Civic Intelligence

Charles E and Katherine G Sharp Family Foundation

990PF • Fiscal year 2020 • EIN 46-4325033

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

Organization Profile
2867 Balmoral RoadBirmingham, AL 35223

(205) 266-5595

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

77th percentile

28%

Higher net margin than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-86%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$92,183

Up $672 (+0.7%) from 2019

Net Assets

Up

$92,183

Up $672 (+0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Down

$2,388

Down $14,727 (-86%) from 2019

Expenses

Down

$1,730

Down $90,627 (-98%) from 2019

Net Income

Up

$658

Up $75,900 (+101%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2020

Assets$92,183
Liabilities$0
Net Assets$92,183
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$2,388
Expenses$1,730
Net Income$658
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

Filer Name
Charles E and Katherine G Sharp
EIN
46-4325033
Phone
2052665595
Address
2867 BALMORAL ROAD, BIRMINGHAM, AL 35223

Signing Officer

Name
Samuel Sharp
Title
Trustee
Phone
2052665595
Signed
2021-06-08
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 Appendix271 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE G SHARP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SAMUEL W SHARP
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02052665595
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES E AND KATHERINE G SHARP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0464325033
ReturnHeader/Filer/PhoneNum02052665595
ReturnHeader/Filer/USAddress/AddressLine1Txt02867 BALMORAL ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035223
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/PreparerPersonNm0ANTHONY J DIPIAZZA
ReturnHeader/ReturnTs02021-06-15T10:48:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHARP
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,183
Liabilities
$0
Net assets
$92,183
Revenue
$2,388
Expenses
$1,730
Net income
$658
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