Civic Intelligence

Sheldon Charitable Trust

990PF • Fiscal year 2016 • EIN 46-3385742

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 06, 2017

Organization Profile
3620 Happy Valley Road No 201Lafayette, CA 94549

(925) 284-7511

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-24%

Higher net margin than 16% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-93%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$94,246

Down $12,392 (-12%) from 2015

Net Assets

Down

$94,246

Down $12,392 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin16th percentile

Revenue

Down

$50,021

Down $650,146 (-93%) from 2015

Expenses

Down

$62,085

Down $1,989,220 (-97%) from 2015

Net Income

Up

-$12,064

Up $1,339,074 (+99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,500,108Liabilities 2013: $02013Assets 2014: $1,457,776Liabilities 2014: $0Net Assets 2014: $1,457,7762014Assets 2015: $106,638Liabilities 2015: $0Net Assets 2015: $106,6382015Assets 2016: $94,246Liabilities 2016: $0Net Assets 2016: $94,2462016Assets 2017: $91,950Liabilities 2017: $0Net Assets 2017: $91,9502017Assets 2018: $92,050Liabilities 2018: $0Net Assets 2018: $92,0502018Assets 2019: $89,669Liabilities 2019: $0Net Assets 2019: $89,6692019Assets 2020: $87,306Liabilities 2020: $0Net Assets 2020: $87,3062020Assets 2021: $20,847Liabilities 2021: $0Net Assets 2021: $20,8472021Assets 2022: $36,278Liabilities 2022: $12022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$94,246
Liabilities$0
Net Assets$94,246
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $1,500,108Expenses 2013: $0Net Income 2013: $1,500,1082013Revenue 2014: $3,905Expenses 2014: $46,237Net Income 2014: -$42,3322014Revenue 2015: $700,167Expenses 2015: $2,051,305Net Income 2015: -$1,351,1382015Revenue 2016: $50,021Expenses 2016: $62,085Net Income 2016: -$12,0642016Revenue 2017: $14Expenses 2017: $2,310Net Income 2017: -$2,2962017Revenue 2018: $12,210Expenses 2018: $12,110Net Income 2018: $1002018Revenue 2019: $104Expenses 2019: $2,485Net Income 2019: -$2,3812019Revenue 2020: $12Expenses 2020: $2,375Net Income 2020: -$2,3632020Revenue 2021: $7,289Expenses 2021: $73,748Net Income 2021: -$66,4592021Revenue 2022: $16,826Expenses 2022: $1,395Net Income 2022: $15,4312022Revenue 2024: $3,925Expenses 2024: $38,790Net Income 2024: -$34,8652024

Highlighted filing

2016

Revenue$50,021
Expenses$62,085
Net Income-$12,064
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM L HOISINGTONTrustee-$0--
TOM WORTHTrustee-$0--
LESLIE G DENENDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheldon Charitable Trust
EIN
46-3385742
Phone
9252847511
Address
3620 HAPPY VALLEY ROAD NO 201, LAFAYETTE, CA 94549

Signing Officer

Name
William L Hoisington
Title
Trustee
Phone
9252847511
Signed
2017-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
100 FIRST STREET STE 1600, SAN FRANCISCO, CA 94105
Preparer
Steve Dehaan
Phone
4157642700
Raw XML Appendix291 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM L HOISINGTON
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047879
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01968788
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01920909
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SHELDON TESTAMENTARY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0959 HAWTHORNE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAFAYETTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094549
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0328
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENT TO NET ASSETS
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/CategoryTxt0CA FTB FEES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1CA RRF-1 FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L HOISINGTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09252847511
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELDON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0463385742
ReturnHeader/Filer/PhoneNum09252847511
ReturnHeader/Filer/USAddress/AddressLine1Txt03620 HAPPY VALLEY ROAD NO 201
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094549
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId086E3F453F2019865CD1058799E75D8FE40AEDCF8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F6240B5F872901A766FC5A24D363D7E56C57426
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.234.158.166
ReturnHeader/FilingSecurityInformation/IPDt02017-03-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:18:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 FIRST STREET STE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094105
ReturnHeader/PreparerPersonGrp/PhoneNum04157642700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE DEHAAN
ReturnHeader/ReturnTs02017-03-06T15:18:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,246
Liabilities
$0
Net assets
$94,246
Revenue
$50,021
Expenses
$62,085
Net income
-$12,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.04$0.03
2022Summary only. Only limited summary data is available for this year.$0.04$0.00$0.02$0.00$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.01$0.07$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.01$0.01$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.70$2.05$1.35
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.00$0.05$0.04
2013Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$0.00$1.50