Civic Intelligence

Shakopee Educational Endowment Foundation

990 • Fiscal year 2016 • EIN 41-1666454

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

47th percentile

0.7%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$371,402

Up $2,759 (+0.7%) from 2015

Net Assets

Up

$371,402

Up $2,759 (+0.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin82nd percentile

Revenue

Up

$42,158

Up $8,511 (+25%) from 2015

Expenses

Down

$31,463

Down $5,029 (-14%) from 2015

Net Income

Up

$10,695

Up $13,540 (+476%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2016

Assets$371,402
Liabilities$0
Net Assets$371,402
Open 2016 Filing

Operations Trend

Revenue Growth78th 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

2016

Revenue$42,158
Expenses$31,463
Net Income$10,695
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$527,484
Mission and Program Overview

Mission

Provide educational grants and scholarships to schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$306,668$310,280▲ $3,612
Cash and Non-Interest-Bearing Accounts$61,975$61,122▼ $853
Total Assets$368,643$371,402▲ $2,759
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$368,643$371,402▲ $2,759
Total Net Assets Fund Balance$368,643$371,402▲ $2,759
Total Liabilities and Net Assets / Fund Balance$368,643$371,402▲ $2,759
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jack TrimboChairperson
Ali KofiroDirector
Bert NotermannDirector
Kathy BuschDirector
Kathy MichaelisDirector
Marlene LarsonDirector
Paulette RislundDirector
Reggie BowermanDirector
Stephanie BodeDirector
Kristi PetersonCommunicatio
Kristin KollerFund Develop
Julie TheisGrants Co-ch
Sarah BaumgartnerGrants Co-ch
Julie JohnsonSecretary
Joseph PerusichTreasurer
Pam WilgerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$17,376
Program Service Revenue
$0
Investment Income
$24,782
Other Revenue
$0
All Other Contributions
$17,376
Change in Net Assets
$10,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,620
Other Expenses$4,843
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,620--$26,620
Fees for Service Investment Mgmnt Fees-$3,138-$3,138
Office Expenses-$815-$815
Fees for Services Accounting-$470-$470
Advertising-$420-$420
Total Functional Expenses$26,620$4,843$0$31,463
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shakopee SchoolsShakopee, MN-Educational$26,620
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
No
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
No
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

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
Treasurer
Phone
9524454222
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Trimbo
Formed
1991
Legal Domicile
Mn
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Menden Accounting & Tax Svc
Address
1275 RAMSEY ST STE 100, SHAKOPEE, MN 55379-3135
Preparer
Louise a Jensen
Phone
9524458753
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in investment value -7,936”

Raw XML Appendix335 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0505 SOUTH HOLMES
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0368643
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0371402
IRS990/TotalProgramServiceExpensesAmt026620
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024782
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042158
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0368643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0371402
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0368643
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0371402
IRS990/USAddress/AddressLine1Txt01064 SWIFT STREET
IRS990/USAddress/CityNm0SHAKOPEE
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055379
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH PERUSICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09524454222
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05A528061680771770CE50663F0255582975BDBBA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB7CC2D54F6BD148239E61A8D0901100E3410583
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/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUISE A JENSEN
ReturnHeader/ReturnTs02017-05-11T14:12:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$371,402
Liabilities
$0
Net assets
$371,402
Revenue
$42,158
Expenses
$31,463
Net income
$10,695
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
2016Detailed filing. Detailed filing data is available for this year.$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