Civic Intelligence

Shell Museum and Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 59-2775992

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 06, 2017

Organization ProfileWWW.SHELLMUSEUM.ORG

View Organization Page

PO Box 1580Sanibel, FL 33957

(239) 395-2233

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

87th percentile

33%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

69th percentile

7.7%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

31%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$6,721,731

Up $481,697 (+7.7%) from 2015

Net Assets

Up

$6,639,506

Up $478,448 (+7.8%) from 2015

Liabilities

Up

$82,225

Up $3,249 (+4.1%) from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin87th percentile

Revenue

Up

$1,861,645

Up $444,664 (+31%) from 2015

Expenses

Up

$1,255,113

Up $130,921 (+12%) from 2015

Net Income

Up

$606,532

Up $313,743 (+107%) from 2015

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 2010: $3,732,783Liabilities 2010: $40,799Net Assets 2010: $3,691,9842010Assets 2011: $3,838,633Liabilities 2011: $55,921Net Assets 2011: $3,782,7122011Assets 2012: $3,940,537Liabilities 2012: $31,414Net Assets 2012: $3,909,1232012Assets 2013: $5,865,442Liabilities 2013: $122,290Net Assets 2013: $5,743,1522013Assets 2014: $6,165,837Liabilities 2014: $112,577Net Assets 2014: $6,053,2602014Assets 2015: $6,240,034Liabilities 2015: $78,976Net Assets 2015: $6,161,0582015Assets 2016: $6,721,731Liabilities 2016: $82,225Net Assets 2016: $6,639,5062016Assets 2017: $7,485,932Liabilities 2017: $59,713Net Assets 2017: $7,426,2192017Assets 2018: $9,397,107Liabilities 2018: $134,590Net Assets 2018: $9,262,5172018Assets 2019: $11,703,334Liabilities 2019: $1,334,919Net Assets 2019: $10,368,4152019Assets 2020: $12,145,184Liabilities 2020: $986,513Net Assets 2020: $11,158,6712020Assets 2021: $12,123,775Liabilities 2021: $478,120Net Assets 2021: $11,645,6552021Assets 2022: $11,405,595Liabilities 2022: $101,481Net Assets 2022: $11,304,1142022Assets 2023: $14,299,308Liabilities 2023: $426,467Net Assets 2023: $13,872,8412023Assets 2024: $14,986,569Liabilities 2024: $321,704Net Assets 2024: $14,664,8652024

Highlighted filing

2016

Assets$6,721,731
Liabilities$82,225
Net Assets$6,639,506
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $732,0522010Expenses 2011: $769,7052011Expenses 2012: $784,2242012Revenue 2013: $2,501,950Expenses 2013: $969,372Net Income 2013: $1,532,5782013Revenue 2014: $1,153,590Expenses 2014: $1,026,987Net Income 2014: $126,6032014Revenue 2015: $1,416,981Expenses 2015: $1,124,192Net Income 2015: $292,7892015Revenue 2016: $1,861,645Expenses 2016: $1,255,113Net Income 2016: $606,5322016Revenue 2017: $1,850,119Expenses 2017: $1,327,348Net Income 2017: $522,7712017Revenue 2018: $3,538,888Expenses 2018: $1,348,651Net Income 2018: $2,190,2372018Revenue 2019: $2,384,044Expenses 2019: $1,438,987Net Income 2019: $945,0572019Revenue 2020: $2,503,626Expenses 2020: $1,814,114Net Income 2020: $689,5122020Revenue 2021: $2,459,333Expenses 2021: $1,762,392Net Income 2021: $696,9412021Revenue 2022: $2,249,021Expenses 2022: $2,085,255Net Income 2022: $163,7662022Revenue 2023: $3,869,253Expenses 2023: $1,354,508Net Income 2023: $2,514,7452023Revenue 2024: $2,587,200Expenses 2024: $1,938,712Net Income 2024: $648,4882024

Highlighted filing

2016

Revenue$1,861,645
Expenses$1,255,113
Net Income$606,532
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 6, 2017
Return Version
2016v3.0
Gross Receipts
$2,086,954
Mission and Program Overview

Mission

To educate about shells through exhibits, educational programs, library and publications; to further awareness of nature; to promote collection-based research with emphasis on southwest florida and the gulf of mexico.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,662,444$3,740,771▲ $78,327
Land, Buildings, and Equipment, Net$1,493,009$1,720,349▲ $227,340
Cash and Non-Interest-Bearing Accounts$568,758$652,153▲ $83,395
Pledges and Grants Receivable$50,503$155,000▲ $104,497
Inventories for Sale or Use$86,236$94,989▲ $8,753
Prepaid Expenses and Deferred Charges$24,946$28,037▲ $3,091
Accounts Receivable$23,706--
Total Assets$6,240,034$6,721,731▲ $481,697
Other Assets Total$330,432$330,432→ $0
Liabilities
Accounts Payable and Accrued Expenses$46,181$56,255▲ $10,074
Deferred Revenue$32,795$25,970▼ $6,825
Total Liabilities$78,976$82,225▲ $3,249
Net Assets / Fund Balance
Unrestricted Net Assets$5,653,073$5,943,506▲ $290,433
Permanently Rstr Net Assets$446,000$446,000→ $0
Temporarily Rstr Net Assets$61,985$250,000▲ $188,015
Total Net Assets Fund Balance$6,161,058$6,639,506▲ $478,448
Total Liabilities and Net Assets / Fund Balance$6,240,034$6,721,731▲ $481,697

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$735,343$723,865$1,459,208
Equipment$96,639$1,151,581$1,248,220
Other Land Buildings$683,367$123,768$807,135
Land$205,000-$205,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$939,319$342,589▲ $84,601-$1,353,482
2015$936,311-▲ $13,138-$939,319
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorrie HipschmanExecutive DiFT$107,811$29,458$137,269

