Civic Intelligence

Charles E Shepard Charitable Tr UW

EIN 20-7039436 • Orlando, FL

Orlando, FL
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

31%

Higher net margin than 77% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$38,293

Higher top officer pay than 38% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

46th percentile

2.4%

Faster asset growth than 46% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

696%

Faster revenue growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,331,593

Down $234,140 (-4.2%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin77th percentile

Revenue

Down

$51,150

Down $204,254 (-80%) from 2022

Expenses

Down

$287,350

Down $54,818 (-16%) from 2022

Net Income

Down

-$236,200

Down $149,436 (-172%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,980,014Liabilities 2011: $02011Assets 2012: $4,924,690Liabilities 2012: $02012Assets 2013: $4,999,070Liabilities 2013: $02013Assets 2014: $5,094,520Liabilities 2014: $02014Assets 2015: $4,988,091Liabilities 2015: $02015Assets 2019: $5,399,366Liabilities 2019: $02019Assets 2020: $5,302,355Liabilities 2020: $0Net Assets 2020: $5,302,3552020Assets 2021: $5,641,646Liabilities 2021: $0Net Assets 2021: $5,641,6462021Assets 2022: $5,565,733Liabilities 2022: $0Net Assets 2022: $5,565,7332022Assets 2023: $5,331,593Liabilities 2023: $12023

Highlighted filing

2023

Assets$5,331,593
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $370,365Expenses 2011: $307,987Net Income 2011: $62,3782011Revenue 2012: $239,250Expenses 2012: $291,923Net Income 2012: -$52,6732012Revenue 2013: $376,453Expenses 2013: $302,073Net Income 2013: $74,3802013Revenue 2014: $415,628Expenses 2014: $318,208Net Income 2014: $97,4202014Revenue 2015: $221,124Expenses 2015: $326,053Net Income 2015: -$104,9292015Revenue 2019: $256,315Expenses 2019: $299,234Net Income 2019: -$42,9192019Revenue 2020: $186,991Expenses 2020: $286,698Net Income 2020: -$99,7072020Revenue 2021: $656,873Expenses 2021: $310,042Net Income 2021: $346,8312021Revenue 2022: $255,404Expenses 2022: $342,168Net Income 2022: -$86,7642022Revenue 2023: $51,150Expenses 2023: $287,350Net Income 2023: -$236,2002023

Highlighted filing

2023

Revenue$51,150
Expenses$287,350
Net Income-$236,200
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$5,331,593
Liabilities
$1
Net assets
-
Revenue
$51,150
Expenses
$287,350
Net income
-$236,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.33$0.00$0.05$0.29$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.00$5.57$0.26$0.34$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$0.66$0.31$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.30$0.19$0.29$0.10
2019Summary only. Only limited summary data is available for this year.$5.40$0.00$0.26$0.30$0.04
2015Summary only. Only limited summary data is available for this year.$4.99$0.00$0.22$0.33$0.10
2014Summary only. Only limited summary data is available for this year.$5.09$0.00$0.42$0.32$0.10
2013Summary only. Only limited summary data is available for this year.$5.00$0.00$0.38$0.30$0.07
2012Summary only. Only limited summary data is available for this year.$4.92$0.00$0.24$0.29$0.05
2011Summary only. Only limited summary data is available for this year.$4.98$0.00$0.37$0.31$0.06
Latest Filing Detail
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Filing Period
Jan 1, 2023 to Dec 31, 2023

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