Civic Intelligence

Shelton Foundation

990PF • Fiscal year 2021 • EIN 76-0294299

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 02, 2022

Organization Profile
P O Box 79092Houston, TX 77024

(281) 402-8427

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

45th percentile

4.7%

Higher net margin than 45% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$90,606

Up $504 (+0.6%) from 2020

Net Assets

Up

$90,606

Up $504 (+0.6%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin45th percentile

Revenue

Up

$10,794

Up $1,972 (+22%) from 2020

Expenses

Down

$10,290

Down $2,924 (-22%) from 2020

Net Income

Up

$504

Up $4,896 (+111%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2010: $275,145Liabilities 2010: $0Net Assets 2010: $275,1452010Assets 2011: $269,249Liabilities 2011: $0Net Assets 2011: $269,2492011Assets 2012: $237,661Liabilities 2012: $0Net Assets 2012: $237,6612012Assets 2013: $233,980Liabilities 2013: $1Net Assets 2013: $233,9802013Assets 2014: $231,483Liabilities 2014: $1Net Assets 2014: $231,4832014Assets 2015: $178,326Liabilities 2015: $1Net Assets 2015: $178,3262015Assets 2016: $150,907Liabilities 2016: $0Net Assets 2016: $150,9072016Assets 2017: $123,916Liabilities 2017: $999Net Assets 2017: $122,9172017Assets 2018: $117,636Liabilities 2018: $0Net Assets 2018: $117,6362018Assets 2019: $94,494Liabilities 2019: $1Net Assets 2019: $94,4942019Assets 2020: $90,102Liabilities 2020: $1Net Assets 2020: $90,1022020Assets 2021: $90,606Liabilities 2021: $1Net Assets 2021: $90,6062021Assets 2022: $79,982Liabilities 2022: $1Net Assets 2022: $79,9822022Assets 2023: $65,654Liabilities 2023: $0Net Assets 2023: $65,6542023Assets 2024: $52,295Liabilities 2024: $0Net Assets 2024: $52,2952024

Highlighted filing

2021

Assets$90,606
Liabilities$1
Net Assets$90,606
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$50K$0-$50K-$100KExpenses 2010: $38,5212010Expenses 2011: $37,5462011Expenses 2012: $33,2802012Revenue 2013: $33,675Expenses 2013: $37,356Net Income 2013: -$3,6812013Revenue 2014: $42,969Expenses 2014: $45,466Net Income 2014: -$2,4972014Revenue 2015: -$6,515Expenses 2015: $46,642Net Income 2015: -$53,1572015Revenue 2016: $6,513Expenses 2016: $33,932Net Income 2016: -$27,4192016Revenue 2017: $7,555Expenses 2017: $35,545Net Income 2017: -$27,9902017Revenue 2018: $14,652Expenses 2018: $19,933Net Income 2018: -$5,2812018Revenue 2019: -$1,386Expenses 2019: $21,756Net Income 2019: -$23,1422019Revenue 2020: $8,822Expenses 2020: $13,214Net Income 2020: -$4,3922020Revenue 2021: $10,794Expenses 2021: $10,290Net Income 2021: $5042021Revenue 2022: $5,926Expenses 2022: $16,550Net Income 2022: -$10,6242022Revenue 2023: $2,256Expenses 2023: $16,584Net Income 2023: -$14,3282023Revenue 2024: $5,682Expenses 2024: $16,700Net Income 2024: -$11,0182024

Highlighted filing

2021

Revenue$10,794
Expenses$10,290
Net Income$504
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 2, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE ANN SHELTONPres/Tte-$0--
SHARON SHELTONVP/Tte-$0--
SHIRLEY MEREDITHSec/Tte-$0--
JOHN T SHELTON IIITreas/Tte-$0--
JOHN T SHELTON JRTte-$0--
Filing and Contact Details

Filer

Filer Name
Shelton Foundation
EIN
76-0294299
Address
P O BOX 79092, HOUSTON, TX 77024

Signing Officer

Name
John T Shelton Jr
Title
Tte
Signed
2022-10-02

Preparer

Firm
Busch Sandhop & Baker LLC
Address
P O BOX 1499, MONT BELVIEU, TX 77580
Preparer
Deborah Busch
Phone
2814028427
Raw XML Appendix316 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/PersonNm0ROSE ANN SHELTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN T SHELTON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN T SHELTON JR
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07134638469
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN SHELTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07134638469
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 79092
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0770247909
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDES SCHOLARSHIPS TO QUAL IND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO MAINTAIN THE CEMETARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LSU ALUMNI ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHAPELWOOD UMC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE FAYETTE CEMETERY ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03838 WEST LAKESHORE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111140 GREENBAY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 FAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BATON ROUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd239069
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07450
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/AppliedToCurrentYearAmt05385
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09252
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017303
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017303
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045492
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02065
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05681
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020449
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07450
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02065
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062795
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060730
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1P O BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0118
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01702
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01702
TaxesSchedule/TaxesDetail/Amt0120
TaxesSchedule/TaxesDetail/CategoryTxt0INVESTMENT TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0120
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN T SHELTON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0760294299
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 79092
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473919778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSCH SANDHOP & BAKER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 1499
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONT BELVIEU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077580
ReturnHeader/PreparerPersonGrp/PhoneNum02814028427
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH BUSCH
ReturnHeader/ReturnTs02022-10-17T13:00:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHELTON
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,606
Liabilities
$1
Net assets
$90,606
Revenue
$10,794
Expenses
$10,290
Net income
$504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.06$0.17$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.17$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.11$0.10$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.09$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.22$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.15$0.20$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.08$0.36$0.28
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.07$0.34$0.27
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.47$0.53
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.43$0.45$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.34$0.37$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.33
2011Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.38
2010Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.39