Civic Intelligence

The Sidney Wright Shackleton Living Trust Agreement

990PF • Fiscal year 2024 • EIN 26-6586708

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 14, 2025

Organization Profile
PO Box 309 51 W Pearl StreetColdwater, MI 49036

(517) 279-5503

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-18%

Higher net margin than 22% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-0.5%

Faster asset growth than 47% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

137%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$221,582

Down $1,078 (-0.5%) from 2023

Net Assets

Down

$221,582

Down $1,078 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin22nd percentile

Revenue

Up

$22,242

Up $12,851 (+137%) from 2023

Expenses

Up

$26,200

Up $16,659 (+175%) from 2023

Net Income

Down

-$3,958

Down $3,808 (-2539%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$300K$200K$100K$0Assets 2020: $252,256Liabilities 2020: $0Net Assets 2020: $252,2562020Assets 2021: $239,161Liabilities 2021: $0Net Assets 2021: $239,1612021Assets 2022: $222,819Liabilities 2022: $0Net Assets 2022: $222,8192022Assets 2023: $222,660Liabilities 2023: $0Net Assets 2023: $222,6602023Assets 2024: $221,582Liabilities 2024: $0Net Assets 2024: $221,5822024

Highlighted filing

2024

Assets$221,582
Liabilities$0
Net Assets$221,582
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$40K$20K$0-$20KRevenue 2020: $15,086Expenses 2020: $9,570Net Income 2020: $5,5162020Revenue 2021: $23,573Expenses 2021: $34,069Net Income 2021: -$10,4962021Revenue 2022: -$715Expenses 2022: $15,621Net Income 2022: -$16,3362022Revenue 2023: $9,391Expenses 2023: $9,541Net Income 2023: -$1502023Revenue 2024: $22,242Expenses 2024: $26,200Net Income 2024: -$3,9582024

Highlighted filing

2024

Revenue$22,242
Expenses$26,200
Net Income-$3,958
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Wealth Manag-$0--
Filing and Contact Details

Filer

Filer Name
Shackleton Family Scholarship Fund
EIN
26-6586708
Phone
5172795503
Address
PO BOX 309 51 W PEARL STREET, COLDWATER, MI 49036

Signing Officer

Name
Sherrie Cochran
Title
Wealth Management
Phone
5172795503
Signed
2025-04-14

Preparer

Firm
Taylor Plant & Watkins Pc
Address
20 TIBBITS PLAZA, COLDWATER, MI 49036-1603
Preparer
Timothy J Taylor
Phone
5172797931
Raw XML Appendix255 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0WEALTH MANAG
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt047
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1140
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2-28
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FOREIGN TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1EXCISE TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2OTHER ADMINISTRATION
OtherIncreasesSchedule/OtherIncreasesDetail/Amt039
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURNED SCHOLARSHIP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRIE COCHRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05172795503
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHACKLETON FAMILY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHAC
ReturnHeader/Filer/EIN0266586708
ReturnHeader/Filer/PhoneNum05172795503
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 309 51 W PEARL STREET
ReturnHeader/Filer/USAddress/CityNm0COLDWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382651271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR PLANT & WATKINS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 TIBBITS PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLDWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490361603
ReturnHeader/PreparerPersonGrp/PhoneNum05172797931
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J TAYLOR
ReturnHeader/ReturnTs02025-04-14T14:45:51-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,582
Liabilities
$0
Net assets
$221,582
Revenue
$22,242
Expenses
$26,200
Net income
-$3,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.22$0.26$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.09$0.10$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.01$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.24$0.34$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.15$0.10$0.06