Civic Intelligence

Brian J Shields Sr Memorial Fund Inc

990EZ • Fiscal year 2019 • EIN 47-4418749

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 26, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,354

Up $412 (+10%) from 2018

Net Assets

Up

$4,354

Up $412 (+10%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Down

$1,159

Down $1,305 (-53%) from 2018

Expenses

Up

$747

Up $104 (+16%) from 2018

Net Income

Down

$412

Down $1,409 (-77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2019

Assets$4,354
Liabilities-
Net Assets$4,354
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$1,159
Expenses$747
Net Income$412
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 26, 2020
Return Version
2019v5.0
Gross Receipts
$6,970
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 Pay77th 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 outting$6,970$6,970$195$6,775
Total Events$6,970$6,970$5,811$1,159
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
Treasurer
Signed
2020-02-26
Discuss with paid preparer
No

Preparer

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

Additional Explanations

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

“Website fee 197”

Raw XML Appendix151 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/BOYAmt03942
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04354
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0412
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03942
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04354
IRS990EZ/FundraisingGrossIncomeAmt06970
IRS990EZ/GrossReceiptsAmt06970
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03942
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04354
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03942
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04354
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/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0197
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/SpecialEventsDirectExpensesAmt05811
IRS990EZ/SpecialEventsNetIncomeLossAmt01159
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0747
IRS990EZ/TotalRevenueAmt01159
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0Brian J Shields Sr. Memorial Fund
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035790
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt035790
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09830
IRS990ScheduleA/Total509Grp/TotalAmt035790
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06970
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035790
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05811
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf outting
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01184
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt06970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06970
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01159
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01248
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01248
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0195
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0195
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03184
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03184
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Website fee 197
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Shields
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-26
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/AtSubmissionCreationDeviceId08C4B23D671C25447716FECACF093024BAA347027
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C4B23D671C25447716FECACF093024BAA347027
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.49.75.65
ReturnHeader/FilingSecurityInformation/IPDt02020-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm002:42:59
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/PreparationDt02020-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott R Trout CPA
ReturnHeader/ReturnTs02020-02-26T02:09:34-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,354
Liabilities
-
Net assets
$4,354
Revenue
$1,159
Expenses
$747
Net income
$412
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