Civic Intelligence

Shojaee Foundation

EIN 85-4225557 • Scottsdale, AZ

6220 E Larkspur DriveScottsdale, AZ 85254
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

99th percentile

99%

Higher net margin than 99% 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

36th percentile

-0.7%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

93rd percentile

192%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Down

$2,810,103

Down $21,097 (-0.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$2,810,103

Down $21,097 (-0.7%) from 2023

Revenue

Up

$1,214,476

Up $799,159 (+192%) from 2023

Expenses

Down

$6,858

Down $258,810 (-97%) from 2023

Net Income

Up

$1,207,618

Up $1,057,969 (+707%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $2,323,191Liabilities 2020: $1Net Assets 2020: $2,323,1912020Assets 2021: $3,187,557Liabilities 2021: $1,133Net Assets 2021: $3,186,4242021Assets 2022: $2,850,982Liabilities 2022: $126Net Assets 2022: $2,850,8562022Assets 2023: $2,831,200Liabilities 2023: $1Net Assets 2023: $2,831,2002023Assets 2024: $2,810,103Liabilities 2024: $0Net Assets 2024: $2,810,1032024

Highlighted filing

2024

Assets$2,810,103
Liabilities$0
Net Assets$2,810,103

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $4,106,162Expenses 2020: $0Net Income 2020: $4,106,1622020Revenue 2021: $973,114Expenses 2021: $109,966Net Income 2021: $863,1482021Revenue 2022: -$161,430Expenses 2022: $150,415Net Income 2022: -$311,8452022Revenue 2023: $415,317Expenses 2023: $265,668Net Income 2023: $149,6492023Revenue 2024: $1,214,476Expenses 2024: $6,858Net Income 2024: $1,207,6182024

Highlighted filing

2024

Revenue$1,214,476
Expenses$6,858
Net Income$1,207,618

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAMID R SHOJAEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shojaee Foundation
EIN
85-4225557
Phone
6022955216
Address
6220 E LARKSPUR DRIVE, SCOTTSDALE, AZ 85254

Signing Officer

Name
Hamid R Shojaee
Title
Trustee
Phone
6022955216
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Tfo Family Office Partners Inc
Address
5060 NORTH 40TH STREET SUITE 200, PHOENIX, AZ 85018
Preparer
Spencer Wright
Phone
6024662611
Raw XML Appendix337 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/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085254
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06022955216
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HAMID R SHOJAEE
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/DistributableAsAdjustedAmt0178086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0174428
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0178086
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0174428
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HAMID R SHOJAEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06220 E LARKSPUR DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SCOTTSDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085254
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0329731
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0329731
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0500 SH - META PLATFORMS INC12,500 SH - ROBINHOOD MARKETS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-01-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02323839
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTION OF ASSETS TO LAWDAN SHOJAEE FOUNDATION EIN 93 6869222
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0139
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01095124
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON CONTRIBUTED/DISTRIBUTED ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02579
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02579
TaxesSchedule/TaxesDetail/Amt0140
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0140
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAMID R SHOJAEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06022955216
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHOJAEE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHOJ
ReturnHeader/Filer/EIN0854225557
ReturnHeader/Filer/PhoneNum06022955216
ReturnHeader/Filer/USAddress/AddressLine1Txt06220 E LARKSPUR DRIVE
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085254
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453635408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TFO FAMILY OFFICE PARTNERS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05060 NORTH 40TH STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum06024662611
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SPENCER WRIGHT
ReturnHeader/ReturnTs02025-11-17T13:41:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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