Civic Intelligence

C E Shoblom Charitable Trust

990PF • Fiscal year 2020 • EIN 46-6016822

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization Profile
1525 West Wt Harris Blvd Mac D1114Charlotte, NC 28262

(605) 394-3821

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

54th percentile

8.6%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

36th percentile

0.7%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-15%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$640,108

Up $4,288 (+0.7%) from 2019

Net Assets

Up

$640,108

Up $4,288 (+0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin54th percentile

Revenue

Down

$49,666

Down $8,868 (-15%) from 2019

Expenses

Up

$45,378

Up $481 (+1.1%) from 2019

Net Income

Down

$4,288

Down $9,349 (-69%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2010: $622,408Net Assets 2010: $622,4082010Assets 2011: $624,820Liabilities 2011: $0Net Assets 2011: $624,8202011Assets 2012: $619,520Liabilities 2012: $0Net Assets 2012: $619,5202012Assets 2013: $629,056Liabilities 2013: $0Net Assets 2013: $629,0562013Assets 2014: $656,976Liabilities 2014: $0Net Assets 2014: $656,9762014Assets 2015: $659,588Liabilities 2015: $0Net Assets 2015: $659,5882015Assets 2016: $635,674Liabilities 2016: $0Net Assets 2016: $635,6742016Assets 2017: $636,450Liabilities 2017: $0Net Assets 2017: $636,4502017Assets 2018: $622,183Liabilities 2018: $0Net Assets 2018: $622,1832018Assets 2019: $635,820Liabilities 2019: $0Net Assets 2019: $635,8202019Assets 2020: $640,108Liabilities 2020: $0Net Assets 2020: $640,1082020Assets 2021: $645,405Liabilities 2021: $0Net Assets 2021: $645,4052021Assets 2022: $648,625Liabilities 2022: $0Net Assets 2022: $648,6252022Assets 2023: $628,448Liabilities 2023: $0Net Assets 2023: $628,4482023Assets 2024: $600,207Liabilities 2024: $0Net Assets 2024: $600,2072024Assets 2025: $600,327Liabilities 2025: $0Net Assets 2025: $600,3272025

Highlighted filing

2020

Assets$640,108
Liabilities$0
Net Assets$640,108
Open 2020 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0-$50KRevenue 2010: $24,381Expenses 2010: $30,426Net Income 2010: -$6,0452010Expenses 2011: $28,5522011Revenue 2012: $18,511Expenses 2012: $23,811Net Income 2012: -$5,3002012Expenses 2013: $25,2912013Revenue 2014: $50,690Expenses 2014: $22,770Net Income 2014: $27,9202014Revenue 2015: $28,000Expenses 2015: $25,388Net Income 2015: $2,6122015Revenue 2016: $16,962Expenses 2016: $40,876Net Income 2016: -$23,9142016Revenue 2017: $36,136Expenses 2017: $35,360Net Income 2017: $7762017Revenue 2018: $31,493Expenses 2018: $45,760Net Income 2018: -$14,2672018Revenue 2019: $58,534Expenses 2019: $44,897Net Income 2019: $13,6372019Revenue 2020: $49,666Expenses 2020: $45,378Net Income 2020: $4,2882020Revenue 2021: $50,739Expenses 2021: $45,442Net Income 2021: $5,2972021Revenue 2022: $44,377Expenses 2022: $41,157Net Income 2022: $3,2202022Revenue 2023: $19,629Expenses 2023: $39,806Net Income 2023: -$20,1772023Revenue 2024: $11,533Expenses 2024: $40,185Net Income 2024: -$28,6522024Revenue 2025: $39,592Expenses 2025: $38,913Net Income 2025: $6792025

Highlighted filing

2020

Revenue$49,666
Expenses$45,378
Net Income$4,288
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$7,270-$7,270
Filing and Contact Details

Filer

Filer Name
C E Shoblom Charitable Trust
EIN
46-6016822
Phone
6053943821
Address
1525 WEST WT HARRIS BLVD MAC D1114, CHARLOTTE, NC 28262

Signing Officer

Name
Wells Fargo Bank Na
Title
Trustee
Phone
7045902828
Signed
2020-11-03

Preparer

Firm
Ketel Thorstenson Llp
Address
PO BOX 3140, RAPID CITY, SD 57709-3140
Preparer
Jean Smith CPA
Phone
6053425630
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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AccountingFeesSchedule/AccountingFeesDetail/Amt01650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01650
CompensationExplanation/CompensationExplanationGrp/PersonNm0WELLS FARGO BANK NA
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0THE COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENTS REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DOMESTIC MUTUAL FUNDS FIXED INCOME
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO LONG TERM CAPITAL GAIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SHRINERS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0PO BOX 31356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 31356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0336313356
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023360
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014656
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032761
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038016
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09401
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014656
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0639
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0639
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/Amt1219
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX- ESTIMATE 2019
TaxesSchedule/TaxesDetail/CategoryTxt1PAYMENT FOR 2018 TAXES
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WELLS FARGO BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07045902828
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C E SHOBLOM CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WELLS FARGO BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0CESH
ReturnHeader/Filer/EIN0466016822
ReturnHeader/Filer/PhoneNum06053943821
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD MAC D1114
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EF83B611134DFA6C18A86FC4526081C409E91AF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E9AA121738291CE3BF2A609D9A6975C75990352
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.2.194.12
ReturnHeader/FilingSecurityInformation/IPDt02020-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:55:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460257538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KETEL THORSTENSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RAPID CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0577093140
ReturnHeader/PreparerPersonGrp/PhoneNum06053425630
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN SMITH CPA
ReturnHeader/ReturnTs02020-11-03T10:55:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$640,108
Liabilities
$0
Net assets
$640,108
Revenue
$49,666
Expenses
$45,378
Net income
$4,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.40$0.39$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.12$0.40$0.29
2023Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.20$0.40$0.20
2022Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.44$0.41$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.51$0.45$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.50$0.45$0.04
2019Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.59$0.45$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.31$0.46$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.36$0.35$0.01
2016Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.17$0.41$0.24
2015Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.28$0.25$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.51$0.23$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.00$6.29$0.25
2012Summary only. Only limited summary data is available for this year.$6.20$0.00$6.20$0.19$0.24$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.00$6.25$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$6.22$0.24$0.30$0.06