Civic Intelligence

Sharp Emma O-Ochiltree Foundation-Tr

EIN 23-7883781 • Sewickley, PA

2605 Nicholson Road Bldg 5 Ste 5240Sewickley, PA 15143
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

57th percentile

9.0%

Higher net margin than 57% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

104%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,468,337

Up $22,366 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,468,337

Up $22,366 (+0.6%) from 2023

Revenue

Up

$248,208

Up $126,595 (+104%) from 2023

Expenses

Up

$225,842

Up $10,824 (+5.0%) from 2023

Net Income

Up

$22,366

Up $115,771 (+124%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $6,660,477Liabilities 2018: $0Net Assets 2018: $6,660,4772018Assets 2019: $7,684,750Liabilities 2019: $0Net Assets 2019: $7,684,7502019Assets 2020: $3,863,550Liabilities 2020: $0Net Assets 2020: $3,863,5502020Assets 2021: $3,721,283Liabilities 2021: $0Net Assets 2021: $3,721,2832021Assets 2022: $3,539,376Liabilities 2022: $0Net Assets 2022: $3,539,3762022Assets 2023: $3,445,971Liabilities 2023: $0Net Assets 2023: $3,445,9712023Assets 2024: $3,468,337Liabilities 2024: $0Net Assets 2024: $3,468,3372024

Highlighted filing

2024

Assets$3,468,337
Liabilities$0
Net Assets$3,468,337

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2018: $473,303Expenses 2018: $359,170Net Income 2018: $114,1332018Revenue 2019: $1,601,984Expenses 2019: $433,441Net Income 2019: $1,168,5432019Revenue 2020: $533,501Expenses 2020: $428,580Net Income 2020: $104,9212020Revenue 2021: $95,052Expenses 2021: $237,319Net Income 2021: -$142,2672021Revenue 2022: $55,743Expenses 2022: $237,650Net Income 2022: -$181,9072022Revenue 2023: $121,613Expenses 2023: $215,018Net Income 2023: -$93,4052023Revenue 2024: $248,208Expenses 2024: $225,842Net Income 2024: $22,3662024

Highlighted filing

2024

Revenue$248,208
Expenses$225,842
Net Income$22,366

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA S JACKSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANNANDALE AT SUWANEE INCGENERAL OPERATING PURPOSESPCSUWANEE, GA, US$90,000
Paid GrantAUBURN UNIVERSITY FOUNDATIONGENERAL OPERATING PURPOSESPCAUBURN, AL, US$15,000
Paid GrantTHE UNIVERSITY OF TENNESSEE FOUNDATIONGENERAL OPERATING PURPOSESPCKNOXVILLE, TN, US$15,000
Paid GrantFIRST PRESBYTERIAN ACADEMY INCGENERAL OPERATING PURPOSESPCGREENVILLE, SC, US$10,700
Paid GrantCITY OF REFUGEGENERAL OPERATING PURPOSESPCATLANTA, GA, US$10,446
Paid GrantCENTRE COLLEGEGENERAL OPERATING PURPOSESPCDANVILLE, KY, US$10,000
Paid GrantFIRST PRESBYTERIAN CHURCH OF ATLANTAGENERAL OPERATING PURPOSESPCATLANTA, GA, US$10,000
Paid GrantSHEPHERD CENTER FOUNDATION INCGENERAL OPERATING PURPOSESPCATLANTA, GA, US$10,000
Paid GrantBLUE RIDGE CHARTER SCHOOLGENERAL OPERATING PURPOSESPCCASHIERS, NC, US$5,000
Paid GrantSUMMIT CHARTER SCHOOL FOUNDATION INCGENERAL OPERATING PURPOSESPCCASHIERS, NC, US$5,000
Paid GrantTHE DAVID SHELDRICK WILDLIFE TRUST USA INCGENERAL OPERATING PURPOSESPCLAGUNA HILLS, CA, US$2,000
Filing and Contact Details

Filer

Filer Name
Sharp Emma O-ochiltree Foundation-tr
EIN
23-7883781
Phone
4122058815
Address
2605 NICHOLSON ROAD BLDG 5 STE 5240, SEWICKLEY, PA 15143

Signing Officer

Name
Lisa Jackson
Title
Trustee
Phone
4122058815
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Family Office Solutions
Address
PO BOX 30218, CHARLESTON, SC 29417
Preparer
G Morgan Williams
Phone
8436281890
Raw XML AppendixShowing 400 of 414 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01409
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01887
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122058815
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARP EMMA O-OCHILTREE FOUNDATION-TR
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0237883781
ReturnHeader/Filer/PhoneNum04122058815
ReturnHeader/Filer/USAddress/AddressLine1Txt02605 NICHOLSON ROAD BLDG 5 STE 5240
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015143
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00

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