Civic Intelligence

Anne M Scheffler Charitable Trust 12-18-08

EIN 26-6689602 • South Glens Falls, NY

10 Jerome LaneSouth Glens Falls, NY 12803
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

65th percentile

4.9%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

54%

Faster revenue growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$80,461

Up $3,767 (+4.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$80,461

Up $3,767 (+4.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin86th percentile

Revenue

Up

$9,520

Up $3,345 (+54%) from 2023

Expenses

Down

$5,753

Down $134 (-2.3%) from 2023

Net Income

Up

$3,767

Up $3,479 (+1208%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$100K$50K$0Assets 2020: $71,925Liabilities 2020: $0Net Assets 2020: $71,9252020Assets 2021: $75,473Liabilities 2021: $0Net Assets 2021: $75,4732021Assets 2022: $76,406Liabilities 2022: $0Net Assets 2022: $76,4062022Assets 2023: $76,694Liabilities 2023: $0Net Assets 2023: $76,6942023Assets 2024: $80,461Liabilities 2024: $0Net Assets 2024: $80,4612024

Highlighted filing

2024

Assets$80,461
Liabilities$0
Net Assets$80,461
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$10K$5.0K$0-$5.0KRevenue 2020: $4,935Expenses 2020: $5,067Net Income 2020: -$1322020Revenue 2021: $9,154Expenses 2021: $5,606Net Income 2021: $3,5482021Revenue 2022: $5,910Expenses 2022: $4,977Net Income 2022: $9332022Revenue 2023: $6,175Expenses 2023: $5,887Net Income 2023: $2882023Revenue 2024: $9,520Expenses 2024: $5,753Net Income 2024: $3,7672024

Highlighted filing

2024

Revenue$9,520
Expenses$5,753
Net Income$3,767
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$80,461
Liabilities
$0
Net assets
$80,461
Revenue
$9,520
Expenses
$5,753
Net income
$3,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.5$0.00$80.5$9.52$5.75$3.77
2023Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$6.18$5.89$0.29
2022Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$5.91$4.98$0.93
2021Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$9.15$5.61$3.55
2020Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$4.94$5.07$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE SCHEFFLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Anne M Scheffler Charitable Trust
EIN
26-6689602
Phone
5187939419
Address
10 JEROME LANE, SOUTH GLENS FALLS, NY 12803

Signing Officer

Name
Anne Scheffler
Title
Trustee
Phone
5187939419
Signed
2025-04-21

Preparer

Firm
SEFCO CPA'S LLP
Address
16 PINE ST, GLENS FALLS, NY 12801-3444
Preparer
Brian S Flint CPA
Phone
5187937783
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRIST CHURCH UNITED METHODIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NORTH COUNTRY MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WAIT HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GLENS FALLS HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SOUTHERN ADIRONDACK INDEPENDENT LIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt054 BAY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13933 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210-12 WAIT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3126 SOUTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt471 GLENWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GLENS FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WARRENSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GLENS FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GLENS FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4QIEENSBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112885
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd212801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412804
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04651
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0698
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0745
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0745
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04905
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01570
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0698
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0823
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05744
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01093
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05650
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04557
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt060
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt060
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13
TaxesSchedule/TaxesDetail/Amt064
TaxesSchedule/TaxesDetail/Amt19
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt064
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE SCHEFFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05187939419
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNE M SCHEFFLER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0266689602
ReturnHeader/Filer/PhoneNum05187939419
ReturnHeader/Filer/USAddress/AddressLine1Txt010 JEROME LANE
ReturnHeader/Filer/USAddress/CityNm0SOUTH GLENS FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012803
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141515307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEFCO CPA'S LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 PINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENS FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0128013444
ReturnHeader/PreparerPersonGrp/PhoneNum05187937783
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN S FLINT CPA
ReturnHeader/ReturnTs02025-04-29T07:23:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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