Civic Intelligence

Shields Valley Foundation Inc.

990PF • Fiscal year 2012 • EIN 81-0504746

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 25, 2013

Organization Profile
PO Box 30859018
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

48th percentile

-0.2%

Faster asset growth than 48% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$61,252

Down $127 (-0.2%) from 2011

Net Assets

$61,252

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $4,854 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$20,591

Down $5,902 (-22%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$200K$150K$100K$50K$0Assets 2010: $56,763Liabilities 2010: $0Net Assets 2010: $56,7632010Assets 2011: $61,379Liabilities 2011: $4,8542011Assets 2012: $61,252Liabilities 2012: $0Net Assets 2012: $61,2522012Assets 2013: $72,238Liabilities 2013: $0Net Assets 2013: $72,2382013Assets 2014: $63,477Liabilities 2014: $12014Assets 2015: $83,644Liabilities 2015: $0Net Assets 2015: $83,6442015Assets 2017: $88,372Liabilities 2017: $0Net Assets 2017: $88,3722017Assets 2019: $89,865Liabilities 2019: $0Net Assets 2019: $89,8652019Assets 2020: $101,027Liabilities 2020: $0Net Assets 2020: $101,0272020Assets 2021: $159,203Liabilities 2021: $0Net Assets 2021: $159,2032021Assets 2022: $158,028Liabilities 2022: $0Net Assets 2022: $158,0282022

Highlighted filing

2012

Assets$61,252
Liabilities$0
Net Assets$61,252
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $28,8802010Revenue 2011: $26,255Expenses 2011: $26,493Net Income 2011: -$2382011Expenses 2012: $20,5912012Revenue 2013: $26,933Expenses 2013: $15,947Net Income 2013: $10,9862013Revenue 2014: $29,143Expenses 2014: $37,904Net Income 2014: -$8,7612014Revenue 2015: $44,335Expenses 2015: $24,168Net Income 2015: $20,1672015Revenue 2017: $29,360Expenses 2017: $17,729Net Income 2017: $11,6312017Revenue 2019: $24,395Expenses 2019: $20,340Net Income 2019: $4,0552019Revenue 2020: $23,918Expenses 2020: $12,756Net Income 2020: $11,1622020Revenue 2021: $72,455Expenses 2021: $14,279Net Income 2021: $58,1762021Revenue 2022: $22,020Expenses 2022: $23,195Net Income 2022: -$1,1752022

Highlighted filing

2012

Revenue-
Expenses$20,591
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE HARTMANPresident-$0--
CINDY GOODTreasurer-$0--
CINDY DALLASSecretary-$0--
ELISE DONOHUEVice Preside-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-HIGHER EDUCATION BOOKS/TUITIONN/ACLYDE PARK, MT, US$4,000
Paid Grant-HIGHER EDUCATION BOOKS/TUITION/FEESN/ACLYDE PARK, MT, US$2,500
Paid Grant-HIGHER EDUCATION BOOKS/TUITION/FEESN/ACLYDE PARK, MT, US$2,500
Paid Grant-HIGHER EDUCATION BOOKS/TUITION/FEESN/AWILSALL, MT, US$2,500
Paid Grant-HIGHER EDUCATION BOOKS/TUITION/FEESN/ACLYDE PARK, MT, US$2,000
Paid Grant-HIGHER EDUCATION BOOKS/TUITIONN/ABOZEMAN, MT, US$2,000
Paid Grant-HIGHER EDUCATION BOOKS/TUITIONN/AWILSALL, MT, US$2,000
Paid Grant-HIGHER EDUCATION BOOKS/TUITIONN/ALIVINGSTON, MT, US$2,000
Paid GrantSHIELDS VALLEY ELEMENTARYGIFTS FOR SCHOOL CHILDRENN/AWILSALL, MT, US$630
Filing and Contact Details

