Civic Intelligence

Shawnee Community Foundation

990 • Fiscal year 2019 • EIN 73-1564157

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

PO Box 1447Shawnee, OK 74802-1447

(405) 275-1650

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

31st percentile

-2.7%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$854,715

Down $23,348 (-2.7%) from 2018

Net Assets

Down

$854,715

Down $23,348 (-2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$95,824

Down $108,701 (-53%) from 2018

Expenses

Down

$119,172

Down $64,730 (-35%) from 2018

Net Income

Down

-$23,348

Down $43,971 (-213%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $73,012Liabilities 2011: $02011Assets 2012: $108,103Liabilities 2012: $02012Assets 2013: $447,183Liabilities 2013: $0Net Assets 2013: $447,1832013Assets 2014: $323,393Liabilities 2014: $0Net Assets 2014: $323,3932014Assets 2015: $946,947Liabilities 2015: $0Net Assets 2015: $946,9472015Assets 2016: $867,297Liabilities 2016: $0Net Assets 2016: $867,2972016Assets 2017: $857,440Liabilities 2017: $0Net Assets 2017: $857,4402017Assets 2018: $878,063Liabilities 2018: $0Net Assets 2018: $878,0632018Assets 2019: $854,715Liabilities 2019: $0Net Assets 2019: $854,7152019Assets 2020: $799,445Liabilities 2020: $0Net Assets 2020: $799,4452020Assets 2021: $800,481Liabilities 2021: $0Net Assets 2021: $800,4812021Assets 2022: $663,188Liabilities 2022: $0Net Assets 2022: $663,1882022Assets 2023: $150,462Liabilities 2023: $0Net Assets 2023: $150,4622023Assets 2024: $119,479Liabilities 2024: $0Net Assets 2024: $119,4792024

Highlighted filing

2019

Assets$854,715
Liabilities$0
Net Assets$854,715

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $103,315Expenses 2011: $61,236Net Income 2011: $42,0792011Revenue 2012: $102,397Expenses 2012: $68,687Net Income 2012: $33,7102012Revenue 2013: $414,072Expenses 2013: $77,361Net Income 2013: $336,7112013Revenue 2014: $1,071,326Expenses 2014: $1,194,847Net Income 2014: -$123,5212014Revenue 2015: $957,645Expenses 2015: $330,161Net Income 2015: $627,4842015Revenue 2016: $246,975Expenses 2016: $328,262Net Income 2016: -$81,2872016Revenue 2017: $214,636Expenses 2017: $225,163Net Income 2017: -$10,5272017Revenue 2018: $204,525Expenses 2018: $183,902Net Income 2018: $20,6232018Revenue 2019: $95,824Expenses 2019: $119,172Net Income 2019: -$23,3482019Revenue 2020: $99,928Expenses 2020: $155,198Net Income 2020: -$55,2702020Revenue 2021: $182,923Expenses 2021: $181,887Net Income 2021: $1,0362021Revenue 2022: $86,692Expenses 2022: $223,986Net Income 2022: -$137,2942022Revenue 2023: -$434,573Expenses 2023: $78,152Net Income 2023: -$512,7252023Revenue 2024: $81,115Expenses 2024: $112,099Net Income 2024: -$30,9842024

Highlighted filing

2019

Revenue$95,824
Expenses$119,172
Net Income-$23,348
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$95,824
Mission and Program Overview

Mission

To improve the quality of life in shawnee, oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$643,174$611,356▼ $31,818
Cash and Non-Interest-Bearing Accounts$234,889$243,359▲ $8,470
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$878,063$854,715▼ $23,348
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$878,063$854,715▼ $23,348
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$878,063$854,715▼ $23,348
Total Liabilities and Net Assets / Fund Balance$878,063$854,715▼ $23,348

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$611,356$120,644$732,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rachael MonroePresident
Gary AkinDirector
James StuartDirector
Mark WhiteDirector
Sarah WeeksDirector
Shelly WelchDirector
Richard FinleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,824
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$95,524
Change in Net Assets
$-23,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,146
Other Expenses$34,026
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,007--$70,007
Depreciation Depletion-$31,818-$31,818
Grants to Domestic Individuals$15,139--$15,139
Other Expenses$2,143$65-$65
Total Functional Expenses$87,289$31,883$0$119,172
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cops N KidsShawnee, OK-To Provide Financial Assistance for Cops and Kids.$38,711
Shop With a CopShawnee, OK-To Provide Financial Support$8,800
Classroom Partners--To Provide Financial Support.-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

The form 990 is reviewed by the president and treasurer before it is filed.

Part VI, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Shawnee Community Foundation
EIN
73-1564157
In Care Of
% RICHARD FINLEY
Phone
4052751650
Address
PO BOX 1447, SHAWNEE, OK 74802-1447

Signing Officer

Name
Richard Finley
Title
Officer
Phone
4052751650
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Finley
Formed
1999
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
Finley & Cook PLLC
Address
1421 E 45th Street, Shawnee, OK 74804
Phone
4058787300
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IRS990/PYContributionsGrantsAmt0204525
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0141765
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt042137
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt020623
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0183902
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0204525
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-23348
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt095824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0104525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0234340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0214275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0756921
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0483
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0976
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90750
IRS990ScheduleA/PublicSupportPY170Pct00.84679
IRS990ScheduleA/PublicSupportTotal170Amt0687794
IRS990ScheduleA/SubstantialContributorsTotAmt069127
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0104525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0107957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0234340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0214275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0756921
IRS990ScheduleA/TotalSupportAmt0757897
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0611356
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0120644
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0732000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0611356
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt13339
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt21000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt3800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0KYLE LEWIS SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MATT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2DARREL LEWIS SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3IFYR SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt08800
IRS990ScheduleI/RecipientTable/CashGrantAmt138711
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt02000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt114599
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0MATERIALS
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1MATERIALS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE FINANCIAL ASSISTANCE FOR COPS AND KIDS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO PROVIDE FINANCIAL SUPPORT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHOP WITH A COP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COPS N KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CLASSROOM PARTNERS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt016 W 9TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11700 W INDEPENDENCE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHAWNEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SHAWNEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd174804
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE USE OF GRANTS THROUGH CERTAIN ELIGIBILITY REQUIRYMENTS AND A SELECTION COMMITTEE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0878063
IRS990/TotalAssetsEOYAmt0854715
IRS990/TotalAssetsGrp/BOYAmt0878063
IRS990/TotalAssetsGrp/EOYAmt0854715
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt095824
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087289
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119172
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.08$0.11$0.03
2023Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.43$0.08$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.09$0.22$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.18$0.18$0.00
2020Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.10$0.16$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.10$0.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.20$0.18$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.21$0.23$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.25$0.33$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.96$0.33$0.63
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.07$1.19$0.12
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.41$0.08$0.34
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$0.10$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$0.07$0.00$0.10$0.06$0.04