Civic Intelligence

The Velter Charitable Foundation Trust

EIN 45-3934900 • Largo, FL

Pub. 78 Eligible
125 E Merritt Isl Cswy Ste 107 413Largo, FL 33771
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$16,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

96%

Faster revenue growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,611,813

Down $21,402 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,611,813

Down $21,402 (-0.8%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin21st percentile

Revenue

Up

$139,657

Up $68,356 (+96%) from 2023

Expenses

Up

$161,059

Up $34,342 (+27%) from 2023

Net Income

Up

-$21,402

Up $34,014 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $2,686,065Liabilities 2019: $0Net Assets 2019: $2,686,0652019Assets 2020: $2,638,817Liabilities 2020: $0Net Assets 2020: $2,638,8172020Assets 2021: $2,712,653Liabilities 2021: $0Net Assets 2021: $2,712,6532021Assets 2022: $2,688,631Liabilities 2022: $0Net Assets 2022: $2,688,6312022Assets 2023: $2,633,215Liabilities 2023: $0Net Assets 2023: $2,633,2152023Assets 2024: $2,611,813Liabilities 2024: $0Net Assets 2024: $2,611,8132024

Highlighted filing

2024

Assets$2,611,813
Liabilities$0
Net Assets$2,611,813
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,864,788Expenses 2019: $178,723Net Income 2019: $2,686,0652019Revenue 2020: $145,285Expenses 2020: $192,533Net Income 2020: -$47,2482020Revenue 2021: $219,381Expenses 2021: $145,545Net Income 2021: $73,8362021Revenue 2022: $171,613Expenses 2022: $195,635Net Income 2022: -$24,0222022Revenue 2023: $71,301Expenses 2023: $126,717Net Income 2023: -$55,4162023Revenue 2024: $139,657Expenses 2024: $161,059Net Income 2024: -$21,4022024

Highlighted filing

2024

Revenue$139,657
Expenses$161,059
Net Income-$21,402
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,611,813
Liabilities
$0
Net assets
$2,611,813
Revenue
$139,657
Expenses
$161,059
Net income
-$21,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.14$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.17$0.20$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.22$0.15$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.15$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$2.86$0.18$2.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 3, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUN COAST CONSULTING SERVICESDirector & Chairman-$16,000-$16,000
SANDRA P VELTERDirector-$3,332-$3,332
KATHY L SHIPKOWSKIDirector-$3,332-$3,332
ANTHONY J HAIN SHIPKOWSKIDirector-$3,332-$3,332
ALLISON M SHIPKOWSKIDirector-$3,332-$3,332
DESTINY J SCHELLDirector-$3,332-$3,332
Filing and Contact Details

Filer

Filer Name
The Velter Charitable Foundation Trust
EIN
45-3934900
In Care Of
% Mark Bouldin
Phone
7272092382
Address
125 E MERRITT ISL CSWY STE 107 413, LARGO, FL 33771

Signing Officer

Name
Mark Bouldin
Title
Trustee
Phone
7278250099
Signed
2025-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Paul C Jensen Attorney at Law LLC
Address
2001 16th Street North, Saint Petersburg, FL 33704
Preparer
Paul C Jensen
Phone
7278250099
Raw XML Appendix317 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt072
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME FROM K-1
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TaxesSchedule/TaxesDetail/Amt0567
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0567
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK BOULDIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07278250099
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VELTER CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VELT
ReturnHeader/Filer/EIN0453934900
ReturnHeader/Filer/InCareOfNm0% Mark Bouldin
ReturnHeader/Filer/PhoneNum07272092382
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul C Jensen Attorney at Law LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 16th Street North
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Petersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL C JENSEN
ReturnHeader/ReturnTs02025-06-03T15:54:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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