,3092010Assets 2011: $4,652,275Liabilities 2011: $0Net Assets 2011: $4,652,2752011Assets 2012: $4,303,932Liabilities 2012: $0Net Assets 2012: $4,303,9322012Assets 2013: $4,228,914Liabilities 2013: $1Net Assets 2013: $4,228,9142013Assets 2014: $4,142,154Liabilities 2014: $1Net Assets 2014: $4,142,1542014Assets 2015: $3,771,575Liabilities 2015: $1Net Assets 2015: $3,771,5752015Assets 2016: $3,742,657Liabilities 2016: $0Net Assets 2016: $3,742,6572016Assets 2017: $3,935,121Liabilities 2017: $0Net Assets 2017: $3,935,1212017Assets 2018: $8,454,270Liabilities 2018: $0Net Assets 2018: $8,454,2702018Assets 2019: $8,247,045Liabilities 2019: $1Net Assets 2019: $8,247,0452019Assets 2020: $8,090,164Liabilities 2020: $1Net Assets 2020: $8,090,1642020Assets 2021: $7,797,610Liabilities 2021: $1Net Assets 2021: $7,797,6102021Assets 2022: $7,906,575Liabilities 2022: $1Net Assets 2022: $7,906,5752022Assets 2023: $7,275,036Liabilities 2023: $1Net Assets 2023: $7,275,0362023Assets 2024: $7,056,296Liabilities 2024: $0Net Assets 2024: $7,056,2962024

Highlighted filing

2011

Assets$4,652,275
Liabilities$0
Net Assets$4,652,275
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $239,6862010Expenses 2011: $286,7122011Expenses 2012: $259,8062012Revenue 2013: $685,281Expenses 2013: $760,299Net Income 2013: -$75,0182013Revenue 2014: $334,757Expenses 2014: $421,517Net Income 2014: -$86,7602014Revenue 2015: $207,886Expenses 2015: $578,465Net Income 2015: -$370,5792015Revenue 2016: $230,252Expenses 2016: $259,170Net Income 2016: -$28,9182016Revenue 2017: $446,691Expenses 2017: $254,227Net Income 2017: $192,4642017Revenue 2018: $553,690Expenses 2018: $315,761Net Income 2018: $237,9292018Revenue 2019: $248,293Expenses 2019: $455,518Net Income 2019: -$207,2252019Revenue 2020: $192,351Expenses 2020: $349,232Net Income 2020: -$156,8812020Revenue 2021: $390,894Expenses 2021: $683,448Net Income 2021: -$292,5542021Revenue 2022: $245,064Expenses 2022: $136,099Net Income 2022: $108,9652022Revenue 2023: $352,353Expenses 2023: $581,142Net Income 2023: -$228,7892023Revenue 2024: $405,719Expenses 2024: $624,459Net Income 2024: -$218,7402024

Highlighted filing

2011

Revenue-
Expenses$286,712
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jul 11, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SCHALONTreasurer Director-$0--
SUSAN K SCHALONSecretary Director-$0--
MARCELLA J SCHALONPres Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUMMER CONCERT-SAINT JOSEPH, MI, US$72,100
Paid Grant-GEN FUNDING-SAINT JOSEPH, MI, US$51,500
Paid Grant-FUNDING-GRAND RAPIDS, MI, US$34,880
Paid Grant-GEN SUPPORT-SAN DIEGO, CA, US$20,000
Paid Grant-GEN SUPPORT-RAMONA, CA, US$11,000
Paid Grant-SCHOLARSHIPS-BENTON HARBOR, MI, US$10,000
Paid Grant-GEN SUPPORT-BENTON HARBOR, MI, US$10,000
Paid Grant-GEN SUPPORT-BENTON HARBOR, MI, US$10,000
Paid Grant-GEN SUPPORT-SAINT JOSEPH, MI, US$10,000
Paid Grant-VENTILATION SYST-BENTON HARBOR, MI, US$8,000
Paid Grant-GEN SUPPORT-SAINT JOSEPH, MI, US$5,000
Paid Grant-SUMMER PROG FUND-BENTON HARBOR, MI, US$5,000
Paid Grant-FUNDRAISER-SAINT JOSEPH, MI, US$5,000
Paid Grant-REACH FOR REINS-NILES, MI, US$4,000
Paid Grant-GEN SUPPORT-BENTON HARBOR, MI, US$3,000
Paid Grant-SUMMER PROG FUND-SAINT JOSEPH, MI, US$2,500
Paid Grant-FUNDRAISER-SAINT JOSEPH, MI, US$2,500
Paid Grant-ROBOTICS TEAM-SAINT JOSEPH, MI, US$1,000
Filing and Contact Details

