Civic Intelligence

Sarah E Forbes MD Charitable Foundation

EIN 27-3961259 • Newport News, VA

739 Thimble Shoals Blvd Ste 105Newport News, VA 23606
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

90th percentile

57%

Higher net margin than 90% 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

64th percentile

7.3%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

8th percentile

-44%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Up

$1,145,366

Up $77,478 (+7.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,145,366

Up $77,478 (+7.3%) from 2023

Revenue

Down

$35,391

Down $27,667 (-44%) from 2023

Expenses

Down

$15,049

Down $20,433 (-58%) from 2023

Net Income

Down

$20,342

Down $7,234 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2017: $10,250Liabilities 2017: $0Net Assets 2017: $10,2502017Assets 2018: $261,858Liabilities 2018: $0Net Assets 2018: $261,8582018Assets 2019: $601,094Liabilities 2019: $0Net Assets 2019: $601,0942019Assets 2020: $700,851Liabilities 2020: $0Net Assets 2020: $700,8512020Assets 2021: $749,526Liabilities 2021: $0Net Assets 2021: $749,5262021Assets 2022: $1,081,019Liabilities 2022: $50,000Net Assets 2022: $1,031,0192022Assets 2023: $1,067,888Liabilities 2023: $0Net Assets 2023: $1,067,8882023Assets 2024: $1,145,366Liabilities 2024: $0Net Assets 2024: $1,145,3662024

Highlighted filing

2024

Assets$1,145,366
Liabilities$0
Net Assets$1,145,366

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $10,000Expenses 2017: $0Net Income 2017: $10,0002017Revenue 2018: $251,816Expenses 2018: $208Net Income 2018: $251,6082018Revenue 2019: $358,136Expenses 2019: $55,375Net Income 2019: $302,7612019Revenue 2020: $106,176Expenses 2020: $108,905Net Income 2020: -$2,7292020Revenue 2021: $135,012Expenses 2021: $105,257Net Income 2021: $29,7552021Revenue 2022: $433,754Expenses 2022: $144,129Net Income 2022: $289,6252022Revenue 2023: $63,058Expenses 2023: $35,482Net Income 2023: $27,5762023Revenue 2024: $35,391Expenses 2024: $15,049Net Income 2024: $20,3422024

Highlighted filing

2024

Revenue$35,391
Expenses$15,049
Net Income$20,342

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSHUA M DAVID JDVP/Secretary-$0--
E D DAVID JDPresident/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Sarah E Forbes Md Charitable
EIN
27-3961259
Phone
7575954500
Address
739 THIMBLE SHOALS BLVD STE 105, NEWPORT NEWS, VA 23606

Signing Officer

Name
E D David Jd
Title
President/treasurer
Phone
7575954500
Signed
2025-11-12

Preparer

Firm
Bean Global Advisors LLC
Address
739 THIMBLE SHOALS BLVD STE 101, NEWPORT NEWS, VA 23606-3562
Preparer
John Mitchell Bean
Phone
7575898123
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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/CityNm0NEWPORT NEWS
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-71
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5-814
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11-30
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1267
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JOINT VENTURES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BRUNSWICK HOSP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3CROSS OCEAN JOINT VENTURE
OtherIncomeSchedule2/OtherIncomeDetail/Desc4E-STRING
OtherIncomeSchedule2/OtherIncomeDetail/Desc5HOME OF THE BRAVE
OtherIncomeSchedule2/OtherIncomeDetail/Desc6HURRICANE OF VIRGINIA
OtherIncomeSchedule2/OtherIncomeDetail/Desc7LAND OF THE FREE
OtherIncomeSchedule2/OtherIncomeDetail/Desc8VA MANAGEMENT LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc9VA MANAGEMENT-C LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc10GS FINCO NOTE JOINT VENTURE
OtherIncomeSchedule2/OtherIncomeDetail/Desc11USRA NET LEASE
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1267
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt150000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt26035
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LPL APPRECIATION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1PRIOR PERIOD ADJUSTMENT -LEAP FROG HEALTH OPP GP
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2PRIOR PERIOD ADJUSTMENT - HOME OF THE BRAVE
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
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TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt11250
TaxesSchedule/TaxesDetail/CategoryTxt0STATE CORP COMMISSION
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11250
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0E D DAVID JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07575954500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH E FORBES MD CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0273961259
ReturnHeader/Filer/PhoneNum07575954500
ReturnHeader/Filer/USAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 105
ReturnHeader/Filer/USAddress/CityNm0NEWPORT NEWS
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461455632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEAN GLOBAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT NEWS

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