Civic Intelligence

Earl B & Sophia H Shaw

EIN 59-7107079 • Wilmington, DE

4250 Lancaster Pike Ste 100Wilmington, DE 19805
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

14th percentile

-32%

Higher net margin than 14% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

70th percentile

$24,398

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

26th percentile

-5.0%

Faster asset growth than 26% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

177%

Faster revenue growth than 93% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$545,904

Down $59,212 (-9.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$545,904

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin14th percentile

Revenue

Down

$90,503

Down $34,956 (-28%) from 2023

Expenses

Up

$119,150

Up $33,988 (+40%) from 2023

Net Income

Down

-$28,647

Down $68,944 (-171%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$1.0M$500K$0Assets 2011: $808,154Liabilities 2011: $02011Assets 2012: $681,446Liabilities 2012: $02012Assets 2013: $655,886Liabilities 2013: $02013Assets 2014: $639,665Liabilities 2014: $02014Assets 2015: $637,410Liabilities 2015: $0Net Assets 2015: $637,4102015Assets 2017: $547,896Liabilities 2017: $0Net Assets 2017: $547,8962017Assets 2018: $601,067Liabilities 2018: $0Net Assets 2018: $601,0672018Assets 2019: $590,588Liabilities 2019: $0Net Assets 2019: $590,5882019Assets 2020: $583,775Liabilities 2020: $12020Assets 2021: $616,399Liabilities 2021: $12021Assets 2022: $564,819Liabilities 2022: $12022Assets 2023: $605,116Liabilities 2023: $12023Assets 2025: $545,904Liabilities 2025: $0Net Assets 2025: $545,9042025

Highlighted filing

2025

Assets$545,904
Liabilities$0
Net Assets$545,904
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $246,724Expenses 2011: $89,437Net Income 2011: $157,2872011Revenue 2012: -$32,242Expenses 2012: $94,462Net Income 2012: -$126,7042012Revenue 2013: $78,169Expenses 2013: $103,729Net Income 2013: -$25,5602013Revenue 2014: $67,377Expenses 2014: $83,598Net Income 2014: -$16,2212014Revenue 2015: $82,127Expenses 2015: $84,382Net Income 2015: -$2,2552015Revenue 2017: $28,564Expenses 2017: $68,872Net Income 2017: -$40,3082017Revenue 2018: $128,699Expenses 2018: $75,528Net Income 2018: $53,1712018Revenue 2019: $92,817Expenses 2019: $103,299Net Income 2019: -$10,4822019Revenue 2020: $68,874Expenses 2020: $75,687Net Income 2020: -$6,8132020Revenue 2021: $130,784Expenses 2021: $98,160Net Income 2021: $32,6242021Revenue 2022: $38,424Expenses 2022: $90,004Net Income 2022: -$51,5802022Revenue 2023: $125,459Expenses 2023: $85,162Net Income 2023: $40,2972023Revenue 2025: $90,503Expenses 2025: $119,150Net Income 2025: -$28,6472025

Highlighted filing

2025

Revenue$90,503
Expenses$119,150
Net Income-$28,647
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,904
Liabilities
$0
Net assets
$545,904
Revenue
$90,503
Expenses
$119,150
Net income
-$28,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.91$1.19$0.29
2023Summary only. Only limited summary data is available for this year.$6.05$0.00$1.25$0.85$0.40
2022Summary only. Only limited summary data is available for this year.$5.65$0.00$0.38$0.90$0.52
2021Summary only. Only limited summary data is available for this year.$6.16$0.00$1.31$0.98$0.33
2020Summary only. Only limited summary data is available for this year.$5.84$0.00$0.69$0.76$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.93$1.03$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.00$6.01$1.29$0.76$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.00$5.48$0.29$0.69$0.40
2015Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.82$0.84$0.02
2014Summary only. Only limited summary data is available for this year.$6.40$0.00$0.67$0.84$0.16
2013Summary only. Only limited summary data is available for this year.$6.56$0.00$0.78$1.04$0.26
2012Summary only. Only limited summary data is available for this year.$6.81$0.00$0.32$0.94$1.27
2011Summary only. Only limited summary data is available for this year.$8.08$0.00$2.47$0.89$1.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 21, 2026
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN L BENTCo-Trustee-$24,398-$24,398
CHARLES SCHWABCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLAKE SUMTER STATE COLLEGE FOUNDATIOSCHOLORSHIPS BASED ON NEED501(C)3LEESBURG, FL, US$75,000
Filing and Contact Details

Filer

Filer Name
Earl & Sophia Shaw Charitable Trust
EIN
59-7107079
Address
4250 LANCASTER PIKE STE 100, WILMINGTON, DE 19805

Signing Officer

Name
Karen L Bent
Title
Co-trustee
Signed
2026-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Stokes & Hanawalt Pllc
Address
1035 W DIXIE AVE, LEESBURG, FL 34748-6349
Preparer
Beryl N Stokes Iii CPA
Phone
3526786078
Raw XML Appendix284 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.

Path#Value
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHARLES SCHWAB TRUST CO OF DELAWARE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08007457721
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST DETAILING PURPOSE FOR WHICH FUNDS WILL BE USED & INDIVIDUALS BENEFITTED, MUST BE PUBLIC SCHOOL OR QUALIFYING 501(C)(3) ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KAREN L BENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03524064751
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0811 BERRYHILL CIRCLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FRUITLAND PARK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034731
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE A QUALIFIED TAX-EXEMPT ORGANIZATION UNDER 501(C) (3), PUBLIC SCHOOL OR LOCAL GOVERNMENTAL AGENCY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLORSHIPS BASED ON NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LAKE SUMTER STATE COLLEGE FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09501 US HWY 441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEESBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034748
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
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/AppliedToCurrentYearAmt044856
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030144
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074366
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029510
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030144
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018457
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11295
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018457
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11295
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN L BENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EARL & SOPHIA SHAW CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EARL
ReturnHeader/Filer/EIN0597107079
ReturnHeader/Filer/USAddress/AddressLine1Txt04250 LANCASTER PIKE STE 100
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019805
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934784161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOKES & HANAWALT PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01035 W DIXIE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0347486349
ReturnHeader/PreparerPersonGrp/PhoneNum03526786078
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERYL N STOKES III CPA
ReturnHeader/ReturnTs02026-01-21T10:00:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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