Civic Intelligence

The Shelton Foundation

990PF • Fiscal year 2020 • EIN 58-1596729

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization Profile
286 Cabernet LaneDobson, NC 27017

(336) 366-4724

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,603,812

Up $85,881 (+3.4%) from 2019

Net Assets

Up

$2,603,812

Up $85,881 (+3.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$107,194

Up $32,576 (+44%) from 2019

Expenses

Down

$20,970

Down $131,310 (-86%) from 2019

Net Income

Up

$86,224

Up $163,886 (+211%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $1,310,179Liabilities 2011: $11,4002011Assets 2012: $1,381,110Liabilities 2012: $3,6242012Assets 2013: $1,259,400Liabilities 2013: $177,6312013Assets 2014: $1,296,127Liabilities 2014: $215,7282014Assets 2015: $2,491,856Liabilities 2015: -$31,5232015Assets 2019: $2,517,931Liabilities 2019: $0Net Assets 2019: $2,517,9312019Assets 2020: $2,603,812Liabilities 2020: $0Net Assets 2020: $2,603,8122020Assets 2021: $2,732,734Liabilities 2021: $0Net Assets 2021: $2,732,7342021Assets 2022: $1,276,860Liabilities 2022: $0Net Assets 2022: $1,276,8602022Assets 2023: $1,301,016Liabilities 2023: $0Net Assets 2023: $1,301,0162023Assets 2024: $1,952,228Liabilities 2024: $1,010Net Assets 2024: $1,951,2182024

Highlighted filing

2020

Assets$2,603,812
Liabilities$0
Net Assets$2,603,812
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $170,971Expenses 2011: $89,998Net Income 2011: $80,9732011Revenue 2012: $161,513Expenses 2012: $82,806Net Income 2012: $78,7072012Revenue 2013: $345,410Expenses 2013: $467,121Net Income 2013: -$121,7112013Revenue 2014: $48,024Expenses 2014: $49,394Net Income 2014: -$1,3702014Revenue 2015: $1,432,229Expenses 2015: $166,880Net Income 2015: $1,265,3492015Revenue 2019: $74,618Expenses 2019: $152,280Net Income 2019: -$77,6622019Revenue 2020: $107,194Expenses 2020: $20,970Net Income 2020: $86,2242020Revenue 2021: $289,145Expenses 2021: $159,426Net Income 2021: $129,7192021Revenue 2022: $346,626Expenses 2022: $1,024,946Net Income 2022: -$678,3202022Revenue 2023: $64,530Expenses 2023: $12,273Net Income 2023: $52,2572023Revenue 2024: $1,480,675Expenses 2024: $793,233Net Income 2024: $687,4422024

Highlighted filing

2020

Revenue$107,194
Expenses$20,970
Net Income$86,224
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles M SheltonPresident-$0--
R Edwin SheltonVice President-$0--
Cindy McBrideSecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Shelton Foundation
EIN
58-1596729
Phone
3363664724
Address
286 Cabernet Lane, Dobson, NC 27017

Signing Officer

Name
Charles M Shelton
Title
President
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Miller Mcneish & Breedlove Pllc
Address
309 S Laurel Ave, Charlotte, NC 28207
Preparer
Kory Klug
Phone
7043768415
Raw XML Appendix304 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/PersonNm0Charles M Shelton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R Edwin Shelton
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3520 North Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 827
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Research Triangle Pa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Dobson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Dobson
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd427017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02647
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06353
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146071
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0143424
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06353
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01285000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Life Insurance
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01285000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01285000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08144
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brown Brothers Harriman
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08144
TaxesSchedule/TaxesDetail/Amt0673
TaxesSchedule/TaxesDetail/Amt11339
TaxesSchedule/TaxesDetail/CategoryTxt02020 Federal Tax Expense
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0673
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11339
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles M Shelton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Shelton Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0581596729
ReturnHeader/Filer/PhoneNum03363664724
ReturnHeader/Filer/USAddress/AddressLine1Txt0286 Cabernet Lane
ReturnHeader/Filer/USAddress/CityNm0Dobson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832891693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER MCNEISH & BREEDLOVE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0309 S Laurel Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028207
ReturnHeader/PreparerPersonGrp/PhoneNum07043768415
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kory Klug
ReturnHeader/ReturnTs02021-10-28T06:47:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Charles M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shelton
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,603,812
Liabilities
$0
Net assets
$2,603,812
Revenue
$107,194
Expenses
$20,970
Net income
$86,224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.48$0.79$0.69
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.06$0.01$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.35$1.02$0.68
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.29$0.16$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.11$0.02$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.07$0.15$0.08
2015Summary only. Only limited summary data is available for this year.$2.49$0.03$1.43$0.17$1.27
2014Summary only. Only limited summary data is available for this year.$1.30$0.22$0.05$0.05$0.00
2013Summary only. Only limited summary data is available for this year.$1.26$0.18$0.35$0.47$0.12
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.16$0.08$0.08
2011Summary only. Only limited summary data is available for this year.$1.31$0.01$0.17$0.09$0.08