Civic Intelligence

Shelby Community Foundation

990 • Fiscal year 2018 • EIN 38-3341102

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

25th percentile

-5.7%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-4.1%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$779,525

Down $46,747 (-5.7%) from 2017

Net Assets

Down

$779,525

Down $43,247 (-5.3%) from 2017

Liabilities

Down

$0

Down $3,500 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin86th percentile

Revenue

Down

$85,456

Down $3,672 (-4.1%) from 2017

Expenses

Down

$55,806

Down $12,289 (-18%) from 2017

Net Income

Up

$29,650

Up $8,617 (+41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2018

Assets$779,525
Liabilities$0
Net Assets$779,525
Open 2018 Filing

Operations Trend

Revenue Growth32nd 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

2018

Revenue$85,456
Expenses$55,806
Net Income$29,650
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Gross Receipts
$97,657
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$789,361$754,354▼ $35,007
Cash and Non-Interest-Bearing Accounts$27,337$16,315▼ $11,022
Savings and Temporary Cash Investments$8,196$6,864▼ $1,332
Total Assets$826,272$779,525▼ $46,747
Other Assets Total$1,378$1,992▲ $614
Liabilities
Accounts Payable and Accrued Expenses$3,500--
Total Liabilities$3,500$0▼ $3,500
Net Assets / Fund Balance
Permanently Rstr Net Assets$631,878$638,139▲ $6,261
Temporarily Rstr Net Assets$105,183$110,532▲ $5,349
Unrestricted Net Assets$85,711$30,854▼ $54,857
Total Net Assets Fund Balance$822,772$779,525▼ $43,247
Total Liabilities and Net Assets / Fund Balance$826,272$779,525▼ $46,747

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$737,062$31,948▲ $13,924$137$748,672
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
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$35,589
Program Service Revenue
$0
Investment Income
$33,782
Other Revenue
$16,085
All Other Contributions
$34,771
Change in Net Assets
$29,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,029
Other Expenses$20,777
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,529--$28,529
Fees for Service Investment Mgmnt Fees-$6,611-$6,611
Grants to Domestic Individuals$6,500--$6,500
Other Expenses$6,452--$6,452
Office Expenses-$3,691-$3,691
Fees for Services Accounting-$3,050-$3,050
Insurance-$848-$848
Advertising-$125-$125
Total Functional Expenses$41,481$14,325$0$55,806
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,834
Fundraising Direct Expenses$12,201
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Snowflake Socia$13,412$12,784$1,383$11,401
WOMEN'S LUNCHEO$9,105$8,915$1,614$7,301
Total Events$22,517$21,699$12,201$9,498
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
2019-05-08
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
18

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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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.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$779,525
Liabilities
$0
Net assets
$779,525
Revenue
$85,456
Expenses
$55,806
Net income
$29,650
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