Civic Intelligence

Milton Shoong Foundation

990PF • Fiscal year 2015 • EIN 94-1200291

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

PO Box 7888Tahoe City, CA 96145

(208) 946-9696

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

1.18x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-424%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

46th percentile

$12,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

42%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,857,287

Down $802,535 (-14%) from 2014

Net Assets

Down

$4,576,656

Down $1,052,320 (-19%) from 2014

Liabilities

Up

$280,631

Up $249,785 (+810%) from 2014

Revenue

Up

$238,613

Up $70,440 (+42%) from 2014

Expenses

Up

$1,250,189

Up $918,824 (+277%) from 2014

Net Income

Down

-$1,011,576

Down $848,384 (-520%) from 2014

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 2011: $5,649,597Liabilities 2011: $1,9792011Assets 2012: $5,769,756Liabilities 2012: $4,300Net Assets 2012: $5,765,4562012Assets 2013: $5,857,491Liabilities 2013: $6,703Net Assets 2013: $5,850,7882013Assets 2014: $5,659,822Liabilities 2014: $30,846Net Assets 2014: $5,628,9762014Assets 2015: $4,857,287Liabilities 2015: $280,631Net Assets 2015: $4,576,6562015Assets 2016: $4,346,882Liabilities 2016: $16,679Net Assets 2016: $4,330,2032016

Highlighted filing

2015

Assets$4,857,287
Liabilities$280,631
Net Assets$4,576,656

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $332,153Expenses 2011: $254,623Net Income 2011: $77,5302011Expenses 2012: $236,8962012Revenue 2013: $386,219Expenses 2013: $247,412Net Income 2013: $138,8072013Revenue 2014: $168,173Expenses 2014: $331,365Net Income 2014: -$163,1922014Revenue 2015: $238,613Expenses 2015: $1,250,189Net Income 2015: -$1,011,5762015Revenue 2016: $252,380Expenses 2016: $502,180Net Income 2016: -$249,8002016

