Civic Intelligence

Paul Sherwen Project Inc

EIN 85-2979222 • Hilton Head, SC

2 Park Lane Ste 301Hilton Head, SC 29928
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

91st percentile

71%

Faster asset growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

68%

Faster revenue growth than 86% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$155,209

Up $64,451 (+71%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$155,209

Up $64,451 (+71%) from 2023

Revenue

Up

$193,211

Up $78,325 (+68%) from 2023

Expenses

Up

$128,760

Up $14,747 (+13%) from 2023

Net Income

Up

$64,451

Up $63,578 (+7283%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2020: $12,978Liabilities 2020: $1,500Net Assets 2020: $11,4782020Assets 2021: $80,994Liabilities 2021: $1Net Assets 2021: $80,9942021Assets 2022: $89,886Liabilities 2022: $1Net Assets 2022: $89,8862022Assets 2023: $90,758Liabilities 2023: $0Net Assets 2023: $90,7582023Assets 2024: $155,209Liabilities 2024: $0Net Assets 2024: $155,2092024

Highlighted filing

2024

Assets$155,209
Liabilities$0
Net Assets$155,209

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2020: $18,452Expenses 2020: $6,974Net Income 2020: $11,4782020Revenue 2021: $88,535Expenses 2021: $19,019Net Income 2021: $69,5162021Revenue 2022: $156,527Expenses 2022: $147,635Net Income 2022: $8,8922022Revenue 2023: $114,886Expenses 2023: $114,013Net Income 2023: $8732023Revenue 2024: $193,211Expenses 2024: $128,760Net Income 2024: $64,4512024

Highlighted filing

2024

Revenue$193,211
Expenses$128,760
Net Income$64,451

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE L SHERWENDirector/V ChairmanPT$0--
PHILLIP A LIGGETTDirector/Chairman-$0--
SARAH U JOHNSONDirector/TreasurerPT$0--
CURTIS L COLTRANEDirector-$0--
SEAN FRANCIS PETTYDirector-$0--
CHRISTOPHER FRANCIS ARONHALTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANDREA MANNAS FOUNDATIONCHARITABLE PURPOSEEXEMPTLOKUWAS PARISH, KOKERIS VILLAGE, UG$110,000
Filing and Contact Details

Filer

Filer Name
Paul Sherwen Project Inc
EIN
85-2979222
Phone
3122821399
Address
2 PARK LANE STE 301, HILTON HEAD, SC 29928

Signing Officer

Name
Sarah U Johnson
Title
Director/treasurer
Phone
3122821399
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Cassidy Advisors and Accountants LLC
Address
1 MATHEWS DR STE 114, HILTON HEAD ISLAND, SC 29926
Preparer
Christine E Cassidy
Phone
8436892800
Raw XML Appendix388 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/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/AppliedToCurrentYearAmt05779
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0103548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0141081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0370842
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0104221
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0103548
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0141081
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06893
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0104221
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0370842
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0266621
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TENCH COXE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1MARK JACOBSON
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2STEVE ACHELIS FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3HOFFMAN FAMILY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4JIM SBARBARO
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0755 PAGE MILL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16800 HILLMEAD RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt26154 OAK CANYON DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3632 HUNT CLUB DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt420-H NONA BROOKS COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BETHESDA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3COROLLA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4PUEBLO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094304
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd120817
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd284121
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd327927
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd481005
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05788
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt121000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt365000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt415000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ONLINE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110522
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3153
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03033
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0IT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0TENCH COXE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MARK JACOBSON
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2STEVE ACHELIS FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm3JIM SBARBARO
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm4HOFFMAN FAMILY FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0755 PAGE MILL RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt16800 HILLMEAD RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt26154 OAK CANYON DR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt320-H NONA BROOKS COURT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt4632 HUNT CLUB DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PALO ALTO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1BETHESDA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2SLC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3PUEBLO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm4COROLLA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1MD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd4NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094304
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd120817
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd284121
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd381005
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd427927
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH U JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03122821399
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL SHERWEN PROJECT INC
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0852979222
ReturnHeader/Filer/PhoneNum03122821399
ReturnHeader/Filer/USAddress/AddressLine1Txt02 PARK LANE STE 301
ReturnHeader/Filer/USAddress/CityNm0HILTON HEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029928
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0332043014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASSIDY ADVISORS AND ACCOUNTANTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 MATHEWS DR STE 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029926
ReturnHeader/PreparerPersonGrp/PhoneNum08436892800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE E CASSIDY
ReturnHeader/ReturnTs02025-11-17T13:23:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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