Civic Intelligence

Brian J Shields Sr Memorial Fund Inc

990EZ • Fiscal year 2016 • EIN 47-4418749

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 25, 2017

Organization ProfileBrian J Shields Sr. Memorial Fund
4141 Serenity StreetSchwenksville, PA 19473

(610) 322-1688

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$1,849

Up $1,849 from 2015

Net Assets

Up

$1,849

Up $1,849 from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

$2,999

No earlier filing loaded for comparison.

Expenses

$1,150

No earlier filing loaded for comparison.

Net Income

$1,849

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0K$4.0K$2.0K$0Assets 2015: $0Net Assets 2015: $02015Assets 2016: $1,849Net Assets 2016: $1,8492016Assets 2017: $2,121Net Assets 2017: $2,1212017Assets 2018: $3,942Net Assets 2018: $3,9422018Assets 2019: $4,354Net Assets 2019: $4,3542019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$1,849
Liabilities-
Net Assets$1,849
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0K$2.0K$1.0K$0Revenue 2016: $2,999Expenses 2016: $1,150Net Income 2016: $1,8492016Revenue 2017: $1,322Expenses 2017: $1,050Net Income 2017: $2722017Revenue 2018: $2,464Expenses 2018: $643Net Income 2018: $1,8212018Revenue 2019: $1,159Expenses 2019: $747Net Income 2019: $4122019Expenses 2020: $1,0702020

Highlighted filing

2016

Revenue$2,999
Expenses$1,150
Net Income$1,849
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 25, 2017
Return Version
2016v3.0
Gross Receipts
$10,588
Mission and Program Overview

Mission

Provide financial support to various local charities

Program Services

DescriptionGrantsExpenses
To provide financial support to various local charities--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian ShieldsPresident-$0--
Joseph ShieldsVice President-$0--
Mary ShieldsSecretary, TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing Fundraiser$9,830$9,830$3,254$6,576
Total Events$9,830$9,830$7,589$2,241
Filing and Contact Details

Filer

Filer Name
Brian J Shields Sr Memorial Fund Inc
EIN
47-4418749
Address
4141 Serenity Street, Schwenksville, PA 19473

Signing Officer

Name
Mary Shields
Title
President
Signed
2017-02-25
Discuss with paid preparer
No

Preparer

Firm
Trout James & Associates PC
Address
168 W Ridge Pike Suite 125, Limerick, PA 19468
Preparer
Rita R James CPA
Phone
6104893200
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Donation to City of Hope 1,000”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mary Shields
IRS990EZ/BooksInCareOfDetail/PhoneNum06103221688
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04141 Serenity Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Schwenksville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019473
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01849
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0758
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01849
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01849
IRS990EZ/FundraisingGrossIncomeAmt09830
IRS990EZ/GrossReceiptsAmt010588
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01849
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01849
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Shields
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joseph Shields
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Shields
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary, Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide financial support to various local charities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide financial support to various local charities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07589
IRS990EZ/SpecialEventsNetIncomeLossAmt02241
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt01150
IRS990EZ/TotalRevenueAmt02999
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0Brian J Shields Sr. Memorial Fund
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09830
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt09830
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09830
IRS990ScheduleA/Total509Grp/TotalAmt09830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09830
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07589
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0860
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09830
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02241
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0700
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0700
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03254
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03254
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02775
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02775
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donation to City of Hope 1,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Shields
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Brian J Shields Sr Memorial Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0BRIA
ReturnHeader/Filer/EIN0474418749
ReturnHeader/Filer/USAddress/AddressLine1Txt04141 Serenity Street
ReturnHeader/Filer/USAddress/CityNm0Schwenksville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019473
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BD84E7D82F0731AA8072C753EE92A40FCA334996
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048793FB15BA27DCFE593FA02BBCA6773BC25F1D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.49.121.28
ReturnHeader/FilingSecurityInformation/IPDt02017-02-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:00:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trout James & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0168 W Ridge Pike Suite 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Limerick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019468
ReturnHeader/PreparerPersonGrp/PhoneNum06104893200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rita R James CPA
ReturnHeader/ReturnTs02017-02-25T05:32:31-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,849
Liabilities
-
Net assets
$1,849
Revenue
$2,999
Expenses
$1,150
Net income
$1,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0$0$1,070
2019Detailed filing. Detailed filing data is available for this year.$4,354$4,354$1,159$747$412
2018Detailed filing. Detailed filing data is available for this year.$3,942$3,942$2,464$643$1,821
2017Detailed filing. Detailed filing data is available for this year.$2,121$2,121$1,322$1,050$272
2016Detailed filing. Detailed filing data is available for this year.$1,849$1,849$2,999$1,150$1,849
2015Detailed filing. Detailed filing data is available for this year.$0$0