Board Members and Trustees

NameTitle
Pete BenderPresident
Don AdamsTrustee
Greg Herbert PhdTrustee
Holli MartinTrustee
James M YoungTrustee
Jane HenshawTrustee
Janet StricklandTrustee
Lee AlmasTrustee
Linda MasonTrustee
Mary BauerTrustee
Phyllis GibsonTrustee
Rob LisenbeeTrustee
Amy NowackiSecretary
Sean PierceTreasurer
Chris DavisonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$846,752
Program Service Revenue
$574,032
Investment Income
$305,818
Other Revenue
$135,043
All Other Contributions
$436,525
Change in Net Assets
$606,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,861,645
Revenue Not Reported on Form 990
$-128,084
Total Revenue per Audited Statements
$1,733,561
Total Revenue per Form 990
$1,861,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$786,978
Other Expenses$468,135
Total Fundraising Expense$45,183
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$268,660$221,637$32,609$522,906
Other Employee Benefits$4,220$104,607$311$109,138
Current Officers, Directors, Trustees, and Key Employees$55,391$45,696$6,723$107,810
Depreciation Depletion-$77,727-$77,727
Occupancy$55$71,389-$71,444
Advertising$24,015$35,716-$59,731
Payroll Taxes$24,097$20,157$2,870$47,124
Fees for Service Investment Mgmnt Fees$18$41,901$430$42,349
All Other Expenses$3,841$23,710$1,219$28,770
Travel$3,823$21,225$311$25,359
Other Expenses$16,075$23,867$245$16,075
Information Technology$2,233$12,399$181$14,813
Fees for Services Other$7,176$3,997-$11,173
Fees for Services Accounting-$7,700-$7,700
Office Expenses$237$7,240$3$7,480
Insurance$889$4,936$72$5,897
Total Functional Expenses$485,700$724,230$45,183$1,255,113

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,255,113
Total Expenses per Audited Statements$1,255,113
Total Expenses per Form 990$1,255,113
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,712
Fundraising Gross Income$22,564
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Under the Sea$77,765$18,651$21,393$-2,742
Celebrity Islan$23,792$3,913$3,830$83
Total Events$101,557$22,564$47,712$-25,148
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board reviews a draft of the tax return for accuracy and completeness prior to signing and filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest policy is documented in employee handbook which is signed by all employees. Board conflicts are included in the board governance manual and reviewed annually.”

Form 990, Page 6, Part VI, Line 15A

“The finance committee recommends salary of the museum director based on goals set by the board. Minutes are kept for the committee meeting. Salary is approved by the board as part of the budget approval process. Minutes are kept for board meetings.”

Form 990, Page 6, Part VI, Line 15B

“The museum or executive director determines salaries for all other employees.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and financial statements are available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Shell Museum and Educational
EIN
59-2775992
Phone
2393952233
Address
PO BOX 1580, SANIBEL, FL 33957

Signing Officer

Name
Pete Bender
Title
President
Phone
2393952233
Signed
2017-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pete Bender
Formed
1986
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
26
Volunteers
140

Preparer

Firm
Stroemer & Company
Address
14030 METROPOLIS AVE STE 200, FORT MYERS, FL 33912
Preparer
John Stroemer CPA Cfst Cam Gri
Phone
2394331002
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Shell museum and educational foundation, inc. (the "foundation") was organized under the laws of florida on october 1, 1986, as a non-profit corporation. The foundation was established to operate a center in sanibel, florida for public education and for the study, research, and display of mollusks and other marine life.”

Form 990, Page 2, Part III, Line 4A

“A children's video is shown continuously. The museum store offers a wide selection of shell books.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The internal revenue service has determined that the organization is exempt from federal income taxes under section 501(c)3 of the internal revenue code. The organization is a not-for-profit florida corporation and therefore is not subject to state income tax taxes. The internal revenue code provides for taxation of unrelated business income under certain circumstances. The organization reports no unrelated business taxable income, however, such status is subject to final determination upon examination of the related tax returns by the appropriate taxing authorities.”

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,721,731
Liabilities
$82,225
Net assets
$6,639,506
Revenue
$1,861,645
Expenses
$1,255,113
Net income
$606,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.0$0.32$14.7$2.59$1.94$0.65
2023Detailed filing. Detailed filing data is available for this year.$14.3$0.43$13.9$3.87$1.35$2.51
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.10$11.3$2.25$2.09$0.16
2021Detailed filing. Detailed filing data is available for this year.$12.1$0.48$11.6$2.46$1.76$0.70
2020Detailed filing. Detailed filing data is available for this year.$12.1$0.99$11.2$2.50$1.81$0.69
2019Detailed filing. Detailed filing data is available for this year.$11.7$1.33$10.4$2.38$1.44$0.95
2018Detailed filing. Detailed filing data is available for this year.$9.40$0.13$9.26$3.54$1.35$2.19
2017Detailed filing. Detailed filing data is available for this year.$7.49$0.06$7.43$1.85$1.33$0.52
2016Detailed filing. Detailed filing data is available for this year.$6.72$0.08$6.64$1.86$1.26$0.61
2015Detailed filing. Detailed filing data is available for this year.$6.24$0.08$6.16$1.42$1.12$0.29
2014Detailed filing. Detailed filing data is available for this year.$6.17$0.11$6.05$1.15$1.03$0.13
2013Detailed filing. Detailed filing data is available for this year.$5.87$0.12$5.74$2.50$0.97$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.03$3.91$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.06$3.78$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.04$3.69$0.73