Shakopee Educational Endowment Foundation

990EZ • Fiscal year 2013 • EIN 41-1666454

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile N/A

PO Box 144Shakopee, MN 55379

(952) 445-4222

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

66%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

15%

Faster asset growth than 68% of similar nonprofits.

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

126%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets55th percentile

Assets

$395,737

Up $51,985 (+15%) from 2012

Net Assets

$395,737

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin95th percentile

Revenue

$78,211

Up $43,541 (+126%) from 2012

Expenses

Down

$26,226

Down $2,119 (-7.5%) from 2012

Net Income

$51,985

Up $45,660 (+722%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

Highlighted filing

2013

Assets$395,737

Liabilities$0

Net Assets$395,737

Open 2013 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2013

Revenue$78,211

Expenses$26,226

Net Income$51,985

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 12, 2014
Return Version: 2013v3.1
Gross Receipts: $187,738

Mission and Program Overview

Mission

Provide educational grants and scholarships to schools

Educational grants and scholarships

Program Services

Description	Grants	Expenses
Provide educational grants and scholorships to schools	$24,491	-

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JACK TRIMBO	Director	-	$0	-	-
PAULETTE RISLUND	Vice President	-	$0	-	-
JOSEPH PERUSICH	President	-	$0	-	-
REGGIE BOWERMAN	Director	-	$0	-	-
MARLENE LARSON	Director	-	$0	-	-
KATHY MICHAELIS	Director	-	$0	-	-
KATHY BUSCH	Director	-	$0	-	-
BERT NOTERMANN	Director	-	$0	-	-
PAM WILGER	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 41-1666454
Phone: 9524454222

Signing Officer

Name: Joseph Perusich
Title: President
Signed: 2014-05-12
Discuss with paid preparer: Yes

Preparer

Preparer: Roger Menden
Phone: 9524458753

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $24491”

Other Expenses.1001

“Advertising and Promotion $840”

Other Expenses.1002

“Office Expenses $25”

Raw XML Appendix157 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	JOE PERUSICH
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9524454222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1098 MONROE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	SHAKOPEE
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	55379
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	343752
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	395737
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	48197
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	109527
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	51985
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	870
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	343752
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	395737
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	17131
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	24491
IRS990EZ/GrossReceiptsAmt	0	187738
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	12883
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	343752
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	395737
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	343752
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	395737
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JACK TRIMBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	PAULETTE RISLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JOSEPH PERUSICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	REGGIE BOWERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	MARLENE LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	KATHY MICHAELIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	KATHY BUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	BERT NOTERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	PAM WILGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	Director
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	865
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Educational grants and scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Provide educational grants and scholorships to schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	24491
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	126658
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	26226
IRS990EZ/TotalProgramServiceExpensesAmt	0	24491
IRS990EZ/TotalRevenueAmt	0	78211
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/CommunityTrustInd	0	X
IRS990ScheduleA/First5Years170Ind	0	X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	48197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	21901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	108516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	13983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	192597
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/PublicSupportCY170Pct	0	0.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	192597
IRS990ScheduleA/SubstantialContributorsTotAmt	0	0
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt	0	0
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	48197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	21901
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	108516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	13983
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	192597
IRS990ScheduleA/TotalSupportAmt	0	192597
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	\| Cash Amount Given: $24491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Advertising and Promotion $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Office Expenses $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1002
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOSEPH PERUSICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	SHAKOPEE EDUCATIONAL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SHAK
ReturnHeader/Filer/EIN	0	411666454
ReturnHeader/Filer/PhoneNum	0	9524454222
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 144
ReturnHeader/Filer/USAddress/City	0	SHAKOPEE
ReturnHeader/Filer/USAddress/State	0	MN
ReturnHeader/Filer/USAddress/ZIPCode	0	55379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Menden Accounting & Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1275 Ramsey St Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Shakopee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	55379
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9524458753
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Roger Menden
ReturnHeader/ReturnTs	0	2014-05-12T07:01:53-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $395,737
Liabilities: $0
Net assets: $395,737
Revenue: $78,211
Expenses: $26,226
Net income: $51,985

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$5.57	$0.00	$5.57	$0.34	$0.36	$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.31	$0.00	$5.31	$0.41	$0.45	$0.03
2022Detailed filing. Detailed filing data is available for this year.	$5.06	$0.00	$5.06	$0.42	$0.49	$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$5.62	$0.00	$5.62	$0.75	$0.42	$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.80	$0.00	$4.80	$0.80	$0.50	$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.51	$0.00	$4.51	$0.86	$0.61	$0.25
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$4.19	$0.00	$4.19	$0.41	$0.32	$0.09
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$4.22	$0.00	$4.22	$0.80	$0.29	$0.51
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$3.71	$0.00	$3.71	$0.42	$0.31	$0.11
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$3.69	$0.00	$3.69	$0.34	$0.36	$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.17	$0.00	$4.17	$0.54	$0.33	$0.21
2013Detailed filing. Detailed filing data is available for this year.	$3.96	$0.00	$3.96	$0.78	$0.26	$0.52
2012Summary only. Only limited summary data is available for this year.	$3.44	$0.00		$0.35	$0.28	$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.37		$3.37	$1.18	$0.22	$0.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.42	$0.00	$2.42		$0.15