Civic Intelligence

Shelby Community Foundation

EIN 38-3341102 • 501(c)3 • Almont, MI

Profile

To aid in the fulfillment of the charitable functions of the shelby township, mi community

PO Box 539Almont, MI 48003

shelbycommunityfoundation.org

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $878,438 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $878,438 (-100%) from 2020

Revenue

Down

$0

Down $50,996 (-100%) from 2020

Expenses

Up

$878,438

Up $827,740 (+1633%) from 2020

Net Income

Down

-$878,438

Down $878,736 (-294878%) from 2020

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $623,969Liabilities 2010: $0Net Assets 2010: $623,9692010Assets 2011: $633,963Liabilities 2011: $16,425Net Assets 2011: $617,5382011Assets 2012: $660,234Liabilities 2012: $15Net Assets 2012: $660,2192012Assets 2013: $746,484Liabilities 2013: $0Net Assets 2013: $746,4842013Assets 2014: $742,586Liabilities 2014: $300Net Assets 2014: $742,2862014Assets 2015: $694,845Liabilities 2015: $0Net Assets 2015: $694,8452015Assets 2016: $740,930Liabilities 2016: $2,719Net Assets 2016: $738,2112016Assets 2017: $826,272Liabilities 2017: $3,500Net Assets 2017: $822,7722017Assets 2018: $779,525Liabilities 2018: $0Net Assets 2018: $779,5252018Assets 2019: $860,088Liabilities 2019: $0Net Assets 2019: $860,0882019Assets 2020: $878,438Liabilities 2020: $0Net Assets 2020: $878,4382020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $61,9242010Revenue 2011: $95,753Expenses 2011: $82,280Net Income 2011: $13,4732011Expenses 2012: $72,7042012Revenue 2013: $124,422Expenses 2013: $63,827Net Income 2013: $60,5952013Revenue 2014: $97,306Expenses 2014: $68,643Net Income 2014: $28,6632014Revenue 2015: $74,628Expenses 2015: $94,485Net Income 2015: -$19,8572015Revenue 2016: $99,554Expenses 2016: $89,214Net Income 2016: $10,3402016Revenue 2017: $89,128Expenses 2017: $68,095Net Income 2017: $21,0332017Revenue 2018: $85,456Expenses 2018: $55,806Net Income 2018: $29,6502018Revenue 2019: $103,212Expenses 2019: $116,988Net Income 2019: -$13,7762019Revenue 2020: $50,996Expenses 2020: $50,698Net Income 2020: $2982020Revenue 2021: $0Expenses 2021: $878,438Net Income 2021: -$878,4382021

Highlighted filing

2021

Revenue$0
Expenses$878,438
Net Income-$878,438

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 28, 2022
Return Version
2021v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

To aid in the fulfillment of the charitable functions of the shelby township, mi community

To aid in the fulfillment of the charitable functions of the shelby township, mi community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$861,991$0▼ $861,991
Cash and Non-Interest-Bearing Accounts$11,600$0▼ $11,600
Savings and Temporary Cash Investments$3,194$0▼ $3,194
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$878,438$0▼ $878,438
Other Assets Total$1,653$0▼ $1,653
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$798,079$0▼ $798,079
Net Assets Without Donor Restrictions$80,359$0▼ $80,359
Total Net Assets Fund Balance$878,438$0▼ $878,438
Total Liabilities and Net Assets / Fund Balance$878,438$0▼ $878,438

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$766,853--$766,853-
2020$724,980$47,891▲ $7,752-$766,853
2019$748,672$48,833▲ $13,428$56$724,980
2018$737,062$31,948▲ $13,924$137$748,672
2017$728,386$48,123▲ $11,387$49$767,062
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kimberly EndersChairperson
Barbara KielDirector
Nancy BatesSecretary
Linda StoutTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-878,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$878,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$878,438--$878,438
Total Functional Expenses$878,438$0$0$878,438
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 A, Line 4

Changes to governing organization: effective january 1, 2021, shelby community foundation entered into a statutory merger with four county community foundation, which was the surviving corporation at the completion of the merger. The foundation transferred its net assets of $878,438 to four county community foundation on january 1, 2021. Final approval for the merger was received from the state of michigan department of attorney general on january 22, 2021.

Form 990, Part VI, Section A, Line 8A

Documentation of governing body meetings: throughout the tax year, there were no board or committee meetings held as a result of the merger with four county community foundation.

Form 990, Part VI, Section A, Line 8B

Documentation of committee meetings: throughout the tax year, there were no board or committee meetings held as a result of the merger with four county community foundation.

