Civic Intelligence

The Kathy Shiels Fund

EIN 76-0591781 • 501(c)3 • Choctaw, OK

Pub. 78 Eligible990-N CoverageNTEE B82

Profile

SCHOLASHIPS

369 Buttermilk Cloud RdgChoctaw, OK 73020

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE B82 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$63,913

Up $63,912 (+6391200%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

$63,913

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $3,509 (-100%) from 2014

Expenses

Flat

$0

Flat from 2014

Net Income

Down

$0

Down $3,509 (-100%) from 2014

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2014: $1Liabilities 2014: $02014Assets 2024: $63,913Liabilities 2024: $0Net Assets 2024: $63,9132024

Highlighted filing

2024

Assets$63,913
Liabilities$0
Net Assets$63,913
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0K$3.0K$2.0K$1.0K$0Revenue 2014: $3,509Expenses 2014: $0Net Income 2014: $3,5092014Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$63,913
Liabilities
$0
Net assets
$63,913
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.9$0.00$63.9$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$3.51$0.00$3.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

SCHOLASHIPS

SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$61,112$63,913▲ $2,801
Rtn Earn Endowment Incm Other Fnds$61,112$63,913▲ $2,801
Total Assets$61,112$63,913▲ $2,801
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,112$63,913▲ $2,801
Total Liabilities and Net Assets / Fund Balance$61,112$63,913▲ $2,801
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Jenette MilburnPresident
Rebecca SparksMember
Richard CarrascoMember
Pilar PerezSecretary
Richard DukeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
The Kathy Shiels Fund
EIN
76-0591781
Phone
4052050423
Address
7802 BELUCHE DR, GALVESTON, TX 77551-1524

Signing Officer

Name
Jenette Milburn
Title
President
Phone
4052050423
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenette Milburn
Formed
2022
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Montgomery & Montgomery CPAs
Address
912 SW 107th Street, Oklahoma City, OK 73170
Preparer
Darren C Montgomery
Phone
4056916565
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Section 11, Line B

“The organization has a fidelity investment account that accounts for the majority of the assets”

Raw XML Appendix267 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHY SHIELS FUND
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0760591781
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Montgomery & Montgomery CPAs
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darren C Montgomery
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ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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