Civic Intelligence

James E & Maude Sheetz Charitable Tr

990PF • Fiscal year 2016 • EIN 37-6454300

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

PO Box 5049Topeka, KS 66605-0049

(785) 267-8402

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-79%

Higher net margin than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$18,784

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.4%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-48%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,514,380

Down $62,817 (-2.4%) from 2015

Net Assets

Down

$2,514,380

Down $62,817 (-2.4%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$97,718

Down $90,123 (-48%) from 2015

Expenses

Down

$174,910

Down $8,884 (-4.8%) from 2015

Net Income

Down

-$77,192

Down $81,239 (-2007%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,686,852Liabilities 2012: $0Net Assets 2012: $2,686,8522012Assets 2013: $2,617,307Liabilities 2013: $0Net Assets 2013: $2,617,3072013Assets 2014: $2,572,890Liabilities 2014: $0Net Assets 2014: $2,572,8902014Assets 2015: $2,577,197Liabilities 2015: $1Net Assets 2015: $2,577,1972015Assets 2016: $2,514,380Liabilities 2016: $0Net Assets 2016: $2,514,3802016Assets 2017: $2,476,277Liabilities 2017: $0Net Assets 2017: $2,476,2772017Assets 2018: $2,394,948Liabilities 2018: $0Net Assets 2018: $2,394,9482018Assets 2019: $2,345,662Liabilities 2019: $1Net Assets 2019: $2,345,6622019Assets 2020: $2,306,850Liabilities 2020: $1Net Assets 2020: $2,306,8502020Assets 2021: $2,231,474Liabilities 2021: $1Net Assets 2021: $2,231,4742021Assets 2022: $2,194,444Liabilities 2022: $1Net Assets 2022: $2,194,4442022Assets 2023: $2,191,484Liabilities 2023: $1Net Assets 2023: $2,191,4842023Assets 2024: $2,177,560Liabilities 2024: $0Net Assets 2024: $2,177,5602024

Highlighted filing

2016

Assets$2,514,380
Liabilities$0
Net Assets$2,514,380

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $98,3252012Revenue 2013: $167,561Expenses 2013: $237,106Net Income 2013: -$69,5452013Revenue 2014: $148,822Expenses 2014: $196,557Net Income 2014: -$47,7352014Revenue 2015: $187,841Expenses 2015: $183,794Net Income 2015: $4,0472015Revenue 2016: $97,718Expenses 2016: $174,910Net Income 2016: -$77,1922016Revenue 2017: $140,016Expenses 2017: $178,147Net Income 2017: -$38,1312017Revenue 2018: $96,357Expenses 2018: $182,381Net Income 2018: -$86,0242018Revenue 2019: $116,506Expenses 2019: $167,187Net Income 2019: -$50,6812019Revenue 2020: $150,337Expenses 2020: $189,149Net Income 2020: -$38,8122020Revenue 2021: $112,634Expenses 2021: $188,010Net Income 2021: -$75,3762021Revenue 2022: $159,453Expenses 2022: $196,483Net Income 2022: -$37,0302022Revenue 2023: $179,618Expenses 2023: $182,578Net Income 2023: -$2,9602023Revenue 2024: $171,654Expenses 2024: $185,578Net Income 2024: -$13,9242024

Highlighted filing

2016

Revenue$97,718
Expenses$174,910
Net Income-$77,192
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COREFIRST BANK TRUSTTrustee-$18,784-$18,784
Filing and Contact Details

Filer

Filer Name
James E & Maude Sheetz
EIN
37-6454300
Phone
7852678402
Address
PO BOX 5049, TOPEKA, KS 66605-0049

Signing Officer

Name
Alicia Rothe
Title
Trust Officer
Phone
7852678478
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Berberich Trahan & Co Pa
Address
3630 SW BURLINGAME ROAD, TOPEKA, KS 66611-2050
Preparer
Rebecca Shaw
Phone
7852343427
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HALLIBURTON CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MONDELEZ INTERNATIONAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ZIMMER BIOMET HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76GOLDMAN SACHS MLP ENERGY INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77AMERICAN TOWER CORP
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0889241
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt052455
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0925
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt033443
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012210
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06574
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018784
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0152681
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0152681
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt052455
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052455
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-77192
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0347016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011820
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011820
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033443
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt091144
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02520
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt097718
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt097718
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06574
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-03-02
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1124598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2186524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt230397
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02577197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02514380
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0454673
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0454673
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0889241
IRS990PF/MethodOfAccountingAccrualInd0X

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