Form 990, Part VI, Section B, Line 11B

Organization's process to review form 990: the audit and standards committee of four county community foundation will review shelby community foundation's final 990.

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

Enforcement of conflicts policy: on a meeting by meeting basis all of the board members will discuss the potential of conflict of interests as new projects/funding and grants arise.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation: the organization makes the financial statements, governing documents, and conflict of interest policy available to anyone who requests such documents.

Filing and Contact Details

Filer

Filer Name
Shelby Community Foundation
EIN
38-3341102
Phone
8107980909
Address
PO BOX 539, ALMONT, MI 48003

Signing Officer

Name
Linda Stout
Title
Treasurer
Phone
8107980909
Signed
2022-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Bates
Formed
1996
Legal Domicile
Mi
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
4

Preparer

Firm
Uhy Advisors Mi Inc
Address
1979 HOLLAND AVE SUITE A, PORT HURON, MI 48060
Preparer
Paul Bailey
Phone
8109843829
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Effective january 1, 2021, shelby community foundation entered into a statutory merger with four county community foundation, which was the surviving corporation at the completion of the merger.

Raw XML Appendix384 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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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12021-01-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0382736601
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1382736601
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0866837
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt111601
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0MARKET VALUE AS 12/31/20 PER MORGAN STANLEY STATEMENT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1CASH VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 539
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1PO BOX 539
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0ALMONT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1ALMONT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1MI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd048003
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd148003
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0EXPLANATION OF INVOLVEMENT: LINDA STOUT AND NANCY BATES BOTH BECAME A TRUSTEE OF FOUR COUNTY COMMUNITY FOUNDATION
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JANUARY 1, 2021, SHELBY COMMUNITY FOUNDATION ENTERED INTO A STATUTORY MERGER WITH FOUR COUNTY COMMUNITY FOUNDATION, WHICH WAS THE SURVIVING CORPORATION AT THE COMPLETION OF THE MERGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGES TO GOVERNING ORGANIZATION: EFFECTIVE JANUARY 1, 2021, SHELBY COMMUNITY FOUNDATION ENTERED INTO A STATUTORY MERGER WITH FOUR COUNTY COMMUNITY FOUNDATION, WHICH WAS THE SURVIVING CORPORATION AT THE COMPLETION OF THE MERGER. THE FOUNDATION TRANSFERRED ITS NET ASSETS OF $878,438 TO FOUR COUNTY COMMUNITY FOUNDATION ON JANUARY 1, 2021. FINAL APPROVAL FOR THE MERGER WAS RECEIVED FROM THE STATE OF MICHIGAN DEPARTMENT OF ATTORNEY GENERAL ON JANUARY 22, 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTATION OF GOVERNING BODY MEETINGS: THROUGHOUT THE TAX YEAR, THERE WERE NO BOARD OR COMMITTEE MEETINGS HELD AS A RESULT OF THE MERGER WITH FOUR COUNTY COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTATION OF COMMITTEE MEETINGS: THROUGHOUT THE TAX YEAR, THERE WERE NO BOARD OR COMMITTEE MEETINGS HELD AS A RESULT OF THE MERGER WITH FOUR COUNTY COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE AUDIT AND STANDARDS COMMITTEE OF FOUR COUNTY COMMUNITY FOUNDATION WILL REVIEW SHELBY COMMUNITY FOUNDATION'S FINAL 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ENFORCEMENT OF CONFLICTS POLICY: ON A MEETING BY MEETING BASIS ALL OF THE BOARD MEMBERS WILL DISCUSS THE POTENTIAL OF CONFLICT OF INTERESTS AS NEW PROJECTS/FUNDING AND GRANTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO ANYONE WHO REQUESTS SUCH DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0878438
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0878438
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0878438
IRS990/TotalFunctionalExpensesGrp/TotalAmt0878438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0878438
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0878438
IRS990/TotalProgramServiceExpensesAmt0878438
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0878438
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060106 STONECREST DR
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048094
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0SHELBYCOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA STOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08107980909
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELBY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0383341102
ReturnHeader/Filer/PhoneNum08107980909
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 539
ReturnHeader/Filer/USAddress/CityNm0ALMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381910111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MI INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01979 HOLLAND AVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT HURON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048060
ReturnHeader/PreparerPersonGrp/PhoneNum08109843829
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL BAILEY
ReturnHeader/ReturnTs02022-10-10T06:56:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOUT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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