Civic Intelligence

Sarah E Forbes MD Charitable Foundation

990PF • Fiscal year 2017 • EIN 27-3961259

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

739 Thimble Shoals Blvd Ste 105Newport News, VA 23606

(757) 589-8123

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$10,250

No earlier filing loaded for comparison.

Net Assets

$10,250

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$10,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$10,000

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$10,250
Liabilities$0
Net Assets$10,250

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$10,000
Expenses$0
Net Income$10,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
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
Address
739 THIMBLE SHOALS BLVD STE 105, NEWPORT NEWS, VA 23606

Signing Officer

Name
Joshua M David Jd
Title
VP/secretary
Signed
2018-11-13

Preparer

Firm
Bean Global Advisors LLC
Address
739 THIMBLE SHOALS BLVD STE 101, NEWPORT NEWS, VA 23606-3562
Preparer
John Bean
Phone
7575898123
Raw XML Appendix175 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA M DAVID JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH E FORBES MD CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0273961259
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ReturnHeader/FilingSecurityInformation/IPTm009:53:42
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T10:53:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings