Civic Intelligence

Shelton-Mcmurphey-Johnson Associates

990EZ • Fiscal year 2021 • EIN 93-1106826

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 08, 2022

303 Willamette StEugene, OR 97401

(541) 484-0808

Siviq Scores

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

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

0.29x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

27th percentile

-7.0%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$28,800

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 48.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.6%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$128,170

Down $3,394 (-2.6%) from 2020

Net Assets

Down

$111,176

Down $4,131 (-3.6%) from 2020

Liabilities

Up

$16,994

Up $737 (+4.5%) from 2020

Revenue

Down

$59,333

Down $94,900 (-62%) from 2020

Expenses

Down

$63,464

Down $31,260 (-33%) from 2020

Net Income

Down

-$4,131

Down $63,640 (-107%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $88,526Liabilities 2010: $848Net Assets 2010: $87,6782010Assets 2012: $84,109Liabilities 2012: $3,215Net Assets 2012: $80,8942012Assets 2013: $89,101Liabilities 2013: $5,962Net Assets 2013: $83,1392013Assets 2014: $95,923Liabilities 2014: $10,746Net Assets 2014: $85,1772014Assets 2015: $93,136Liabilities 2015: $5,226Net Assets 2015: $87,9102015Assets 2017: $90,379Liabilities 2017: $5,160Net Assets 2017: $85,2192017Assets 2018: $73,257Liabilities 2018: $3,432Net Assets 2018: $69,8252018Assets 2019: $74,442Liabilities 2019: $18,644Net Assets 2019: $55,7982019Assets 2020: $131,564Liabilities 2020: $16,257Net Assets 2020: $115,3072020Assets 2021: $128,170Liabilities 2021: $16,994Net Assets 2021: $111,1762021Assets 2022: $102,697Liabilities 2022: $7,177Net Assets 2022: $95,5202022Assets 2023: $127,389Liabilities 2023: $9,696Net Assets 2023: $117,6932023Assets 2024: $109,759Liabilities 2024: $4,909Net Assets 2024: $104,8502024

Highlighted filing

2021

Assets$128,170
Liabilities$16,994
Net Assets$111,176

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $40,761Expenses 2010: $46,118Net Income 2010: -$5,3572010Revenue 2012: $38,487Expenses 2012: $43,425Net Income 2012: -$4,9382012Revenue 2013: $45,774Expenses 2013: $43,529Net Income 2013: $2,2452013Revenue 2014: $48,762Expenses 2014: $46,724Net Income 2014: $2,0382014Revenue 2015: $68,450Expenses 2015: $65,717Net Income 2015: $2,7332015Revenue 2017: $85,405Expenses 2017: $76,416Net Income 2017: $8,9892017Revenue 2018: $56,871Expenses 2018: $72,265Net Income 2018: -$15,3942018Revenue 2019: $59,668Expenses 2019: $73,695Net Income 2019: -$14,0272019Revenue 2020: $154,233Expenses 2020: $94,724Net Income 2020: $59,5092020Revenue 2021: $59,333Expenses 2021: $63,464Net Income 2021: -$4,1312021Revenue 2022: $100,796Expenses 2022: $111,732Net Income 2022: -$10,9362022Revenue 2023: $151,437Expenses 2023: $129,264Net Income 2023: $22,1732023Revenue 2024: $111,881Expenses 2024: $124,724Net Income 2024: -$12,8432024

Highlighted filing

2021

Revenue$59,333
Expenses$63,464
Net Income-$4,131
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 8, 2022
Return Version
2020v4.0
Gross Receipts
$63,074
Mission and Program Overview

Mission

Educational and historic preservation

Program Services

DescriptionGrantsExpenses
Keeping local history alive with programs and activities centered around and in the Shelton-McMurphey-Johnson House. Activities include lectures, open houses, living history displays and artifact preservation.$19,650-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leah MurrayExecutive DirectorPT$28,800-$28,800
Hahn NeimandPresident-$0--
Terri ColemanTreasurer-$0--
Echo MendigurenBoard Member-$0--
Rachael AndersonSecretary-$0--
Charlcie KaylorBoard Member-$0--
Karen MortensonVice President-$0--
Chris IzackBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Shelton-McMurphey Johnson Associate
EIN
93-1106826
Phone
5414840808
Address
303 Willamette St, Eugene, OR 97401

Signing Officer

Name
Leah Murray
Title
Executive Director
Signed
2022-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Mueller Yuva Osterman Rasmusson LLP
Address
225 E 4th Ave, Eugene, OR 97401
Preparer
Kerry Rasmusson
Phone
5413441100
Supplemental Narrative

Additional Explanations

Other Revenue.1

Exempt rental income $4577

Other Expenses.1001

Advertising and Promotion $1232

Other Expenses.1009

Depreciation $110

Other Expenses.1012

Insurance $1899

Other Expenses.1

Supplies $4955

Other Expenses.2

TELEPHONE $3031

Other Expenses.3

Exhibits $2020

Other Expenses.4

Dues and fees $1485

Other Expenses.5

Repairs & maintenance $1374

Other Expenses.6

Credit card processing $765

Other Expenses.7

Security $600

Other Expenses.8

Bank Charges $454

Other Expenses.10

Miscellaneous $163

Other Expenses.11

Website Expense $60

Other Expenses.12

Education and training $20

Other Assets.1002

Furniture and Fixtures - Beginning $968 Furniture and Fixtures - Ending $858

Other Assets.1

Collections - Beginning $17600 Collections - Ending $17600

Total Liabilities.1

- Beginning $0 - Ending $0

Total Liabilities.2

Grants payable - Beginning $1877 Grants payable - Ending $1877

Total Liabilities.3

Refundable deposits - Beginning $1640 Refundable deposits - Ending $2640

Total Liabilities.4

Other payables - Beginning $2043 Other payables - Ending $2511

Raw XML Appendix224 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chris Izack
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
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IRS990EZ/WebsiteAddressTxt0www.smjhouse.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034852
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Exempt rental income $4577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Supplies $4955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $3031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Exhibits $2020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues and fees $1485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REPAIRS & MAINTENANCE $1374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Credit card processing $765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Security $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous $163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Website Expense $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Education and training $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Furniture and Fixtures - Beginning $968 Furniture and Fixtures - Ending $858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Collections - Beginning $17600 Collections - Ending $17600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Grants payable - Beginning $1877 Grants payable - Ending $1877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Refundable deposits - Beginning $1640 Refundable deposits - Ending $2640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Other payables - Beginning $2043 Other payables - Ending $2511
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.4
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Leah Murray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shelton-McMurphey Johnson Associate
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0931106826
ReturnHeader/Filer/PhoneNum05414840808
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 Willamette St
ReturnHeader/Filer/USAddress/CityNm0Eugene
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261589090
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mueller Yuva Osterman Rasmusson LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 E 4th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eugene
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097401
ReturnHeader/PreparerPersonGrp/PhoneNum05413441100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kerry Rasmusson
ReturnHeader/ReturnTs02022-02-08T16:26:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Leah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Murray
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.05$1.05$1.12$1.25$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.10$1.18$1.51$1.29$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.07$0.96$1.01$1.12$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.17$1.11$0.59$0.63$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.16$1.15$1.54$0.95$0.60
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.19$0.56$0.60$0.74$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.03$0.70$0.57$0.72$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.05$0.85$0.85$0.76$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.05$0.88$0.68$0.66$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.11$0.85$0.49$0.47$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.06$0.83$0.46$0.44$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.03$0.81$0.38$0.43$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.01$0.88$0.41$0.46$0.05