Civic Intelligence

Charles Sheffer Charitable Trust 05 26 1995

990PF • Fiscal year 2023 • EIN 46-7267228

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 19, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-19%

Higher net margin than 23% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,272

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

47th percentile

-1.0%

Faster asset growth than 47% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

107%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$479,075

Flat from 2023

Net Assets

$479,075

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin23rd percentile

Revenue

Flat

$23,616

Flat from 2023

Expenses

Flat

$28,052

Flat from 2023

Net Income

Flat

-$4,436

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th 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: $0Net Assets 2023: $479,0752023Assets 2023: $479,075Liabilities 2023: $12023Assets 2024: $477,311Liabilities 2024: $0Net Assets 2024: $477,3112024

Highlighted filing

2023

Assets$479,075
Liabilities$0
Net Assets$479,075
Open 2023 Filing

Operations Trend

Revenue Growth90th 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 2023: $23,616Expenses 2023: $28,052Net Income 2023: -$4,4362023Revenue 2024: $24,415Expenses 2024: $26,504Net Income 2024: -$2,0892024

Highlighted filing

2023

Revenue$23,616
Expenses$28,052
Net Income-$4,436
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 19, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$1,272-$1,272
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
2024-04-19
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 Appendix311 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/RecipientUSAddress/CityNm2GLEN ROCK
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023438
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05400
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02720
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026158
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02720
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07223
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04503
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02153
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0(2023 INCOME POSTED IN 2024)
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11577
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2277
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0YE BOOK ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12022 INCOME POSTED IN 2023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc22022 FORM 990 FEDERAL REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0545
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0545
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0545
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNIE CRAUMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07178461970
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-19
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL O'DONNELL
ReturnHeader/ReturnTs02024-05-13T10:01:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$479,075
Liabilities
$0
Net assets
$479,075
Revenue
$23,616
Expenses
$28,052
Net income
-$4,436
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
2023Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.24$0.28$0.04
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