Filer

EIN
38-3341098
Raw XML AppendixShowing 400 of 424 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SCOTT SCHALON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SUSAN K SCHALON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARCELLA J SCHALON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TREASURER DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2PRES DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1010982 TWINLEAF COURT
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0GRANT REQUESTS MUST BE SUBMITTED IN WRITING BEFORE DECEMBER 1 OF THE CURRENT YEAR REQUESTING ORGANIZATION MUST VERIFY THEIR EXEMPT STATUS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GEN SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GEN SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GEN SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8REACH FOR REINS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GEN SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112PO BOX 497
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113513 SHIP STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1142521 STADIUM DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1152521 STADIUM DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116601 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine117WATER STREET
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SAN DIEGO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City16SAINT JOSEPH
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode149022
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode392101
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode549022
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode749085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode849120
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode949503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1049022
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1149022
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1249085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1349085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1449085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1549085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1649085
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1749022
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0237688
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0237688
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20514842
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3017291
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear408487
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5027431
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5027431
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0568412
IRS990PF/UndistributedIncome/ExcessFromCurrentYear027792
IRS990PF/UndistributedIncome/ExcessFromYear20514842
IRS990PF/UndistributedIncome/ExcessFromYear3017291
IRS990PF/UndistributedIncome/ExcessFromYear408487
IRS990PF/UndistributedIncome/QualifyingDistributions0265480
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus027792
IRS990PF/UndistributedIncome/TotalCorpus0595843
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0568051
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue09534
OtherAssetsSchedule/OtherAssets/BOYBookValue1343701
OtherAssetsSchedule/OtherAssets/BOYBookValue2273508
OtherAssetsSchedule/OtherAssets/BOYBookValue3503870
OtherAssetsSchedule/OtherAssets/BOYBookValue4319771
OtherAssetsSchedule/OtherAssets/BOYBookValue5215423
OtherAssetsSchedule/OtherAssets/BOYBookValue6162969
OtherAssetsSchedule/OtherAssets/BOYBookValue7226749
OtherAssetsSchedule/OtherAssets/BOYBookValue890262
OtherAssetsSchedule/OtherAssets/BOYBookValue9121062
OtherAssetsSchedule/OtherAssets/BOYBookValue10325618
OtherAssetsSchedule/OtherAssets/BOYBookValue11244758
OtherAssetsSchedule/OtherAssets/BOYBookValue12158039
OtherAssetsSchedule/OtherAssets/BOYBookValue13261655
OtherAssetsSchedule/OtherAssets/BOYBookValue141164492
OtherAssetsSchedule/OtherAssets/Description0BERKSHIRE HATHAWAY
OtherAssetsSchedule/OtherAssets/Description1CAPITAL WORLD BOND FUND
OtherAssetsSchedule/OtherAssets/Description2EURO PACK GROWTH FUND
OtherAssetsSchedule/OtherAssets/Description3GROWTH FUND OF AMERICA