Highlighted filing

2015

Revenue$238,613
Expenses$1,250,189
Net Income-$1,011,576
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSEMARY SHOONGExecutive DirectorPT$12,000-$12,000
ELOISE SHOONG-CAHILLSecretary/TreasurerPT$12,000-$12,000
REECE FULGHAMDirectorPT$6,000-$6,000
RICHARD LAVIGNEDirector-$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHEART TO HEART FOUNDATIONGENERAL SUPPORT-SANTA FE, NM, US$255,000
Paid GrantMOVEMENT UNLIMITEDGENERAL SUPPORT-SANTA FE, NM, US$235,000
Paid GrantREWALK ROBOTICSGENERAL SUPPORT & BUILDING PROJECTS FUND-MARLBOROUGH, MA, US$162,000
Paid GrantMILTON SHOONG CHINESE CULTURAL CENTERGENERAL SUPPORT & EQUIPMENT-OAKLAND, CA, US$150,000
Paid GrantPATHWAYS OF HEALINGGENERAL SUPPORT-COCHITI LAKE, NM, US$17,000
Paid GrantOPEN ARTS FOUNDATIONGENERAL SUPPORT-SANTA FE, NM, US$10,000
Paid GrantFILM ODYSSEY INCGENERAL SUPPORT-WASHINGTON, DC, US$10,000
Paid GrantAMERICAN HIMALAYAN FDNGENERAL SUPPORT-SAN FRANCISCO, CA, US$10,000
Paid GrantTHERE WITH CAREGENERAL SUPPORT-BOULDER, CO, US$10,000
Paid GrantTIBETAN BUDDHIST CENTER OF PHILADELPHIAGENERAL SUPPORT-PHILADELPHIA, PA, US$8,000
Paid GrantGLOBAL HEART INCGENERAL SUPPORT-MIAMI, FL, US$7,300
Paid GrantTAHOE X COUNTRY SKI EDUCATIONGENERAL SUPPORT-TAHOE CITY, CA, US$5,000
Paid GrantPROJECT MANAGENERAL SUPPORT-INCLINE VILLAGE, NV, US$5,000
Paid GrantTESSA MARIE HORAN MEMORIAL FUNDGENERAL SUPPORT-ALBUQUERQUE, NM, US$5,000
Paid GrantLAKE TAHOE DANCE COLLECTIVEGENERAL SUPPORT-TAHOE CITY, CA, US$5,000
Paid GrantSIERRA SENIOR SERVICESGENERAL SUPPORT-TRUCKEE, CA, US$5,000
Paid GrantTAHOE SAFE ALLIANCEGENERAL SUPPORT-INCLINE VILLAGE, NV, US$5,000
Paid GrantKIWANIS CLUBGENERAL SUPPORT-SO LAKE TAHOE, CA, US$4,500
Paid GrantINTERNATIONAL INST FOR BUILDG BIOLOGY AND ECOLOGYGENERAL SUPPORT-SANTA FE, NM, US$2,300
Paid GrantTHE INTERNATIONAL GROUP FOR HISTORIC AIRCRAFT RECOVERYGENERAL SUPPORT-OXFORD, PA, US$2,000
Paid GrantNEW MEXICO COMMUNITY FOUNDATIONGENERAL SUPPORT-SANTA FE, NM, US$1,500
Paid GrantDISABLED SPORTS USAGENERAL SUPPORT-ROCKVILLE, MD, US$1,000
Paid GrantAYURVEDIC INSTITUTEGENERAL SUPPORT-ALBUQUERQUE, NM, US$1,000
Paid GrantACHIEVE TAHOEGENERAL SUPPORT-TRUCKEE, CA, US$1,000
Paid GrantCAMP KESEM AT UCLAGENERAL SUPPORT-LOS ANGELES, CA, US$500
Paid GrantMATA AMRITANANDAMAYI CENTERGENERAL SUPPORT-SAN RAMON, CA, US$200
Filing and Contact Details

Filer

Filer Name
Milton Shoong Foundation
EIN
94-1200291
Phone
2089469696
Address
PO BOX 7888, TAHOE CITY, CA 96145

Signing Officer

Name
Rosemary Shoong
Title
Executive Director
Phone
2089469606
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
MAXWELL & COMPANY CPA'S INC
Address
16440 BAKE PARKWAY 150, IRVINE, CA 92618-3037
Preparer
William K Maxwell
Phone
9494531521
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InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt16LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt17BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt18LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt19REMODEL
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt20BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt21LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0643955
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1495745
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt269830
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt33431
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt43207
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt5203
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt6668
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt7756
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt8545
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt91958
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1050722
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt111399
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1232500
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt13887805
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt14492495
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt15577807
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt16192602
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt17249489
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1862372
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt194639
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt20251550
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2162887
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0341234
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1495745
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt20
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt30
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt40
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt50
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt60
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt7218
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt8157
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt9940
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1014608
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt111399
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1231493
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt13508533
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt14492495
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt15411750
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt16192602
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt17244575
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1862372
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt194590
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt20251169
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2162887
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BUILDING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0465
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt061620
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt061620
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0465
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt062085
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011797
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02949
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014746
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt050303
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0918300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0918300
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt071452
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt071452
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt071271
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0465
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0465
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0465
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1011576
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0238148
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0238148
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0238148
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt044871
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt061620
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt03840
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0960
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0116858
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt074384
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0115706
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0201691
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0238613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0188310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01009027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0193742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01250189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0238613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0238613
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0188310
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt090727
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0193742
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0331889
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0706
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0706
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1011576
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt040744
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04617400
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05628976
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04576656
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0266877
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0266877
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0266877
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0267326
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0449
IRS990PF/DistributableAmountGrp/TotalTaxAmt0449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0449
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt04857287
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt023222
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt018254
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt022551
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt022551
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt022551

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