Civic Intelligence

Charles E and Katherine G Sharp Family Foundation

EIN 46-4325033 • Birmingham, AL

Pub. 78 Eligible
3640 Shamley RoadBirmingham, AL 35223
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

100th percentile

3416%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

100th percentile

115612%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,408,287

Up $3,311,339 (+3416%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,408,287

Up $3,311,339 (+3416%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$3,311,683

Up $3,308,821 (+115612%) from 2023

Expenses

Up

$109

Up $18 (+20%) from 2023

Net Income

Up

$3,311,574

Up $3,308,803 (+119408%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $18,197Liabilities 2013: $02013Assets 2014: $137,161Liabilities 2014: $02014Assets 2015: $139,377Liabilities 2015: $02015Assets 2017: $194,201Liabilities 2017: $0Net Assets 2017: $194,2012017Assets 2018: $166,753Liabilities 2018: $0Net Assets 2018: $166,7532018Assets 2019: $91,511Liabilities 2019: $0Net Assets 2019: $91,5112019Assets 2020: $92,183Liabilities 2020: $0Net Assets 2020: $92,1832020Assets 2021: $91,568Liabilities 2021: $0Net Assets 2021: $91,5682021Assets 2022: $94,115Liabilities 2022: $0Net Assets 2022: $94,1152022Assets 2023: $96,948Liabilities 2023: $0Net Assets 2023: $96,9482023Assets 2024: $3,408,287Liabilities 2024: $0Net Assets 2024: $3,408,2872024

Highlighted filing

2024

Assets$3,408,287
Liabilities$0
Net Assets$3,408,287
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $122,984Expenses 2013: $6,000Net Income 2013: $116,9842013Revenue 2014: $122,859Expenses 2014: $7,886Net Income 2014: $114,9732014Revenue 2015: $110,857Expenses 2015: $108,641Net Income 2015: $2,2162015Revenue 2017: $83,472Expenses 2017: $146,475Net Income 2017: -$63,0032017Revenue 2018: $6,572Expenses 2018: $34,020Net Income 2018: -$27,4482018Revenue 2019: $17,115Expenses 2019: $92,357Net Income 2019: -$75,2422019Revenue 2020: $2,388Expenses 2020: $1,730Net Income 2020: $6582020Revenue 2021: $2,395Expenses 2021: $12,457Net Income 2021: -$10,0622021Revenue 2022: $2,615Expenses 2022: $68Net Income 2022: $2,5472022Revenue 2023: $2,862Expenses 2023: $91Net Income 2023: $2,7712023Revenue 2024: $3,311,683Expenses 2024: $109Net Income 2024: $3,311,5742024

Highlighted filing

2024

Revenue$3,311,683
Expenses$109
Net Income$3,311,574
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,408,287
Liabilities
$0
Net assets
$3,408,287
Revenue
$3,311,683
Expenses
$109
Net income
$3,311,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$3.31$0.00$3.31
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.02$0.09$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.08$0.15$0.06
2015Summary only. Only limited summary data is available for this year.$0.14$0.00$0.11$0.11$0.00
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.12$0.01$0.11
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.12$0.01$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL W SHARPTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles E and Katherine G Sharp Family
EIN
46-4325033
Phone
2052665595
Address
3640 SHAMLEY ROAD, BIRMINGHAM, AL 35223

Signing Officer

Name
Samuel Sharp
Title
Trustee
Phone
2052665595
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Dipiazza Larocca Heeter & Co LLC
Address
P O BOX 530095, BIRMINGHAM, AL 35253-0095
Preparer
Anthony J Dipiazza
Phone
2058719973
Raw XML Appendix304 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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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0184794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt084290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt083198
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt084290
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084290
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0100504
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0THE ESTATE OF KATHERINE G SHARP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03640 SHAMLEY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BIRMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035223
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03270881
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0252
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDEDUCTIBLE EXPENSES - PTP
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0671
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME/DEDUCTIONS FROM PTP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0671
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0671
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0101
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0101
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL SHARP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02052665595
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES E AND KATHERINE G SHARP FAMILY
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0464325033
ReturnHeader/Filer/PhoneNum02052665595
ReturnHeader/Filer/USAddress/AddressLine1Txt03640 SHAMLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035223
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263731278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIPIAZZA LAROCCA HEETER & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 530095
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352530095
ReturnHeader/PreparerPersonGrp/PhoneNum02058719973
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J DIPIAZZA
ReturnHeader/ReturnTs02025-10-23T08:53:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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