Civic Intelligence

Shields Valley Foundation Inc.

990PF • Fiscal year 2023 • EIN 81-0504746

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 25, 2024

Organization Profile
PO Box 308Clyde Park, MT 59018

(406) 223-4787

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

5.1%

Faster asset growth than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

27%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$166,147

Up $8,119 (+5.1%) from 2022

Net Assets

Up

$166,147

Up $8,119 (+5.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin80th percentile

Revenue

Up

$27,934

Up $5,914 (+27%) from 2022

Expenses

Down

$19,815

Down $3,380 (-15%) from 2022

Net Income

Up

$8,119

Up $9,294 (+791%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st 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: $158,0282022Assets 2023: $166,147Liabilities 2023: $0Net Assets 2023: $166,1472023

Highlighted filing

2023

Assets$166,147
Liabilities$0
Net Assets$166,147
Open 2023 Filing

Operations Trend

Revenue Growth71st 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: -$1,1752022Revenue 2023: $27,934Expenses 2023: $19,815Net Income 2023: $8,1192023

Highlighted filing

2023

Revenue$27,934
Expenses$19,815
Net Income$8,119
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 25, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Don ScottPresident-$0--
Kelly WoosleyVice President-$0--
Lea FairchildSecretary-$0--
Cindy GoodTreasurer-$0--
Cindy DallasBoard Member-$0--
Leslie PetersonBoard Member-$0--
Clint TinsleyBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Shields Valley Foundation Inc
EIN
81-0504746
Phone
4062234787
Address
PO Box 308, Clyde Park, MT 59018

Signing Officer

Name
Cindy Good
Title
Treasurer
Signed
2024-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Rosie Barndt CPA Pc
Address
3382 MONIDA STREET, BOZEMAN, MT 59718
Preparer
Rosie Barndt CPA PC
Phone
4062090411
Raw XML Appendix314 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 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/Expenses1Amt018000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01241
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
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd059086
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/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Higher education books/tuition.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Higher education books/tuition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Haven Alexis Sager
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Perry Dominick
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Brooklyn Jean Baukol
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Regan Abigail Hanson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Andie Estes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05 Hereim Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1205 Muddy Creek Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3138 Inverness Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4202 Fiddle Creek Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Wilsall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Wilsall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Clyde Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Livingston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Livingston
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/ZIPCd059086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459047
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
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/ContributorPersonNm0Cross Harbor CMR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 37
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/Desc0PO box rent
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Program activities
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11241
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cindy Good
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shields Valley Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHIE
ReturnHeader/Filer/EIN0810504746
ReturnHeader/Filer/PhoneNum04062234787
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 308
ReturnHeader/Filer/USAddress/CityNm0Clyde Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0Rosie Barndt CPA PC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-25T20:55:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cindy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Good
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,147
Liabilities
$0
Net assets
$166,147
Revenue
$27,934
Expenses
$19,815
Net income
$8,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.28$0.20$0.08
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