Civic Intelligence

Shelton-Mason County Chamber of Commerce

990 • Fiscal year 2015 • EIN 91-0677252

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

PO Box 2389Shelton, WA 98584

(360) 426-2021

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Net Margin

86th percentile

19%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2015 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2015

Asset Growth

96th percentile

81%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

31%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$233,215

Up $104,689 (+81%) from 2014

Net Assets

Up

$225,038

Up $107,560 (+92%) from 2014

Liabilities

Down

$8,177

Down $2,871 (-26%) from 2014

Revenue

Up

$568,330

Up $133,915 (+31%) from 2014

Expenses

Up

$460,770

Up $28,771 (+6.7%) from 2014

Net Income

Up

$107,560

Up $105,144 (+4352%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $137,236Liabilities 2011: $3,498Net Assets 2011: $133,7382011Assets 2012: $158,932Liabilities 2012: $43,456Net Assets 2012: $115,4762012Assets 2013: $125,049Liabilities 2013: $9,987Net Assets 2013: $115,0622013Assets 2014: $128,526Liabilities 2014: $11,048Net Assets 2014: $117,4782014Assets 2015: $233,215Liabilities 2015: $8,177Net Assets 2015: $225,0382015Assets 2016: $178,273Liabilities 2016: $7,565Net Assets 2016: $170,7082016Assets 2017: $159,698Liabilities 2017: $13,780Net Assets 2017: $145,9182017Assets 2018: $173,082Liabilities 2018: $11,199Net Assets 2018: $161,8832018Assets 2019: $197,169Liabilities 2019: $35,197Net Assets 2019: $161,9722019Assets 2020: $204,527Liabilities 2020: $22,204Net Assets 2020: $182,3232020Assets 2021: $330,672Liabilities 2021: $53,998Net Assets 2021: $276,6742021Assets 2022: $270,939Liabilities 2022: $27,174Net Assets 2022: $243,7652022Assets 2023: $304,428Liabilities 2023: $20,715Net Assets 2023: $283,7132023

Highlighted filing

2015

Assets$233,215
Liabilities$8,177
Net Assets$225,038

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $274,3512011Expenses 2012: $337,6282012Expenses 2013: $433,7632013Revenue 2014: $434,415Expenses 2014: $431,999Net Income 2014: $2,4162014Revenue 2015: $568,330Expenses 2015: $460,770Net Income 2015: $107,5602015Revenue 2016: $315,171Expenses 2016: $369,501Net Income 2016: -$54,3302016Revenue 2017: $343,052Expenses 2017: $367,842Net Income 2017: -$24,7902017Revenue 2018: $383,834Expenses 2018: $367,869Net Income 2018: $15,9652018Revenue 2019: $380,926Expenses 2019: $380,425Net Income 2019: $5012019Revenue 2020: $401,197Expenses 2020: $382,130Net Income 2020: $19,0672020Revenue 2021: $496,581Expenses 2021: $403,125Net Income 2021: $93,4562021Revenue 2022: $402,803Expenses 2022: $435,712Net Income 2022: -$32,9092022Revenue 2023: $403,281Expenses 2023: $363,313Net Income 2023: $39,9682023

Highlighted filing

2015

Revenue$568,330
Expenses$460,770
Net Income$107,560
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$598,034
Mission and Program Overview

Mission

To encourage & maintain a vibrant business community, promote tourism and facilitate economic development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$26,021$122,962▲ $96,941
Cash and Non-Interest-Bearing Accounts$47,898$54,711▲ $6,813
Savings and Temporary Cash Investments$34,442$34,457▲ $15
Pledges and Grants Receivable$11,424$16,325▲ $4,901
Inventories for Sale or Use$5,661$1,992▼ $3,669
Land, Buildings, and Equipment, Net$2,230$1,918▼ $312
Total Assets$128,526$233,215▲ $104,689
Other Assets Total$850$850→ $0
Liabilities
Accounts Payable and Accrued Expenses$11,048$8,177▼ $2,871
Total Liabilities$11,048$8,177▼ $2,871
Net Assets / Fund Balance
Unrestricted Net Assets$95,164$201,309▲ $106,145
Temporarily Rstr Net Assets$22,314$23,729▲ $1,415
Total Net Assets Fund Balance$117,478$225,038▲ $107,560
Total Liabilities and Net Assets / Fund Balance$128,526$233,215▲ $104,689

