Civic Intelligence

Dt Margaret K Shenk - Charitable

EIN 25-6861459 • Orlando, FL

PO Box 919798Orlando, FL 32891-9798
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$9,163

Higher top officer pay than 63% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

47th percentile

1.2%

Faster asset growth than 47% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Up

$931,893

Up $10,680 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$931,893

Up $10,680 (+1.2%) from 2023

Revenue

Up

$62,366

Up $66,636 (+1561%) from 2023

Expenses

Up

$51,730

Up $5,607 (+12%) from 2023

Net Income

Up

$10,636

Up $61,029 (+121%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $837,345Liabilities 2011: $0Net Assets 2011: $837,3452011Assets 2012: $836,916Liabilities 2012: $0Net Assets 2012: $836,9162012Assets 2013: $831,177Liabilities 2013: $0Net Assets 2013: $831,1772013Assets 2014: $861,464Liabilities 2014: $0Net Assets 2014: $861,4642014Assets 2015: $838,851Liabilities 2015: $0Net Assets 2015: $838,8512015Assets 2016: $866,416Liabilities 2016: $0Net Assets 2016: $866,4162016Assets 2017: $877,545Liabilities 2017: $0Net Assets 2017: $877,5452017Assets 2018: $874,811Liabilities 2018: $0Net Assets 2018: $874,8112018Assets 2019: $854,759Liabilities 2019: $0Net Assets 2019: $854,7592019Assets 2020: $878,900Liabilities 2020: $0Net Assets 2020: $878,9002020Assets 2021: $930,267Liabilities 2021: $0Net Assets 2021: $930,2672021Assets 2022: $971,833Liabilities 2022: $0Net Assets 2022: $971,8332022Assets 2023: $921,213Liabilities 2023: $0Net Assets 2023: $921,2132023Assets 2024: $931,893Liabilities 2024: $0Net Assets 2024: $931,8932024

Highlighted filing

2024

Assets$931,893
Liabilities$0
Net Assets$931,893

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $55,4612011Expenses 2012: $57,3092012Revenue 2013: $53,468Expenses 2013: $55,871Net Income 2013: -$2,4032013Revenue 2014: $85,649Expenses 2014: $58,024Net Income 2014: $27,6252014Revenue 2015: $30,216Expenses 2015: $60,030Net Income 2015: -$29,8142015Revenue 2016: $93,074Expenses 2016: $57,677Net Income 2016: $35,3972016Revenue 2017: $68,504Expenses 2017: $56,869Net Income 2017: $11,6352017Revenue 2018: $55,429Expenses 2018: $59,107Net Income 2018: -$3,6782018Revenue 2019: $38,438Expenses 2019: $58,458Net Income 2019: -$20,0202019Revenue 2020: $82,270Expenses 2020: $57,686Net Income 2020: $24,5842020Revenue 2021: $112,857Expenses 2021: $61,673Net Income 2021: $51,1842021Revenue 2022: $102,582Expenses 2022: $60,609Net Income 2022: $41,9732022Revenue 2023: -$4,270Expenses 2023: $46,123Net Income 2023: -$50,3932023Revenue 2024: $62,366Expenses 2024: $51,730Net Income 2024: $10,6362024

Highlighted filing

2024

Revenue$62,366
Expenses$51,730
Net Income$10,636

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.00$9.32$0.62$0.52$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.00$9.21$0.04$0.46$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.72$0.00$9.72$1.03$0.61$0.42
2021Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$1.13$0.62$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.00$8.79$0.82$0.58$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.55$0.00$8.55$0.38$0.58$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.75$0.00$8.75$0.55$0.59$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$0.00$8.78$0.69$0.57$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.66$0.00$8.66$0.93$0.58$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.30$0.60$0.30
2014Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.86$0.58$0.28
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.31$0.00$8.31$0.53$0.56$0.02
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.37$0.00$8.37$0.57
2011Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.55
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 12, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrusteePT$13,204-$13,204
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLANCASTER YMCA FOUNDATIONGENERAL OPERATINGPCLANCASTER, PA, US$35,051
Paid GrantSCHREIBER PEDIATRIC REHAB CENTERGENERAL OPERATINGPCLANCASTER, PA, US$11,684
Filing and Contact Details

Filer

Filer Name
Dt Margaret K Shenk - Charitable
EIN
25-6861459
Phone
3043487215
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
3043487215
Signed
2022-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6600724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69038222105 APPLIED MATERIALS IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7209247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73127097103 COTERRA ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8445687V106 INGERSOLL-RAND INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8646266C105 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8746625H100 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88499049104 KNIGHT-SWIFT TRANSN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9574762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97892356106 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98907818108 UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9991324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101983919101 XILINX INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103G8994E103 TRANE TECHNOLOGIES P
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014938
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-03-13

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