Civic Intelligence

Anne M Scheffler Charitable Trust 12-18-08

990PF • Fiscal year 2020 • EIN 26-6689602

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization Profile
10 Jerome LaneSouth Glens Falls, NY 12803

(518) 793-9419

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-2.7%

Higher net margin than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$71,925

No earlier filing loaded for comparison.

Net Assets

$71,925

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

$4,935

No earlier filing loaded for comparison.

Expenses

$5,067

No earlier filing loaded for comparison.

Net Income

-$132

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$71,925
Liabilities$0
Net Assets$71,925
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$4,935
Expenses$5,067
Net Income-$132
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE SCHEFFLERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFORT HUDSON FOUNDATIONTO SUPPORT CHARITABLE ORGANIZATIONNON-PROFITFORT EDWARD, NY, US$1,000
Paid GrantGLENS FALLS HOSPITAL FOUNDATIONTO SUPPORT CHARITABLE ORGANIZATIONNON-PROFITGLENS FALLS, NY, US$1,000
Paid GrantNORTH COUNTRY MINISTRYTO SUPPORT CHARITABLE ORGANIZATIONNON-PROFITWARRENSBURG, NY, US$1,000
Paid GrantWAIT HOUSETO SUPPORT CHARITABLE ORGANIZATIONNON-PROFITGLENS FALLS, NY, US$500
Paid GrantMICHAEL J FOX FOUNDATIONTO SUPPORT CHARITABLE ORGANIZATIONNON-PROFITHAGERSTOWN, MD, US$500
Paid GrantADIRONDACK SAVE A STRAYTO SUPPORT CHARITABLE ORGANIZATIONNON-PROFITCORINTH, NY, US$500
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
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
SEFCO CPA'S LLP
Address
16 PINE ST, GLENS FALLS, NY 12801-3444
Preparer
Brian S Flint CPA
Phone
5187937783
Raw XML Appendix357 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NORTH COUNTRY MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WAIT HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MICHAEL J FOX FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ADIRONDACK SAVE A STRAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 184
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0748
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0748
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03997
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0741
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0794
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0823
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04745
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03922
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt073
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt073
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt054
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt051
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/Amt1118
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0118
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE SCHEFFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05187939419
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
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/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/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN S FLINT CPA
ReturnHeader/ReturnTs02021-05-10T12:52:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHEFFLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,925
Liabilities
$0
Net assets
$71,925
Revenue
$4,935
Expenses
$5,067
Net income
-$132
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