Civic Intelligence

Shakopee Educational Endowment Foundation

990EZ • Fiscal year 2014 • EIN 41-1666454

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization ProfileN/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.

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

56th percentile

5.3%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$416,788

Up $21,051 (+5.3%) from 2013

Net Assets

Up

$416,788

Up $21,051 (+5.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin88th percentile

Revenue

Down

$53,966

Down $24,245 (-31%) from 2013

Expenses

Up

$32,915

Up $6,689 (+26%) from 2013

Net Income

Down

$21,051

Down $30,934 (-60%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2010: $241,711Liabilities 2010: $0Net Assets 2010: $241,7112010Assets 2011: $337,427Net Assets 2011: $337,4272011Assets 2012: $343,752Liabilities 2012: $02012Assets 2013: $395,737Liabilities 2013: $0Net Assets 2013: $395,7372013Assets 2014: $416,788Liabilities 2014: $0Net Assets 2014: $416,7882014Assets 2015: $368,643Liabilities 2015: $0Net Assets 2015: $368,6432015Assets 2016: $371,402Liabilities 2016: $0Net Assets 2016: $371,4022016Assets 2017: $422,242Liabilities 2017: $0Net Assets 2017: $422,2422017Assets 2018: $418,842Liabilities 2018: $0Net Assets 2018: $418,8422018Assets 2019: $450,932Liabilities 2019: $0Net Assets 2019: $450,9322019Assets 2020: $480,379Liabilities 2020: $0Net Assets 2020: $480,3792020Assets 2021: $562,480Liabilities 2021: $0Net Assets 2021: $562,4802021Assets 2022: $505,638Liabilities 2022: $0Net Assets 2022: $505,6382022Assets 2023: $530,641Liabilities 2023: $0Net Assets 2023: $530,6412023Assets 2024: $556,546Liabilities 2024: $0Net Assets 2024: $556,5462024

Highlighted filing

2014

Assets$416,788
Liabilities$0
Net Assets$416,788
Open 2014 Filing

Operations Trend

Revenue Growth16th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $15,4312010Revenue 2011: $117,510Expenses 2011: $21,794Net Income 2011: $95,7162011Revenue 2012: $34,670Expenses 2012: $28,345Net Income 2012: $6,3252012Revenue 2013: $78,211Expenses 2013: $26,226Net Income 2013: $51,9852013Revenue 2014: $53,966Expenses 2014: $32,915Net Income 2014: $21,0512014Revenue 2015: $33,647Expenses 2015: $36,492Net Income 2015: -$2,8452015Revenue 2016: $42,158Expenses 2016: $31,463Net Income 2016: $10,6952016Revenue 2017: $80,176Expenses 2017: $29,336Net Income 2017: $50,8402017Revenue 2018: $40,810Expenses 2018: $31,704Net Income 2018: $9,1062018Revenue 2019: $86,067Expenses 2019: $60,824Net Income 2019: $25,2432019Revenue 2020: $80,005Expenses 2020: $49,626Net Income 2020: $30,3792020Revenue 2021: $74,562Expenses 2021: $42,262Net Income 2021: $32,3002021Revenue 2022: $41,525Expenses 2022: $49,495Net Income 2022: -$7,9702022Revenue 2023: $41,154Expenses 2023: $44,563Net Income 2023: -$3,4092023Revenue 2024: $34,232Expenses 2024: $36,469Net Income 2024: -$2,2372024

Highlighted filing

2014

Revenue$53,966
Expenses$32,915
Net Income$21,051
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$134,503
Mission and Program Overview

Mission

Provide educational grants and scholarships to schools

Educational grants and scholarships

Program Services

DescriptionGrantsExpenses
Provide educational grants and scholorships to schools$30,627-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK TRIMBODirector-$0--
PAULETTE RISLUNDVice President-$0--
JOSEPH PERUSICHPresident-$0--
REGGIE BOWERMANDirector-$0--
MARLENE LARSONDirector-$0--
KATHY MICHAELISDirector-$0--
KATHY BUSCHDirector-$0--
BERT NOTERMANNDirector-$0--
PAM WILGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shakopee Educational Endowment
EIN
41-1666454
Phone
9524454222
Address
PO BOX 144, SHAKOPEE, MN 55379

Signing Officer

Name
Joseph Perusich
Title
President
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Menden Accounting & Tax Service
Address
1275 Ramsey St Suite 100, Shakopee, MN 55379
Preparer
Roger Menden
Phone
9524458753
Supplemental Narrative

Additional Explanations

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

“| Cash Amount Given: $30627”

Other Expenses.1001

“Advertising and Promotion $420”

Other Expenses.1002

“Office Expenses $1413”

Raw XML Appendix159 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOE PERUSICH
IRS990EZ/BooksInCareOfDetail/PhoneNum09524454222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01098 MONROE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHAKOPEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055379
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0395737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0416788
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt034714
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt080537
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021051
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0455
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0395737
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0416788
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03703
IRS990EZ/GrantsAndSimilarAmountsPaidAmt030627
IRS990EZ/GrossReceiptsAmt0134503
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt015549
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0395737
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0416788
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0395737
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0416788
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK TRIMBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAULETTE RISLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH PERUSICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REGGIE BOWERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARLENE LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHY MICHAELIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHY BUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BERT NOTERMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PAM WILGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01833
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational grants and scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide educational grants and scholorships to schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030627
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt084240
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032915
IRS990EZ/TotalProgramServiceExpensesAmt030627
IRS990EZ/TotalRevenueAmt053966
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt048197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0108516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0227311
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0227311
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt048197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021901
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0108516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013983
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0227311
IRS990ScheduleA/TotalSupportAmt0227311
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $30627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $1413
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH PERUSICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHAKOPEE EDUCATIONAL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHAK
ReturnHeader/Filer/EIN0411666454
ReturnHeader/Filer/PhoneNum09524454222
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 144
ReturnHeader/Filer/USAddress/CityNm0SHAKOPEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Menden Accounting & Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01275 Ramsey St Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shakopee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055379
ReturnHeader/PreparerPersonGrp/PhoneNum09524458753
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger Menden
ReturnHeader/ReturnTs02015-05-13T10:41:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$416,788
Liabilities
$0
Net assets
$416,788
Revenue
$53,966
Expenses
$32,915
Net income
$21,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2014Detailed filing. Detailed filing data is available for this year.$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