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,918$23,249$25,167
Other Land Buildings-$14,485$14,485
Leasehold Improvements-$2,646$2,646
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelley CrabtreePresident
John LesterTrustee
Julie NicholsTrustee
Justin BazeTrustee
Karen SchadeTrustee
Laura WatsonTrustee
Pam HansonTrustee
Steve AndrewskiTrustee
Brian KellyPast Preside
Melanie BakalaPast Preside
Wes TaylorTreasurer
Patty Ayala RossVP-marketing
Jennifer OwensVP-member Se
Revenue and Support

Revenue Composition

Contributions and Grants
$447,037
Program Service Revenue
$75,405
Investment Income
$15
Other Revenue
$45,873
All Other Contributions
$4,990
Change in Net Assets
$107,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$352,307
Salaries, Compensation, and Employee Benefits$108,463
Total Fundraising Expense$46,097
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,284$6,534$1,634$54,452
Other Salaries and Wages$19,005$14,513$1,037$34,555
All Other Expenses$30,192$3,165$162$33,519
Other Expenses$14,724-$41,806$14,724
Travel$9,812--$9,812
Other Employee Benefits$7,336$1,956$489$9,781
Payroll Taxes$8,224$1,161$290$9,675
Office Expenses$8,102$974$244$9,320
Occupancy$5,737$1,530$383$7,650
Fees for Services Accounting-$3,821-$3,821
Insurance-$3,433-$3,433
Conferences and Meetings$3,060--$3,060
Depreciation Depletion$1,517--$1,517
Advertising$1,425--$1,425
Information Technology$786$209$52$1,047
Total Functional Expenses$377,377$37,296$46,097$460,770
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,523
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$46,369$22,521-$22,521
Business Expo$9,703$9,703-$9,703
Total Events$64,371$40,523-$40,523
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The officers/trustees of the organization are elected by its members.

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

The form 990 was reviewed by the board of trustees prior to be filed with the irs.

Form 990, Page 6, Part VI, Line 15A

The compensation of the excecutive director is reviewed and approved, on at least an annual basis, by the board of trustees.

Form 990, Page 6, Part VI, Line 15B

Currently, the executive director position is the only key employee position employed by the chamber.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Shelton-mason County Chamber
EIN
91-0677252
Phone
3604262021
Address
PO BOX 2389, SHELTON, WA 98584

Signing Officer

Name
Heidi Mccutcheon
Title
Executive Director
Phone
3604262021
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Mccutcheon
Formed
1938
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
72

