Civic Intelligence

Shelton Family Foundation

EIN 74-2225673 • Mountain Home, TX

PO Box 145Mountain Home, TX 78058
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

Higher debt load relative to assets than 67% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.02x

Higher debt load relative to revenue than 76% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

84%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$353,366

Up $34,968 (+11%) from 2023

Liabilities

Up

$1,444

Up $935 (+184%) from 2023

Net Assets

Up

$351,922

Up $34,033 (+11%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin89th percentile

Revenue

Up

$67,291

Up $30,666 (+84%) from 2023

Expenses

Up

$33,259

Up $19,786 (+147%) from 2023

Net Income

Up

$34,032

Up $10,880 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $191,067Liabilities 2011: $02011Assets 2012: $175,155Liabilities 2012: $02012Assets 2013: $171,178Liabilities 2013: $02013Assets 2014: $182,708Liabilities 2014: $02014Assets 2015: $203,897Liabilities 2015: $02015Assets 2019: $258,091Liabilities 2019: $02019Assets 2020: $282,594Liabilities 2020: $1Net Assets 2020: $282,5942020Assets 2021: $291,657Liabilities 2021: $1Net Assets 2021: $291,6572021Assets 2022: $295,105Liabilities 2022: $368Net Assets 2022: $294,7372022Assets 2023: $318,398Liabilities 2023: $509Net Assets 2023: $317,8892023Assets 2024: $353,366Liabilities 2024: $1,444Net Assets 2024: $351,9222024

Highlighted filing

2024

Assets$353,366
Liabilities$1,444
Net Assets$351,922
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $23Expenses 2011: $10,848Net Income 2011: -$10,8252011Revenue 2012: $7,739Expenses 2012: $23,651Net Income 2012: -$15,9122012Revenue 2013: $5,886Expenses 2013: $11,718Net Income 2013: -$5,8322013Revenue 2014: $14,044Expenses 2014: $2,514Net Income 2014: $11,5302014Revenue 2015: $22,536Expenses 2015: $1,347Net Income 2015: $21,1892015Revenue 2019: $34,310Expenses 2019: $21,870Net Income 2019: $12,4402019Revenue 2020: $26,133Expenses 2020: $8,715Net Income 2020: $17,4182020Revenue 2021: $37,450Expenses 2021: $20,887Net Income 2021: $16,5632021Revenue 2022: $64,183Expenses 2022: $61,103Net Income 2022: $3,0802022Revenue 2023: $36,625Expenses 2023: $13,473Net Income 2023: $23,1522023Revenue 2024: $67,291Expenses 2024: $33,259Net Income 2024: $34,0322024

Highlighted filing

2024

Revenue$67,291
Expenses$33,259
Net Income$34,032
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,366
Liabilities
$1,444
Net assets
$351,922
Revenue
$67,291
Expenses
$33,259
Net income
$34,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.01$3.52$0.67$0.33$0.34
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.01$3.18$0.37$0.13$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.64$0.61$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.37$0.21$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.26$0.09$0.17
2019Summary only. Only limited summary data is available for this year.$2.58$0.00$0.34$0.22$0.12
2015Summary only. Only limited summary data is available for this year.$2.04$0.00$0.23$0.01$0.21
2014Summary only. Only limited summary data is available for this year.$1.83$0.00$0.14$0.03$0.12
2013Summary only. Only limited summary data is available for this year.$1.71$0.00$0.06$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.24$0.16
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.00$0.11$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 28, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRONIE K SHELTONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Shelton Family Foundation
EIN
74-2225673
Phone
8309287070
Address
PO BOX 145, MOUNTAIN HOME, TX 78058

Signing Officer

Name
Fronie K Shelton
Title
President
Phone
8309287070
Signed
2025-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Heyman & Associates Pllc
Address
16238 HIGHWAY 620 STE F-357, AUSTIN, TX 78717
Preparer
Julie A Dale CPA
Phone
5123451300
Raw XML Appendix347 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/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 145
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOUNTAIN HOME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd078058
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FRONIE K SHELTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum08309287070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MEDICAL RESEARCH
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0SUPPORT EDUCATIONAL PROGRAMS AT LOCAL ACADEMY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0SUPPORT MINISTRY OF LOCAL CHURCH
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0700
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt09000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt010000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt010000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STATE NEED AND USES OF GRANT REQUESTS IN LETTER FORM. GIVE BACKGROUND ON ORGANIZATION OR INDIVIDUAL MAKING REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SHELTON FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08309287070
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 107
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MOUNTAIN HOME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078058
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAN ANTONIO LIVESTOCK EXPOSITION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEXAS BIOMEDICAL RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAN ANTONIO ACADEMY OF TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST PETERS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 200230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 760549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2117 EAST FRENCH PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3320 ST PETER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KERRVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd378028
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029700
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/AppliedToCurrentYearAmt012552
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017148
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025263
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029700
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012711
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017148
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0509
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL INCOME TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01444
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt02624
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02624
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0935
TaxesSchedule/TaxesDetail/Amt0935
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRONIE K SHELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08309287070
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0742225673
ReturnHeader/Filer/PhoneNum08309287070
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 145
ReturnHeader/Filer/USAddress/CityNm0MOUNTAIN HOME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078058
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273997028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEYMAN & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016238 HIGHWAY 620 STE F-357
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078717
ReturnHeader/PreparerPersonGrp/PhoneNum05123451300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie A Dale CPA
ReturnHeader/ReturnTs02025-03-01T09:21:44-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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