Civic Intelligence

Shields Valley Foundation Inc.

990PF • Fiscal year 2019 • EIN 81-0504746

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 10, 2021

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

35th percentile

-8.8%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$89,865

Up $1,493 (+1.7%) from 2017

Net Assets

Up

$89,865

Up $1,493 (+1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Down

$24,395

Down $4,965 (-17%) from 2017

Expenses

Up

$20,340

Up $2,611 (+15%) from 2017

Net Income

Down

$4,055

Down $7,576 (-65%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2019

Assets$89,865
Liabilities$0
Net Assets$89,865
Open 2019 Filing

Operations Trend

Revenue Growth35th 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

2019

Revenue$24,395
Expenses$20,340
Net Income$4,055
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 10, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alice HartmanPresident-$0--
Don ScottVice President-$0--
Kelly WoosleySecretary-$0--
Cindy GoodTreasurer-$0--
Cindy DallasBoard Member-$0--
Leslie PetersonBoard Member-$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
Signed
2021-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Rosie Barndt CPA Pc
Address
3382 MONIDA STREET, BOZEMAN, MT 59718
Preparer
Rosalie Barndt
Phone
4062090411
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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/PersonNm1Don Scott
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kelly Woosley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Cindy Good
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Cindy Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Leslie Peterson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0515 Hartman Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 128
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3105 Dinsmore Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4131 Horse Creek Road South
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Cindy Good
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation provided higher education scholarships for students in Montana's Shields River Valley.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0The Foundation provided funds for school activities, trips, and small Christmas gifts to children attending area schools.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt013500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt05932
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Obtain and complete a Shields Valley Foundation scholarship application. High school transcript should be attached to the application.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Guidance Counselor
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04065782535
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Box 131
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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. The recipient must meet academic standards during each term of higher education to continue to receive the scholarship.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Each year between late March and early May.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02750
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Activities/gifts for school children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Emma Doolittle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jennifer Fairchild
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Lauren Flatt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Shields Valley School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Joseph Bennett
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Molly Engle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0607 Shady Hillside Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2183 Fiddle Creek Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 284
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 348
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bozeman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Clyde Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Livingston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Wilsall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Clyde Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Clyde Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559018
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018500
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Altria Group Inc
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/Desc0Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Program expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt084
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1932
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cindy Good
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-10
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/PreparerFirmGrp/PreparerFirmEIN0821279005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSIE BARNDT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03382 MONIDA STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04062090411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rosalie Barndt
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-10T13:10:49-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,865
Liabilities
$0
Net assets
$89,865
Revenue
$24,395
Expenses
$20,340
Net income
$4,055
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
Peer Organizations

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