Civic Intelligence

Charles E Shepard Charitable Tr UW

990PF • Fiscal year 2023 • EIN 20-7039436

Jan 01, 2023 to Dec 31, 2023

Orlando, FL
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

2nd percentile

-462%

Higher net margin than 2% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

19th percentile

-4.2%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$5,331,593

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

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2022

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

Historical Trend

Balance Sheet Trend

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

2023

Assets$5,331,593
Liabilities$1
Net Assets-

Operations Trend

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

2023

Revenue$51,150
Expenses$287,350
Net Income-$236,200
Filing Detail Status

This 2023 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2023 to Dec 31, 2023

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