Civic Intelligence

The Charles & Christine Shivery

EIN 52-2274633 • Longboat Key, FL

675 Longboat Club RdLongboat Key, FL 34228
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

69th percentile

9.8%

Faster asset growth than 69% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

1.5%

Faster revenue growth than 36% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$5,168,029

Up $461,417 (+9.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,168,029

Up $461,417 (+9.8%) from 2023

Revenue

Up

$1,300,270

Up $18,659 (+1.5%) from 2023

Expenses

Down

$372,436

Down $28,264 (-7.1%) from 2023

Net Income

Up

$927,834

Up $46,923 (+5.3%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $157,599Liabilities 2011: $02011Assets 2012: $171,129Liabilities 2012: $02012Assets 2013: $335,791Liabilities 2013: $02013Assets 2014: $998,697Liabilities 2014: $02014Assets 2015: $1,747,736Liabilities 2015: $02015Assets 2017: $2,024,174Liabilities 2017: $0Net Assets 2017: $2,024,1742017Assets 2018: $2,268,497Liabilities 2018: $0Net Assets 2018: $2,268,4972018Assets 2019: $2,848,319Liabilities 2019: $0Net Assets 2019: $2,848,3192019Assets 2020: $3,061,007Liabilities 2020: $0Net Assets 2020: $3,061,0072020Assets 2021: $4,442,164Liabilities 2021: $0Net Assets 2021: $5,902,5982021Assets 2022: $4,293,550Liabilities 2022: $0Net Assets 2022: $4,595,7502022Assets 2023: $4,706,612Liabilities 2023: $0Net Assets 2023: $4,706,6122023Assets 2024: $5,168,029Liabilities 2024: $0Net Assets 2024: $5,168,0292024

Latest loaded filing

2024

Assets$5,168,029
Liabilities$0
Net Assets$5,168,029

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $108,190Expenses 2011: $5,944Net Income 2011: $102,2462011Revenue 2012: $152,890Expenses 2012: $7,616Net Income 2012: $145,2742012Revenue 2013: $217,054Expenses 2013: $11,342Net Income 2013: $205,7122013Revenue 2014: $988,686Expenses 2014: $39,084Net Income 2014: $949,6022014Revenue 2015: $1,141,084Expenses 2015: $84,594Net Income 2015: $1,056,4902015Revenue 2017: $704,235Expenses 2017: $119,502Net Income 2017: $584,7332017Revenue 2018: $549,455Expenses 2018: $123,552Net Income 2018: $425,9032018Revenue 2019: $1,097,292Expenses 2019: $143,924Net Income 2019: $953,3682019Revenue 2020: $581,254Expenses 2020: $216,350Net Income 2020: $364,9042020Revenue 2021: $3,821,783Expenses 2021: $301,080Net Income 2021: $3,520,7032021Revenue 2022: $528,285Expenses 2022: $374,699Net Income 2022: $153,5862022Revenue 2023: $1,281,611Expenses 2023: $400,700Net Income 2023: $880,9112023Revenue 2024: $1,300,270Expenses 2024: $372,436Net Income 2024: $927,8342024

Latest loaded filing

2024

Revenue$1,300,270
Expenses$372,436
Net Income$927,834

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$1.30$0.37$0.93
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.28$0.40$0.88
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.60$0.53$0.37$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.44$0.00$5.90$3.82$0.30$3.52
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.58$0.22$0.36
2019Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$1.10$0.14$0.95
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.55$0.12$0.43
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.70$0.12$0.58
2015Summary only. Only limited summary data is available for this year.$1.75$0.00$1.14$0.08$1.06
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.99$0.04$0.95
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.22$0.01$0.21
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.15$0.01$0.15
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.11$0.01$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 10, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES SHIVERYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPECOMETH CAMP & RETREAT MINISTRIESSTAFF DEVELOPMENT-CENTREVILLE, MD, US$160,000
Paid GrantOUR COMPANIONSSTAFF DEVELOPMENT-HARTFORD, CT, US$80,000
Paid GrantFIDELCO GUIDE DOG FOUNDATIONGENERAL-BLOOMFIELD, CT, US$80,000
Paid GrantSPECIAL OLYMPICS DC CHAPTERSTAFF DEVELOPMENT-WASHINGTON, DC, US$75,000
Paid GrantFLA CENTER FOR EARLY CHILD DEVELOPMARKETING STAFF SALARY-SARASOTA, FL, US$51,000
Paid GrantSPARCCGENERAL-SARASOTA, FL, US$26,000
Paid GrantST JOHNS FOOD SHAREGENERAL-PORTLAND, OR, US$12,000
Paid GrantMARKLEBURGS VFCGENERAL-JAMES CREEK, PA, US$10,000
Paid GrantNEW BRITIAN MUSEUM OF ARTGENERAL-NEW BRITIAN, CT, US$5,000
Paid GrantCT CHILDREN'S HOSPITALGENERAL-HARTFORD, CT, US$5,000
Paid GrantDEEP ROOTSGENERAL-EARLEVILLE, MD, US$5,000
Paid GrantSELBY GARDENSGENERAL-SARASOTA, FL, US$5,000
Paid GrantALL FAITHS FOOD BANKGENERAL-SARASOTA, FL, US$1,000
Paid GrantSARASOTA ORCHESTRAGENERAL-SARASOTA, FL, US$1,000
Paid GrantSHORES RIVERSGENERAL-EASTON, MD, US$1,000
Paid GrantCT SCIENCE CENTERGENERAL-HARTFORD, CT, US$1,000
Filing and Contact Details

Filer

Filer Name
The Charles & Christine Shivery
EIN
52-2274633
Phone
9419931184
Address
675 LONGBOAT CLUB RD, LONGBOAT KEY, FL 34228

Signing Officer

Name
Charles Shivery
Title
Trustee
Signed
2026-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Palmer Latko Ledas Page LLC
Address
20 TOWER LANE SUITE 305, AVON, CT 06001-4212
Preparer
Louis B Obermeier CPA
Phone
8606771000
Raw XML AppendixShowing 400 of 422 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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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0377 SHS REGAL REXNORD CORP
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2350 SHS BROADCOM, INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc31700 SHS WEBSTER FINANCIAL CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02025-01-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12025-01-16
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1912
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TaxesSchedule/TaxesDetail/Amt01126
TaxesSchedule/TaxesDetail/Amt110000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01126
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SHIVERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES & CHRISTINE SHIVERY

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