OtherAssetsSchedule/OtherAssets/Description4INCOME FUND OF AMERICA
OtherAssetsSchedule/OtherAssets/Description5INVESTMENT COMPANY OF AMERICA
OtherAssetsSchedule/OtherAssets/Description6NEW PERSPECTIVE FUND
OtherAssetsSchedule/OtherAssets/Description7DAVIS NEW YORK VENTURE
OtherAssetsSchedule/OtherAssets/Description8KEELEY SMALL CAP VALUE FUND
OtherAssetsSchedule/OtherAssets/Description9LOOMIS SAYLES STRATEGIC INCOME FUND
OtherAssetsSchedule/OtherAssets/Description10LINCOLN NATIONAL AMERICAN LEGACY
OtherAssetsSchedule/OtherAssets/Description11FIDELITY ADVISOR NEW INSIGHTS FUND
OtherAssetsSchedule/OtherAssets/Description12DELAWARE DIVERSIFIED INCOME FUND
OtherAssetsSchedule/OtherAssets/Description13IVY ASSET STRATEGY
OtherAssetsSchedule/OtherAssets/Description14JACKSON NATIONAL
OtherAssetsSchedule/OtherAssets/EOYBookValue09534
OtherAssetsSchedule/OtherAssets/EOYBookValue1359795
OtherAssetsSchedule/OtherAssets/EOYBookValue2277472
OtherAssetsSchedule/OtherAssets/EOYBookValue3507314
OtherAssetsSchedule/OtherAssets/EOYBookValue4332905
OtherAssetsSchedule/OtherAssets/EOYBookValue5219452
OtherAssetsSchedule/OtherAssets/EOYBookValue6164553
OtherAssetsSchedule/OtherAssets/EOYBookValue7228150
OtherAssetsSchedule/OtherAssets/EOYBookValue890262
OtherAssetsSchedule/OtherAssets/EOYBookValue9129144
OtherAssetsSchedule/OtherAssets/EOYBookValue10325618
OtherAssetsSchedule/OtherAssets/EOYBookValue11245289
OtherAssetsSchedule/OtherAssets/EOYBookValue12169036
OtherAssetsSchedule/OtherAssets/EOYBookValue13265043
OtherAssetsSchedule/OtherAssets/EOYBookValue141164492
OtherAssetsSchedule/OtherAssets/EOYFMV0114755
OtherAssetsSchedule/OtherAssets/EOYFMV1464886
OtherAssetsSchedule/OtherAssets/EOYFMV2241578
OtherAssetsSchedule/OtherAssets/EOYFMV3458761
OtherAssetsSchedule/OtherAssets/EOYFMV4326349
OtherAssetsSchedule/OtherAssets/EOYFMV5194166
OtherAssetsSchedule/OtherAssets/EOYFMV6148354
OtherAssetsSchedule/OtherAssets/EOYFMV7233765
OtherAssetsSchedule/OtherAssets/EOYFMV890147
OtherAssetsSchedule/OtherAssets/EOYFMV9130567
OtherAssetsSchedule/OtherAssets/EOYFMV1010359
OtherAssetsSchedule/OtherAssets/EOYFMV11299592
OtherAssetsSchedule/OtherAssets/EOYFMV12167421
OtherAssetsSchedule/OtherAssets/EOYFMV13272259
OtherAssetsSchedule/OtherAssets/EOYFMV141210212
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome20
OtherExpensesSchedule/OtherExpenses/Description0UBS FEES
OtherExpensesSchedule/OtherExpenses/Description1CMF RENEWAL
OtherExpensesSchedule/OtherExpenses/Description2MICH FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome015521
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome11700
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome220
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015521
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11700
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks220
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome00
OtherIncomeSchedule2/OtherIncome/Description0JACKSON LIFE ANNUITY
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks00
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount01996
TaxesSchedule/Taxes/Category0FEDERAL FEES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome01996
ReturnHeader/BuildTS02016-02-24 21:20:13Z

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,652,275
Liabilities
$0
Net assets
$4,652,275
Revenue
-
Expenses
$286,712
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.41$0.62$0.22
2023Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.35$0.58$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.25$0.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.39$0.68$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.19$0.35$0.16
2019Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.25$0.46$0.21
2018Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.55$0.32$0.24
2017Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.45$0.25$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.23$0.26$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.21$0.58$0.37
2014Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.33$0.42$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.69$0.76$0.08
2012Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.26
2011Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.24