Civic Intelligence

Charles Sheffer Charitable Trust 05 26 1995

990PF • Fiscal year 2021 • EIN 46-7267228

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 23, 2022

Organization Profile
105 Leader Heights RoadYork, PA 17403

(717) 846-1970

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

46th percentile

10%

Higher net margin than 46% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$9,087

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

33rd percentile

0.7%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

21%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$507,977

Up $3,563 (+0.7%) from 2020

Net Assets

Up

$507,977

Up $3,563 (+0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin46th percentile

Revenue

Up

$35,738

Up $6,292 (+21%) from 2020

Expenses

Up

$32,153

Up $1,122 (+3.6%) from 2020

Net Income

Up

$3,585

Up $5,170 (+326%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2014: $541,937Liabilities 2014: $02014Assets 2015: $526,723Liabilities 2015: $02015Assets 2019: $505,749Liabilities 2019: $02019Assets 2020: $504,414Liabilities 2020: $0Net Assets 2020: $504,4142020Assets 2021: $507,977Liabilities 2021: $0Net Assets 2021: $507,9772021Assets 2022: $483,809Liabilities 2022: $12022Assets 2023: $479,075Liabilities 2023: $12023Assets 2024: $477,311Liabilities 2024: $0Net Assets 2024: $477,3112024

Highlighted filing

2021

Assets$507,977
Liabilities$0
Net Assets$507,977
Open 2021 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $566,010Expenses 2014: $23,407Net Income 2014: $542,6032014Revenue 2015: $27,912Expenses 2015: $42,704Net Income 2015: -$14,7922015Revenue 2019: $26,767Expenses 2019: $30,703Net Income 2019: -$3,9362019Revenue 2020: $29,446Expenses 2020: $31,031Net Income 2020: -$1,5852020Revenue 2021: $35,738Expenses 2021: $32,153Net Income 2021: $3,5852021Revenue 2022: $11,391Expenses 2022: $34,243Net Income 2022: -$22,8522022Revenue 2023: $23,616Expenses 2023: $28,052Net Income 2023: -$4,4362023Revenue 2024: $24,415Expenses 2024: $26,504Net Income 2024: -$2,0892024

Highlighted filing

2021

Revenue$35,738
Expenses$32,153
Net Income$3,585
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 23, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$9,087-$9,087
Filing and Contact Details

Filer

Filer Name
Charles Sheffer Charitable Trust
EIN
46-7267228
Phone
7178461970
Address
105 LEADER HEIGHTS ROAD, YORK, PA 17403

Signing Officer

Name
Jeannie Craumer
Title
Trustee
Phone
7178461970
Signed
2022-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Tax Consultants LLC
Address
56 COURT STREET - SUITE 4K, BROOKLYN, NY 11201
Preparer
PAUL O'DONNELL
Phone
7182549101
Raw XML Appendix370 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST PAUL'S LUTHERAN CHURCH OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ZION LUTHERAN CHURCH OF GLEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3YORK UNION RESCUE MISSION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0HAMETOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2HOMELESS & NEEDY MEN REHAB PRGM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0440 WEST NYACK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111894 SUSQUEHANNA TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2C/O WILLIAM P REAM JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1968
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST NYACK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GLEN ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GLEN ROCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010994
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3174051968
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022452
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/AppliedToCurrentYearAmt027208
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01962
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01823
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027208
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01823
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04225
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0297
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0(2021 INCOME POSTED IN 2022)
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1YE BOOK ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0276
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 INCOME POSTED IN 2021
TaxesSchedule/TaxesDetail/Amt0213
TaxesSchedule/TaxesDetail/Amt1118
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0213
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0213
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1118
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNIE CRAUMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07178461970
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES SHEFFER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEF
ReturnHeader/Filer/EIN0467267228
ReturnHeader/Filer/PhoneNum07178461970
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 LEADER HEIGHTS ROAD
ReturnHeader/Filer/USAddress/CityNm0YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471117820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TAX CONSULTANTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt056 COURT STREET - SUITE 4K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011201
ReturnHeader/PreparerPersonGrp/PhoneNum07182549101
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL O'DONNELL
ReturnHeader/ReturnTs02022-04-11T11:01:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$507,977
Liabilities
$0
Net assets
$507,977
Revenue
$35,738
Expenses
$32,153
Net income
$3,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.24$0.27$0.02
2023Summary only. Only limited summary data is available for this year.$4.79$0.00$0.24$0.28$0.04
2022Summary only. Only limited summary data is available for this year.$4.84$0.00$0.11$0.34$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.36$0.32$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.29$0.31$0.02
2019Summary only. Only limited summary data is available for this year.$5.06$0.00$0.27$0.31$0.04
2015Summary only. Only limited summary data is available for this year.$5.27$0.00$0.28$0.43$0.15
2014Summary only. Only limited summary data is available for this year.$5.42$0.00$5.66$0.23$5.43