Filer

EIN
81-0504746
Raw XML Appendix356 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0375
AccountingFeesSchedule/AccountingFees/Category0TAX RETURN PREPARATION
CompensationExplanation/Compensation/PersonName0ALICE HARTMAN
CompensationExplanation/Compensation/PersonName1CINDY GOOD
CompensationExplanation/Compensation/PersonName2CINDY DALLAS
CompensationExplanation/Compensation/PersonName3ELISE DONOHUE
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome0318
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0318
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0318
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0375
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0318
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps020130
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss020130
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss025000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses04727
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm0318
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0318
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0318
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0318
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss066
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps020130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss020591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses025318
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0461
IRS990PF/BalanceSheets/CapitalStockBOY038175
IRS990PF/BalanceSheets/CapitalStockEOY038175
IRS990PF/BalanceSheets/CashEOY02465
IRS990PF/BalanceSheets/CashEOYFMV02465
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY04854
IRS990PF/BalanceSheets/RetainedEarningsBOY018350
IRS990PF/BalanceSheets/RetainedEarningsEOY023077
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY061379
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY058787
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV058787
IRS990PF/BalanceSheets/TotalAssetsBOY061379
IRS990PF/BalanceSheets/TotalAssetsEOY061252
IRS990PF/BalanceSheets/TotalAssetsEOYFMV061252
IRS990PF/BalanceSheets/TotalLiabilitiesBOY04854
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY061379
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY061252
IRS990PF/BalanceSheets/TotalNetAssetsBOY056525
IRS990PF/BalanceSheets/TotalNetAssetsEOY061252
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses04727
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal061252
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY056525
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY061252
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue03
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments03
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY061252
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets061324
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances061324
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0920
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03020
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets060404
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets061324
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALICE HARTMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CINDY GOOD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CINDY DALLAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ELISE DONOHUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRESIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10515 HARTMAN DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11105 DINSMORE AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12131 HORSE CREEK ROAD SOUTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13BOX 60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CLYDE PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CLYDE PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2WILSALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3CLYDE PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode059018
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode159018
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode259086
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode359018
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/CurrentYear0318
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Total02011
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Year10255
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Year20623
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Year30815
IRS990PF/PrivateOperatingFoundations/LargestSupportFromEO/Total01
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear0318
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total02011
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year10255
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year20623
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year30815
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear0270
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total01710
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year10217
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year20530
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year30693
IRS990PF/PrivateOperatingFoundations/PublicSupport/CurrentYear025000
IRS990PF/PrivateOperatingFoundations/PublicSupport/Total0109025
IRS990PF/PrivateOperatingFoundations/PublicSupport/Year1026000
IRS990PF/PrivateOperatingFoundations/PublicSupport/Year2030950
IRS990PF/PrivateOperatingFoundations/PublicSupport/Year3027075
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear020130
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total0101576
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year1025989
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year2028430
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year3027027
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear020130
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total0101576
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year1025989
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year2028430
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year3027027
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TotalSupport/CurrentYear025000
IRS990PF/PrivateOperatingFoundations/TotalSupport/Total0109025
IRS990PF/PrivateOperatingFoundations/TotalSupport/Year1026000
IRS990PF/PrivateOperatingFoundations/TotalSupport/Year2030950
IRS990PF/PrivateOperatingFoundations/TotalSupport/Year3027075
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions020127
IRS990PF/QualifyingDistributions/ExpensesAndContributions020130
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm03
IRS990PF/QualifyingDistributions/QualifyingDistributions020130
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CINDY GOOD
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04066864471
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10105 DINSMORE AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CLYDE PARK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode059018
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION PROVIDES HIGHER EDUCATION SCHOLARSHIPS FOR STUDENTS IN MONTANA'S SHIELDS RIVER VALLEY. IN 2012 EIGHT INDIVIDUALS RECEIVED A COMBINED TOTAL OF 19,500 IN SCHOLARSHIP FUNDS.
