Civic Intelligence

Sholes Charitable Foundation

990PF • Fiscal year 2024 • EIN 04-6183662

Dec 01, 2023 to Nov 30, 2024 • Filed on Apr 15, 2025

Organization Profile
1375 Warwick AveWarwick, RI 02888

(401) 463-5600

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

3.7%

Faster asset growth than 57% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-8.7%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$90,163

Up $3,178 (+3.7%) from 2023

Net Assets

Up

$90,163

Up $3,178 (+3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin77th percentile

Revenue

Down

$13,380

Down $1,275 (-8.7%) from 2023

Expenses

Up

$10,202

Up $45 (+0.4%) from 2023

Net Income

Down

$3,178

Down $1,320 (-29%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2024

Assets$90,163
Liabilities$0
Net Assets$90,163
Open 2024 Filing

Operations Trend

Revenue Growth34th 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

2024

Revenue$13,380
Expenses$10,202
Net Income$3,178
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th 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 Ave, Warwick, RI 02888

Signing Officer

Name
Andrew G Sholes
Title
Trustee
Phone
4014635600
Signed
2025-04-15
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 Appendix250 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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002888
ReturnHeader/PreparerPersonGrp/PhoneNum04014635600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew G Sholes CPA
ReturnHeader/ReturnTs02025-04-15T11:49:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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Filings

Displayed year

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

Open filing
Assets
$90,163
Liabilities
$0
Net assets
$90,163
Revenue
$13,380
Expenses
$10,202
Net income
$3,178
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