Civic Intelligence

The Shen Family Foundation

EIN 22-6627837 • Charlottesville, VA

C/O Silvercrest 230 Court SquareCharlottesville, VA 22902
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

4th percentile

-110%

Higher net margin than 4% 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

12th percentile

-9.6%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

97th percentile

572%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,642,830

Down $1,019,528 (-9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$9,642,830

Down $1,019,528 (-9.6%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

Up

$605,748

Up $515,644 (+572%) from 2023

Expenses

Up

$1,270,276

Up $150,582 (+13%) from 2023

Net Income

Up

-$664,528

Up $365,062 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $16,516,142Liabilities 2010: $0Net Assets 2010: $16,516,1422010Assets 2011: $15,722,887Liabilities 2011: $0Net Assets 2011: $15,722,8872011Assets 2012: $15,749,864Liabilities 2012: $0Net Assets 2012: $15,749,8642012Assets 2013: $16,583,559Liabilities 2013: $0Net Assets 2013: $16,583,5592013Assets 2014: $17,531,932Liabilities 2014: $0Net Assets 2014: $17,531,9322014Assets 2015: $17,343,493Liabilities 2015: $0Net Assets 2015: $17,343,4932015Assets 2016: $15,408,774Liabilities 2016: $0Net Assets 2016: $15,408,7742016Assets 2017: $15,269,806Liabilities 2017: $0Net Assets 2017: $15,269,8062017Assets 2018: $14,580,116Liabilities 2018: $0Net Assets 2018: $14,580,1162018Assets 2019: $13,912,028Liabilities 2019: $0Net Assets 2019: $13,912,0282019Assets 2020: $14,204,457Liabilities 2020: $0Net Assets 2020: $14,204,4572020Assets 2021: $12,359,060Liabilities 2021: $0Net Assets 2021: $12,359,0602021Assets 2022: $11,691,948Liabilities 2022: $0Net Assets 2022: $11,691,9482022Assets 2023: $10,662,358Liabilities 2023: $0Net Assets 2023: $10,662,3582023Assets 2024: $9,642,830Liabilities 2024: $0Net Assets 2024: $9,642,8302024

Highlighted filing

2024

Assets$9,642,830
Liabilities$0
Net Assets$9,642,830
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,232,9352010Expenses 2011: $1,852,0122011Expenses 2012: $2,007,9392012Revenue 2013: $2,132,680Expenses 2013: $1,298,985Net Income 2013: $833,6952013Revenue 2014: $2,130,881Expenses 2014: $1,182,508Net Income 2014: $948,3732014Revenue 2015: $1,681,007Expenses 2015: $1,869,446Net Income 2015: -$188,4392015Revenue 2016: $377,824Expenses 2016: $2,312,543Net Income 2016: -$1,934,7192016Revenue 2017: $1,810,727Expenses 2017: $1,984,695Net Income 2017: -$173,9682017Revenue 2018: $1,435,069Expenses 2018: $1,845,132Net Income 2018: -$410,0632018Revenue 2019: $1,750,612Expenses 2019: $2,559,607Net Income 2019: -$808,9952019Revenue 2020: $1,560,327Expenses 2020: $1,271,125Net Income 2020: $289,2022020Revenue 2021: -$554,025Expenses 2021: $1,291,372Net Income 2021: -$1,845,3972021Revenue 2022: $608,694Expenses 2022: $1,275,806Net Income 2022: -$667,1122022Revenue 2023: $90,104Expenses 2023: $1,119,694Net Income 2023: -$1,029,5902023Revenue 2024: $605,748Expenses 2024: $1,270,276Net Income 2024: -$664,5282024

Highlighted filing

2024

Revenue$605,748
Expenses$1,270,276
Net Income-$664,528
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,642,830
Liabilities
$0
Net assets
$9,642,830
Revenue
$605,748
Expenses
$1,270,276
Net income
-$664,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.61$1.27$0.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$10.7$0.09$1.12$1.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.61$1.28$0.67
2021Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.55$1.29$1.85
2020Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.56$1.27$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.00$13.9$1.75$2.56$0.81
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.44$1.85$0.41
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.81$1.98$0.17
2016Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.38$2.31$1.93
2015Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.68$1.87$0.19
2014Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.13$1.18$0.95
2013Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$2.13$1.30$0.83
2012Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$2.01
2011Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.85
2010Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEODORE P SHENTrustee-$0--
CARLA SHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Shen Family Foundation
EIN
22-6627837
Phone
4349774420
Address
C/O SILVERCREST 230 COURT SQUARE, CHARLOTTESVILLE, VA 22902

Signing Officer

Name
Theodore P Shen
Title
Trustee
Phone
9739949122
Signed
2025-11-05

Preparer

Firm
Silvercrest Financial Services Inc
Address
230 COURT SQUARE SUITE 101, CHARLOTTESVILLE, VA 22902
Preparer
Evan Kwiatkowski
Phone
4349774420
Raw XML AppendixShowing 400 of 520 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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