Civic Intelligence

Mark Sheppard Trust Fund

990 • Fiscal year 2014 • EIN 59-2223579

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 14, 2015

Organization ProfileN/A
1200 7th Avenue NorthSt Petersburg, FL 33705

(727) 893-6698

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$903,572

Up $34,686 (+4.0%) from 2013

Net Assets

Up

$903,572

Up $34,686 (+4.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin95th percentile

Revenue

Up

$68,011

Up $13,543 (+25%) from 2013

Expenses

Up

$21,369

Up $459 (+2.2%) from 2013

Net Income

Up

$46,642

Up $13,084 (+39%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $724,025Liabilities 2010: $0Net Assets 2010: $724,0252010Assets 2011: $695,164Liabilities 2011: $0Net Assets 2011: $695,1642011Assets 2012: $765,898Liabilities 2012: $0Net Assets 2012: $765,8982012Assets 2013: $868,886Liabilities 2013: $0Net Assets 2013: $868,8862013Assets 2014: $903,572Liabilities 2014: $0Net Assets 2014: $903,5722014Assets 2015: $877,420Liabilities 2015: $0Net Assets 2015: $877,4202015Assets 2016: $918,175Liabilities 2016: $0Net Assets 2016: $918,1752016Assets 2017: $1,056,893Liabilities 2017: $0Net Assets 2017: $1,056,8932017Assets 2018: $948,911Liabilities 2018: $0Net Assets 2018: $948,9112018Assets 2019: $1,095,143Liabilities 2019: $0Net Assets 2019: $1,095,1432019Assets 2020: $1,193,319Liabilities 2020: $0Net Assets 2020: $1,193,3192020Assets 2021: $1,318,633Liabilities 2021: $0Net Assets 2021: $1,318,6332021Assets 2022: $1,090,192Liabilities 2022: $0Net Assets 2022: $1,090,1922022Assets 2023: $1,223,893Liabilities 2023: $0Net Assets 2023: $1,223,8932023Assets 2024: $1,323,326Liabilities 2024: $0Net Assets 2024: $1,323,3262024

Highlighted filing

2014

Assets$903,572
Liabilities$0
Net Assets$903,572
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $8,8202010Expenses 2011: $25,0782011Expenses 2012: $26,9582012Revenue 2013: $54,468Expenses 2013: $20,910Net Income 2013: $33,5582013Revenue 2014: $68,011Expenses 2014: $21,369Net Income 2014: $46,6422014Revenue 2015: $66,795Expenses 2015: $15,633Net Income 2015: $51,1622015Revenue 2016: $17,717Expenses 2016: $37,854Net Income 2016: -$20,1372016Revenue 2017: $66,802Expenses 2017: $38,769Net Income 2017: $28,0332017Revenue 2018: $90,446Expenses 2018: $44,675Net Income 2018: $45,7712018Revenue 2019: $56,592Expenses 2019: $42,252Net Income 2019: $14,3402019Revenue 2020: $39,971Expenses 2020: $22,503Net Income 2020: $17,4682020Revenue 2021: $82,388Expenses 2021: $15,747Net Income 2021: $66,6412021Revenue 2022: $43,573Expenses 2022: $14,904Net Income 2022: $28,6692022Revenue 2023: $41,877Expenses 2023: $35,388Net Income 2023: $6,4892023Revenue 2024: $122,209Expenses 2024: $39,643Net Income 2024: $82,5662024

Highlighted filing

2014

Revenue$68,011
Expenses$21,369
Net Income$46,642
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 14, 2015
Return Version
2014v5.0
Gross Receipts
$122,741
Mission and Program Overview

Mission

To further the medical education of the employees of St. Anthony's Hospital

Reimburses education costs to employees of St. Anthony's Hospital, Inc. who are studying medicine or other health related fields

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$868,886$903,572▲ $34,686
Total Assets$868,886$903,572▲ $34,686
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$868,886$903,572▲ $34,686
Total Net Assets Fund Balance$868,886$903,572▲ $34,686
Total Liabilities and Net Assets / Fund Balance$868,886$903,572▲ $34,686

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$868,886-▲ $56,055-$903,571
2013$765,898-▲ $123,898-$868,886
2012$695,164-▲ $97,692-$765,898
2011$724,025-▼ $3,783-$695,164
2010$669,518-▲ $63,327-$724,025
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$68,011
Other Revenue
$0
Change in Net Assets
$46,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,294
Grants and Similar Amounts Paid$10,075
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,075--$10,075
Other Expenses$169--$169
Total Functional Expenses$21,369$0$0$21,369
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The sole member or the Board is the Franciscan Sisters of Allegheny, New York, who is unable to review the 990 prior to filing.”