Preparer

Firm
Wittenberg CPA Ps
Address
PO BOX 1783, SHELTON, WA 98584-5012
Preparer
Michael D Wittenberg
Phone
3604260230
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IRS990/OtherExpensesGrp/ProgramServicesAmt236540
IRS990/OtherExpensesGrp/ProgramServicesAmt314724
IRS990/OtherExpensesGrp/TotalAmt0168591
IRS990/OtherExpensesGrp/TotalAmt157848
IRS990/OtherExpensesGrp/TotalAmt236540
IRS990/OtherExpensesGrp/TotalAmt314724
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01987
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01987
IRS990/OtherRevenueTotalAmt01987
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01037
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014513
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019005
IRS990/OtherSalariesAndWagesGrp/TotalAmt034555
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0290
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01161
IRS990/PayrollTaxesGrp/ProgramServicesAmt08224
IRS990/PayrollTaxesGrp/TotalAmt09675
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011424
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt016325
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HEIDI MCCUTCHEON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0NEWSLETTER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1AWARDS GALA
IRS990/ProgramServiceRevenueGrp/Desc2CHAMBER BEAUTIFICATION
IRS990/ProgramServiceRevenueGrp/Desc3GROUP TRAVEL
IRS990/ProgramServiceRevenueGrp/Desc4BUSINESS PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt017873
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025947
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32765
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025947
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217873
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42765
IRS990/ProgSrvcAccomActy2Grp/Desc0PROMOTED TOURISM IN SHELTON AND MASON COUNTY TO ENCOURAGE ECONOMIC GROWTH AND DEVELOPMENT. PROVIDED VISITOR INFORMATION SERVICES TO THE TRAVELING PUBLIC. PROVIDED RE-LOCATION INFORMATION TO PROSPECTIVE BUSINESSES AND RESIDENTS, INCLUDING BUSINESS REFERRALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0208064
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0200590
IRS990/PYInvestmentIncomeAmt017
IRS990/PYOtherExpensesAmt0279088
IRS990/PYOtherRevenueAmt055548
IRS990/PYProgramServiceRevenueAmt0178260
IRS990/PYRevenuesLessExpensesAmt02416
IRS990/PYSalariesCompEmpBnftPaidAmt0152911
IRS990/PYTotalExpensesAmt0431999
IRS990/PYTotalRevenueAmt0434415
IRS990/ReconcilationRevenueExpnssAmt0107560
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034442
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034457
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01918
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023249
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025167
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02646
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02646
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014485
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014485
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01918
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023848
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023848
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BUSINESS EXPO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022521
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09703
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040523
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS/TRUSTEES OF THE ORGANIZATION ARE ELECTED BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO BE FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE EXCECUTIVE DIRECTOR IS REVIEWED AND APPROVED, ON AT LEAST AN ANNUAL BASIS, BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CURRENTLY, THE EXECUTIVE DIRECTOR POSITION IS THE ONLY KEY EMPLOYEE POSITION EMPLOYED BY THE CHAMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt022314
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt023729
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0128526
IRS990/TotalAssetsEOYAmt0233215
IRS990/TotalAssetsGrp/BOYAmt0128526
IRS990/TotalAssetsGrp/EOYAmt0233215
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0447037
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt046097
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037296
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0377377
IRS990/TotalFunctionalExpensesGrp/TotalAmt0460770
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011048
IRS990/TotalLiabilitiesEOYAmt08177
IRS990/TotalLiabilitiesGrp/BOYAmt011048
IRS990/TotalLiabilitiesGrp/EOYAmt08177
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0117478
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0225038
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt03470
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt03470
IRS990/TotalProgramServiceExpensesAmt0377377
IRS990/TotalProgramServiceRevenueAmt075405
IRS990/TotalRevenueGrp/ExclusionAmt063746
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt057547
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0568330
IRS990/TotalVolunteersCnt072
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0128526
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0233215
IRS990/TravelGrp/ProgramServicesAmt09812
IRS990/TravelGrp/TotalAmt09812
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt095164
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0201309

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.04$0.21$2.84$4.03$3.63$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.27$2.44$4.03$4.36$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.54$2.77$4.97$4.03$0.93
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.22$1.82$4.01$3.82$0.19
2019Summary only. Only limited summary data is available for this year.$1.97$0.35$1.62$3.81$3.80$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.11$1.62$3.84$3.68$0.16
2017Summary only. Only limited summary data is available for this year.$1.60$0.14$1.46$3.43$3.68$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.08$1.71$3.15$3.70$0.54
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.08$2.25$5.68$4.61$1.08
2014Summary only. Only limited summary data is available for this year.$1.29$0.11$1.17$4.34$4.32$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.10$1.15$4.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.43$1.15$3.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.03$1.34$2.74
Peer Organizations

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