Civic Intelligence

Shaklee Cares

990 • Fiscal year 2014 • EIN 94-3169989

Apr 01, 2013 to Mar 31, 2014 • Filed on Feb 11, 2015

Organization Profilewww.shakleecares.org
4747 Willow RoadSuite94588

(925) 924-2000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

91st percentile

63%

Faster asset growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$767,076

Up $296,843 (+63%) from 2013

Net Assets

Up

$767,076

Up $296,843 (+63%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin97th percentile

Revenue

$370,776

No earlier filing loaded for comparison.

Expenses

Down

$73,933

Down $10,360 (-12%) from 2013

Net Income

$296,843

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$800K$600K$400K$200K$0Assets 2011: $294,277Liabilities 2011: $02011Assets 2012: $300,053Liabilities 2012: $02012Assets 2013: $470,233Liabilities 2013: $0Net Assets 2013: $470,2332013Assets 2014: $767,076Liabilities 2014: $0Net Assets 2014: $767,0762014Assets 2015: $579,410Liabilities 2015: $0Net Assets 2015: $579,4102015Assets 2016: $694,873Liabilities 2016: $0Net Assets 2016: $694,8732016Assets 2017: $796,418Liabilities 2017: $0Net Assets 2017: $796,4182017Assets 2018: $765,556Liabilities 2018: $0Net Assets 2018: $765,5562018Assets 2019: $771,762Liabilities 2019: $0Net Assets 2019: $771,7622019Assets 2020: $533,428Liabilities 2020: $0Net Assets 2020: $533,4282020Assets 2021: $548,328Liabilities 2021: $0Net Assets 2021: $548,3282021Assets 2022: $317,229Liabilities 2022: $0Net Assets 2022: $317,2292022Assets 2023: $218,150Liabilities 2023: $0Net Assets 2023: $218,1502023Assets 2024: $164,634Liabilities 2024: $0Net Assets 2024: $164,6342024Assets 2025: $195,339Liabilities 2025: $0Net Assets 2025: $195,3392025

Highlighted filing

2014

Assets$767,076
Liabilities$0
Net Assets$767,076
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $161,949Expenses 2011: $156,077Net Income 2011: $5,8722011Revenue 2012: $168,562Expenses 2012: $162,786Net Income 2012: $5,7762012Expenses 2013: $84,2932013Revenue 2014: $370,776Expenses 2014: $73,933Net Income 2014: $296,8432014Revenue 2015: $167,722Expenses 2015: $355,388Net Income 2015: -$187,6662015Revenue 2016: $183,007Expenses 2016: $67,544Net Income 2016: $115,4632016Revenue 2017: $298,329Expenses 2017: $196,784Net Income 2017: $101,5452017Revenue 2018: $391,056Expenses 2018: $421,918Net Income 2018: -$30,8622018Revenue 2019: $262,875Expenses 2019: $256,669Net Income 2019: $6,2062019Revenue 2020: $265,547Expenses 2020: $503,881Net Income 2020: -$238,3342020Revenue 2021: $245,173Expenses 2021: $230,273Net Income 2021: $14,9002021Revenue 2022: $246,576Expenses 2022: $477,675Net Income 2022: -$231,0992022Revenue 2023: $304,368Expenses 2023: $403,447Net Income 2023: -$99,0792023Revenue 2024: $258,393Expenses 2024: $311,909Net Income 2024: -$53,5162024Revenue 2025: $279,468Expenses 2025: $248,763Net Income 2025: $30,7052025

Highlighted filing

2014

Revenue$370,776
Expenses$73,933
Net Income$296,843
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$370,776
Mission and Program Overview

Mission

The purpose of the corporation is to raise and distribute funds and goods for the charitable purpose of helping independent distributors of shaklee corporation, its affiliates and subsidiaries ('shaklee'), shaklee employees and their communities in times of hardship and need, and to help eradicate or reduce malnutrition, particularly in developing countries.

ATTACHMENT 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$470,233$767,076▲ $296,843
Inventories for Sale or Use$327,243$606,252▲ $279,009
Savings and Temporary Cash Investments$142,990$160,824▲ $17,834
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$470,233$767,076▲ $296,843
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$470,233$767,076▲ $296,843
Total Liabilities and Net Assets / Fund Balance$470,233$767,076▲ $296,843
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Roger BarnettDirector/president
Todd TuckerDirector/secretary
Michael BatesoleDirector/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$370,678
Program Service Revenue
$0
Investment Income
$98
Other Revenue
$0
All Other Contributions
$370,678
Change in Net Assets
$296,843

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table5,332$352,867Fair Market Value (FMV)
Total Noncash Contributions5,332$352,867-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,443
Other Expenses$1,490
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,443--$72,443
Other Expenses$1,415--$1,415
Total Functional Expenses$73,933$0$0$73,933
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

