Civic Intelligence

Shelby Community Foundation

990 • Fiscal year 2013 • EIN 38-3341102

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 16, 2014

PO Box 183181Almont, MI 48318-3181

(586) 909-5305

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$3,325

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2013

Assets

Up

$746,484

Up $86,250 (+13%) from 2012

Net Assets

Up

$746,484

Up $86,265 (+13%) from 2012

Liabilities

Down

$0

Down $15 (-100%) from 2012

Revenue

$124,422

No earlier filing loaded for comparison.

Expenses

Down

$63,827

Down $8,877 (-12%) from 2012

Net Income

$60,595

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$746,484
Liabilities$0
Net Assets$746,484

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$124,422
Expenses$63,827
Net Income$60,595
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 16, 2014
Return Version
2013v3.1
Gross Receipts
$147,270
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$488,068$590,594▲ $102,526
Cash and Non-Interest-Bearing Accounts$56,775$95,905▲ $39,130
Savings and Temporary Cash Investments$115,302$59,793▼ $55,509
Total Assets$660,234$746,484▲ $86,250
Other Assets Total$89$192▲ $103
Liabilities
Accounts Payable and Accrued Expenses$15--
Total Liabilities$15$0▼ $15
Net Assets / Fund Balance
Permanently Rstr Net Assets$570,595$583,498▲ $12,903
Temporarily Rstr Net Assets$72,038$118,697▲ $46,659
Unrestricted Net Assets$17,586$44,289▲ $26,703
Total Net Assets Fund Balance$660,219$746,484▲ $86,265
Total Liabilities and Net Assets / Fund Balance$660,234$746,484▲ $86,250

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$33,752--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$642,633$84,122▲ $10,896$3,634$702,195
2012$604,888$66,398▲ $17,449$9,390$642,633
2011$575,346$71,371▼ $1,729$7,049$604,888
2010$497,383$101,464▲ $6,804$2,821$575,346
2009$432,132$112,147▲ $7,358$4,585$497,383
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda StoutExecutive DiPT$3,325$3,325

Board Members and Trustees

NameTitle
Nancy BatesChairperson
James AndaryVice-chairpe
Christina KostiukDirector
Felicia HarrisDirector
Frank BergerDirector
Kathy VallisDirector
Linda ColtonDirector
Michael OsaerDirector
Rick YoungDirector
Robert SavoDirector
Theresa ToiaDirector
Jayme ArterCorrespondin
Tom DearloveRecording Se
Linda GearyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$87,619
Program Service Revenue
$0
Investment Income
$26,607
Other Revenue
$10,196
All Other Contributions
$78,059
Change in Net Assets
$60,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,855
Other Expenses$21,972
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,355--$33,355
Grants to Domestic Individuals$8,500--$8,500
Office Expenses$883$4,845-$5,728
Other Expenses$3,084$3,325-$3,084
Fees for Services Accounting-$2,527-$2,527
Advertising-$1,312-$1,312
Insurance-$754-$754
Travel-$85-$85
Total Functional Expenses$45,822$18,005$0$63,827
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-3135471-501(c)Senior Citizen Assis$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,960
Fundraising Direct Expenses$22,848
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,408$19,275$2,939$16,336
Event 2$7,645$7,270$2,887$4,383
Total Events$39,520$29,960$22,848$7,112
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
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 11B

The completed form 990 is presented to the board of directors at a meeting by the treasurer. All comments and questions are addressed.

Form 990, Page 6, Part VI, Line 12C

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, Page 6, Part VI, Line 19

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

EIN
38-3341102
Phone
5869095305

Signing Officer

Name
Linda Stout
Title
Executive Director
Phone
5869095305
Signed
2014-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Stout
Formed
1996
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
23

Preparer

Preparer
Michael Kramer
Phone
5862542010
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IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt1THE AMOUNT REPORTED IN PART II, SECTION B TOTAL SUPPORT, LINE 10 OTHER INCOME IS THE OTHER REVENUE AS REPORTED ON FORM 990 PART VIII LINE 8C AS NET INCOME FROM FUNDRAISING EVENTS.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt080699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt081975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0389977
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015792
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016367
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt079245
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt059651
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07113
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0367
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04916
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0551
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012947
IRS990ScheduleA/PublicSupportCY170Pct00.59020
IRS990ScheduleA/PublicSupportPY170Pct00.64810
IRS990ScheduleA/PublicSupportTotal170Amt0284567
IRS990ScheduleA/SubstantialContributorsTotAmt0105410
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt072137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt080699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt081975
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0389977
IRS990ScheduleA/TotalSupportAmt0482169
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.69750
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03084
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0642633
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt084122
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0702195
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt028738
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010896
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03634
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02469
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0604888
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt066398
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0642633
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt034243
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017449
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02178
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0575346
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt071371
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0604888
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt030873
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1729
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt07049
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01917
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0497383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0101464
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0575346
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt025567
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06804
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02821
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02220
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0432132
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0112147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0497383
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt047449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04585
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/DonorAdvisedFundsContriAmt025203
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt015723
IRS990ScheduleD/DonorAdvisedFundsHeldCnt012
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0242794
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsContriAmt075216
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt025133
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt014
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0409318
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0457853
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt198989
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt233752
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CD SUNTRUST BK ATLANTA GA 5/28/2014
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COMERICA BANK SUB NOTE 11/21/16
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CD SUNTRUST BK ATLANTA GA 11/28/2012
IRS990ScheduleD/OtherSecuritiesGrp/Desc4EXCHANGE TRADED PRODUCTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5FORD MTR CO 5/20/12
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.30250
IRS990ScheduleD/TotalBookValueSecuritiesAmt0590594
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09560
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04133
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0375
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05052
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019275
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029960
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SCF GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07112
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0495
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0495
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0649
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06475
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02939
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02887
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09652

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