Civic Intelligence

Shakopee Educational Endowment Foundation

990EZ • Fiscal year 2015 • EIN 41-1666454

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$368,643

Down $48,145 (-12%) from 2014

Net Assets

Down

$368,643

Down $48,145 (-12%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin25th percentile

Revenue

Down

$33,647

Down $20,319 (-38%) from 2014

Expenses

Up

$36,492

Up $3,577 (+11%) from 2014

Net Income

Down

-$2,845

Down $23,896 (-114%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2015

Assets$368,643
Liabilities$0
Net Assets$368,643
Open 2015 Filing

Operations Trend

Revenue Growth13th 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

2015

Revenue$33,647
Expenses$36,492
Net Income-$2,845
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Gross Receipts
$129,900
Mission and Program Overview

Mission

Provide educational grants and scholarships to schools

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPS TO SCHOOLS$32,120$32,120
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK TRIMBODirector-$0--
PAULETTE RISLUNDVice Preside-$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
Phone
9524454222
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Menden Accounting & Tax Svc
Address
1275 RAMSEY ST STE 100, SHAKOPEE, MN 55379-3135
Preparer
Elaine Larabee Ea
Phone
9524458753
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Shakopee schools 505 south holmes shakopee, mn 55379 32,120 0 0”

Form 990-ez, Part I, Line 16

“Expenses advertising 420 office exp. 239 total 659”

Form 990-ez, Part I, Line 20

“Change in investment value -16,823”

Raw XML Appendix150 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 ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHAKOPEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055379
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0388311
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0368643
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016921
IRS990EZ/CostOrOtherBasisExpenseSaleAmt096253
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2845
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03713
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0388311
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0368643
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02618
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032120
IRS990EZ/GrossReceiptsAmt0129900
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014108
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0388311
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0368643
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0388311
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0368643
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
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 PRESIDE
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/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-16823
IRS990EZ/OtherExpensesTotalAmt0659
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPS TO SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPS TO SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032120
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032120
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt098871
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036492
IRS990EZ/TotalProgramServiceExpensesAmt032120
IRS990EZ/TotalRevenueAmt033647
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0108516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0230249
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014108
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0230249
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021901
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0108516
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0230249
IRS990ScheduleA/TotalSupportAmt0230249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHAKOPEE SCHOOLS 505 SOUTH HOLMES SHAKOPEE, MN 55379 32,120 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 420 OFFICE EXP. 239 TOTAL 659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN INVESTMENT VALUE -16,823
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH PERUSICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09524454222
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
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/PreparerFirmEIN0411922135
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENDEN ACCOUNTING & TAX SVC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01275 RAMSEY ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAKOPEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0553793135
ReturnHeader/PreparerPersonGrp/PhoneNum09524458753
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE LARABEE EA
ReturnHeader/ReturnTs02016-05-12T19:26:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$368,643
Liabilities
$0
Net assets
$368,643
Revenue
$33,647
Expenses
$36,492
Net income
-$2,845
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
2015Detailed filing. Detailed filing data is available for this year.$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