Civic Intelligence

George E Shortle and Catherine H

EIN 35-6635265 • Carmel, IN

15401 Bridgewater Club BlvdCarmel, IN 46033-8108
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

88th percentile

47%

Higher net margin than 88% 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

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

156%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$416,928

Up $45,233 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$416,928

Up $45,233 (+12%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin88th percentile

Revenue

Up

$93,921

Up $57,219 (+156%) from 2023

Expenses

Up

$50,120

Up $219 (+0.4%) from 2023

Net Income

Up

$43,801

Up $57,000 (+432%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$600K$400K$200K$0Assets 2013: $408,274Liabilities 2013: $0Net Assets 2013: $408,2742013Assets 2014: $407,590Liabilities 2014: $0Net Assets 2014: $407,5902014Assets 2015: $405,509Liabilities 2015: $0Net Assets 2015: $405,5092015Assets 2016: $400,841Liabilities 2016: $0Net Assets 2016: $400,8412016Assets 2017: $397,295Liabilities 2017: $0Net Assets 2017: $397,2952017Assets 2018: $397,912Liabilities 2018: $0Net Assets 2018: $397,9122018Assets 2019: $392,014Liabilities 2019: $0Net Assets 2019: $392,0142019Assets 2020: $387,695Liabilities 2020: $0Net Assets 2020: $387,6952020Assets 2021: $390,621Liabilities 2021: $0Net Assets 2021: $390,6212021Assets 2022: $384,894Liabilities 2022: $0Net Assets 2022: $384,8942022Assets 2023: $371,695Liabilities 2023: $0Net Assets 2023: $371,6952023Assets 2024: $416,928Liabilities 2024: $0Net Assets 2024: $416,9282024

Highlighted filing

2024

Assets$416,928
Liabilities$0
Net Assets$416,928
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2013: $16,897Expenses 2013: $23,580Net Income 2013: -$6,6832013Revenue 2014: $25,846Expenses 2014: $26,530Net Income 2014: -$6842014Revenue 2015: $25,993Expenses 2015: $28,074Net Income 2015: -$2,0812015Revenue 2016: $24,892Expenses 2016: $29,560Net Income 2016: -$4,6682016Revenue 2017: $30,780Expenses 2017: $34,326Net Income 2017: -$3,5462017Revenue 2018: $37,230Expenses 2018: $36,613Net Income 2018: $6172018Revenue 2019: $32,344Expenses 2019: $38,373Net Income 2019: -$6,0292019Revenue 2020: $34,074Expenses 2020: $38,398Net Income 2020: -$4,3242020Revenue 2021: $46,460Expenses 2021: $43,399Net Income 2021: $3,0612021Revenue 2022: $42,335Expenses 2022: $47,696Net Income 2022: -$5,3612022Revenue 2023: $36,702Expenses 2023: $49,901Net Income 2023: -$13,1992023Revenue 2024: $93,921Expenses 2024: $50,120Net Income 2024: $43,8012024

Highlighted filing

2024

Revenue$93,921
Expenses$50,120
Net Income$43,801
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$416,928
Liabilities
$0
Net assets
$416,928
Revenue
$93,921
Expenses
$50,120
Net income
$43,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.94$0.50$0.44
2023Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.37$0.50$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.42$0.48$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.46$0.43$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.34$0.38$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.32$0.38$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.37$0.37$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.31$0.34$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.25$0.30$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.26$0.28$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.26$0.27$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.17$0.24$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPHINE S HARTERTrustee-$0--
ROBERT H SHORTLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
George E Shortle and Catherine H
EIN
35-6635265
Phone
3176916112
Address
15401 BRIDGEWATER CLUB BLVD, CARMEL, IN 46033-8108

Signing Officer

Name
Robert H Shortle
Title
Officer
Phone
3176916112
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
Susie M Keaton
Phone
3174722200
Raw XML AppendixShowing 400 of 486 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/BusinessNameLine1Txt3COMMUNITY HEALTH NETWORK FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9INTERNATIONAL JUSTICE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10LAND TRUST OF SANTA BARBARA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11NATURE CONSERVANCY OF INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12PARKINSON'S FOUNDATION INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15TIPTON COUNTY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16WHEELER MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17WORLD VISION INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246901
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