Civic Intelligence

Sholes Charitable Foundation

990PF • Fiscal year 2020 • EIN 04-6183662

Dec 01, 2019 to Nov 30, 2020 • Filed on Apr 15, 2021

Organization Profile
1375 Warwick AvenueWarwick, RI 02888

(401) 463-5600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.2%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

-2.8%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$80,774

Down $959 (-1.2%) from 2019

Net Assets

$80,774

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Down

$9,231

Down $266 (-2.8%) from 2019

Expenses

Down

$10,190

Down $623 (-5.8%) from 2019

Net Income

Up

-$959

Up $357 (+27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2011: $125,204Liabilities 2011: $0Net Assets 2011: $125,2042011Assets 2012: $120,220Liabilities 2012: $12012Assets 2013: $116,795Liabilities 2013: $0Net Assets 2013: $116,7952013Assets 2014: $114,447Liabilities 2014: $0Net Assets 2014: $114,4472014Assets 2015: $110,552Liabilities 2015: $0Net Assets 2015: $110,5522015Assets 2016: $108,325Liabilities 2016: $0Net Assets 2016: $108,3252016Assets 2019: $81,733Liabilities 2019: $02019Assets 2020: $80,774Liabilities 2020: $0Net Assets 2020: $80,7742020Assets 2023: $86,985Liabilities 2023: $0Net Assets 2023: $86,9852023Assets 2024: $90,163Liabilities 2024: $0Net Assets 2024: $90,1632024

Highlighted filing

2020

Assets$80,774
Liabilities$0
Net Assets$80,774
Open 2020 Filing

Operations Trend

Revenue Growth61st percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2011: $10,8642011Revenue 2012: $6,100Expenses 2012: $11,084Net Income 2012: -$4,9842012Revenue 2013: $7,135Expenses 2013: $10,560Net Income 2013: -$3,4252013Revenue 2014: $7,724Expenses 2014: $10,072Net Income 2014: -$2,3482014Revenue 2015: $6,312Expenses 2015: $10,207Net Income 2015: -$3,8952015Revenue 2016: $8,165Expenses 2016: $10,392Net Income 2016: -$2,2272016Revenue 2019: $9,497Expenses 2019: $10,813Net Income 2019: -$1,3162019Revenue 2020: $9,231Expenses 2020: $10,190Net Income 2020: -$9592020Revenue 2023: $14,655Expenses 2023: $10,157Net Income 2023: $4,4982023Revenue 2024: $13,380Expenses 2024: $10,202Net Income 2024: $3,1782024

Highlighted filing

2020

Revenue$9,231
Expenses$10,190
Net Income-$959
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Apr 15, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew G SholesTrustee-$0--
David H SholesTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sholes Charitable Foundation
EIN
04-6183662
Phone
4014635600
Address
1375 Warwick Avenue, Warwick, RI 02888

Signing Officer

Name
Andrew G Sholes
Title
Trustee
Phone
4014635600
Signed
2021-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Sholes and Sholes
Address
1375 WARWICK AVE, WARWICK, RI 02888
Preparer
Andrew G Sholes CPA
Phone
4014635600
Raw XML Appendix262 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew G Sholes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04014635600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sholes Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHOL
ReturnHeader/Filer/EIN0046183662
ReturnHeader/Filer/PhoneNum04014635600
ReturnHeader/Filer/USAddress/AddressLine1Txt01375 Warwick Avenue
ReturnHeader/Filer/USAddress/CityNm0Warwick
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHOLES AND SHOLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 WARWICK AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002888
ReturnHeader/PreparerPersonGrp/PhoneNum04014635600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew G Sholes CPA
ReturnHeader/ReturnTs02021-05-24T14:00:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,774
Liabilities
$0
Net assets
$80,774
Revenue
$9,231
Expenses
$10,190
Net income
-$959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.15$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.09$0.10$0.01
2019Summary only. Only limited summary data is available for this year.$0.82$0.00$0.09$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.07$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.06$0.11$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.11