Civic Intelligence

Shelfer Memorial Trust

990PF • Fiscal year 2021 • EIN 65-6238700

May 01, 2020 to Apr 30, 2021 • Filed on Apr 25, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

19th percentile

-9.7%

Higher net margin than 19% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

28th percentile

-0.6%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

0.9%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$589,386

Down $3,788 (-0.6%) from 2020

Net Assets

Down

$589,386

Down $3,788 (-0.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin19th percentile

Revenue

Up

$35,958

Up $333 (+0.9%) from 2020

Expenses

Up

$39,451

Up $2,047 (+5.5%) from 2020

Net Income

Down

-$3,493

Down $1,714 (-96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2021

Assets$589,386
Liabilities$0
Net Assets$589,386
Open 2021 Filing

Operations Trend

Revenue Growth36th 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

2021

Revenue$35,958
Expenses$39,451
Net Income-$3,493
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Apr 25, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY ANN RODGERSTrustee-$0--
JAMES L RODGERS 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 Rodgers
Title
Trustee
Phone
8502249008
Signed
2022-04-25
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 Appendix270 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232352
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036827
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036827
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040289
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036827
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040289
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036827
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0295
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02019 INCOME TAX PAID
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OW MULTI-ASSET LIQ DIST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt046
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt074
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BESSEMER TRUST CO INVESTMENT SVC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt074
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTY ANN RODGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08502249008
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-25
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/PreparationDt02022-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN B LIEDY CPA
ReturnHeader/ReturnTs02022-04-25T14:43:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETTY ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROGERS
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$589,386
Liabilities
$0
Net assets
$589,386
Revenue
$35,958
Expenses
$39,451
Net income
-$3,493
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
2021Detailed filing. Detailed filing data is available for this year.$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