Civic Intelligence

Sheldon Charitable Trust

990PF • Fiscal year 2017 • EIN 46-3385742

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 16, 2018

Organization Profile
425 California Street No 2500San Francisco, CA 94104

(415) 434-2226

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-16400%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$91,950

Down $2,296 (-2.4%) from 2016

Net Assets

Down

$91,950

Down $2,296 (-2.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$14

Down $50,007 (-100%) from 2016

Expenses

Down

$2,310

Down $59,775 (-96%) from 2016

Net Income

Up

-$2,296

Up $9,768 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$91,950
Liabilities$0
Net Assets$91,950
Open 2017 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-$1.0M-$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

2017

Revenue$14
Expenses$2,310
Net Income-$2,296
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
Sheldon Charitable Trust
EIN
46-3385742
Phone
4154342226
Address
425 CALIFORNIA STREET NO 2500, SAN FRANCISCO, CA 94104

Signing Officer

Name
Thomas Worth
Title
Trustee
Phone
4154342226
Signed
2018-02-16
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 Appendix278 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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TaxesSchedule/TaxesDetail/CategoryTxt1CA RRF-1 FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04154342226
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELDON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0463385742
ReturnHeader/Filer/PhoneNum04154342226
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 CALIFORNIA STREET NO 2500
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId014408212A635E8F42A904D17529EDD5146E6480F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05CD1A1D40930B04DF96BE552FA09553853CDB45C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.234.158.166
ReturnHeader/FilingSecurityInformation/IPDt02018-02-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:00:19
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/ReturnTs02018-02-16T10:01:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,950
Liabilities
$0
Net assets
$91,950
Revenue
$14
Expenses
$2,310
Net income
-$2,296
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
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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