Civic Intelligence

Mark Sheppard Trust Fund

990 • Fiscal year 2019 • EIN 59-2223579

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 19, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,095,143

Up $146,232 (+15%) from 2018

Net Assets

Up

$1,095,143

Up $146,232 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Down

$56,592

Down $33,854 (-37%) from 2018

Expenses

Down

$42,252

Down $2,423 (-5.4%) from 2018

Net Income

Down

$14,340

Down $31,431 (-69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2019

Assets$1,095,143
Liabilities$0
Net Assets$1,095,143
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$56,592
Expenses$42,252
Net Income$14,340
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 19, 2020
Return Version
2019v5.1
Gross Receipts
$153,179
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$948,911$1,095,143▲ $146,232
Total Assets$948,911$1,095,143▲ $146,232
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$948,911$1,095,143▲ $146,232
Total Net Assets Fund Balance$948,911$1,095,143▲ $146,232
Total Liabilities and Net Assets / Fund Balance$948,911$1,095,143▲ $146,232

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$948,911-▲ $188,485-$1,095,143
2018$1,056,893-▼ $63,307-$948,911
2017$918,175$31,424▲ $146,063-$1,056,893
2016$877,420-▲ $78,609-$918,175
2015$903,571-▼ $10,518-$877,420
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$56,592
Other Revenue
$0
Change in Net Assets
$14,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,544
Other Expenses$13,708
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$28,544--$28,544
Other Expenses$708--$708
Total Functional Expenses$42,252$0$0$42,252
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 35% controlled entity
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
2020-10-19
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
Pya Pc
Address
3000 Bayport Drive Suite 860, Tampa, FL 33607
Preparer
Terry Haefner
Phone
7274427110
Raw XML Appendix358 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To reimburse education costs to employees of St. Anthony's Hospital, Inc. who are studying medicine or other health related fields
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Susan Olds
IRS990/BooksInCareOfDetail/PhoneNum07278251649
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 7th Ave North
IRS990/BooksInCareOfDetail/USAddress/CityNm0St Petersburg
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033705
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0948911
IRS990/CashNonInterestBearingGrp/EOYAmt01095143
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt028544
IRS990/CYInvestmentIncomeAmt056592
IRS990/CYOtherExpensesAmt013708
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt014340
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt042252
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056592
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Mark Sheppard Trust Fund reimburses education costs to employees of St. Anthony's Hospital, Inc. who are studying medicine or other health related fields.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0948911
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01095143
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt042252
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Franciscan Sisters of Allegany NY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010989
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt028544
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028544
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028544
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0107576
IRS990/GrossReceiptsAmt0153179
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt045603
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045603
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt096587
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To further the medical education of the employees of St. Anthony's Hospital
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0948911
IRS990/NetAssetsOrFundBalancesEOYAmt01095143
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt010989
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010989
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0131892
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Fees & Commissions
IRS990/OtherExpensesGrp/Desc1Foreign Taxes
IRS990/OtherExpensesGrp/ProgramServicesAmt013000
IRS990/OtherExpensesGrp/ProgramServicesAmt1708
IRS990/OtherExpensesGrp/TotalAmt013000
IRS990/OtherExpensesGrp/TotalAmt1708
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Robert Sherman
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt031150
IRS990/PYInvestmentIncomeAmt090446
IRS990/PYOtherExpensesAmt013525
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt045771
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt044675
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt090446
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt014340
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt056592
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0592043026
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt042253
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Anthony's Hospital
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt042253
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt013709
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0948911
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01095143
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt028544
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0188485
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt013525
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01056893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0948911
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt031150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-63307
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt012269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0918175
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt031424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01056893
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt026500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0146063
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011354
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0877420
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0918175
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt026500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078609
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011533
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0903571
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0877420
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt04100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10518
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028544
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt031
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Trinity Health
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592043026
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1592128991
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Hospital
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Supports St. Anthony's Hospital, Inc.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1Line 12c, III-FI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01200 7th Ave North
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11200 7th Ave North
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0St Petersburg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1St Petersburg
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033705
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0948911
IRS990/TotalAssetsEOYAmt01095143
IRS990/TotalAssetsGrp/BOYAmt0948911
IRS990/TotalAssetsGrp/EOYAmt01095143
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042252
IRS990/TotalFunctionalExpensesGrp/TotalAmt042252
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0948911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01095143
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt042252
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056592
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056592
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0948911
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01095143
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Sherman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07278936698
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-19
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/AtSubmissionFilingDeviceId0AF23F2A68CFF53983216DF8908F842EE3670BFA3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.228.55.2
ReturnHeader/FilingSecurityInformation/IPDt02020-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:15:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621517792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PYA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 Bayport Drive Suite 860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033607
ReturnHeader/PreparerPersonGrp/PhoneNum07274427110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry Haefner
ReturnHeader/ReturnTs02020-10-19T13:15:15-05:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,095,143
Liabilities
$0
Net assets
$1,095,143
Revenue
$56,592
Expenses
$42,252
Net income
$14,340
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