Civic Intelligence

Patrick Andrew Shifflett Character & Edu Scholarship

EIN 81-3212030 • 501(c)3 • Gaithersburg, MD

Profile

To encourage youth growth and development

9104 Charlie Farm CourtGaithersburg, MD 20882

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

55%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$142,814

Up $3,329 (+2.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$142,814

Up $3,329 (+2.4%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin91st percentile

Revenue

Down

$227,925

Down $8,920 (-3.8%) from 2021

Expenses

Down

$78,346

Down $67,202 (-46%) from 2021

Net Income

Up

$149,579

Up $58,282 (+64%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $139,485Liabilities 2021: $0Net Assets 2021: $139,4852021Assets 2022: $142,814Liabilities 2022: $0Net Assets 2022: $142,8142022

Highlighted filing

2022

Assets$142,814
Liabilities$0
Net Assets$142,814
Open 2022 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2021: $236,845Expenses 2021: $145,548Net Income 2021: $91,2972021Revenue 2022: $227,925Expenses 2022: $78,346Net Income 2022: $149,5792022

Highlighted filing

2022

Revenue$227,925
Expenses$78,346
Net Income$149,579
Open 2022 Filing

Filings

Most recent year

2022 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$142,814
Liabilities
$0
Net assets
$142,814
Revenue
$227,925
Expenses
$78,346
Net income
$149,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$2.28$0.78$1.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$2.37$1.46$0.91
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 30, 2022
Return Version
2021v4.1
Gross Receipts
$236,845
Mission and Program Overview

Mission

To encourage youth growth and development

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,188$139,485▲ $91,297
Total Assets$48,188$139,485▲ $91,297
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$48,188$139,485▲ $91,297
Total Net Assets Fund Balance$48,188$139,485▲ $91,297
Total Liabilities and Net Assets / Fund Balance$48,188$139,485▲ $91,297
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Walter ShifflettOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$236,845
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$91,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,065
Grants and Similar Amounts Paid$53,483
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$53,483--$53,483
Other Expenses$40,000$0$0$40,000
Total Functional Expenses$145,548$0$0$145,548
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Patrick Andrew Shifflett Character & Edu Scholarship
EIN
81-3212030
Phone
2403723612
Address
9104 CHARLIE FARM COURT, GAITHERSBURG, MD 20882

Signing Officer

Name
Walter Shifflett
Title
Officer
Phone
2403723612
Signed
2022-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Walter Shifflett
Formed
2016
Legal Domicile
Md
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
1

Preparer

Firm
Toone & Associates Llp
Address
8 GRANITE PL UNIT 34, GAITHERSBURG, MD 20878
Preparer
Bruce Toone CPA
Phone
2407206000
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Accountant prepared and reviewed by officers.”

Raw XML Appendix254 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ENCOURAGE YOUTH GROWTH AND DEVELOPMENT
IRS990/BooksInCareOfDetail/PersonNm0WALTER SHIFFLET
IRS990/BooksInCareOfDetail/PhoneNum02403723613
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09104 CHARLIE FARM CT
IRS990/BooksInCareOfDetail/USAddress/CityNm0Gaithersburg
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020882
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt048188
IRS990/CashNonInterestBearingGrp/EOYAmt0139485
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0236845
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0236845
IRS990/CYGrantsAndSimilarPaidAmt053483
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt092065
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt091297
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0145548
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0236845
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0145548
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0WALTER SHIFFLETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0OFFICER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0236845
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt028750
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt053483
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt053483
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0236845
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0TO ENCOURAGE YOUTH GROWTH AND DEVELOPMENT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt048188
IRS990/NetAssetsOrFundBalancesEOYAmt0139485
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt048188
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0139485
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0EVENT COSTS
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2FIDELITY
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt050997
IRS990/OtherExpensesGrp/ProgramServicesAmt11068
IRS990/OtherExpensesGrp/ProgramServicesAmt240000
IRS990/OtherExpensesGrp/TotalAmt050997
IRS990/OtherExpensesGrp/TotalAmt11068
IRS990/OtherExpensesGrp/TotalAmt240000
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WALTER SHIFFLETT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt091297
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0236845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053483
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt053483
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053483
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053483
IRS990ScheduleA/TotalSupportAmt053483
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCOUNTANT PREPARED AND REVIEWED BY OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt048188
IRS990/TotalAssetsEOYAmt0139485
IRS990/TotalAssetsGrp/BOYAmt048188
IRS990/TotalAssetsGrp/EOYAmt0139485
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0236845
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145548
IRS990/TotalFunctionalExpensesGrp/TotalAmt0145548
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048188
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0139485
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0145548
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236845
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048188
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139485
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt09104 CHARLIE FARM CT
IRS990/USAddress/CityNm0GAITHERSBURG
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd020882
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER SHIFFLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02403723612
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICK ANDREW SHIFFLETT CHARACTER & EDU SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0813212030
ReturnHeader/Filer/PhoneNum02403723612
ReturnHeader/Filer/USAddress/AddressLine1Txt09104 CHARLIE FARM COURT
ReturnHeader/Filer/USAddress/CityNm0GAITHERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020882
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522126951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOONE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 GRANITE PL UNIT 34
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020878
ReturnHeader/PreparerPersonGrp/PhoneNum02407206000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE TOONE CPA
ReturnHeader/ReturnTs02023-05-18T08:52:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHIFFLETT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits