Civic Intelligence

Mark Sheppard Trust Fund

990 • Fiscal year 2022 • EIN 59-2223579

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 06, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-47%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,090,192

Down $228,441 (-17%) from 2021

Net Assets

Down

$1,090,192

Down $228,441 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin93rd percentile

Revenue

Down

$43,573

Down $38,815 (-47%) from 2021

Expenses

Down

$14,904

Down $843 (-5.4%) from 2021

Net Income

Down

$28,669

Down $37,972 (-57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$1,090,192
Liabilities$0
Net Assets$1,090,192
Open 2022 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

2022

Revenue$43,573
Expenses$14,904
Net Income$28,669
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 6, 2023
Return Version
2022v5.0
Gross Receipts
$71,952
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
Investments in Publicly Traded Securities$1,259,039$1,033,840▼ $225,199
Savings and Temporary Cash Investments$59,594$56,352▼ $3,242
Total Assets$1,318,633$1,090,192▼ $228,441
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,318,633$1,090,192▼ $228,441
Total Net Assets Fund Balance$1,318,633$1,090,192▼ $228,441
Total Liabilities and Net Assets / Fund Balance$1,318,633$1,090,192▼ $228,441

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,318,633-▼ $213,537-$1,090,192
2021$1,193,319-▲ $141,061-$1,318,633
2020$1,095,143-▲ $120,679-$1,193,319
2019$948,911-▲ $188,485-$1,095,143
2018$1,056,893-▼ $63,307-$948,911
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$43,573
Other Revenue
$0
Change in Net Assets
$28,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,904
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$517--$517
Total Functional Expenses$14,904$0$0$14,904
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
No
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
Kathy Parker
Title
Executive Director
Phone
7278936698
Signed
2023-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Parker
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
8134243700
Raw XML Appendix349 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/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/TotalAssetsBOYAmt01318633
IRS990/TotalAssetsEOYAmt01090192
IRS990/TotalAssetsGrp/BOYAmt01318633
IRS990/TotalAssetsGrp/EOYAmt01090192
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014904
IRS990/TotalFunctionalExpensesGrp/TotalAmt014904
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01318633
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01090192
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014904
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt043573
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043573
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01318633
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01090192
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Parker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07278936698
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-06
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/IRSResponsiblePrtyInfoCurrInd00
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/PhoneNum08134243700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry Haefner
ReturnHeader/ReturnTs02023-07-06T10:52:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kathy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Parker
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,090,192
Liabilities
$0
Net assets
$1,090,192
Revenue
$43,573
Expenses
$14,904
Net income
$28,669
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