Civic Intelligence

Sarah E Forbes MD Charitable Foundation

990PF • Fiscal year 2019 • EIN 27-3961259

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization Profile
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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

96th percentile

130%

Faster asset growth than 96% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$601,094

Up $339,236 (+130%) from 2018

Net Assets

Up

$601,094

Up $339,236 (+130%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin97th percentile

Revenue

Up

$358,136

Up $106,320 (+42%) from 2018

Expenses

Up

$55,375

Up $55,167 (+26523%) from 2018

Net Income

Up

$302,761

Up $51,153 (+20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

2019

Assets$601,094
Liabilities$0
Net Assets$601,094
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

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

2019

Revenue$358,136
Expenses$55,375
Net Income$302,761
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

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
E D David Jd
Title
President/treasurer
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Bean Global Advisors LLC
Address
739 THIMBLE SHOALS BLVD STE 101, NEWPORT NEWS, VA 23606-3562
Preparer
John Mitchell Bean
Phone
7575898123
Raw XML Appendix297 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HOME OF THE BRACE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GS FINCO JOINT VENTURE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSHUA M DAVID JD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 105
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026642
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01462
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt026896
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026896
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt088
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt088
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026896
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026896
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01462
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0200
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER BOOK TAX DIFFERENCES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHECKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt041
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1164
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01273
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1571
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CROSS OCEAN JOINT VENTURE K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1HOME OF THE BRAVE K-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01273
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1571
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0277
OtherIncreasesSchedule/OtherIncreasesDetail/Amt126614
OtherIncreasesSchedule/OtherIncreasesDetail/Amt29784
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN - HOME OF THE BRAVE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN - GS FINCO LLC
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2CROSS OCEAN JOINT VENTURE
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0STATE CORP COMMISSION
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E D DAVID JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH E FORBES MD CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0273961259
ReturnHeader/Filer/USAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 105
ReturnHeader/Filer/USAddress/CityNm0NEWPORT NEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023606
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00717AF812A84D6BF5F21077467B2CBE8D5C93D57
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00717AF812A84D6BF5F21077467B2CBE8D5C93D57
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.187.104.167
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:02:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461455632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEAN GLOBAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT NEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0236063562
ReturnHeader/PreparerPersonGrp/PhoneNum07575898123
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MITCHELL BEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T09:02:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$601,094
Liabilities
$0
Net assets
$601,094
Revenue
$358,136
Expenses
$55,375
Net income
$302,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.02$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.06$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.05$1.03$0.43$0.14$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.14$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.11$0.11$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.36$0.06$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.25$0.00$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.01$0.00$0.01