Civic Intelligence

Sheldon Charitable Trust

990PF • Fiscal year 2021 • EIN 46-3385742

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
425 California Street 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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-912%

Higher net margin than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-76%

Faster asset growth than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

60642%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$20,847

Down $66,459 (-76%) from 2020

Net Assets

Down

$20,847

Down $66,459 (-76%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Up

$7,289

Up $7,277 (+60642%) from 2020

Expenses

Up

$73,748

Up $71,373 (+3005%) from 2020

Net Income

Down

-$66,459

Down $64,096 (-2712%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2021

Assets$20,847
Liabilities$0
Net Assets$20,847
Open 2021 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

2021

Revenue$7,289
Expenses$73,748
Net Income-$66,459
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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 2500, SAN FRANCISCO, CA 94104

Signing Officer

Name
Thomas Worth
Title
Trustee
Phone
4154342226
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Rodney G Hughes CPA
Address
388 17TH STREET SUITE 100, OAKLAND, CA 94612
Preparer
Rodney G Hughes
Phone
5108919662
Raw XML Appendix259 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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ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942974838
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RODNEY G HUGHES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0388 17TH STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108919662
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY G HUGHES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T12:05:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WORTH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,847
Liabilities
$0
Net assets
$20,847
Revenue
$7,289
Expenses
$73,748
Net income
-$66,459
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
2021Detailed filing. Detailed filing data is available for this year.$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
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