Civic Intelligence

So Shine Foundation

EIN 45-4214718 • 501(c)3 • Newton, KS

Profile

Increase the health and vitality of the neighborhoods we serve through education, mentoring, life skills training, and community development

613 N MainNewton, KS 67114

soshinefoundation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

96th percentile

1.55x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

1.13x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$34,374

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

18th percentile

-13%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-6.0%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$444,035

Down $66,672 (-13%) from 2023

Liabilities

Down

$687,293

Down $19,195 (-2.7%) from 2023

Net Assets

Down

-$243,258

Down $47,477 (-24%) from 2023

Revenue

Down

$607,979

Down $39,109 (-6.0%) from 2023

Expenses

Down

$655,456

Down $75,399 (-10%) from 2023

Net Income

Up

-$47,477

Up $36,290 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2012: $13,324Liabilities 2012: $02012Assets 2018: $21,140Liabilities 2018: $8,740Net Assets 2018: $12,4002018Assets 2019: $12,750Liabilities 2019: $6,650Net Assets 2019: $6,1002019Assets 2020: $86,622Liabilities 2020: $85,095Net Assets 2020: $1,5272020Assets 2021: $49,012Liabilities 2021: $82,680Net Assets 2021: -$33,6682021Assets 2022: $652,366Liabilities 2022: $764,380Net Assets 2022: -$112,0142022Assets 2023: $510,707Liabilities 2023: $706,488Net Assets 2023: -$195,7812023Assets 2024: $444,035Liabilities 2024: $687,293Net Assets 2024: -$243,2582024

Highlighted filing

2024

Assets$444,035
Liabilities$687,293
Net Assets-$243,258

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $22,805Expenses 2012: $9,481Net Income 2012: $13,3242012Revenue 2018: $224,697Expenses 2018: $221,228Net Income 2018: $3,4692018Revenue 2019: $265,963Expenses 2019: $264,854Net Income 2019: $1,1092019Revenue 2020: $341,525Expenses 2020: $346,098Net Income 2020: -$4,5732020Revenue 2021: $488,110Expenses 2021: $523,305Net Income 2021: -$35,1952021Revenue 2022: $621,081Expenses 2022: $699,427Net Income 2022: -$78,3462022Revenue 2023: $647,088Expenses 2023: $730,855Net Income 2023: -$83,7672023Revenue 2024: $607,979Expenses 2024: $655,456Net Income 2024: -$47,4772024

Highlighted filing

2024

Revenue$607,979
Expenses$655,456
Net Income-$47,477

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$607,979
Mission and Program Overview

Mission

Increase the health and vitality of the neighborhoods we serve through education, mentoring, life skills training, and community development

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$277,327$314,153▲ $36,826
Savings and Temporary Cash Investments$150,000--
Cash and Non-Interest-Bearing Accounts$83,380$129,882▲ $46,502
Rtn Earn Endowment Incm Other Fnds$-195,781$-243,258▼ $47,477
Total Assets$510,707$444,035▼ $66,672
Liabilities
Mortgage Notes Payable Secured by Investment Property$706,488$687,293▼ $19,195
Total Liabilities$706,488$687,293▼ $19,195
Net Assets / Fund Balance
Total Net Assets Fund Balance$-195,781$-243,258▼ $47,477
Total Liabilities and Net Assets / Fund Balance$510,707$444,035▼ $66,672

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$304,153$17,206$321,359
Land$10,000-$10,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tami LakeySecretary/strategic DirectorFT$34,374$34,374

