Civic Intelligence

The Scott Foundation

990PF • Fiscal year 2021 • EIN 46-5100762

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

Organization Profile
268 Broadway 101BSaratoga Springs, NY 12866

(518) 290-9460

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.00x

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Net Margin

79th percentile

79%

Higher net margin than 79% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2021 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2021

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

1047%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$5,895,911

Up $693,047 (+13%) from 2020

Net Assets

Up

$5,895,911

Up $765,714 (+15%) from 2020

Liabilities

Down

$0

Down $72,667 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin79th percentile

Revenue

Up

$1,834,873

Up $1,674,895 (+1047%) from 2020

Expenses

Up

$376,435

Up $68,763 (+22%) from 2020

Net Income

Up

$1,458,438

Up $1,606,132 (+1087%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$15M$10M$5.0M$0Assets 2015: $1,035,092Liabilities 2015: $02015Assets 2019: $5,277,891Liabilities 2019: $02019Assets 2020: $5,202,864Liabilities 2020: $72,667Net Assets 2020: $5,130,1972020Assets 2021: $5,895,911Liabilities 2021: $0Net Assets 2021: $5,895,9112021Assets 2022: $6,472,126Liabilities 2022: $0Net Assets 2022: $6,472,1262022Assets 2023: $9,752,110Liabilities 2023: $0Net Assets 2023: $9,752,1102023Assets 2024: $13,594,905Liabilities 2024: $0Net Assets 2024: $13,594,9052024

Highlighted filing

2021

Assets$5,895,911
Liabilities$0
Net Assets$5,895,911
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $100,091Expenses 2015: $37,617Net Income 2015: $62,4742015Revenue 2019: $2,193,396Expenses 2019: $65,553Net Income 2019: $2,127,8432019Revenue 2020: $159,978Expenses 2020: $307,672Net Income 2020: -$147,6942020Revenue 2021: $1,834,873Expenses 2021: $376,435Net Income 2021: $1,458,4382021Revenue 2022: $1,867,424Expenses 2022: $492,782Net Income 2022: $1,374,6422022Revenue 2023: $6,449,196Expenses 2023: $520,048Net Income 2023: $5,929,1482023Revenue 2024: $6,687,317Expenses 2024: $681,606Net Income 2024: $6,005,7112024

Highlighted filing

2021

Revenue$1,834,873
Expenses$376,435
Net Income$1,458,438
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D Dwight ScottTrustee - Less Than 1 Hr-$0--
Mary Shannon ScottTrustee - Less Than 1 Hr-$0--
Filing and Contact Details

Filer

Filer Name
The Scott Foundation
EIN
46-5100762
In Care Of
% SHADE TREE ADRIENNE KNAPP
Phone
5182909460
Address
268 BROADWAY 101B, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Dwight Scott
Title
Trustee
Phone
5182909460
Signed
2022-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
268 BROADWAY SUITE 101, SARATOGA SPRINGS, NY 12866
Preparer
Gavin Mcgillivray
Phone
5182909460
Raw XML Appendix309 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0D Dwight Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary Shannon Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee - less than 1 hr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee - less than 1 hr
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0D DWIGHT SCOTT AND MARY SHANNON SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0328667
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached List
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0334131
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0422610
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0309052
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0D DWIGHT SCOTT MARY SHANNON SCOT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1D DWIGHT SCOTT MARY SHANNON SCOT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O STA 268 Broadway Suite 101B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O STA 268 Broadway Suite 101B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Saratoga Springs
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd112866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010927
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1852492
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0852492
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE ATTACHED LIST OF PUBLICLY TRADED Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-08-03
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010099
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010956
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010956
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1722262
OtherDecreasesSchedule/OtherDecreasesDetail/Amt272667
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER COST BASIS FOR STOCK
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DONATED TO THE FOUNDATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2OTHER ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026274
OtherIncreasesSchedule/OtherIncreasesDetail/Amt028000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11538
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER ADJUSTMENTS (CHECKS CLEARED 2022)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01067
TaxesSchedule/TaxesDetail/Amt19500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01067
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DWIGHT SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05182909460
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Scott Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SHADE TREE KNAPP
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0465100762
ReturnHeader/Filer/InCareOfNm0% SHADE TREE ADRIENNE KNAPP
ReturnHeader/Filer/PhoneNum05182909460
ReturnHeader/Filer/USAddress/AddressLine1Txt0268 BROADWAY 101B
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0268 BROADWAY SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAVIN MCGILLIVRAY
ReturnHeader/ReturnTs02022-05-05T10:50:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DWIGHT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCOTT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,895,911
Liabilities
$0
Net assets
$5,895,911
Revenue
$1,834,873
Expenses
$376,435
Net income
$1,458,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$6.69$0.68$6.01
2023Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$6.45$0.52$5.93
2022Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$1.87$0.49$1.37
2021Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$1.83$0.38$1.46
2020Detailed filing. Detailed filing data is available for this year.$5.20$0.07$5.13$0.16$0.31$0.15
2019Summary only. Only limited summary data is available for this year.$5.28$0.00$2.19$0.07$2.13
2015Summary only. Only limited summary data is available for this year.$1.04$0.00$0.10$0.04$0.06