Civic Intelligence

The Velter Charitable Foundation Trust

990PF • Fiscal year 2020 • EIN 45-3934900

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$16,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,638,817

Down $47,248 (-1.8%) from 2019

Net Assets

Down

$2,638,817

Down $47,248 (-1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Down

$145,285

Down $2,719,503 (-95%) from 2019

Expenses

Up

$192,533

Up $13,810 (+7.7%) from 2019

Net Income

Down

-$47,248

Down $2,733,313 (-102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2020

Assets$2,638,817
Liabilities$0
Net Assets$2,638,817
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

2020

Revenue$145,285
Expenses$192,533
Net Income-$47,248
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sun Coast Consulting ServicesDirector & Chairman-$16,000-$16,000
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
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
7278250099
Signed
2021-03-29
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 Appendix327 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Sun Coast Consulting Services
CompensationExplanation/CompensationExplanationGrp/PersonNm1Sandra P Velter
CompensationExplanation/CompensationExplanationGrp/PersonNm2Kathy L Shipkowski
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
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Board of Director Fee
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3Board of Director Fee
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4Board of Director Fee
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt5Board of Director Fee
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02596425
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02529970
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0143262
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt098209
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-47248
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0345502
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0116232
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Allison M Shipkowski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Destiny J Schell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director & Chairman
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Dirctor
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2658 Hoffer St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3960 Mt Zion Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44320 Wyalusing Ave First Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5132 Sparrow Rd
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Sun Coast Consulting Services Inc
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07278250099
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Velter Charitable Foundation Trust
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ReturnHeader/Filer/EIN0453934900
ReturnHeader/Filer/USAddress/AddressLine1Txt08380 Bay Pines Blvd 3rd Floor
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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
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ReturnHeader/PreparerPersonGrp/PhoneNum07278250099
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul C Jensen
ReturnHeader/ReturnTs02021-03-29T14:01:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,638,817
Liabilities
$0
Net assets
$2,638,817
Revenue
$145,285
Expenses
$192,533
Net income
-$47,248
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