Civic Intelligence

Shein Charitable Trust

EIN 87-6845501 • South Bend, IN

127 N Michigan StreetSouth Bend, IN 46601
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

34th percentile

-1.1%

Higher net margin than 34% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

38th percentile

0.4%

Faster asset growth than 38% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

108%

Faster revenue growth than 88% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,485,997

Up $25,453 (+0.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$6,485,997

Up $25,453 (+0.4%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin34th percentile

Revenue

Up

$340,635

Up $177,183 (+108%) from 2024

Expenses

Up

$344,306

Up $2,334 (+0.7%) from 2024

Net Income

Up

-$3,671

Up $174,849 (+98%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2022: $6,699,966Liabilities 2022: $7,050Net Assets 2022: $6,692,9162022Assets 2023: $6,547,052Liabilities 2023: $0Net Assets 2023: $6,547,0522023Assets 2024: $6,460,544Liabilities 2024: $0Net Assets 2024: $6,460,5442024Assets 2025: $6,485,997Liabilities 2025: $0Net Assets 2025: $6,485,9972025

Highlighted filing

2025

Assets$6,485,997
Liabilities$0
Net Assets$6,485,997
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $6,968,950Expenses 2022: $74,052Net Income 2022: $6,894,8982022Revenue 2023: -$1,958Expenses 2023: $380,783Net Income 2023: -$382,7412023Revenue 2024: $163,452Expenses 2024: $341,972Net Income 2024: -$178,5202024Revenue 2025: $340,635Expenses 2025: $344,306Net Income 2025: -$3,6712025

Highlighted filing

2025

Revenue$340,635
Expenses$344,306
Net Income-$3,671
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,485,997
Liabilities
$0
Net assets
$6,485,997
Revenue
$340,635
Expenses
$344,306
Net income
-$3,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.34$0.34$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.16$0.34$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$0.00$0.38$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.01$6.69$6.97$0.07$6.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARI SHEINTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTH BEND SYMPHONY ORCHESTRA ASSOC2023/2024 EVENTSPCSOUTH BEND, IN, US$104,500
Paid GrantSOUTH BEND MUSEUM OF ART INCGENERAL SUPPORTPCSOUTH BEND, IN, US$76,000
Paid GrantSOUTH BEND CIVIC THEATRE INCEDUCATIONPCSOUTH BEND, IN, US$67,000
Paid GrantSOUTHHOLD DANCE THEATERGENERAL FUNDINGPCSOUTH BEND, IN, US$27,028
Paid GrantRIVER BEND CANCER SERVICESGENERAL SUPPORTPCSOUTH BEND, IN, US$25,000
Paid GrantRUSALIA RESOURCE FOUNDATION INCEDUCATIONPFSOUTH BEND, IN, US$15,000
Paid GrantSOUTH BEND ALUMNI ASSOCATIONGENERAL FUNDINGPCSOUTH BEND, IN, US$12,500
Paid Grant100 BLACK MEN OF GREATER SOUTH BENDGENERAL FUNDINGPCSOUTH BEND, IN, US$5,000
Paid GrantFISCHOFF NATIONAL CHAMBER MUSIC ASNGENERAL FUNDINGPCNOTRE DAME, IN, US$3,600
Paid GrantGOBLES PUBLIC SCHOOLSGENERAL FUNDINGPCGOBLES, MI, US$2,000
Filing and Contact Details

Filer

Filer Name
Shein Charitable Trust
EIN
87-6845501
Phone
5742865658
Address
127 N MICHIGAN STREET, SOUTH BEND, IN 46601

Signing Officer

Name
Cari Shein
Title
Trustee
Phone
5742865658
Signed
2025-11-06

Preparer

Firm
Dwc Cpas LLC
Address
3454 DOUGLAS RD, SOUTH BEND, IN 46635
Preparer
Bradley J Fetherolf CPA
Phone
5742339366
Raw XML AppendixShowing 400 of 455 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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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0334995
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0337628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0344306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0334995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0340635
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06678
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3671
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt029124
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06485997
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06460544
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06485997
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0318827
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0318827
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0318827
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0323483
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04656
IRS990PF/DistributableAmountGrp/TotalTaxAmt04656
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01040295
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0972580
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01803060
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06485997
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06460544
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06568186
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt627028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt812500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12023/2024 EVENTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUNDING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL FUNDING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SOUTH BEND ALUMNI ASSOCATION
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