Civic Intelligence

Cfsa Properties IV Inc.

990 • Fiscal year 2024 • EIN 84-4248270

Oct 01, 2023 to Sep 30, 2024 • Filed on Jul 30, 2025

Organization ProfileN/A
212 Saint Joseph StMobile, AL 36602

(251) 438-5591

Siviq Scores

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

Liabilities / Assets

95th percentile

1.05x

Higher debt load relative to assets than 95% of similar nonprofits.

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

Liabilities / Revenue

100th percentile

28.00x

Higher debt load relative to revenue than 100% of similar nonprofits.

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

Net Margin

1st percentile

-228%

Higher net margin than 1% 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

17th percentile

-7.9%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

35th percentile

0.0%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$3,320,647

Down $286,484 (-7.9%) from 2023

Net Assets

Down

-$179,353

Down $286,484 (-267%) from 2023

Liabilities

Flat

$3,500,000

Flat from 2023

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Flat

$125,000

Flat from 2023

Expenses

Up

$410,149

Up $246,185 (+150%) from 2023

Net Income

Down

-$285,149

Down $246,185 (-632%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2021: $3,681,783Liabilities 2021: $3,500,000Net Assets 2021: $181,7832021Assets 2022: $3,646,095Liabilities 2022: $3,500,000Net Assets 2022: $146,0952022Assets 2023: $3,607,131Liabilities 2023: $3,500,000Net Assets 2023: $107,1312023Assets 2024: $3,320,647Liabilities 2024: $3,500,000Net Assets 2024: -$179,3532024

Highlighted filing

2024

Assets$3,320,647
Liabilities$3,500,000
Net Assets-$179,353
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2021: $93,913Expenses 2021: $142,589Net Income 2021: -$48,6762021Revenue 2022: $126,335Expenses 2022: $162,023Net Income 2022: -$35,6882022Revenue 2023: $125,000Expenses 2023: $163,964Net Income 2023: -$38,9642023Revenue 2024: $125,000Expenses 2024: $410,149Net Income 2024: -$285,1492024

Highlighted filing

2024

Revenue$125,000
Expenses$410,149
Net Income-$285,149
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 30, 2025
Return Version
2023v6.0
Gross Receipts
$125,000
Mission and Program Overview

Mission

SEE SCHEUDLE O

Cfsa properties, iv, inc. Shall be operated for the benefit of the community foundation of south alabama, an organization exempt from federal income tax under section 501(c)(3) of the code as a non-private foundation as described in section 509(a)(1) of the code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,264,906$3,175,456▼ $89,450
Cash and Non-Interest-Bearing Accounts$255,142$65,393▼ $189,749
Total Assets$3,607,131$3,320,647▼ $286,484
Other Assets Total$87,083$79,798▼ $7,285
Liabilities
Other Liabilities$3,500,000$3,500,000→ $0
Total Liabilities$3,500,000$3,500,000→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$107,131$-179,353▼ $286,484
Total Net Assets Fund Balance$107,131$-179,353▼ $286,484
Total Liabilities and Net Assets / Fund Balance$3,607,131$3,320,647▼ $286,484

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,175,456$321,057$3,496,513
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Marshall ShieldsPresident
Chris FogartyDirector
Kathy MillerDirector
Rebecca ByrneSecretary
John BedsoleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$125,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-285,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$268,047
Other Expenses$142,102
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$268,047--$268,047
Depreciation Depletion$89,450--$89,450
Interest$43,902--$43,902
Other Expenses$8,750--$8,750
Total Functional Expenses$410,149$0$0$410,149
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Community Foundation of South Alabama--General Support$268,047
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Leveraged Loan$2,564,450
Note Payable - Nmtc$935,550
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The audit committee is emailed a copy for review. The 990 is posted to the organization's website. The board of directors are notified when the 990 is posted.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents and conflict of interest policy are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Cfsa Properties Iv Inc
EIN
84-4248270
Phone
2514385591
Address
212 SAINT JOSEPH ST, MOBILE, AL 36602

Signing Officer

Name
Marshall Shields
Title
President
Phone
2514385591
Signed
2025-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marshall Shields
Formed
2019
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cri Advisors LLC
Address
PO BOX 70106, MOBILE, AL 36670
Preparer
Carolyn F Mckean
Phone
2514735550
Raw XML Appendix352 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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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0PO BOX 990
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036601
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL SHIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02514385591
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFSA PROPERTIES IV INC
ReturnHeader/Filer/BusinessNameControlTxt0CFSA
ReturnHeader/Filer/EIN0844248270
ReturnHeader/Filer/PhoneNum02514385591
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 SAINT JOSEPH ST
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 70106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036670
ReturnHeader/PreparerPersonGrp/PhoneNum02514735550
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN F MCKEAN
ReturnHeader/ReturnTs02025-07-31T14:51:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,320,647
Liabilities
$3,500,000
Net assets
-$179,353
Revenue
$125,000
Expenses
$410,149
Net income
-$285,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.32$3.50$0.18$0.13$0.41$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$3.50$0.11$0.13$0.16$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$3.50$0.15$0.13$0.16$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$3.50$0.18$0.09$0.14$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00