Civic Intelligence

The Scott Foundation

990PF • Fiscal year 2022 • EIN 46-5100762

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
19 Railroad Pl Suite 301Saratoga Springs, NY 12866

(518) 290-9460

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.00x

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

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Net Margin

80th percentile

74%

Higher net margin than 80% of similar nonprofits.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

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.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Asset Growth

85th percentile

9.8%

Faster asset growth than 85% of similar nonprofits.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

1.8%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$6,472,126

Up $576,215 (+9.8%) from 2021

Net Assets

Up

$6,472,126

Up $576,215 (+9.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin80th percentile

Revenue

Up

$1,867,424

Up $32,551 (+1.8%) from 2021

Expenses

Up

$492,782

Up $116,347 (+31%) from 2021

Net Income

Down

$1,374,642

Down $83,796 (-5.7%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2022

Assets$6,472,126
Liabilities$0
Net Assets$6,472,126
Open 2022 Filing

Operations Trend

Revenue Growth66th 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

2022

Revenue$1,867,424
Expenses$492,782
Net Income$1,374,642
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay75th 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
19 RAILROAD PL SUITE 301, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Dwight Scott
Title
Trustee
Phone
5182909460
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
19 Railroad Place Suite 301, SARATOGA SPRINGS, NY 12866
Preparer
Gavin Mcgillivray
Phone
5182909460
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0D Dwight Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary Shannon Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee - less than 1 hr
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0D DWIGHT SCOTT AND MARY SHANNON SC
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0443957
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0426064
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0422610
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 19 Railroad Pl Suite 301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O STA 19 Railroad Pl Suite 301
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/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0965271
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt113580
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0965271
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE ATTACHED LIST
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-09-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010956
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt013311
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt013311
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1770057
OtherDecreasesSchedule/OtherDecreasesDetail/Amt228000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt3370
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER COST BASIS FOR STOCK
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DONATED TO THE FOUNDATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2PRIOR YEAR ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3BROKER ADJUSTMENTS TO COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027848
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027848
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013580
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06790
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06790
TaxesSchedule/TaxesDetail/Amt01687
TaxesSchedule/TaxesDetail/Amt112500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01687
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DWIGHT SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05182909460
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/AddressLine1Txt019 RAILROAD PL SUITE 301
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Railroad Place Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GAVIN MCGILLIVRAY
ReturnHeader/ReturnTs02023-05-12T14:05:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DWIGHT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCOTT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,472,126
Liabilities
$0
Net assets
$6,472,126
Revenue
$1,867,424
Expenses
$492,782
Net income
$1,374,642
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