Civic Intelligence

Sakya Charitable Trust

EIN 26-1372849 • 501(c)3 • Theodore, AL

Profile

To provide funding to help rebuild religious structurs and orphanages

5458 Dawes Lane ExtTheodore, AL 36582

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-4.0%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.3%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-82%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$129,951

Down $409 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$129,951

Down $409 (-0.3%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin37th percentile

Revenue

Down

$10,200

Down $45,498 (-82%) from 2023

Expenses

Down

$10,609

Down $45,511 (-81%) from 2023

Net Income

Up

-$409

Up $13 (+3.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2014: $235,000Net Assets 2014: $235,0002014Assets 2015: $225,832Net Assets 2015: $225,8322015Assets 2016: $228,161Liabilities 2016: $0Net Assets 2016: $228,1612016Assets 2017: $135,471Liabilities 2017: $0Net Assets 2017: $135,4712017Assets 2018: $126,425Liabilities 2018: $0Net Assets 2018: $126,4252018Assets 2020: $120,000Liabilities 2020: $0Net Assets 2020: $120,0002020Assets 2021: $128,638Liabilities 2021: $0Net Assets 2021: $128,6382021Assets 2022: $130,782Liabilities 2022: $0Net Assets 2022: $130,7822022Assets 2023: $130,360Liabilities 2023: $0Net Assets 2023: $130,3602023Assets 2024: $129,951Liabilities 2024: $0Net Assets 2024: $129,9512024

Highlighted filing

2024

Assets$129,951
Liabilities$0
Net Assets$129,951
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $115,000Expenses 2014: $75,879Net Income 2014: $39,1212014Revenue 2015: $52,500Expenses 2015: $61,668Net Income 2015: -$9,1682015Revenue 2016: $292,300Expenses 2016: $289,972Net Income 2016: $2,3282016Revenue 2017: $0Expenses 2017: $92,690Net Income 2017: -$92,6902017Revenue 2018: $40,000Expenses 2018: $49,046Net Income 2018: -$9,0462018Revenue 2020: $29,212Expenses 2020: $29,212Net Income 2020: $02020Revenue 2021: $33,820Expenses 2021: $25,182Net Income 2021: $8,6382021Revenue 2022: $78,545Expenses 2022: $76,401Net Income 2022: $2,1442022Revenue 2023: $55,698Expenses 2023: $56,120Net Income 2023: -$4222023Revenue 2024: $10,200Expenses 2024: $10,609Net Income 2024: -$4092024

Highlighted filing

2024

Revenue$10,200
Expenses$10,609
Net Income-$409
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$129,951
Liabilities
$0
Net assets
$129,951
Revenue
$10,200
Expenses
$10,609
Net income
-$409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.11$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.56$0.56$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.79$0.76$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.34$0.25$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.29$0.29$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.40$0.49$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.00$0.93$0.93
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.00$2.28$2.92$2.90$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.53$0.62$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.35$2.35$1.15$0.76$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$10,200
Mission and Program Overview

Mission

To provide funding to help rebuild religious structures and orphanages

Program Services

DescriptionGrantsExpenses
TO PROVIDE FUNDING TO HELP REBUILD RELIGIOUS STRUCTURES AND ORPHANAGES$0$0
PROVIDE MEDICAL MERCY NEEDS$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEVAN PHANSettlor-$0--
ANNA PHANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sakya Charitable Trust
EIN
26-1372849
Phone
2515862656
Address
5458 DAWES LANE EXT, THEODORE, AL 36582

Signing Officer

Name
Devan Phan
Title
Settlor
Phone
2516044343
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Mcdermott & Smith Pc
Address
3217 EXECUTIVE PARK CIRCLE, MOBILE, AL 36606
Preparer
Nathan a Smith CPA
Phone
2514738497
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: buddhist new years event. Amount: 10,305. Description: bank charges. Amount: 304. Total to form 990-ez, line 16: 10,609.”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ANNA PHAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02515862656
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05458 DAWES LANE EXT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0THEODORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036582
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130360
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129951
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010200
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-409
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130360
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129951
IRS990EZ/GrossReceiptsAmt010200
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130360
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129951
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130360
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129951
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEVAN PHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA PHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SETTLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010609
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING TO HELP REBUILD RELIGIOUS STRUCTURES AND ORPHANAGES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FUNDING TO HELP REBUILD RELIGIOUS STRUCTURES AND ORPHANAGES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE MEDICAL MERCY NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010609
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt010200
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0207475
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0207475
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055698
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029212
IRS990ScheduleA/Total509Grp/TotalAmt0207475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt033820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029212
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0207475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BUDDHIST NEW YEARS EVENT. AMOUNT: 10,305. DESCRIPTION: BANK CHARGES. AMOUNT: 304. TOTAL TO FORM 990-EZ, LINE 16: 10,609.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEVAN PHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SETTLOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02516044343
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAKYA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAKY
ReturnHeader/Filer/EIN0261372849
ReturnHeader/Filer/PhoneNum02515862656
ReturnHeader/Filer/USAddress/AddressLine1Txt05458 DAWES LANE EXT
ReturnHeader/Filer/USAddress/CityNm0THEODORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036582
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853440316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDERMOTT & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03217 EXECUTIVE PARK CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514738497
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN A SMITH CPA
ReturnHeader/ReturnTs02025-11-11T14:50:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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