Civic Intelligence

Elizabeth Allan & Warren Shelden Fund

EIN 38-6052198 • Grosse Pointe, MI

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17152 KerchevalGrosse Pointe, MI 48230
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

17th percentile

-4.8%

Faster asset growth than 17% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

29%

Faster revenue growth than 72% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$23,469,403

Down $1,176,188 (-4.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$23,469,403

No earlier filing loaded for comparison.

Revenue

Up

$3,031,136

Up $681,307 (+29%) from 2023

Expenses

Up

$4,207,324

Up $1,076,862 (+34%) from 2023

Net Income

Down

-$1,176,188

Down $395,555 (-51%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $30,877,187Liabilities 2011: $75,0002011Assets 2012: $30,134,099Liabilities 2012: $02012Assets 2013: $31,054,485Liabilities 2013: $30,790Net Assets 2013: $31,023,6952013Assets 2014: $30,078,338Liabilities 2014: $02014Assets 2015: $29,795,947Liabilities 2015: $12015Assets 2016: $29,074,777Liabilities 2016: $0Net Assets 2016: $29,074,7772016Assets 2018: $27,519,637Liabilities 2018: $13,129Net Assets 2018: $27,506,5082018Assets 2019: $27,882,866Liabilities 2019: $1Net Assets 2019: $27,882,8662019Assets 2020: $26,895,051Liabilities 2020: $1Net Assets 2020: $26,895,0512020Assets 2021: $26,312,955Liabilities 2021: $1Net Assets 2021: $26,312,9552021Assets 2022: $25,426,224Liabilities 2022: $1Net Assets 2022: $25,426,2242022Assets 2023: $24,645,591Liabilities 2023: $12023Assets 2024: $23,469,403Liabilities 2024: $0Net Assets 2024: $23,469,4032024

Highlighted filing

2024

Assets$23,469,403
Liabilities$0
Net Assets$23,469,403

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $839,191Expenses 2011: $1,475,538Net Income 2011: -$636,3472011Revenue 2012: $879,445Expenses 2012: $1,547,516Net Income 2012: -$668,0712012Revenue 2013: $2,580,420Expenses 2013: $1,653,530Net Income 2013: $926,8902013Revenue 2014: $1,148,522Expenses 2014: $2,034,618Net Income 2014: -$886,0962014Revenue 2015: $1,882,115Expenses 2015: $2,164,506Net Income 2015: -$282,3912015Revenue 2016: $1,537,330Expenses 2016: $2,258,500Net Income 2016: -$721,1702016Revenue 2018: $1,790,437Expenses 2018: $2,314,935Net Income 2018: -$524,4982018Revenue 2019: $3,018,648Expenses 2019: $2,642,290Net Income 2019: $376,3582019Revenue 2020: $2,120,893Expenses 2020: $3,108,708Net Income 2020: -$987,8152020Revenue 2021: $2,167,384Expenses 2021: $2,749,480Net Income 2021: -$582,0962021Revenue 2022: $1,724,108Expenses 2022: $2,610,839Net Income 2022: -$886,7312022Revenue 2023: $2,349,829Expenses 2023: $3,130,462Net Income 2023: -$780,6332023Revenue 2024: $3,031,136Expenses 2024: $4,207,324Net Income 2024: -$1,176,1882024

Highlighted filing

2024

Revenue$3,031,136
Expenses$4,207,324
Net Income-$1,176,188

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$3.03$4.21$1.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.00$2.35$3.13$0.78
2022Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$1.72$2.61$0.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$0.00$26.3$2.17$2.75$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$0.00$26.9$2.12$3.11$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.00$27.9$3.02$2.64$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$0.01$27.5$1.79$2.31$0.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$1.54$2.26$0.72
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.8$0.00$1.88$2.16$0.28
2014Summary only. Only limited summary data is available for this year.$30.1$0.00$1.15$2.03$0.89
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$31.1$0.03$31.0$2.58$1.65$0.93
2012Summary only. Only limited summary data is available for this year.$30.1$0.00$0.88$1.55$0.67
2011Summary only. Only limited summary data is available for this year.$30.9$0.08$0.84$1.48$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM W SHELDEN JRPres, Treas, TrusteePT$0--
DAVID LARSENSecretary, Trustee-$0--
TINA M KRIZANICAsst. Secretary-$0--
SALLY S SHELDENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth Allan & Warren Shelden Fund
EIN
38-6052198
Phone
3138812282
Address
17152 KERCHEVAL, GROSSE POINTE, MI 48230

Signing Officer

Name
William W Shelden Jr
Title
President
Phone
3138812282
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Maureen Asta
Phone
2483757100
Raw XML AppendixShowing 400 of 867 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.

Path#Value
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023469403
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM W SHELDEN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID LARSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TINA M KRIZANIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SALLY S SHELDEN
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM W SHELDEN JR PRES
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE, BUT PREFER NOVEMBER SUBMISSION PRIOR TO BOARD OF TRUSTEES MEETING.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ACCOUNTING AID SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALTERNATIVE FOR GIRLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ANGLERS OF THE AU SABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ASCENSION ST JOHN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5AVALON HEALING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BOLDI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BOYS AND GIRLS CLUB OF MARTIN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CAPUCHIN CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CHILDREN'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CHILDREN'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11COALITION ON TEMPORARY SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12COLLEGE FOR CREATIVE STUDIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13COMMUNITY FOUNDATION FOR SE MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CROSSROADS OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15DETROIT CRISTO REY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16DETROIT HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17DETROIT INSTITUTE OF ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18DETROIT RIVERFRONT CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19DETROIT ZOOLOGICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20EVANS SCHOLARS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21FIRST STEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22FORGOTTEN HARVEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23FRIENDS OF THE DETROIT RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24FRIENDS OF THE ROUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25GIRL SCOUTS OF SOUTHEASTERN MI

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