Civic Intelligence

Sarah E Forbes MD Charitable Foundation

990PF • Fiscal year 2021 • EIN 27-3961259

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

63rd percentile

22%

Higher net margin than 63% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

51st percentile

6.9%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

27%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$749,526

Up $48,675 (+6.9%) from 2020

Net Assets

Up

$749,526

Up $48,675 (+6.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin63rd percentile

Revenue

Up

$135,012

Up $28,836 (+27%) from 2020

Expenses

Down

$105,257

Down $3,648 (-3.3%) from 2020

Net Income

Up

$29,755

Up $32,484 (+1190%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$749,526
Liabilities$0
Net Assets$749,526
Open 2021 Filing

Operations Trend

Revenue Growth60th 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

2021

Revenue$135,012
Expenses$105,257
Net Income$29,755
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th 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
2022-11-15

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 Appendix374 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt217500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt312500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS & GIRLS CLUB OF VA PENINSULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARINERS MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VA LIVING MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHRISTOPHER NEWPORT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011825 ROCK LANDING DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1100 MUSEUM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2524 J CLYDE MORRIS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 AVENUE OF THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWPORT NEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWPORT NEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEWPORT NEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEWPORT NEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
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/TotalGrantOrContriPdDurYrAmt088300
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/AppliedToCurrentYearAmt030142
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt072835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0157889
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt072835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026896
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt088
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt088
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058158
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0157889
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt099731
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3JOINT VENTURE PASS THROUGHS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215496
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215496
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03566
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1967
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-120
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-34
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4549
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5-3970
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt6999
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BRUNSWICK HOSPITALITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LAND OF THE FREE
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OIL & GAS PUBLIC PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3CROSS OCEAN JOINT VENTURE
OtherIncomeSchedule2/OtherIncomeDetail/Desc4VA MGMT LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc5VA MGMT-C LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc6CROSS OCEAN JOINT VENTURE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03566
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1967
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-120
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-34
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4549
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-3970
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6999
OtherIncreasesSchedule/OtherIncreasesDetail/Amt018745
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1175
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DISTRIBUTIONS>TAXABLE INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1OTHER BOOK TAX DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0683
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt159
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX RETURN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0683
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt159
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1102
TaxesSchedule/TaxesDetail/CategoryTxt0STATE CORP COMMISSION
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAID
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0E D DAVID JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MITCHELL BEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T10:39:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0E D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVID
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$749,526
Liabilities
$0
Net assets
$749,526
Revenue
$135,012
Expenses
$105,257
Net income
$29,755
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
Peer Organizations

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