IRS990PF/SummaryOfDirectCharitableActy/Description20THE FOUNDATION PROVIDED SMALL CHRISTMAS GIFTS TO CHILDREN FROM AREA SCHOOLS.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1019500
IRS990PF/SummaryOfDirectCharitableActy/Expenses20630
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0OBTAIN AND COMPLETE A SHIELDS VALLEY FOUNDATION SCHOLARSHIP APPLICATION. HIGH SCHOOL TRANSCRIPT SHOULD BE ATTACHED TO APPLICATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0LISA HELD-CO SHIELDS VALLEY SCHOOL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04065782535
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10BOX 131
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WILSALL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode059086
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE RECIPIENT MUST BE A GRADUATING SENIOR FROM SHIELDS VALLEY SCHOOL. THE RECIPIENT MUST USE THE AWARD TO PAY FOR UP TO FOUR YEARS OF BOOKS, TUITION, AND FEES AT AN INSTITUTION OF THE MONTANA UNIVERSITY SYSTEM. RECIPIENT MUST MEET ACADEMIC STANDARDS DURING EACH TERM OF HIGHER EDUCATION TO CONTINUE TO RECEIVE THE SCHOLARSHIP.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0BETWEEN LATE MARCH AND EARLY MAY, ANNUALLY. CALL FOR DETAILS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1630
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount72000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount84000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0HIGHER EDUCATION BOOKS/TUITION/FEES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GIFTS FOR SCHOOL CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2HIGHER EDUCATION BOOKS/TUITION/FEES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3HIGHER EDUCATION BOOKS/TUITION/FEES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4HIGHER EDUCATION BOOKS/TUITION/FEES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5HIGHER EDUCATION BOOKS/TUITION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6HIGHER EDUCATION BOOKS/TUITION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7HIGHER EDUCATION BOOKS/TUITION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8HIGHER EDUCATION BOOKS/TUITION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SHIELDS VALLEY ELEMENTARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0KRISTY MCINERNEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1MARYROSE MILKOVICH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2JARED SCHEELE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3MILES O'HALLORAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4AMANDALEE HAGER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5ASHLYN MAIER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6CODY KERKAERT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7BLAIR STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10BOX 256
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 131
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12BOX 45
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13POX 325
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14HWY 89 NORTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine156 MEGHANS WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1666 DAISY DEAN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17604 ORION WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18BOX 270
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CLYDE PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WILSALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CLYDE PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CLYDE PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WILSALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BOZEMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WILSALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7LIVINGSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8CLYDE PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode059018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode159086
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode259018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode359018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode459086
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode559715
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode659086
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode759047
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode859018
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear020130
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/QualifyingDistributions020130
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus020130
IRS990PF/UndistributedIncome/TotalCorpus020130
IRS990ScheduleB/ContributorInfo/AggregateContributions024000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10BOX 79
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0CLYDE PARK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0MT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode059018
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ALTRIA GROUP INC
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description2PO BOX RENT
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks156
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue04854
OtherLiabilitiesSchedule/OtherLiabilities/Description0BANK OVERDRAFT
TaxesSchedule/Taxes/Amount05
TaxesSchedule/Taxes/Amount115
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX - INTEREST IN
TaxesSchedule/Taxes/Category1MONTANA FILING FEES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0810504746
ReturnHeader/Filer/Name/BusinessNameLine10SHIELDS VALLEY FOUNDATION INC
ReturnHeader/Filer/NameControl0SHIE
ReturnHeader/Filer/Phone04066864471
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 308
ReturnHeader/Filer/USAddress/City0CLYDE PARK
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059018
ReturnHeader/Officer/DateSigned02013-04-25
ReturnHeader/Officer/Name0CINDY GOOD
ReturnHeader/Officer/Phone04066864471
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HUBLEY PHILLIPS & WILLIAMS PLLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101934 STADIUM DRIVE SUITE A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOZEMAN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0597150672
ReturnHeader/Preparer/Name0CLINT PHILLIPS CPA
ReturnHeader/Preparer/Phone04065860281
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-21T13:22:27-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,252
Liabilities
$0
Net assets
$61,252
Revenue
-
Expenses
$20,591
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.22$0.23$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.72$0.14$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.24$0.13$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.24$0.20$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.29$0.18$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.44$0.24$0.20
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.29$0.38$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.27$0.16$0.11
2012Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.21
2011Summary only. Only limited summary data is available for this year.$0.61$0.05$0.26$0.26$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.29