Civic Intelligence

Richard Sheltra Memorial Foundation Inc.

990EZ • Fiscal year 2016 • EIN 81-3424723

Jul 19, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileN/A
3825 Carmel Forest DriveCharlotte, NC 28226

(704) 400-6440

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • NTEE M • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • NTEE M • <$500k nonprofits • Source year 2016

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2016 filings • NTEE M • <$500k nonprofits • Source year 2016

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2016 filings • NTEE M • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

$94,685

No earlier filing loaded for comparison.

Net Assets

$94,685

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin99th percentile

Revenue

$98,615

No earlier filing loaded for comparison.

Expenses

$3,930

No earlier filing loaded for comparison.

Net Income

$94,685

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2016: $94,685Liabilities 2016: $0Net Assets 2016: $94,6852016Assets 2017: $133,824Liabilities 2017: $0Net Assets 2017: $133,8242017Assets 2018: $147,349Liabilities 2018: $0Net Assets 2018: $147,3492018Assets 2019: $180,645Liabilities 2019: $6,549Net Assets 2019: $174,0962019Assets 2020: $193,749Liabilities 2020: $2,000Net Assets 2020: $191,7492020Assets 2021: $192,765Liabilities 2021: $16,829Net Assets 2021: $175,9362021Assets 2022: $206,513Liabilities 2022: $2,229Net Assets 2022: $204,2842022Assets 2023: $229,994Liabilities 2023: $7,570Net Assets 2023: $222,4242023Assets 2024: $240,161Liabilities 2024: $30,000Net Assets 2024: $210,1612024

Highlighted filing

2016

Assets$94,685
Liabilities$0
Net Assets$94,685
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2016: $98,615Expenses 2016: $3,930Net Income 2016: $94,6852016Revenue 2017: $44,141Expenses 2017: $5,002Net Income 2017: $39,1392017Revenue 2018: $44,643Expenses 2018: $30,976Net Income 2018: $13,6672018Revenue 2019: $66,082Expenses 2019: $39,304Net Income 2019: $26,7782019Revenue 2020: $32,311Expenses 2020: $14,195Net Income 2020: $18,1162020Revenue 2021: $12,936Expenses 2021: $28,749Net Income 2021: -$15,8132021Revenue 2022: $58,896Expenses 2022: $30,548Net Income 2022: $28,3482022Revenue 2023: $62,115Expenses 2023: $43,975Net Income 2023: $18,1402023Revenue 2024: $59,707Expenses 2024: $71,970Net Income 2024: -$12,2632024

Highlighted filing

2016

Revenue$98,615
Expenses$3,930
Net Income$94,685
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 19, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$98,615
Mission and Program Overview

Mission

The foundation's purpose is to provide resources, gear and scholarships to volunteer first responders so they can serve local communities with excellence.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION WILL PROVIDE RESOURCES, GEAR AND SCHOLARSHIPS TO VOLUNTEER FIRST RESPONDERS SO THAT THEY CAN SERVE LOCAL COMMUNITIES WITH EXCELLENCE. IN THE CURRENT YEAR, IT WAS ALL START UP COSTS AND THEREFORE HAVE NO EXPENSES RELATED TO ANY PROGRAMS.$0$0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY BLIGHTMember-$0--
CHUCK RICKSMember-$0--
BRIAN SHELTRAVice President-$0--
WILLIAM GRIFFINSecretary-$0--
MICHAEL SHELTRAPresident-$0--
Filing and Contact Details

Filer

Filer Name
Richard Sheltra Memorial Foundation
EIN
81-3424723
Phone
7044006440
Address
3825 CARMEL FOREST DRIVE, CHARLOTTE, NC 28226

Signing Officer

Name
Michael Sheltra
Title
President
Phone
7044006440
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Elliott Davis Llcpllc
Address
500 EAST MOREHEAD STREET SUITE 700, CHARLOTTE, NC 28202
Preparer
Bobbi Jo Lazarus
Phone
7043338881
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: business registration. Amount: 850.”

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL SHELTRA
IRS990EZ/BooksInCareOfDetail/PhoneNum07044006440
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03825 CARMEL FOREST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094685
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt098615
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt094685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03017
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt094685
IRS990EZ/GrossReceiptsAmt098615
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt094685
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt094685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDY BLIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHUCK RICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN SHELTRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM GRIFFIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL SHELTRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0850
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION'S PURPOSE IS TO PROVIDE RESOURCES, GEAR AND SCHOLARSHIPS TO VOLUNTEER FIRST RESPONDERS SO THEY CAN SERVE LOCAL COMMUNITIES WITH EXCELLENCE.
IRS990EZ/PrintingPublicationsPostageAmt063
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION WILL PROVIDE RESOURCES, GEAR AND SCHOLARSHIPS TO VOLUNTEER FIRST RESPONDERS SO THAT THEY CAN SERVE LOCAL COMMUNITIES WITH EXCELLENCE. IN THE CURRENT YEAR, IT WAS ALL START UP COSTS AND THEREFORE HAVE NO EXPENSES RELATED TO ANY PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03930
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt098615
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02016 IS THE INITIAL YEAR OF FILING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt098615
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt085922
IRS990ScheduleA/SubstantialContributorsTotAmt012693
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098615
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt098615
IRS990ScheduleA/TotalSupportAmt098615
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BUSINESS REGISTRATION. AMOUNT: 850.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SHELTRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044006440
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD SHELTRA MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0813424723
ReturnHeader/Filer/PhoneNum07044006440
ReturnHeader/Filer/USAddress/AddressLine1Txt03825 CARMEL FOREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028226
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C70000A25F1B90070663ECEE31C4F812C8388C86
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.129.204.105
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:52:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570381582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIOTT DAVIS LLCPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 EAST MOREHEAD STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07043338881
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BOBBI JO LAZARUS
ReturnHeader/ReturnTs02017-11-10T08:23:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-19
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,685
Liabilities
$0
Net assets
$94,685
Revenue
$98,615
Expenses
$3,930
Net income
$94,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.30$2.10$0.60$0.72$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.08$2.22$0.62$0.44$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.02$2.04$0.59$0.31$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.17$1.76$0.13$0.29$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.02$1.92$0.32$0.14$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.07$1.74$0.66$0.39$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.45$0.31$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.44$0.05$0.39
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.99$0.04$0.95