Civic Intelligence

The Scott Foundation

990PF • Fiscal year 2023 • EIN 46-5100762

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

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

82nd percentile

0.00x

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.00x

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

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Net Margin

88th percentile

92%

Higher net margin than 88% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2023

Asset Growth

93rd percentile

51%

Faster asset growth than 93% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

245%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • NTEE T20 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$9,752,110

Up $3,279,984 (+51%) from 2022

Net Assets

Up

$9,752,110

Up $3,279,984 (+51%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin88th percentile

Revenue

Up

$6,449,196

Up $4,581,772 (+245%) from 2022

Expenses

Up

$520,048

Up $27,266 (+5.5%) from 2022

Net Income

Up

$5,929,148

Up $4,554,506 (+331%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2023

Assets$9,752,110
Liabilities$0
Net Assets$9,752,110
Open 2023 Filing

Operations Trend

Revenue Growth83rd 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

2023

Revenue$6,449,196
Expenses$520,048
Net Income$5,929,148
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
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
2024-05-01
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
Raw XML Appendix298 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
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0D DWIGHT SCOTT AND MARY SHANNON SC
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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/TotalContributionsAmt020968
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt13568863
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03568863
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0see attached list
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-08
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt013311
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt018504
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt018504
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12649192
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER COST BASIS FOR STOCK
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt032884
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032884
OtherIncreasesSchedule/OtherIncreasesDetail/Amt028
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BROKER BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020968
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STA FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010484
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010484
TaxesSchedule/TaxesDetail/Amt05362
TaxesSchedule/TaxesDetail/Amt117500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05362
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/SignatureDt02024-05-01
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0GAVIN MCGILLIVRAY
ReturnHeader/ReturnTs02024-05-09T14:57:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DWIGHT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCOTT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,752,110
Liabilities
$0
Net assets
$9,752,110
Revenue
$6,449,196
Expenses
$520,048
Net income
$5,929,148
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