Civic Intelligence

Shields Valley Foundation Inc.

990PF • Fiscal year 2017 • EIN 81-0504746

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 16, 2018

Organization Profile
PO Box 308Clyde Park, MT 59018

(406) 686-4471

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

9.2%

Faster asset growth than 64% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

-1.9%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$88,372

Up $4,728 (+5.7%) from 2015

Net Assets

Up

$88,372

Up $4,728 (+5.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Down

$29,360

Down $14,975 (-34%) from 2015

Expenses

Down

$17,729

Down $6,439 (-27%) from 2015

Net Income

Down

$11,631

Down $8,536 (-42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$88,372
Liabilities$0
Net Assets$88,372
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

2017

Revenue$29,360
Expenses$17,729
Net Income$11,631
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 16, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE HARTMANPresident-$0--
CINDY GOODTreasurer-$0--
CINDY DALLASSecretary-$0--
KELLY WOOSLEYVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Shields Valley Foundation Inc
EIN
81-0504746
Phone
4066864471
Address
PO BOX 308, CLYDE PARK, MT 59018

Signing Officer

Name
Cindy Good
Title
Treasurer
Phone
4066864471
Signed
2018-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Hubley Phillips & Williams Pllp
Address
1934 STADIUM DRIVE SUITE A, BOZEMAN, MT 59715-0672
Preparer
Clint Phillips CPA
Phone
4065860281
Raw XML Appendix319 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION PROVIDES HIGHER EDUCATION SCHOLARSHIPS FOR STUDENTS IN MONTANA'S SHIELDS RIVER VALLEY. IN 2017, FOUR INDIVIDUALS RECEIVED A TOTAL OF 13,000 IN SCHOLARSHIP FUNDS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION PROVIDED FUNDS FOR SCHOOL ACTIVITIES, TRIPS, AND SMALL CHRISTMAS GIFTS TO CHILDREN FROM AREA SCHOOLS.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE 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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HIGHER EDUCATION BOOKS/TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SHIELDS VALLEY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DANIEL ELI RIVERA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BROCK PETERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1604 ORION WAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WILSALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LIVINGSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLYDE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLYDE PARK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459018
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017075
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/QualifyingDistributionsAmt017075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017075
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017075
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ALTRIA GROUP INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0BOX 79
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CLYDE PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd059018
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt024000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt240
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt04150
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TEMPORARY BANK OVERDRAFT
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY GOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04066864471
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIELDS VALLEY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHIE
ReturnHeader/Filer/EIN0810504746
ReturnHeader/Filer/PhoneNum04066864471
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 308
ReturnHeader/Filer/USAddress/CityNm0CLYDE PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059018
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C879D95914515CB214F323B70F37DE74DA33D18C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EBA46F631FA6382B89C8967B9972092A3915F09C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.94.50
ReturnHeader/FilingSecurityInformation/IPDt02018-07-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:12:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810511572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBLEY PHILLIPS & WILLIAMS PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01934 STADIUM DRIVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0597150672
ReturnHeader/PreparerPersonGrp/PhoneNum04065860281
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINT PHILLIPS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-05T16:12:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,372
Liabilities
$0
Net assets
$88,372
Revenue
$29,360
Expenses
$17,729
Net income
$11,631
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
2017Detailed filing. Detailed filing data is available for this year.$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