Civic Intelligence

Charles B & Sandra W Shepard Family Foundation

990PF • Fiscal year 2017 • EIN 22-3862994

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

888 Island RoadSaratoga Springs, UT 84045

(801) 653-2022

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Up

$226,522

Up $8,752 (+4.0%) from 2015

Net Assets

Up

$226,522

Up $8,752 (+4.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$11,688

Down $3,134 (-21%) from 2015

Expenses

Down

$0

Down $14,404 (-100%) from 2015

Net Income

Up

$11,688

Up $11,270 (+2696%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $232,262Liabilities 2011: $0Net Assets 2011: $232,2622011Assets 2012: $227,872Liabilities 2012: $12012Assets 2013: $218,547Liabilities 2013: $0Net Assets 2013: $218,5472013Assets 2014: $217,352Liabilities 2014: $0Net Assets 2014: $217,3522014Assets 2015: $217,770Liabilities 2015: $0Net Assets 2015: $217,7702015Assets 2017: $226,522Liabilities 2017: $0Net Assets 2017: $226,5222017Assets 2018: $238,210Liabilities 2018: $0Net Assets 2018: $238,2102018Assets 2019: $233,244Liabilities 2019: $0Net Assets 2019: $233,2442019

Highlighted filing

2017

Assets$226,522
Liabilities$0
Net Assets$226,522

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2011: $9,6502011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: -$4,677Expenses 2013: $7,428Net Income 2013: -$12,1052013Revenue 2014: $14,595Expenses 2014: $15,790Net Income 2014: -$1,1952014Revenue 2015: $14,822Expenses 2015: $14,404Net Income 2015: $4182015Revenue 2017: $11,688Expenses 2017: $0Net Income 2017: $11,6882017Revenue 2018: $11,688Expenses 2018: $0Net Income 2018: $11,6882018Revenue 2019: $10,034Expenses 2019: $15,000Net Income 2019: -$4,9662019

Highlighted filing

2017

Revenue$11,688
Expenses$0
Net Income$11,688
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES B SHEPARDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles B and Sandra W Shepard
EIN
22-3862994
Phone
8016532022
Address
888 ISLAND ROAD, SARATOGA SPRINGS, UT 84045

Signing Officer

Name
Charles B Shepard
Title
Trustee
Phone
8016532022
Signed
2018-05-07

Preparer

Firm
Ljcooper Tax Strategies
Address
742 N 530 E, OREM, UT 84097-4104
Preparer
Timothy Whipple
Phone
8012212939
Raw XML Appendix181 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0211611
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04267
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OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES B SHEPARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08016532022
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES B AND SANDRA W SHEPARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0223862994
ReturnHeader/Filer/PhoneNum08016532022
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ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084045
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:57:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471457113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LJCOOPER TAX STRATEGIES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0742 N 530 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OREM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840974104
ReturnHeader/PreparerPersonGrp/PhoneNum08012212939
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY WHIPPLE
ReturnHeader/ReturnTs02018-11-14T09:57:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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