Civic Intelligence

Sarah E Forbes MD Charitable Foundation

990PF • Fiscal year 2020 • EIN 27-3961259

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

36th percentile

-2.6%

Higher net margin than 36% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-70%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$700,851

Up $99,757 (+17%) from 2019

Net Assets

Up

$700,851

Up $99,757 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin36th percentile

Revenue

Down

$106,176

Down $251,960 (-70%) from 2019

Expenses

Up

$108,905

Up $53,530 (+97%) from 2019

Net Income

Down

-$2,729

Down $305,490 (-101%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$700,851
Liabilities$0
Net Assets$700,851
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$106,176
Expenses$108,905
Net Income-$2,729
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
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
2021-11-15

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 Appendix323 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSHUA M DAVID JD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt098955
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026120
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099731
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt072835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026896
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt088
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt088
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098955
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt072835
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt099731
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026896
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08886
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12673
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTIONS IN EXCESS OF INCOME
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CAPITAL CALLS NOT ON BOOKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHECKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-15041
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JOINT VENTURE PASS THROUGHS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-15041
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01883
OtherIncreasesSchedule/OtherIncreasesDetail/Amt185668
OtherIncreasesSchedule/OtherIncreasesDetail/Amt226465
OtherIncreasesSchedule/OtherIncreasesDetail/Amt329
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN - LORD ABBETT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1LEAP FROG ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2TAX CONVERSION ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3OTHER BOOK TAX DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09088
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt160
TaxesSchedule/TaxesDetail/Amt2262
TaxesSchedule/TaxesDetail/CategoryTxt0STATE CORP COMMISSION
TaxesSchedule/TaxesDetail/CategoryTxt1VA TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt160
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2262
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0E D DAVID JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MITCHELL BEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T11:56:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0E D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVID
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$700,851
Liabilities
$0
Net assets
$700,851
Revenue
$106,176
Expenses
$108,905
Net income
-$2,729
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
2020Detailed filing. Detailed filing data is available for this year.$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