Civic Intelligence

The Velter Charitable Foundation Trust

990PF • Fiscal year 2019 • EIN 45-3934900

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization Profile
8380 Bay Pines Blvd 3rd FloorSaint Petersburg, FL 33709

(727) 209-2382

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$36,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$2,686,065

No earlier filing loaded for comparison.

Net Assets

$2,686,065

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$2,864,788

No earlier filing loaded for comparison.

Expenses

$178,723

No earlier filing loaded for comparison.

Net Income

$2,686,065

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.

$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

2019

Assets$2,686,065
Liabilities$0
Net Assets$2,686,065
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$2,864,788
Expenses$178,723
Net Income$2,686,065
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sun Coast Consulting ServicesDirector & Chairman-$36,000-$36,000
Sandra P VelterDirector-$3,333-$3,333
Kathy L ShipkowskiDirector-$3,333-$3,333
Anthony J Hain ShipkowskiDirector-$3,333-$3,333
Allison M ShipkowskiDirctor-$3,333-$3,333
Destiny J SchellDirector-$3,333-$3,333
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General charitable purposePCTampa, FL, US$100,000
Filing and Contact Details

Filer

Filer Name
The Velter Charitable Foundation Trust
EIN
45-3934900
Address
8380 Bay Pines Blvd 3rd Floor, Saint Petersburg, FL 33709

Signing Officer

Name
Mary Smith
Title
Trustee
Phone
7272092382
Signed
2020-05-06
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 Appendix328 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3Anthony J Hain Shipkowski
CompensationExplanation/CompensationExplanationGrp/PersonNm4Allison M Shipkowski
CompensationExplanation/CompensationExplanationGrp/PersonNm5Destiny J Schell
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Board of Director and Trustee Fees
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Board of Director Fee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sun Coast Consulting Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sandra P Velter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kathy L Shipkowski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Anthony J Hain Shipkowski
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Destiny J Schell
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Sun Coast Consulting Services Inc
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08380 Bay Pines Blvd 3rd Floor
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Saint Petersburg
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033709
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07272092382
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General charitable purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St Judes Children Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01501 W Cleveland St Ste 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0100000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0127262
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027262
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Velter Chartiable Remainder Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08380 Bay Pines Blvd N 3rd F
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Saint Petersburg
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033709
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02524460
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02231575
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Marketable Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-07-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08507
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt08507
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116651
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116651
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01714
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01714
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Velter Charitable Remainder Trust
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt08380 Bay Pines Blvd N 3rd F
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Saint Petersburg
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033709
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0816
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0816
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07272092382
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Velter Charitable Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0VELT
ReturnHeader/Filer/EIN0453934900
ReturnHeader/Filer/USAddress/AddressLine1Txt08380 Bay Pines Blvd 3rd Floor
ReturnHeader/Filer/USAddress/CityNm0Saint Petersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033709
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200066544
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033704
ReturnHeader/PreparerPersonGrp/PhoneNum07278250099
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul C Jensen
ReturnHeader/ReturnTs02020-05-11T08:54:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,686,065
Liabilities
$0
Net assets
$2,686,065
Revenue
$2,864,788
Expenses
$178,723
Net income
$2,686,065
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