Civic Intelligence

Ralph C Sheldon Foundation Inc.

990PF • Fiscal year 2014 • EIN 16-6030502

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 23, 2015

Organization Profile
217 North Main StreetJamestown, NY 14702-0417

(716) 664-9890

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

38th percentile

$115,689

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

63rd percentile

6.2%

Faster asset growth than 63% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

36%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$10,940,453

Up $639,695 (+6.2%) from 2013

Net Assets

Up

$10,936,676

Up $639,568 (+6.2%) from 2013

Liabilities

Up

$3,777

Up $127 (+3.5%) from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin73rd percentile

Revenue

Up

$3,359,115

Up $890,229 (+36%) from 2013

Expenses

Up

$2,719,547

Up $399,633 (+17%) from 2013

Net Income

Up

$639,568

Up $490,596 (+329%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$15M$10M$5.0M$0Assets 2010: $10,695,478Liabilities 2010: $4,437Net Assets 2010: $10,691,0412010Assets 2011: $10,310,646Liabilities 2011: $5,374Net Assets 2011: $10,305,2722011Assets 2012: $10,152,445Liabilities 2012: $4,3092012Assets 2013: $10,300,758Liabilities 2013: $3,650Net Assets 2013: $10,297,1082013Assets 2014: $10,940,453Liabilities 2014: $3,777Net Assets 2014: $10,936,6762014Assets 2015: $10,494,865Liabilities 2015: $3,493Net Assets 2015: $10,491,3722015Assets 2016: $10,113,567Liabilities 2016: $5,781Net Assets 2016: $10,107,7862016Assets 2017: $10,288,175Liabilities 2017: $6,167Net Assets 2017: $10,282,0082017Assets 2018: $10,335,872Liabilities 2018: $4,176Net Assets 2018: $10,331,6962018Assets 2019: $10,720,926Liabilities 2019: $4,238Net Assets 2019: $10,716,6882019Assets 2020: $11,062,511Liabilities 2020: $4,631Net Assets 2020: $11,057,8802020Assets 2021: $11,896,585Liabilities 2021: $4,530Net Assets 2021: $11,892,0552021Assets 2022: $12,191,633Liabilities 2022: $10Net Assets 2022: $12,191,6232022Assets 2023: $11,226,604Liabilities 2023: $22023Assets 2024: $11,155,022Liabilities 2024: $1Net Assets 2024: $11,155,0212024

Highlighted filing

2014

Assets$10,940,453
Liabilities$3,777
Net Assets$10,936,676
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,586,0682010Expenses 2011: $2,504,7622011Revenue 2012: $2,156,553Expenses 2012: $2,313,689Net Income 2012: -$157,1362012Revenue 2013: $2,468,886Expenses 2013: $2,319,914Net Income 2013: $148,9722013Revenue 2014: $3,359,115Expenses 2014: $2,719,547Net Income 2014: $639,5682014Revenue 2015: $2,166,676Expenses 2015: $2,611,980Net Income 2015: -$445,3042015Revenue 2016: $2,194,448Expenses 2016: $2,556,633Net Income 2016: -$362,1852016Revenue 2017: $2,581,651Expenses 2017: $2,507,781Net Income 2017: $73,8702017Revenue 2018: $2,705,730Expenses 2018: $2,650,901Net Income 2018: $54,8292018Revenue 2019: $2,456,104Expenses 2019: $2,067,187Net Income 2019: $388,9172019Revenue 2020: $2,560,429Expenses 2020: $2,215,826Net Income 2020: $344,6032020Revenue 2021: $3,335,181Expenses 2021: $2,493,959Net Income 2021: $841,2222021Revenue 2022: $2,901,531Expenses 2022: $2,596,482Net Income 2022: $305,0492022Revenue 2023: $2,361,430Expenses 2023: $3,326,532Net Income 2023: -$965,1022023Revenue 2024: $2,697,731Expenses 2024: $2,769,484Net Income 2024: -$71,7532024

Highlighted filing

2014

Revenue$3,359,115
Expenses$2,719,547
Net Income$639,568
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA SWANSONExecutive DirectorFT$98,055$17,634$115,689
MARK I HAMPTONDirector-$0--
BARCLAY O WELLMANPresident & Director-$0--
PETER B SULLIVANSecretary & Director-$0--
ALEXIS SINGLETONAssistant Treasurer-$0--
BETSY SHULTSVP & Director-$0--
KELLY A DAWSONTreasurer & Director-$0--
RAYMOND FASHANODirector-$0--
Filing and Contact Details

Filer

Filer Name
Ralph C Sheldon Foundation Inc
EIN
16-6030502
Phone
7166649890
Address
217 NORTH MAIN STREET, JAMESTOWN, NY 14702-0417

Signing Officer

Name
Barclay Wellman
Title
President
Phone
7166649890
Signed
2015-03-23

Preparer

Firm
BAHGAT & LAURITO-BAHGAT CPAs PC
Address
16 WEST MAIN ST SUITE ONE, FREDONIA, NY 14063
Preparer
Sham Dean Bahgat CPA
Phone
7166731891
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1FILE
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FIREPROOF CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6NEW OFFICE RENOVATIONS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7LEASEHOLD IMPROVEMENTS
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 3.4942(A)-3(D)(2), RALPH C. SHELDON FOUNDATION INC. ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. BARCLAY O. WELLMAN, PRESIDENT
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05209
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0231105
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0155811
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Filings

Displayed year

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

Open filing
Assets
$10,940,453
Liabilities
$3,777
Net assets
$10,936,676
Revenue
$3,359,115
Expenses
$2,719,547
Net income
$639,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.70$2.77$0.07
2023Summary only. Only limited summary data is available for this year.$11.2$0.00$2.36$3.33$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$2.90$2.60$0.31
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$3.34$2.49$0.84
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$2.56$2.22$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$2.46$2.07$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$2.71$2.65$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.01$10.3$2.58$2.51$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.01$10.1$2.19$2.56$0.36
2015Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$2.17$2.61$0.45
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$3.36$2.72$0.64
2013Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$2.47$2.32$0.15
2012Summary only. Only limited summary data is available for this year.$10.2$0.00$2.16$2.31$0.16
2011Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$2.50
2010Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$2.59
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