Board Members and Trustees

NameTitle
Chris LakeyPresident
Julie FriesenVice President
Benjamin MeierBoard Member
Greg NollBoard Member
Joe FreudBoard Member
Ryan VogtBoard Member
Shana CarbajalBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$68,581
Program Service Revenue
$513,130
Investment Income
$10,025
Other Revenue
$16,243
All Other Contributions
$68,581
Change in Net Assets
$-47,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$384,551
Salaries, Compensation, and Employee Benefits$270,905
Total Fundraising Expense$9,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$153,330$0$0$153,330
Occupancy$102,983$0$0$102,983
Comp Disqual Persons$64,505$0$0$64,505
Current Officers, Directors, Trustees, and Key Employees$24,062$6,875$3,437$34,374
Interest$22,983$0$0$22,983
Payroll Taxes$17,907$526$263$18,696
Other Expenses$6,453$1,525$4,683$12,661
Insurance$4,493$6,741$0$11,234
Office Expenses$0$9,174$1,019$10,193
Depreciation Depletion$7,191$0$0$7,191
Advertising$0$4,674$0$4,674
Travel$0$3,842$0$3,842
Fees for Services Accounting$0$1,680$0$1,680
Total Functional Expenses$611,017$35,037$9,402$655,456
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ashleigh LakeySee Part VEmploymentNo$50,632
Tami LakeySee Part VEmploymentNo$34,374
Anna LakeySee Part VEmploymentNo$10,884
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
So Shine Foundation
EIN
45-4214718
Phone
3162047072
Address
613 N MAIN, NEWTON, KS 67114

Signing Officer

Name
Tami Lakey
Title
Secretary
Phone
3162047072
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tami Lakey
Formed
2012
Legal Domicile
Ks
Voting Board Members
8
Independent Board Members
6
Employees
27
Volunteers
50

Preparer

Firm
Knudsen Monroe & Co LLC
Address
512 N MAIN STREET, NEWTON, KS 67114
Preparer
Christopher D Stauffer
Phone
3162835366
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Board president chris lakey and board secretary tami lakey are married to each other.

Pt VI, Line 11B

The board secretary reviews the form 990 before the return is filed with the irs.

Pt VI, Line 12C

Any possible conflicts of interest are openly discussed by the board.

Pt VI, Line 15A

Board review of local and national averages prior to setting compensation

Pt VI, Line 15B

Board review of local and national averages prior to setting compensation

Pt VI, Line 19

These documents are made available to the public upon request.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: NET INCOME FROM SPECIAL EVENTS 2023: 4414.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0289529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026208
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020720
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013828
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03312
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt064099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0513130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0550983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0545499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0439460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0283359
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02332431
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020720
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013828
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03312
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt064099
IRS990ScheduleA/InvestmentIncomeCYPct00.02380
IRS990ScheduleA/InvestmentIncomePYPct00.01600
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04414
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04414
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.96380
IRS990ScheduleA/PublicSupportPY509Pct00.96550
IRS990ScheduleA/PublicSupportTotal509Amt02593035
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt08200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt08700
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02625
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt08200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt028925
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0566461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0621954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0607253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0484798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0341494
IRS990ScheduleA/Total509Grp/TotalAmt02621960
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02690473
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0304153
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017206
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0321359
IRS990ScheduleD/LandGrp/BookValueAmt010000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0314153
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0TAMI LAKEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1ASHLEIGH LAKEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2ANNA LAKEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt034374
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt150632
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt210884
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EMPLOYMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2EMPLOYMENT
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0WIFE OF BOARD PRESIDENT CHRIS LAKEY AND CURRENT BOARD SECRETARY
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1DAUGHTER OF BOARD PRESIDENT CHRIS LAKEY AND BOARD SECRETARY TAMI LAKEY
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt2DAUGHTER OF BOARD PRESIDENT CHRIS LAKEY AND BOARD SECRETARY TAMI LAKEY
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV LINE 1B
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc1PART IV LINE 2B
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IV LINE 3B
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD PRESIDENT CHRIS LAKEY AND BOARD SECRETARY TAMI LAKEY ARE MARRIED TO EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD SECRETARY REVIEWS THE FORM 990 BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY POSSIBLE CONFLICTS OF INTEREST ARE OPENLY DISCUSSED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD REVIEW OF LOCAL AND NATIONAL AVERAGES PRIOR TO SETTING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD REVIEW OF LOCAL AND NATIONAL AVERAGES PRIOR TO SETTING COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0510707
IRS990/TotalAssetsEOYAmt0444035
IRS990/TotalAssetsGrp/BOYAmt0510707
IRS990/TotalAssetsGrp/EOYAmt0444035
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt068581

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