Civic Intelligence

Shelfer Memorial Trust

990PF • Fiscal year 2020 • EIN 65-6238700

May 01, 2019 to Apr 30, 2020 • Filed on Mar 29, 2021

Organization Profile
205 N Madison StreetQuincy, FL 32351-2444

(850) 224-9008

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

33rd percentile

-5.0%

Higher net margin than 33% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

37th percentile

-0.3%

Faster asset growth than 37% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-10.0%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$593,174

Down $1,779 (-0.3%) from 2019

Net Assets

Down

$593,174

Down $1,779 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin33rd percentile

Revenue

Down

$35,625

Down $3,943 (-10.0%) from 2019

Expenses

Down

$37,404

Down $2,574 (-6.4%) from 2019

Net Income

Down

-$1,779

Down $1,369 (-334%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2011: $686,629Liabilities 2011: $13,9222011Assets 2012: $661,375Liabilities 2012: $02012Assets 2013: $628,396Liabilities 2013: $2692013Assets 2014: $621,255Liabilities 2014: $0Net Assets 2014: $621,2552014Assets 2015: $618,946Liabilities 2015: $0Net Assets 2015: $618,9462015Assets 2016: $599,993Liabilities 2016: $0Net Assets 2016: $599,9932016Assets 2017: $593,961Liabilities 2017: $0Net Assets 2017: $593,9612017Assets 2018: $596,104Liabilities 2018: $0Net Assets 2018: $596,1042018Assets 2019: $594,953Liabilities 2019: $0Net Assets 2019: $594,9532019Assets 2020: $593,174Liabilities 2020: $0Net Assets 2020: $593,1742020Assets 2021: $589,386Liabilities 2021: $0Net Assets 2021: $589,3862021Assets 2022: $593,360Liabilities 2022: $0Net Assets 2022: $593,3602022Assets 2023: $554,818Liabilities 2023: $0Net Assets 2023: $554,8182023Assets 2024: $544,789Liabilities 2024: $0Net Assets 2024: $544,7892024Assets 2025: $560,221Liabilities 2025: $0Net Assets 2025: $560,2212025

Highlighted filing

2020

Assets$593,174
Liabilities$0
Net Assets$593,174
Open 2020 Filing

Operations Trend

Revenue Growth40th percentile

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

$100K$50K$0-$50KRevenue 2011: $30,801Expenses 2011: $39,188Net Income 2011: -$8,3872011Revenue 2012: $27,440Expenses 2012: $38,772Net Income 2012: -$11,3322012Revenue 2013: $24,254Expenses 2013: $57,502Net Income 2013: -$33,2482013Revenue 2014: $30,326Expenses 2014: $37,198Net Income 2014: -$6,8722014Revenue 2015: $41,760Expenses 2015: $44,069Net Income 2015: -$2,3092015Revenue 2016: $24,674Expenses 2016: $43,627Net Income 2016: -$18,9532016Revenue 2017: $32,726Expenses 2017: $39,037Net Income 2017: -$6,3112017Revenue 2018: $41,060Expenses 2018: $37,718Net Income 2018: $3,3422018Revenue 2019: $39,568Expenses 2019: $39,978Net Income 2019: -$4102019Revenue 2020: $35,625Expenses 2020: $37,404Net Income 2020: -$1,7792020Revenue 2021: $35,958Expenses 2021: $39,451Net Income 2021: -$3,4932021Revenue 2022: $44,571Expenses 2022: $40,322Net Income 2022: $4,2492022Revenue 2023: $11,688Expenses 2023: $48,437Net Income 2023: -$36,7492023Revenue 2024: $25,833Expenses 2024: $35,702Net Income 2024: -$9,8692024Revenue 2025: $58,798Expenses 2025: $42,701Net Income 2025: $16,0972025

Highlighted filing

2020

Revenue$35,625
Expenses$37,404
Net Income-$1,779
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 29, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY ANN ROGERSTrustee-$0--
JAMES L ROGERS JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shelfer Memorial Trust
EIN
65-6238700
Phone
8502249008
Address
205 N MADISON STREET, QUINCY, FL 32351-2444

Signing Officer

Name
Betty Ann Rogers
Title
Trustee
Phone
8502249008
Signed
2021-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Harvard & Associates CPA Pa
Address
1408 N PIEDMONT WAY, TALLAHASSEE, FL 32308
Preparer
Steven B Liedy CPA
Phone
8502249008
Raw XML Appendix247 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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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034806
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036827
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034806
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036827
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034806
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt073
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BESSEMER TRUST CO INVESTMENT SVC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt073
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTY ANN ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08502249008
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELFER MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0656238700
ReturnHeader/Filer/PhoneNum08502249008
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 N MADISON STREET
ReturnHeader/Filer/USAddress/CityNm0QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0323512444
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261453821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARVARD & ASSOCIATES CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01408 N PIEDMONT WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032308
ReturnHeader/PreparerPersonGrp/PhoneNum08502249008
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN B LIEDY CPA
ReturnHeader/ReturnTs02021-03-29T15:50:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$593,174
Liabilities
$0
Net assets
$593,174
Revenue
$35,625
Expenses
$37,404
Net income
-$1,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.59$0.43$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.26$0.36$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.12$0.48$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.45$0.40$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.36$0.39$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.36$0.37$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.40$0.40$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$0.41$0.38$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.33$0.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.25$0.44$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.42$0.44$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.30$0.37$0.07
2013Summary only. Only limited summary data is available for this year.$6.28$0.00$0.24$0.58$0.33
2012Summary only. Only limited summary data is available for this year.$6.61$0.00$0.27$0.39$0.11
2011Summary only. Only limited summary data is available for this year.$6.87$0.14$0.31$0.39$0.08