Civic Intelligence

Brian J Shields Sr Memorial Fund Inc

990EZ • Fiscal year 2017 • EIN 47-4418749

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 17, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-56%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$2,121

Up $272 (+15%) from 2016

Net Assets

Up

$2,121

Up $272 (+15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Down

$1,322

Down $1,677 (-56%) from 2016

Expenses

Down

$1,050

Down $100 (-8.7%) from 2016

Net Income

Down

$272

Down $1,577 (-85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2017

Assets$2,121
Liabilities-
Net Assets$2,121
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

2017

Revenue$1,322
Expenses$1,050
Net Income$272
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 17, 2018
Return Version
2017v2.2
Gross Receipts
$8,265
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 Pay76th 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$8,265$8,265$1,952$6,313
Total Events$8,265$8,265$6,943$1,322
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
2018-02-17
Discuss with paid preparer
Yes

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 500”

Raw XML Appendix141 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/BOYAmt01849
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02121
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0272
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01849
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02121
IRS990EZ/FundraisingGrossIncomeAmt08265
IRS990EZ/GrossReceiptsAmt08265
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01849
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02121
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01849
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02121
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/OtherExpensesTotalAmt0500
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/SpecialEventsDirectExpensesAmt06943
IRS990EZ/SpecialEventsNetIncomeLossAmt01322
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt01050
IRS990EZ/TotalRevenueAmt01322
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0Brian J Shields Sr. Memorial Fund
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018095
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/PublicSupportTotal509Amt018095
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09830
IRS990ScheduleA/Total509Grp/TotalAmt018095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt018095
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06943
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01399
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01399
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt08265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08265
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01322
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0631
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0631
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01952
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02961
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02961
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donation to City of Hope 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Shields
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-17
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/AtSubmissionCreationDeviceId08731272EBB9CE3D204561A23D3F77BE0D66D2BA0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId054F9B32DEFB28B118BFF73CB49C4826DB1BC9640
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.49.121.97
ReturnHeader/FilingSecurityInformation/IPDt02018-02-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:33:50
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/PreparationDt02018-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rita R James CPA
ReturnHeader/ReturnTs02018-02-17T10:32:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,121
Liabilities
-
Net assets
$2,121
Revenue
$1,322
Expenses
$1,050
Net income
$272
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