Civic Intelligence

Mark Sheppard Trust Fund

990 • Fiscal year 2024 • EIN 59-2223579

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 12, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

192%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,323,326

Up $99,433 (+8.1%) from 2023

Net Assets

Up

$1,323,326

Up $99,433 (+8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin94th percentile

Revenue

Up

$122,209

Up $80,332 (+192%) from 2023

Expenses

Up

$39,643

Up $4,255 (+12%) from 2023

Net Income

Up

$82,566

Up $76,077 (+1172%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2024

Assets$1,323,326
Liabilities$0
Net Assets$1,323,326
Open 2024 Filing

Operations Trend

Revenue Growth95th 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

2024

Revenue$122,209
Expenses$39,643
Net Income$82,566
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.1
Gross Receipts
$305,291
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$1,168,108$1,272,220▲ $104,112
Savings and Temporary Cash Investments$55,785$51,106▼ $4,679
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,223,893$1,323,326▲ $99,433
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,223,893$1,323,326▲ $99,433
Total Net Assets Fund Balance$1,223,893$1,323,326▲ $99,433
Total Liabilities and Net Assets / Fund Balance$1,223,893$1,323,326▲ $99,433

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,223,893-▲ $139,076-$1,323,326
2023$1,090,192-▲ $169,089-$1,223,893
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
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Franciscan Sisters of AlleganyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$122,209
Other Revenue
$0
Change in Net Assets
$82,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,565
Other Expenses$17,078
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$22,565--$22,565
Other Expenses$1,006--$1,006
Total Functional Expenses$39,643$0$0$39,643
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Anthony's Health Care Foundation IncSt Petersburg, FL501(c)(3)Funding Support$22,565
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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, Line 11B Review of form 990 by governing body

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

Form 990, Part VI, Line 12C Conflict of interest policy

“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 the BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Chief Team Resources Officer. This committee shall determine if an actual conflict exists and any action further required to address the conflict of interest situation.”

Form 990, Part VI, Line 19 Required documents available to the public

“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
2025-11-12

Organization Details

Formed
1981
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0
Raw XML Appendix388 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MARK SHEPPARD TRUST FUND CONTRIBUTES TO ORGANIZATIONS THAT ARE IN ALIGNMENT WITH OUR MISSION. WE STRIVE TO ENSURE THAT CONTRIBUTIONS ARE MADE TO ORGANIZATIONS THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. TYPICALLY, MEMBERS OF MANAGEMENT ARE INVOLVED WITH THESE ORGANIZATIONS AND MONITOR THE BENEFITS OUR LOCAL COMMUNITY RECEIVES FROM THESE CONTRIBUTIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The sole member of the Board is the Franciscan Sisters of Allegany, 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 the BayCare Chief Compliance Officer, the Corporate Responsibility Officers, and the BayCare Chief Team Resources Officer. This committee shall determine if an actual conflict exists and any action further 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, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0BayCare Health System
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/PublicCharityStatusTxt1Type 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
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt039643
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122209
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IRS990/TotalVolunteersCnt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01200 7th Avenue North
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IRS990/USAddress/ZIPCd033705
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Parker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07278936698
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
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/ReturnTs02025-11-12T09:36:32+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,323,326
Liabilities
$0
Net assets
$1,323,326
Revenue
$122,209
Expenses
$39,643
Net income
$82,566
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