Civic Intelligence

Shc Foundation Inc

990 • Fiscal year 2015 • EIN 90-0805201

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

4283 Paradise RoadSeville, OH 44273

(330) 722-1900

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$639,655

No earlier filing loaded for comparison.

Net Assets

$639,655

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$425,631

No earlier filing loaded for comparison.

Expenses

$58,201

No earlier filing loaded for comparison.

Net Income

$367,430

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $639,655Liabilities 2015: $0Net Assets 2015: $639,6552015Assets 2016: $790,397Liabilities 2016: $8,712Net Assets 2016: $781,6852016Assets 2017: $933,195Liabilities 2017: $783Net Assets 2017: $932,4122017Assets 2018: $996,111Liabilities 2018: $3,033Net Assets 2018: $993,0782018Assets 2019: $1,102,871Liabilities 2019: $0Net Assets 2019: $1,102,8712019Assets 2020: $1,170,538Liabilities 2020: $620Net Assets 2020: $1,169,9182020Assets 2021: $1,298,606Liabilities 2021: $228Net Assets 2021: $1,298,3782021Assets 2022: $1,437,443Liabilities 2022: $747Net Assets 2022: $1,436,6962022Assets 2023: $4,666,684Liabilities 2023: $6,720Net Assets 2023: $4,659,9642023Assets 2024: $5,260,166Liabilities 2024: $90,612Net Assets 2024: $5,169,5542024

Highlighted filing

2015

Assets$639,655
Liabilities$0
Net Assets$639,655

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2015: $425,631Expenses 2015: $58,201Net Income 2015: $367,4302015Revenue 2016: $176,089Expenses 2016: $37,249Net Income 2016: $138,8402016Revenue 2017: $191,180Expenses 2017: $65,331Net Income 2017: $125,8492017Revenue 2018: $154,389Expenses 2018: $65,471Net Income 2018: $88,9182018Revenue 2019: $35,050Expenses 2019: $4,835Net Income 2019: $30,2152019Revenue 2020: $80,834Expenses 2020: $80,628Net Income 2020: $2062020Revenue 2021: $116,935Expenses 2021: $65,693Net Income 2021: $51,2422021Revenue 2022: $365,823Expenses 2022: $65,285Net Income 2022: $300,5382022Revenue 2023: $3,220,387Expenses 2023: $170,546Net Income 2023: $3,049,8412023Revenue 2024: $241,379Expenses 2024: $116,988Net Income 2024: $124,3912024

Highlighted filing

2015

Revenue$425,631
Expenses$58,201
Net Income$367,430
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$425,631
Mission and Program Overview

Mission

Shc foundation exists to support society for handicapped citizens of medina county, inc., which partners with individuals with disabilities and their families to provide a full range of services to assist them in living a quality of life in their chosen community. It is the goal of these organizations to provide opportunities for full inclusion for individuals with disabilities, to be active advocates, to be innovative in the field of developmental disabilities and to address the gaps in services in our communities. Society for handicapped citizens of medina county, inc. Has in the past, and expects to continue to provide support and care, training and adult education, supported employment, housing, and recreation to both children and adults with developmental and physical disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$124,473$464,433▲ $339,960
Savings and Temporary Cash Investments$40,795$107,948▲ $67,153
Pledges and Grants Receivable$131,844$65,925▼ $65,919
Cash and Non-Interest-Bearing Accounts$7,450$1,349▼ $6,101
Total Assets$304,562$639,655▲ $335,093
Liabilities
Accounts Payable and Accrued Expenses$14,800--
Total Liabilities$14,800$0▼ $14,800
Net Assets / Fund Balance
Unrestricted Net Assets$289,762$639,655▲ $349,893
Total Net Assets Fund Balance$289,762$639,655▲ $349,893
Total Liabilities and Net Assets / Fund Balance$304,562$639,655▲ $335,093

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$124,473-▼ $2,413-$120,499
2014-$124,473--$124,473
Compensation and Service Providers

Employees

NameTitleOtherTotal
Melanie Kasten-krauseSecretary$82,113$82,113
Michael BehFinance Dire$70,671$70,671

Board Members and Trustees

NameTitle
Joseph HarrisonPresident
Jeff PalkerTrustee
Mark SheeTrustee
Michael ConleyTrustee
Mike CaveyTrustee
John DunhamTreasurer
Andrew SchultzVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$412,792
Program Service Revenue
$0
Investment Income
$12,839
Other Revenue
$0
All Other Contributions
$180,474
Change in Net Assets
$367,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,000
Other Expenses$20,201
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,000--$38,000
Fees for Services Other$17,436--$17,436
Other Expenses-$1,661-$1,661
Advertising$736--$736
Office Expenses-$368-$368
Total Functional Expenses$56,172$2,029$0$58,201
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Society for Handicapped CitizensSeville, OH(c)(3)Financial Support$35,000
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The initial draft of form 990 is reviewed by the finance committee of the board of trustees, and approved pending any changes that should be made prior to completion, signing and mailing the final form. The finance committee then reports its actions to the full board with the 990 available for added review by any board member requesting the form. This process is consistent with board policy pertaining to form 990 review with the finance committee charged with responsibility for board review of the form 990.

