Civic Intelligence

Leonard J Sholes Charitable Foundation

990PF • Fiscal year 2014 • EIN 23-7089984

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

310 Norwood AvenueCranston, RI 02905

(401) 463-5600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

34th percentile

-5.0%

Faster asset growth than 34% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$56,121

Down $2,975 (-5.0%) from 2013

Net Assets

Down

$56,121

Down $2,975 (-5.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$0

Down $10,317 (-100%) from 2013

Expenses

Down

$2,975

Down $17,948 (-86%) from 2013

Net Income

Up

-$2,975

Up $7,631 (+72%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $75,720Liabilities 2011: $0Net Assets 2011: $75,7202011Assets 2012: $69,702Liabilities 2012: $0Net Assets 2012: $69,7022012Assets 2013: $59,096Liabilities 2013: $0Net Assets 2013: $59,0962013Assets 2014: $56,121Liabilities 2014: $0Net Assets 2014: $56,1212014Assets 2015: $55,779Liabilities 2015: $0Net Assets 2015: $55,7792015Assets 2016: $55,626Liabilities 2016: $0Net Assets 2016: $55,6262016Assets 2019: $214,626Liabilities 2019: $0Net Assets 2019: $214,6262019Assets 2020: $174,626Liabilities 2020: $0Net Assets 2020: $174,6262020Assets 2021: $143,744Liabilities 2021: $0Net Assets 2021: $143,7442021Assets 2022: $143,714Liabilities 2022: $0Net Assets 2022: $143,7142022Assets 2023: $147,181Liabilities 2023: $0Net Assets 2023: $147,1812023Assets 2024: $152,749Liabilities 2024: $0Net Assets 2024: $152,7492024

Highlighted filing

2014

Assets$56,121
Liabilities$0
Net Assets$56,121

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2011: $2,5232011Expenses 2012: $6,3722012Revenue 2013: $10,317Expenses 2013: $20,923Net Income 2013: -$10,6062013Revenue 2014: $0Expenses 2014: $2,975Net Income 2014: -$2,9752014Revenue 2015: $6,000Expenses 2015: $6,342Net Income 2015: -$3422015Revenue 2016: $3,000Expenses 2016: $3,153Net Income 2016: -$1532016Revenue 2019: $0Expenses 2019: $30,050Net Income 2019: -$30,0502019Revenue 2020: $0Expenses 2020: $40,000Net Income 2020: -$40,0002020Revenue 2021: $0Expenses 2021: $30,882Net Income 2021: -$30,8822021Revenue 2022: $0Expenses 2022: $30Net Income 2022: -$302022Revenue 2023: $4,585Expenses 2023: $1,118Net Income 2023: $3,4672023Revenue 2024: $7,232Expenses 2024: $1,664Net Income 2024: $5,5682024

Highlighted filing

2014

Revenue$0
Expenses$2,975
Net Income-$2,975
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEONARD J SHOLESTrustee-$0--
RICHARD K SHOLESTrustee-$0--
DAVID H SHOLESTrustee-$0--
ANDREW G SHOLES0-$0--
STEVEN T SHOLESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leonard J Sholes Charitable Foundation
EIN
23-7089984
Phone
4014635600
Address
310 Norwood Avenue, Cranston, RI 02905

Signing Officer

Name
Leonard J Sholes
Title
Trustee
Phone
4014635600
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Sholes and Sholes
Address
1375 WARWICK AVE, WARWICK, RI 02888
Preparer
Andrew G Sholes
Phone
4014635600
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102888
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202886
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302906
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02972
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02758
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0473
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0473
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031582
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020948
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06372
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01221
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02972
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02972
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02706
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032055
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029083
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02758
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02706
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD J SHOLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04014635600
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Leonard J Sholes Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0237089984
ReturnHeader/Filer/PhoneNum04014635600
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 Norwood Avenue
ReturnHeader/Filer/USAddress/CityNm0Cranston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002905
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/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW G SHOLES
ReturnHeader/ReturnTs02015-05-15T07:03:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.02$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.05$0.01$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.00$0.31$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.00$0.40$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.00$0.30$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.00$0.03$0.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.10$0.21$0.11
2012Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03
Peer Organizations

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