“ROGER BARNETT SERVES AS DIRECTOR AND PRESIDENT OF THE BOARD OF SHAKLEE CARES AND IS PRESIDENT OF AN AFFILIATED COMPANY, SHAKLEE CORPORATION. MICHAEL BATESOLE IS DIRECTOR AND TREASURER OF THE BOARD OF SHAKLEE CARES AND IS CHIEF FINANCIAL OFFICER OF AN AFFILIATED COMPANY, SHAKLEE CORPORATION. Form 990, Part VI, Section B, Line 11b FORM 990 SUPPORTING WORK-PAPERS ARE PREPARED AND REVIEWED INTERNALLY THEN SENT TO AN EXTERNAL TAX ACCOUNTING FIRM FOR REVIEW AND PREPARATION OF THE FORM 990 RETURN. AFTER ANY PROPOSED ADJUSTMENTS, THE FORMS ARE REVIEWED BY STAFF AND MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION. THE FINAL FORM 990 IS THEN REVIEWED BY THE BOARD. THE BOARD APPROVES THE FORM 990 PRIOR TO FILING. THIS APPROVAL IS DOCUMENTED IN THE COMMITTEE MINUTES. Form 990, Part VI, Section B, Line 12a THE ORGANIZATION CURRENTLY FOLLOWS THE CONFLICT OF INTEREST POLICY OF AN AFFILIATED ORGANIZATION, SHAKLEE CORPORATION. HOWEVER, THE ORGANIZATION HOPES TO APPROVE ITS OWN CONFLICT OF INTEREST POLICY BEFORE 3/31/2015.”

Form 990, Part VI, Section B, Line 13

“THE ORGANIZATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY DUE TO ITS SIZE AND THE NATURE OF ITS ACTIVITIES. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.”

