Civic Intelligence

Sheldon Charitable Trust

990PF • Fiscal year 2018 • EIN 46-3385742

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 14, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

0.8%

Higher net margin than 45% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$10,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 81.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

87114%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$92,050

Up $100 (+0.1%) from 2017

Net Assets

Up

$92,050

Up $100 (+0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin45th percentile

Revenue

Up

$12,210

Up $12,196 (+87114%) from 2017

Expenses

Up

$12,110

Up $9,800 (+424%) from 2017

Net Income

Up

$100

Up $2,396 (+104%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2018

Assets$92,050
Liabilities$0
Net Assets$92,050
Open 2018 Filing

Operations Trend

Revenue Growth100th 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

2018

Revenue$12,210
Expenses$12,110
Net Income$100
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE G DENENDTrustee-$10,000-$10,000
TOM WORTHTrustee-$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
2019-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
100 FIRST STREET STE 1600, SAN FRANCISCO, CA 94105
Preparer
E Pepper Austin
Phone
4157642700
Raw XML Appendix285 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0388 17TH STREET SUITE 100
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OAKLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094612
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012110
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0CA FTB FEES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1CA RRF-1 FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04154342226
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-14
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/AtSubmissionCreationDeviceId00EB4CE1ACD44DB279B6C2D9A8476B20948576B96
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09EA1C8426C558CF80333E5767BC60C3FBAC1E655
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.104.124.190
ReturnHeader/FilingSecurityInformation/IPDt02019-03-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:51:19
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/PreparerPersonNm0E PEPPER AUSTIN
ReturnHeader/ReturnTs02019-03-14T16:57:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,050
Liabilities
$0
Net assets
$92,050
Revenue
$12,210
Expenses
$12,110
Net income
$100
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
2018Detailed filing. Detailed filing data is available for this year.$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
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