Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1993.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
67 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
6 people listed on the 990; $77K paid to officers and key staff.
Compensation history total reportable pay by year · 2 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Daniel Shelverton | $76,811 | $125,095 | $119,867 | $122,001 | $45,300 |
| Shin Domen | — | — | — | — | $110,377 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
See Csi Trust Company executive salaries →Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aNo
Programs and updates
Helps seniors and those with health issues manage their finances, including bookkeeping and daily money tasks.
Questions for Csi Trust Company
Your first name shows with your question. Csi Trust Company answers here, for everyone.
To assist elderly and infirm with money management and other services such as bank reconciliations, bill paying, asset collection, fiduciary services and act as liaison with care givers, case managers and family members.
By the numbers
The FY2025 990, line by line.
Download 990
| Line | Start FY25 | End FY25 |
|---|---|---|
| Cash and savingsLn 1–2 | $2.7M | $2.9M |
| Land, buildings, equipmentLn 10c | $12K | $21K |
| Total assetsLn 16 | $3.2M | $3.5M |
| LiabilitiesLn 26 | $104K | $257K |
| Net assetsLn 32 | $3.1M | $3.3M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Pay of current officers, directors and key staffLn 5 | $77K | $49K | $28K | |
| Other salaries and wagesLn 7 | $191K | $122K | $69K | |
| Pension plan contributionsLn 8 | $9K | $6K | $3K | |
| Other employee benefitsLn 9 | $39K | $25K | $14K | |
| Payroll taxesLn 10 | $23K | $15K | $8K | |
| Legal feesLn 11b | $2K | $1K | $577 | |
| Accounting feesLn 11c | $21K | $13K | $8K | |
| Other fees for servicesLn 11g | $23K | $15K | $8K | |
| Office expensesLn 13 | $34K | $21K | $12K | |
| OccupancyLn 16 | $53K | $33K | $19K | |
| Depreciation, depletion and amortizationLn 22 | $4K | $3K | $2K | |
| InsuranceLn 23 | $14K | $9K | $5K | |
| Other expenses (24a–d)Ln 24 | $61K | $59K | $3K | |
| All other expensesLn 24e | $1K | $870 | $493 | |
| Total functional expensesLn 25 | $552K | $371K | $181K | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest ViewingFiled with the IRS Mar 3, 2026 | $672K | $552K | $120K | $3.3M | 990 PDF |
| FY2024Filed with the IRS Nov 5, 2025 | $1.5M | $1.0M | $475K | $3.1M | 990 PDF |
| FY2023Filed with the IRS Nov 12, 2024 | $998K | $991K | $7K | $2.6M | 990 PDF |
| FY2022Filed with the IRS Nov 8, 2023 | $1.1M | $922K | $159K | $2.6M | 990 PDF |
| FY2021Filed with the IRS Nov 10, 2022 | $1.1M | $975K | $110K | $2.6M | 990 PDF |
| FY2020Filed with the IRS Sep 23, 2021 | $946K | $852K | $94K | $2.6M | 990 PDF |
Schedules filed Part IV
See the full FY2025 990 (6 parts)
Part I · Summary $672,370 revenue, 12 lines filed
Part VI · Governance 6 of 6 board members independent, 3 to look at
Part VIII · Statement of revenue $672,370 across 3 lines filed
Part IX · Statement of functional expenses $552,210 across 14 lines filed
Part X · Balance sheet $3,540,792 assets, 13 lines filed
Part XI · Reconciliation of net assets $3,284,107 net assets at year end
Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File
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