Form 990, Part VI, Section B, line 12C

“BayCare has two separate conflict of interest procedures; one that relates to Board members and another that relates to non-board member employees. Both groups are required on an annual basis to complete, sign and file an annual disclosure statement detailing existing or potential conflicts of interest. For Board members, the review of conflicts or potential conflicts occurs at the Board or committee level after excusing the member with the conflict. Should it be determined that a Board member has an actual conflict, he would be excluded from consideration by the Board as to what action it will take. For employees, the review of conflicts of interest or potential conflicts goes to the Conflict of Interest Determination Committee. This committee consists of BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Vice President of Team Resources. This committee shall determine if an actual conflict exists and any action required to address the conflict of interest situation.”

Form 990, Part VI, Section C, line 19

“The Form 990 is available upon request. Other documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Mark Sheppard Trust Fund
EIN
59-2223579
Phone
7278936698
Address
1200 7th Avenue North, St Petersburg, FL 33705

Signing Officer

Name
Robert Sherman
Title
Executive Director
Phone
7278936698
Signed
2015-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Sherman
Formed
1981
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Pershing Yoakley & Associates P C
Address
One Cherokee Mills 2220 Sutherland, Ave, Knoxville, TN 37919
Phone
8656730844
Raw XML Appendix343 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
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IRS990/BooksInCareOfDetail/PhoneNum07278251649
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 7th Ave North
IRS990/BooksInCareOfDetail/USAddress/CityNm0St Petersburg
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt054730
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesBOYAmt0868886
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IRS990/PYOtherExpensesAmt010410
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt046642
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Scholarship money was paid directly to the educational institution on behalf of employees or their dependents. The educational institution must use the funds for tuition or return the excess to the Mark Sheppard Trust.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The sole member or the Board is the Franciscan Sisters of Allegheny, New York, who is unable to review the 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BayCare has two separate conflict of interest procedures; one that relates to Board members and another that relates to non-board member employees. Both groups are required on an annual basis to complete, sign and file an annual disclosure statement detailing existing or potential conflicts of interest. For Board members, the review of conflicts or potential conflicts occurs at the Board or committee level after excusing the member with the conflict. Should it be determined that a Board member has an actual conflict, he would be excluded from consideration by the Board as to what action it will take. For employees, the review of conflicts of interest or potential conflicts goes to the Conflict of Interest Determination Committee. This committee consists of BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Vice President of Team Resources. This committee shall determine if an actual conflict exists and any action required to address the conflict of interest situation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is available upon request. Other documents are not made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Catholic Health East
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1St Anthony's Hospital Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0St Anthony's Hospital Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1St Anthony's Health Care Foundation Inc
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Hospital
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Supports St. Anthony's Hospital, Inc.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt111A - Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01200 7th Ave North
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11200 7th Ave North
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0St Petersburg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1St Petersburg
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0868886
IRS990/TotalAssetsEOYAmt0903572
IRS990/TotalAssetsGrp/BOYAmt0868886
IRS990/TotalAssetsGrp/EOYAmt0903572
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021369
IRS990/TotalFunctionalExpensesGrp/TotalAmt021369
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0868886
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0903572
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt021369
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt068011
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068011
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0868886
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0903572
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01200 7th Avenue North
IRS990/USAddress/CityNm0St Petersburg
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033705
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Sherman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07278936698
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mark Sheppard Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0592223579
ReturnHeader/Filer/PhoneNum07278936698
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 7th Avenue North
ReturnHeader/Filer/USAddress/CityNm0St Petersburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621517792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pershing Yoakley & Associates P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Cherokee Mills 2220 Sutherland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Knoxville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037919
ReturnHeader/PreparerPersonGrp/PhoneNum08656730844
ReturnHeader/ReturnTs02015-10-14T14:44:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$903,572
Liabilities
$0
Net assets
$903,572
Revenue
$68,011
Expenses
$21,369
Net income
$46,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.12$0.04$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.04$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04$0.01$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.02$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.07$0.02$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.02$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.01