Civic Intelligence

Shelby Community Foundation

990 • Fiscal year 2017 • EIN 38-3341102

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 28, 2018

Organization ProfileSHELBYCOMMUNITYFOUNDATION.ORG
PO Box 183181Shelby Twp, MI 48318-3181

(586) 909-5305

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-10%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$826,272

Up $85,342 (+12%) from 2016

Net Assets

Up

$822,772

Up $84,561 (+11%) from 2016

Liabilities

Up

$3,500

Up $781 (+29%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin80th percentile

Revenue

Down

$89,128

Down $10,426 (-10%) from 2016

Expenses

Down

$68,095

Down $21,119 (-24%) from 2016

Net Income

Up

$21,033

Up $10,693 (+103%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

2017

Assets$826,272
Liabilities$3,500
Net Assets$822,772
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

2017

Revenue$89,128
Expenses$68,095
Net Income$21,033
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 28, 2018
Return Version
2017v2.3
Gross Receipts
$99,002
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 in Publicly Traded Securities$699,823$789,361▲ $89,538
Cash and Non-Interest-Bearing Accounts$24,838$27,337▲ $2,499
Savings and Temporary Cash Investments$15,205$8,196▼ $7,009
Total Assets$740,930$826,272▲ $85,342
Other Assets Total$1,064$1,378▲ $314
Liabilities
Accounts Payable and Accrued Expenses$2,719$3,500▲ $781
Total Liabilities$2,719$3,500▲ $781
Net Assets / Fund Balance
Permanently Rstr Net Assets$614,082$631,878▲ $17,796
Temporarily Rstr Net Assets$114,303$105,183▼ $9,120
Unrestricted Net Assets$9,826$85,711▲ $75,885
Total Net Assets Fund Balance$738,211$822,772▲ $84,561
Total Liabilities and Net Assets / Fund Balance$740,930$826,272▲ $85,342

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$728,386$48,123▲ $11,387$49$767,062
2016$713,508$58,964▲ $5,740$650$728,385
2015$715,378$41,927▲ $8,669$5,431$713,508
2014$702,195$36,222▲ $15,391$3,181$715,378
2013$642,633$84,122▲ $10,896$3,634$702,195
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Nancy BatesChairperson
Linda ColtonDirector
Tom DearloveActing Vice
Barbara KielSecretary
Linda StoutTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,365
Program Service Revenue
$0
Investment Income
$25,564
Other Revenue
$15,199
All Other Contributions
$46,875
Change in Net Assets
$21,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,350
Other Expenses$21,745
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,350--$40,350
Other Expenses$6,254--$6,254
Fees for Service Investment Mgmnt Fees-$6,236-$6,236
Grants to Domestic Individuals$6,000--$6,000
Office Expenses-$5,465-$5,465
Fees for Services Accounting-$2,990-$2,990
Insurance-$800-$800
Total Functional Expenses$52,604$15,491$0$68,095
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,819
Fundraising Direct Expenses$9,874
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$10,885$10,480$1,204$9,276
WOMEN'S LUNCHEO$9,304$8,219$676$7,543
Total Events$20,189$18,699$9,874$8,825
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

Filer Name
Shelby Community Foundation
EIN
38-3341102
Phone
5869095305
Address
PO BOX 183181, SHELBY TWP, MI 48318-3181

Signing Officer

Name
Linda Stout
Title
Treasurer
Phone
5869095305
Signed
2018-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Bates
Formed
1996
Legal Domicile
Mi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
15

Preparer

Firm
Moceri & Company Pc
Address
45100 STERITT ST STE 200, UTICA, MI 48317
Preparer
Michael Kramer
Phone
5862542010
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The organization's exempt purpose achievements were for the benefit of children (including scholarships, educational programs, and special needs children), police department, community education programs and equipment, and women's health and safety.”

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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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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S EXEMPT PURPOSE ACHIEVEMENTS WERE FOR THE BENEFIT OF CHILDREN (INCLUDING SCHOLARSHIPS, EDUCATIONAL PROGRAMS, AND SPECIAL NEEDS CHILDREN), POLICE DEPARTMENT, COMMUNITY EDUCATION PROGRAMS AND EQUIPMENT, AND WOMEN'S HEALTH AND SAFETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AT A MEETING BY THE TREASURER. ALL COMMENTS AND QUESTIONS ARE ADDRESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON 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/ExplanationTxt3THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO ANYONE WHO REQUESTS SUCH DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-28
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$826,272
Liabilities
$3,500
Net assets
$822,772
Revenue
$89,128
Expenses
$68,095
Net income
$21,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$8.78$8.78
2020Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.51$0.51$0.00
2019Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$1.03$1.17$0.14
2018Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.85$0.56$0.30
2017Detailed filing. Detailed filing data is available for this year.$8.26$0.04$8.23$0.89$0.68$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.41$0.03$7.38$1.00$0.89$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.75$0.94$0.20
2014Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.42$0.97$0.69$0.29
2013Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$1.24$0.64$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.00$6.60$0.73
2011Summary only. Only limited summary data is available for this year.$6.34$0.16$6.18$0.96$0.82$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$0.00$6.24$0.62