Civic Intelligence

Martha J Shafer Charitable Scholarship Tr

990PF • Fiscal year 2017 • EIN 47-7291495

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
Citizens State Bank PO Box CNew Castle, IN 47362

(795) 529-5450

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$443,559

No earlier filing loaded for comparison.

Net Assets

$443,559

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

$44,504

No earlier filing loaded for comparison.

Expenses

$13,038

No earlier filing loaded for comparison.

Net Income

$31,466

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.

$800K$600K$400K$200K$0Assets 2017: $443,559Liabilities 2017: $0Net Assets 2017: $443,5592017Assets 2018: $613,199Liabilities 2018: $0Net Assets 2018: $613,1992018Assets 2019: $605,839Liabilities 2019: $0Net Assets 2019: $605,8392019Assets 2020: $622,934Liabilities 2020: $0Net Assets 2020: $622,9342020Assets 2021: $605,698Liabilities 2021: $0Net Assets 2021: $605,6982021Assets 2022: $774,524Liabilities 2022: $0Net Assets 2022: $774,5242022Assets 2023: $752,043Liabilities 2023: $0Net Assets 2023: $752,0432023Assets 2024: $748,108Liabilities 2024: $0Net Assets 2024: $748,1082024

Highlighted filing

2017

Assets$443,559
Liabilities$0
Net Assets$443,559
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2017: $44,504Expenses 2017: $13,038Net Income 2017: $31,4662017Revenue 2018: $176,897Expenses 2018: $7,259Net Income 2018: $169,6382018Revenue 2019: $32,319Expenses 2019: $39,679Net Income 2019: -$7,3602019Revenue 2020: $39,964Expenses 2020: $22,869Net Income 2020: $17,0952020Revenue 2021: $20,680Expenses 2021: $37,916Net Income 2021: -$17,2362021Revenue 2022: $200,509Expenses 2022: $31,683Net Income 2022: $168,8262022Revenue 2023: $20,348Expenses 2023: $42,829Net Income 2023: -$22,4812023Revenue 2024: $27,459Expenses 2024: $21,744Net Income 2024: $5,7152024

Highlighted filing

2017

Revenue$44,504
Expenses$13,038
Net Income$31,466
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CITIZENS STATE BANKTrustee-$0--
SUSAN SHELTONDirector-$0--
MARY WISEHART PHILLIPSDirector-$0--
BILL TUCKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Martha J Shafer Charitable Scholars
EIN
47-7291495
Phone
7955295450
Address
CITIZENS STATE BANK PO BOX C, NEW CASTLE, IN 47362

Signing Officer

Name
Citizens State Bank
Title
Trustee
Phone
7655295450
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Shore & Company Pc
Address
412 S MAIN STREET, NEW CASTLE, IN 47362-3311
Preparer
Vicki J Kelsey
Phone
7655214541
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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/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0INDIVIDUAL BEGINNING OR CONTINUING POST SECONDARY EDUCATIONAL STUDIES. MAY BE BEGINNING INITIAL EDUCATIONAL PURSUITS AFTER BEING IN THE WORK FORCE, EDUCATION FOR A NEW CAREER PATH DUE TO DOWNSIZING OR PURSUING EDUCATION OF A DIFFERENT NATURE IN ORDER TO REENTER THE WORK FORCE AFTER AN ABSENCE. NOT FOR FIRST YEAR HIGH SCHOOL GRADUATES, MUST NEED FINANCIAL AID AND BE A RESIDENT OF HENRY COUNTY, INDIANA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 1
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040108
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09886
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FORCUM & FORBES
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0540
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt076
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT IN VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LEGAL NOTICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DTC SERVICE FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0476
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0953
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt018254
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTION OF ASSETS TO TRUST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$443,559
Liabilities
$0
Net assets
$443,559
Revenue
$44,504
Expenses
$13,038
Net income
$31,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.27$0.22$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.52$0.00$7.52$0.20$0.43$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.00$7.75$2.01$0.32$1.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$0.21$0.38$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.40$0.23$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$0.32$0.40$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$1.77$0.07$1.70
2017Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.45$0.13$0.31