Civic Intelligence

Mark Sheppard Trust Fund

990 • Fiscal year 2016 • EIN 59-2223579

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 18, 2017

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-114%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

58th percentile

4.6%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$918,175

Up $40,755 (+4.6%) from 2015

Net Assets

Up

$918,175

Up $40,755 (+4.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin3rd percentile

Revenue

Down

$17,717

Down $49,078 (-73%) from 2015

Expenses

Up

$37,854

Up $22,221 (+142%) from 2015

Net Income

Down

-$20,137

Down $71,299 (-139%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2016

Assets$918,175
Liabilities$0
Net Assets$918,175
Open 2016 Filing

Operations Trend

Revenue Growth2nd 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

2016

Revenue$17,717
Expenses$37,854
Net Income-$20,137
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$98,950
Mission and Program Overview

Mission

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

To reimburse 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$877,420$918,175▲ $40,755
Total Assets$877,420$918,175▲ $40,755
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$877,420$918,175▲ $40,755
Total Net Assets Fund Balance$877,420$918,175▲ $40,755
Total Liabilities and Net Assets / Fund Balance$877,420$918,175▲ $40,755

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$877,420-▲ $78,609-$918,175
2015$903,571-▼ $10,518-$877,420
2014$868,886-▲ $56,055-$903,571
2013$765,898-▲ $123,898-$868,886
2012$695,164-▲ $97,692-$765,898
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,717
Other Revenue
$0
Change in Net Assets
$-20,137
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,500
Other Expenses$11,354
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,500--$26,500
Other Expenses$152--$152
Total Functional Expenses$37,854$0$0$37,854
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
Audit committee
No
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 11B

“The sole member of 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 or she 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's 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.”

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
2017-09-18
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 Pc
Address
2202 N Westshore Blvd Ste 200 282, Tampa, FL 33607
Preparer
Terry Haefner
Phone
7274427110
Raw XML Appendix355 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The sole member of 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 or she 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's 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.
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 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Trinity Health
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11200 7th Ave North
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd133705
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
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/TotalAssetsBOYAmt0877420
IRS990/TotalAssetsEOYAmt0918175
IRS990/TotalAssetsGrp/BOYAmt0877420
IRS990/TotalAssetsGrp/EOYAmt0918175
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037854
IRS990/TotalFunctionalExpensesGrp/TotalAmt037854
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0877420
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0918175
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037854
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017717
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017717
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0877420
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0918175
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Sherman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07278936698
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C933B529A1AB80BD3F3F4E67FF1D7B62E966208F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.29.248.130
ReturnHeader/FilingSecurityInformation/IPDt02017-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:33:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621517792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERSHING YOAKLEY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02202 N Westshore Blvd Ste 200 282
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033607
ReturnHeader/PreparerPersonGrp/PhoneNum07274427110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry Haefner
ReturnHeader/ReturnTs02017-10-05T10:33:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$918,175
Liabilities
$0
Net assets
$918,175
Revenue
$17,717
Expenses
$37,854
Net income
-$20,137
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