Form 990, Page 6, Part VI, Line 12C

Board members and organization executives are required, by policy, to sign a statement indicating they do not or will not engage in activities that conflict with the organization's activities. Executive management works with board officers in the enforcement of any potential conflicts of interest by board members and/or executive of the organization, assuring compliance with board policy regarding conflicts of interest.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Shc Foundation
EIN
90-0805201
Phone
3307221900
Address
4283 PARADISE ROAD, SEVILLE, OH 44273

Signing Officer

Name
Michael Beh
Title
Finance Director
Phone
3307221900
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melanie Kasten-krause
Formed
2011
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
300

Preparer

Firm
Dyer Roche & Company Inc
Address
PO BOX 696, WOOSTER, OH 44691
Preparer
Andrea L Hostetler
Phone
3302620061
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Shc foundation exists to support society for handicapped citizens of medina county, inc., which partners with individuals with disabilities and their families to provide a full range of services to assist them in living a quality of life in their chosen community. It is the goal of these organizations to provide opportunities for full inclusion for individuals with disabilities, to be active advocates, to be innovative in the field of developmental disabilities and to address the gaps in services in our communities. Society for handicapped citizens of medina county, inc. Has in the past, and expects to continue to provide support and care, training and adult education, supported employment, housing, and recreation to both children and adults with developmental and physical disabilities.

Form 990, Part IX, Line 11G

17,436 0 0

Form 990, Part XI, Line 9

Transfer from society for handicapped citizens of 0

Financial Statement Notes

Schedule D, Page 3, Part X

Part x - fin 48 footnote fin 48 statement from financial statement note 1: summary of significant accounting policies "as a not-for-profit organization, society for handicapped citizens of medina county, inc. Is exempt from federal income tax under section 501(c)(3) of the internal revenue code, except on net income derived from unrelated business activities. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The organization's federal exempt organization income tax returns are subject to examination by the irs, generally for three years after they were filed."

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X - FIN 48 FOOTNOTE FIN 48 STATEMENT FROM FINANCIAL STATEMENT NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES "AS A NOT-FOR-PROFIT ORGANIZATION, SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED."
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOCIETY FOR HANDICAPPED CITIZENS
IRS990ScheduleI/RecipientTable/RecipientEIN0341011571
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHC FOUNDATION EXISTS TO SUPPORT SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY, INC., WHICH PARTNERS WITH INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES TO PROVIDE A FULL RANGE OF SERVICES TO ASSIST THEM IN LIVING A QUALITY OF LIFE IN THEIR CHOSEN COMMUNITY. IT IS THE GOAL OF THESE ORGANIZATIONS TO PROVIDE OPPORTUNITIES FOR FULL INCLUSION FOR INDIVIDUALS WITH DISABILITIES, TO BE ACTIVE ADVOCATES, TO BE INNOVATIVE IN THE FIELD OF DEVELOPMENTAL DISABILITIES AND TO ADDRESS THE GAPS IN SERVICES IN OUR COMMUNITIES. SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY, INC. HAS IN THE PAST, AND EXPECTS TO CONTINUE TO PROVIDE SUPPORT AND CARE, TRAINING AND ADULT EDUCATION, SUPPORTED EMPLOYMENT, HOUSING, AND RECREATION TO BOTH CHILDREN AND ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INITIAL DRAFT OF FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, AND APPROVED PENDING ANY CHANGES THAT SHOULD BE MADE PRIOR TO COMPLETION, SIGNING AND MAILING THE FINAL FORM. THE FINANCE COMMITTEE THEN REPORTS ITS ACTIONS TO THE FULL BOARD WITH THE 990 AVAILABLE FOR ADDED REVIEW BY ANY BOARD MEMBER REQUESTING THE FORM. THIS PROCESS IS CONSISTENT WITH BOARD POLICY PERTAINING TO FORM 990 REVIEW WITH THE FINANCE COMMITTEE CHARGED WITH RESPONSIBILITY FOR BOARD REVIEW OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND ORGANIZATION EXECUTIVES ARE REQUIRED, BY POLICY, TO SIGN A STATEMENT INDICATING THEY DO NOT OR WILL NOT ENGAGE IN ACTIVITIES THAT CONFLICT WITH THE ORGANIZATION'S ACTIVITIES. EXECUTIVE MANAGEMENT WORKS WITH BOARD OFFICERS IN THE ENFORCEMENT OF ANY POTENTIAL CONFLICTS OF INTEREST BY BOARD MEMBERS AND/OR EXECUTIVE OF THE ORGANIZATION, ASSURING COMPLIANCE WITH BOARD POLICY REGARDING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt417,436 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER FROM SOCIETY FOR HANDICAPPED CITIZENS OF 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOCIETY FOR HANDICAPPED CITIZENS I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0341011571
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FIN. SUPPO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02029
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056172
IRS990/TotalFunctionalExpensesGrp/TotalAmt058201
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014800
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt014800
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0289762
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0639655
IRS990/TotalProgramServiceExpensesAmt056172
IRS990/TotalRevenueGrp/ExclusionAmt012839
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0425631
IRS990/TotalVolunteersCnt0300
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0304562
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0639655
IRS990/TotReportableCompRltdOrgAmt0152784
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0289762
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0639655
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BEH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03307221900
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHCF
ReturnHeader/Filer/EIN0900805201
ReturnHeader/Filer/PhoneNum03307221900
ReturnHeader/Filer/USAddress/AddressLine1Txt04283 PARADISE ROAD
ReturnHeader/Filer/USAddress/CityNm0SEVILLE
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ReturnHeader/Filer/USAddress/ZIPCd044273
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201954047
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DYER ROCHE & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 696
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOOSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044691
ReturnHeader/PreparerPersonGrp/PhoneNum03302620061
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA L HOSTETLER
ReturnHeader/ReturnTs02016-11-15T12:11:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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