James E Shea And Lillian E Shea Charitable Tr
- Assets
- $307.7k
- Revenue
- $47.6k
- Investments
- $307.7k
- Employees
- 0
- Location
- Billings, MT
- Founding
- 08/1999
- Data as of
- 12/2021
- EIN
- 46-6104853
Organization Overview
James E Shea And Lillian E Shea Charitable Tr is located in Billings, MT. The organization was established in 1999. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James E Shea And Lillian E Shea Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, James E Shea And Lillian E Shea Charitable Tr generated $47.6k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 18.9% each year . All expenses for the organization totaled $24.9k during the year ending 12/2021. While expenses have increased by 1.0% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
First Interstate Bank Trustee | 8 | $5,000 | |
Rhonda Mollman Director | 1 | $0 | |
Aileen Brunner Chairman | 1 | $0 | |
Larry Shama Vice Chair | 1 | $0 | |
Gina Ferris Director | 1 | $0 | |
Marty Ann Apa Secretary | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $8,567 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $39,026 |
| Capital Gain Net Income | $39,026 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $37 |
| Total Revenue | $47,630 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $5,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $152 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $156 |
| Total operating and administrative expenses | $6,432 |
| Contributions, gifts, grants paid | $18,500 |
| Total expenses and disbursements | $24,932 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $307,724 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $307,724 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James E Shea And Lillian E Shea Charitable Tr has awarded $18,500 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
JANAYE RAYMAN PURPOSE: MEDICAL ASSISTANCE | $2,000 |
JESSICA QUENZER PURPOSE: MEDICAL ASSISTANCE | $2,000 |
JUSTIN MILLARD PURPOSE: MEDICAL | $2,000 |
JEREMIAH OR CHELSEY CHAPEAU PURPOSE: MEDICAL ASSISTANCE FOR | $2,000 |
EMILY SPRAGUE PURPOSE: MEDICAL ASSISTANCE | $2,000 |
Spearfish, SD PURPOSE: PROGRAM SUPPORT | $1,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Northeast Montana Stat Air Ambulance Cooperative Glasgow, MT | $11,049,556 | $4,122,673 |
John P Ellbogen Foundation Laramie, WY | $46,423,424 | $5,451,826 |
Montana Migrant & Seasonal Farmworker Council Inc Ceta Projec Billings, MT | $811,780 | $4,741,325 |
Fund For Public Education Jackson, WY | $889,553 | $1,106,670 |
R B Nordick Foundation West Fargo, ND | $40,940,413 | $1,077,615 |
Feathered Pipe Foundation Inc Helena, MT | $462,128 | $946,496 |
The William H And Margaret M Wallace Foundation Missoula, MT | $5,404,283 | $798,875 |
Brady Foundation Inc Billings, MT | $6,582,941 | $649,548 |
Olde Towne Theatre Co Inc Worthing, SD | $173,106 | $416,683 |
Boe Brothers Foundation Great Falls, MT | $4,527,775 | $845,771 |
Energy And Environmental Research Center Foundation Grand Forks, ND | $4,366,303 | $188,148 |
Abbas House Riverton, WY | $428,298 | $279,175 |