Civic Intelligence

Sanctuary Trust of Shelby Coun

990 • Fiscal year 2015 • EIN 26-6209966

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

584 Meadow Lake FarmsCalera, AL 35040

(205) 685-5345

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

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

Annualized from 2014 to 2015

Assets

Down

$353,426

Down $5,943 (-1.7%) from 2014

Net Assets

Down

$295,079

Down $5,943 (-2.0%) from 2014

Liabilities

Flat

$58,347

Flat from 2014

Revenue

Down

-$5,943

Down $11,505 (-207%) from 2014

Expenses

Down

$0

Down $13,761 (-100%) from 2014

Net Income

Up

-$5,943

Up $2,256 (+28%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $526,758Liabilities 2010: $192,350Net Assets 2010: $334,4082010Assets 2011: $512,055Liabilities 2011: $191,859Net Assets 2011: $320,1962011Assets 2012: $358,074Liabilities 2012: $66,674Net Assets 2012: $291,4002012Assets 2013: $349,395Liabilities 2013: $62,638Net Assets 2013: $286,7572013Assets 2014: $359,369Liabilities 2014: $58,347Net Assets 2014: $301,0222014Assets 2015: $353,426Liabilities 2015: $58,347Net Assets 2015: $295,0792015Assets 2016: $344,188Liabilities 2016: $50,071Net Assets 2016: $294,1172016Assets 2017: $332,943Liabilities 2017: $41,953Net Assets 2017: $290,9902017Assets 2018: $336,600Liabilities 2018: $41,593Net Assets 2018: $295,0072018Assets 2019: $319,754Liabilities 2019: $0Net Assets 2019: $319,7542019Assets 2020: $320,557Liabilities 2020: $0Net Assets 2020: $320,5572020Assets 2021: $303,191Liabilities 2021: $0Net Assets 2021: $303,1912021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2015

Assets$353,426
Liabilities$58,347
Net Assets$295,079

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2010: $1582010Expenses 2011: $1502011Expenses 2012: $2,3402012Revenue 2013: -$1,293Expenses 2013: $3,350Net Income 2013: -$4,6432013Revenue 2014: $5,562Expenses 2014: $13,761Net Income 2014: -$8,1992014Revenue 2015: -$5,943Expenses 2015: $0Net Income 2015: -$5,9432015Revenue 2016: -$962Expenses 2016: $8,276Net Income 2016: -$9,2382016Revenue 2017: -$3,127Expenses 2017: $8,118Net Income 2017: -$11,2452017Revenue 2018: $1,117Expenses 2018: $8,117Net Income 2018: -$7,0002018Revenue 2019: -$2,622Expenses 2019: $7,324Net Income 2019: -$9,9462019Revenue 2020: -$1,025Expenses 2020: $7,326Net Income 2020: -$8,3512020Revenue 2021: -$9,243Expenses 2021: $0Net Income 2021: -$9,2432021Revenue 2022: $1,902Expenses 2022: $0Net Income 2022: $1,9022022Revenue 2024: $14,191Expenses 2024: $0Net Income 2024: $14,1912024

Highlighted filing

2015

Revenue-$5,943
Expenses$0
Net Income-$5,943
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Gross Receipts
$7,387
Mission and Program Overview

Mission

To provide transitional housing for citizens of shelby county al

To provide transitional housing to for citizens of shelby county

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$347,838$347,838→ $0
Rtn Earn Endowment Incm Other Fnds$301,022$295,079▼ $5,943
Cash and Non-Interest-Bearing Accounts$11,531$5,588▼ $5,943
Total Assets$359,369$353,426▼ $5,943
Liabilities
Unsecured Notes Loans Payable$58,347$58,347→ $0
Total Liabilities$58,347$58,347→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$301,022$295,079▼ $5,943
Total Liabilities and Net Assets / Fund Balance$359,369$353,426▼ $5,943

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$164,184$37,237-
Land$178,339--
Equipment$5,315$3,834-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Werner HBeiersdoerfer
Michael KFlowers
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-5,943
Change in Net Assets
$-5,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$12,131--
Total Functional Expenses$0$12,131$0$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI Section B Line 11

Govern body review, no review was conducted

Form 990 Part VI Section C Line 19

Governing documents, not available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Sanctuary Trust for Shelby Cou
EIN
26-6209966
Phone
2056855345
Address
584 MEADOW LAKE FARMS, CALERA, AL 35040

Signing Officer

Name
Werner H Beiersdoerfer
Title
Trustee
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Werner H Beiersdoerfer
Formed
2008
Legal Domicile
Al
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
R&s Accounting and Tax Servi
Address
96 HINDS STREET, PELHAM, AL 35124
Preparer
Rebecca Staton
Phone
2056631666
Raw XML Appendix240 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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum02056855345
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0584 MEADOW LAKE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CALERA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035040
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IRS990/CYTotalRevenueAmt0-5943
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IRS990/Desc0TO PROVIDE TRANSITIONAL HOUSING FOR CITIZENS OF SHELBY COUNTY, AL
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0BEIERSDOERFER
IRS990/Form990PartVIISectionAGrp/TitleTxt1FLOWERS
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt07387
IRS990/GrossRentsGrp/RealAmt07387
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041071
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0347838
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0347838
IRS990/LandBldgEquipCostOrOtherBssAmt0388909
IRS990/LegalDomicileStateCd0AL
IRS990/LessRentalExpensesGrp/RealAmt013330
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE TRANSITIONAL HOUSING FOR CITIZENS OF SHELBY COUNTY, AL
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0301022
IRS990/NetAssetsOrFundBalancesEOYAmt0295079
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-5943
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-5943
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WERNER H BEIERSDOERFER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherRevenueAmt05562
IRS990/PYRevenuesLessExpensesAmt05562
IRS990/PYTotalRevenueAmt05562
IRS990/ReconcilationRevenueExpnssAmt0-5943
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-5943
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0301022
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0295079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016291
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019720
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt063348
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.02760
IRS990ScheduleA/PublicSupportTotal170Amt01800
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01800
IRS990ScheduleA/TotalSupportAmt065148
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0164184
IRS990ScheduleD/BuildingsGrp/DepreciationAmt037237
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0201421
IRS990ScheduleD/EquipmentGrp/BookValueAmt05315
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03834
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt09149
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0178339
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0178339
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0347838
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERN BODY REVIEW, NO REVIEW WAS CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, NOT AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0359369
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt058347
IRS990/TotalLiabilitiesEOYAmt058347
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CALERA
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IRS990/USAddress/ZIPCd035040
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WERNER H BEIERSDOERFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANCTUARY TRUST FOR SHELBY COU
ReturnHeader/Filer/BusinessNameControlTxt0SANC
ReturnHeader/Filer/EIN0266209966
ReturnHeader/Filer/PhoneNum02056855345
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PELHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
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ReturnHeader/PreparerPersonGrp/PhoneNum02056631666
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA STATON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-16T17:34:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.14$0.00$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$0.00$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.09$0.00$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.00$3.21$0.01$0.07$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.00$3.20$0.03$0.07$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.42$2.95$0.01$0.08$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.42$2.91$0.03$0.08$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.50$2.94$0.01$0.08$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.53$0.58$2.95$0.06$0.00$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.59$0.58$3.01$0.06$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.49$0.63$2.87$0.01$0.03$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.67$2.91$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$1.92$3.20$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$1.92$3.34$0.00