Civic Intelligence

Charles E Shepard Charitable Tr UW

990PF • Fiscal year 2011 • EIN 20-7039436

Jan 01, 2011 to Dec 31, 2011

Organization Profile
Orlando, FL
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

29th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets26th percentile

Assets

$4,980,014

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin75th percentile

Revenue

$370,365

No earlier filing loaded for comparison.

Expenses

$307,987

No earlier filing loaded for comparison.

Net Income

$62,378

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2011

Assets$4,980,014
Liabilities$0
Net Assets-
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue$370,365
Expenses$307,987
Net Income$62,378
Open 2011 Filing
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$4,980,014
Liabilities
$0
Net assets
-
Revenue
$370,365
Expenses
$307,987
Net income
$62,378
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