Civic Intelligence

Shortlidgef&O-Charitable Tuw Main

990PF • Fiscal year 2021 • EIN 25-6882802

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 02, 2022

Organization Profile
Pobox 1532 AftPennington, NJ 08534

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.00x

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

86%

Higher net margin than 89% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

853%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$1,009,430

Up $299,186 (+42%) from 2020

Net Assets

Up

$1,009,430

Up $299,186 (+42%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin89th percentile

Revenue

Up

$385,866

Up $345,370 (+853%) from 2020

Expenses

Down

$53,931

Down $17,447 (-24%) from 2020

Net Income

Up

$331,935

Up $362,817 (+1175%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $732,442Liabilities 2018: $0Net Assets 2018: $732,4422018Assets 2019: $741,803Liabilities 2019: $0Net Assets 2019: $741,8032019Assets 2020: $710,244Liabilities 2020: $0Net Assets 2020: $710,2442020Assets 2021: $1,009,430Liabilities 2021: $0Net Assets 2021: $1,009,4302021Assets 2022: $906,033Liabilities 2022: $0Net Assets 2022: $906,0332022Assets 2023: $885,400Liabilities 2023: $0Net Assets 2023: $885,4002023Assets 2024: $915,080Liabilities 2024: $0Net Assets 2024: $915,0802024

Highlighted filing

2021

Assets$1,009,430
Liabilities$0
Net Assets$1,009,430
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$200K$0-$200KRevenue 2018: $48,460Expenses 2018: $62,965Net Income 2018: -$14,5052018Revenue 2019: $69,754Expenses 2019: $59,059Net Income 2019: $10,6952019Revenue 2020: $40,496Expenses 2020: $71,378Net Income 2020: -$30,8822020Revenue 2021: $385,866Expenses 2021: $53,931Net Income 2021: $331,9352021Revenue 2022: -$72,363Expenses 2022: $66,891Net Income 2022: -$139,2542022Revenue 2023: $31,412Expenses 2023: $51,477Net Income 2023: -$20,0652023Revenue 2024: $86,207Expenses 2024: $56,294Net Income 2024: $29,9132024

Highlighted filing

2021

Revenue$385,866
Expenses$53,931
Net Income$331,935
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 2, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ORVILLE R SURLATrustee-$0--
CATHERINE SURLATrustee-$0--
JOHANNA E SURLATrustee-$0--
MARYANNE F SURLATrustee-$0--
LILIANA ARNOLDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
F & O Shortlidge Charitable Trust
EIN
25-6882802
Phone
8888663275
Address
POBOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Orville Surla
Title
Trustee
Phone
8888663275
Signed
2022-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen Kiser
Phone
8888663275
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15998978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16089832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16268389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163565849106 MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16492556V106 VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166817565104 SERVICE CORP INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167052769106 AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168075887109 BECTON DICKINSON & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16917275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170363576109 GALLAGHER ARTHUR J &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17130231G102 EXXON MOBIL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173493267108 KEYCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174518439104 ESTEE LAUDER COMPANI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17538141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17620825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm177060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17825746U109 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17902079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm180071813109 BAXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm182G0450A105 ARCH CAPITAL GROUP L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183G1151C101 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185571748102 MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18675886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18792343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18831428X106 FEDEX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm189166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm190742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191125896100 CMS ENERGY CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt338277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt420950
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1320936
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt159362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1641835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1735755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1838864
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt627826M734 EV TABS 5 TO 15 YR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt738142B369 GOLDMAN SACHS EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt838142Y583 GOLDMAN SACHS HIGH Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt940168W483 GUGGENHEIM LIMITED D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10245908751 DELAWARE CORPORATE B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464288810 ISHARES U.S. MEDICAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1263872R533 MIROVA GLOBAL SUSTAI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13355148503 FRANKLIN SMALL CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144812C0423 JPMORGAN GOVERNMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1547103D512 JANUS HENDERSON MULT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1655273N434 MFS MUNICIPAL INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1719763P580 COLUMBIA STRATEGIC M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18544004609 LORD ABBETT BOND-DEB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1929444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20589509207 MERGER FUND-INST #30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2209260C703 BLACKROCK GL L/S CRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2446432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2647803M168 JOHN HANCOCK II-ABSL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2867065Q822 NUVEEN LIMITED TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29921937835 VANGUARD TOTAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3174340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3222822V101 CROWN CASTLE INTL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3392339V308 VEREIT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3419248X604 COHEN & STEERS PR SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt117262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt232922
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt018689
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05570
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0367177
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt035000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt035000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018516
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018689
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0331935
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01185555
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt05169
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05169
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0367177
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0380764
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04858
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08096
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt071

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,009,430
Liabilities
$0
Net assets
$1,009,430
Revenue
$385,866
Expenses
$53,931
Net income
$331,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.09$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.07$0.07$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.39$0.05$0.33
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05$0.06$0.01