Filing and Contact Details

Filer

EIN
94-3169989
In Care Of
% MICHAEL BATESOLE
Phone
9259242000

Signing Officer

Name
Michael Batesole
Title
Director/treasurer
Signed
2015-02-11

Organization Details

Principal Officer
Roger Barnett
Formed
1992
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Preparer
Shannon Deforest
Raw XML AppendixShowing 400 of 465 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ATTACHMENT 1
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0370678
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL BATESOLE
IRS990/BooksInCareOfDetail/PhoneNum09259242150
IRS990/BooksInCareOfDetail/USAddress/AddressLine104747 WILLOW RD
IRS990/BooksInCareOfDetail/USAddress/City0Pleasanton
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode094588
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0370678
IRS990/CYGrantsAndSimilarPaidAmt072443
IRS990/CYInvestmentIncomeAmt098
IRS990/CYOtherExpensesAmt01490
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0296843
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt073933
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0370776
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0FLOODING (MULTIPLE EVENTS) RECOVERY ASSISTANCE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt027320
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.5
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm1TODD TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL BATESOLE
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR/TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt027320
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt072443
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt072443
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0370776
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0327243
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0606252
IRS990/InvestmentIncomeGrp/ExclusionAmt098
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt098
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THE CORPORATION IS TO RAISE AND DISTRIBUTE FUNDS EXCLUSIVELY FOR THE CHARITABLE PURPOSE OF HELPING INDEPENDENT DISTRIBUTORS OF SHAKLEE CORPORATION, ITS AFFILIATES AND SUBSIDIARIES ("SHAKLEE"), SHAKLEE EMPLOYEES AND THEIR COMMUNITIES IN TIMES OF HARDSHIP AND NEED, AND TO HELP ERADICATE OR REDUCE MALNUTRITION, PARTICULARLY IN DEVELOPING COUNTRIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0470233
IRS990/NetAssetsOrFundBalancesEOYAmt0767076
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0352867
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FILING FEES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt075
IRS990/OtherExpensesGrp/ProgramServicesAmt11415
IRS990/OtherExpensesGrp/TotalAmt075
IRS990/OtherExpensesGrp/TotalAmt11415
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Roger Barnett
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TYPHOON HAIYAN RECOVERY ASSISTANCE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021539
IRS990/ProgSrvcAccomActy2Grp/GrantAmt021539
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0CHILDREN'S HUNGER FUND
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07219
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07219
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OKLAHOMA TORNADO RECOVERY ASSISTANCE
IRS990/ProgSrvcAccomActyOtherGrp/Desc1ILLINOIS TORNADO RECOVERY ASSISTANCE
IRS990/ProgSrvcAccomActyOtherGrp/Desc2COLORADO FIRE RECOVERY ASSISTANCE
IRS990/ProgSrvcAccomActyOtherGrp/Desc3TX FERTILIZER PLANT EXPLOSION RECOVERY ASSISTANCE
IRS990/ProgSrvcAccomActyOtherGrp/Desc4MISCELLANEOUS
IRS990/ProgSrvcAccomActyOtherGrp/Desc5HURRICANE SANDY RECOVERY ASSISTANCE
IRS990/ProgSrvcAccomActyOtherGrp/Desc6SHAKLEE MEMBER HOME BURNED DOWN
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06659
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt14425
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt22044
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt31494
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt41490
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt5995
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt6748
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt06659
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt14425
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt22044
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt31494
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt41490
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt5995
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt6748
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt30
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt40
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt50
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt60
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0254384
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt084173
IRS990/PYInvestmentIncomeAmt090
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0120
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0170181
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt084293
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0254474
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0296843
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0470233
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0767076
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0142990
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0370678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0254384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0168473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0160178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0134576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01088289
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0421
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/OtherIncome170Grp/TotalAmt026
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92822
IRS990ScheduleA/PublicSupportPY170Pct00.89444
IRS990ScheduleA/PublicSupportTotal170Amt01010588
IRS990ScheduleA/SubstantialContributorsTotAmt077701
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0370678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0254384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0168473
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0160178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0134576
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01088289
IRS990ScheduleA/TotalSupportAmt01088736
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0OKLAHOMA TORNADO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1TEXAS FERTILIZER PLANT EXPLOSION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2FLOODING (MULTIPLE EVENTS)
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3HURRICANE SANDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4COLORADO FIRE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5CHILDREN'S HUNGER FUND
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6TYPHOON HAIYAN
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7ILLINOIS TORNADO
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8SHAKLEE MEMBER HOME BURNED DOWN
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt06659
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt11494
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt227320
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt3995
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt42044
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt57219
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt621539
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt74425
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt8748
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Disaster Aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1Disaster Aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2Disaster Aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc3Disaster Aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc4Disaster Aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc5AID DISBURSEMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc6Disaster Aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc7Disaster Aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc8DISASTER AID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt23
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt32
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt51
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt61
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt71
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt82
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc4FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc5FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc6FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc7FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc8FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCEDURES FOR MONITORING USE OF GRANT FUNDS SHAKLEE CARES BOARD MEMBERS REVIEW REQUESTS FOR DISASTER RELIEF PRODUCTS THAT ARE RECEIVED FROM THE COMMUNITY SUFFERING A DISASTER. THE BOARD MEMBERS REVIEW THE REQUESTS, AND ONCE APPROVED, THE DISASTER RELIEF PRODUCTS (NUTRITIONAL OR HOME PACKS, GERMICIDES, FIRST RESPONDER, ETC.) ARE SHIPPED FROM THE SHAKLEE WAREHOUSE IN OHIO TO THE REQUESTOR, WHO THEN MONITORS AND DISTRIBUTES THE PACKS DIRECTLY TO THE FAMILIES IN NEED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt05332
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Disaster Relief Products
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0352867
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0The organization is reporting 5,332 non-cash products contributed. Nutritional: 1,192 Home Cleaning Packs: 415 Global Relief Pack: 504 Global Relief Basic-G Germicide Pack: 533 First Responder Recovery Pack: 2,393 First Responder On-Duty Packs: 295 ------- TOTAL Product: 5,332
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Schedule M, Part I, Line 25, Col. B
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROGER BARNETT SERVES AS DIRECTOR AND PRESIDENT OF THE BOARD OF SHAKLEE CARES AND IS PRESIDENT OF AN AFFILIATED COMPANY, SHAKLEE CORPORATION. MICHAEL BATESOLE IS DIRECTOR AND TREASURER OF THE BOARD OF SHAKLEE CARES AND IS CHIEF FINANCIAL OFFICER OF AN AFFILIATED COMPANY, SHAKLEE CORPORATION. Form 990, Part VI, Section B, Line 11b FORM 990 SUPPORTING WORK-PAPERS ARE PREPARED AND REVIEWED INTERNALLY THEN SENT TO AN EXTERNAL TAX ACCOUNTING FIRM FOR REVIEW AND PREPARATION OF THE FORM 990 RETURN. AFTER ANY PROPOSED ADJUSTMENTS, THE FORMS ARE REVIEWED BY STAFF AND MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION. THE FINAL FORM 990 IS THEN REVIEWED BY THE BOARD. THE BOARD APPROVES THE FORM 990 PRIOR TO FILING. THIS APPROVAL IS DOCUMENTED IN THE COMMITTEE MINUTES. Form 990, Part VI, Section B, Line 12a THE ORGANIZATION CURRENTLY FOLLOWS THE CONFLICT OF INTEREST POLICY OF AN AFFILIATED ORGANIZATION, SHAKLEE CORPORATION. HOWEVER, THE ORGANIZATION HOPES TO APPROVE ITS OWN CONFLICT OF INTEREST POLICY BEFORE 3/31/2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A WRITTEN WHISTLEBLOWER POLICY DUE TO ITS SIZE AND THE NATURE OF ITS ACTIVITIES. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 13
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0470233
IRS990/TotalAssetsEOYAmt0767076
IRS990/TotalAssetsGrp/BOYAmt0470233

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$767,076
Liabilities
$0
Net assets
$767,076
Revenue
$370,776
Expenses
$73,933
Net income
$296,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$2.79$2.49$0.31
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$2.58$3.12$0.54
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$3.04$4.03$0.99
2022Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$2.47$4.78$2.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.00$5.48$2.45$2.30$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$2.66$5.04$2.38
2019Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$2.63$2.57$0.06
2018Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$3.91$4.22$0.31
2017Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$2.98$1.97$1.02
2016Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$1.83$0.68$1.15
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$1.68$3.55$1.88
2014Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$3.71$0.74$2.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.00$4.70$0.84
2012Summary only. Only limited summary data is available for this year.$3.00$0.00$1.69$1.63$0.06
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$1.62$1.56$0.06