Civic Intelligence

The Sharpe Family Foundation

EIN 13-6208422 • Concord, MA

680 Sudbury RoadConcord, MA 01742
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 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

1st percentile

-1112%

Higher net margin than 1% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

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 2024

Asset Growth

2nd percentile

-65%

Faster asset growth than 2% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

37%

Faster revenue growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$8,739,527

Down $15,900,490 (-65%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$8,739,527

No earlier filing loaded for comparison.

Revenue

Up

$1,797,101

Up $484,429 (+37%) from 2023

Expenses

Up

$21,789,827

Up $20,034,639 (+1141%) from 2023

Net Income

Down

-$19,992,726

Down $19,550,210 (-4418%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $20,085,265Liabilities 2010: $0Net Assets 2010: $20,085,2652010Assets 2011: $23,869,004Liabilities 2011: $02011Assets 2012: $23,314,235Liabilities 2012: $02012Assets 2013: $21,512,369Liabilities 2013: $02013Assets 2014: $20,796,597Liabilities 2014: $02014Assets 2015: $20,072,013Liabilities 2015: $02015Assets 2017: $18,558,655Liabilities 2017: $0Net Assets 2017: $18,558,6552017Assets 2019: $21,063,769Liabilities 2019: $0Net Assets 2019: $21,063,7692019Assets 2020: $24,179,154Liabilities 2020: $0Net Assets 2020: $24,179,1542020Assets 2021: $25,298,185Liabilities 2021: $0Net Assets 2021: $25,298,1852021Assets 2022: $25,082,533Liabilities 2022: $0Net Assets 2022: $25,082,5332022Assets 2023: $24,640,017Liabilities 2023: $12023Assets 2024: $8,739,527Liabilities 2024: $0Net Assets 2024: $8,739,5272024

Highlighted filing

2024

Assets$8,739,527
Liabilities$0
Net Assets$8,739,527

Operations Trend

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

$40M$20M$0-$20MExpenses 2010: $1,357,1542010Revenue 2011: $5,435,056Expenses 2011: $1,651,317Net Income 2011: $3,783,7392011Revenue 2012: $534,730Expenses 2012: $1,539,633Net Income 2012: -$1,004,9032012Revenue 2013: -$361,486Expenses 2013: $1,440,380Net Income 2013: -$1,801,8662013Revenue 2014: $800,172Expenses 2014: $1,466,012Net Income 2014: -$665,8402014Revenue 2015: $725,041Expenses 2015: $1,458,635Net Income 2015: -$733,5942015Revenue 2017: $1,061,459Expenses 2017: $1,583,849Net Income 2017: -$522,3902017Revenue 2019: $1,254,703Expenses 2019: $921,766Net Income 2019: $332,9372019Revenue 2020: $3,753,222Expenses 2020: $637,837Net Income 2020: $3,115,3852020Revenue 2021: $2,441,419Expenses 2021: $1,322,388Net Income 2021: $1,119,0312021Revenue 2022: $1,297,516Expenses 2022: $1,513,168Net Income 2022: -$215,6522022Revenue 2023: $1,312,672Expenses 2023: $1,755,188Net Income 2023: -$442,5162023Revenue 2024: $1,797,101Expenses 2024: $21,789,827Net Income 2024: -$19,992,7262024

Highlighted filing

2024

Revenue$1,797,101
Expenses$21,789,827
Net Income-$19,992,726

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.74$0.00$8.74$1.80$21.8$20.0
2023Summary only. Only limited summary data is available for this year.$24.6$0.00$1.31$1.76$0.44
2022Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$1.30$1.51$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.00$25.3$2.44$1.32$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$0.00$24.2$3.75$0.64$3.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$1.25$0.92$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$1.06$1.58$0.52
2015Summary only. Only limited summary data is available for this year.$20.1$0.00$0.73$1.46$0.73
2014Summary only. Only limited summary data is available for this year.$20.8$0.00$0.80$1.47$0.67
2013Summary only. Only limited summary data is available for this year.$21.5$0.00$0.36$1.44$1.80
2012Summary only. Only limited summary data is available for this year.$23.3$0.00$0.53$1.54$1.00
2011Summary only. Only limited summary data is available for this year.$23.9$0.00$5.44$1.65$3.78
2010Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.36
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEGGY B SHARPETrustee-$0--
HENRY D SHARPE IIITrustee-$0--
DOUGLAS B SHARPETrustee-$0--
SARAH A SHARPETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sharpe Family Foundation
EIN
13-6208422
Phone
4012742001
Address
PO BOX 202, SAUNDERSTOWN, RI 02874

Signing Officer

Name
Henry D Sharpe Iii
Title
Trustee
Phone
4012742001
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Sandy Ross
Phone
4012742001
Raw XML AppendixShowing 400 of 794 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0836567
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01133912
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01400200
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01513168
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26CHRITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ABBE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AUDUBON SOCIETY OF RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BOSTON FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BROWN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CERES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5COMMUNITY SERVINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CONCORD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CONCORD ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CONCORD FREE PUBLIC LIBRARY CORPORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CONCORD LAND CONSERVATION TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10CONCORD MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11CONCORD-CARLISLE COMMUNITY CHEST INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12CONSERVATION LAW FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13CONSERVATION LAW FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14EMERSON HEALTH CARE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15ENVIRONMENT AMERICA RESEARCH & POLICY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16FENN SCHOOL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17FOUNDATION FOR FREE FLIGHT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18FRENCH BAY UNITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19FRENCHMAN BAY CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20FRIENDS OF ACADIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21GAINING GROUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22LAND INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23LAND TRUST ALLIANCE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24LOAVES & FISHES FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25LOWELL COMMUNITY HEALTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26LOWELL YOUTH LEADERSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27MAINE COAST HERITAGE TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28MASSACHUSETTS AUDUBON SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29MDI BIOLOGICAL LABORATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30MEE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31METCALF INSTITUTE FOR MARINE AND ENVIRONMENTAL REPORTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32MINUTE MAN ARC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33MOUNT DESERT ISLAND BIOLOGICAL LABORATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34NARROW RIVER LAND TRUST

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