Civic Intelligence

Ericka Sergeant Charitable Trust

990PF • Fiscal year 2020 • EIN 61-6305662

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization Profile
PO Box 896825Charlotte, NC 28289-6825

(270) 885-8481

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$278,515

No earlier filing loaded for comparison.

Net Assets

$278,515

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

$30,863

No earlier filing loaded for comparison.

Expenses

$27,579

No earlier filing loaded for comparison.

Net Income

$3,284

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2020: $278,515Liabilities 2020: $0Net Assets 2020: $278,5152020Assets 2021: $305,251Liabilities 2021: $0Net Assets 2021: $305,2512021Assets 2022: $287,120Liabilities 2022: $0Net Assets 2022: $287,1202022Assets 2023: $286,026Liabilities 2023: $0Net Assets 2023: $286,0262023Assets 2024: $279,573Liabilities 2024: $0Net Assets 2024: $279,5732024

Highlighted filing

2020

Assets$278,515
Liabilities$0
Net Assets$278,515
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2020: $30,863Expenses 2020: $27,579Net Income 2020: $3,2842020Revenue 2021: $34,917Expenses 2021: $8,747Net Income 2021: $26,1702021Revenue 2022: $16,032Expenses 2022: $34,163Net Income 2022: -$18,1312022Revenue 2023: $10,689Expenses 2023: $13,842Net Income 2023: -$3,1532023Revenue 2024: $15,902Expenses 2024: $22,565Net Income 2024: -$6,6632024

Highlighted filing

2020

Revenue$30,863
Expenses$27,579
Net Income$3,284
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,945-$3,945
Filing and Contact Details

Filer

Filer Name
Ericka Sergeant Charitable Trust
EIN
61-6305662
Address
PO BOX 896825, CHARLOTTE, NC 28289-6825

Signing Officer

Name
Bbt Wealth Management
Title
Trustee
Phone
3043575003
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Thurman Campbell Group Plc
Address
117 WEST NINTH STREET, HOPKINSVILLE, KY 42240-2139
Preparer
Chris Johns CPA
Phone
2708858481
Raw XML Appendix213 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/DistributableAmountGrp/DistributableAsAdjustedAmt015351
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IRS990PF/FMVAssetsEOYAmt0330223
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IRS990PF/InitialReturnFormerPubChrtyInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07580
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0305750
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04700
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015432
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0308630
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0313330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BB&T WEALTH MANAGEMENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03945
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03043575003
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03565
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03565
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04218
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0275231
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FUNDS TRANSFERRED IN
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BBT WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03043575003
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERICKA SERGEANT CHARITABLE TRUST
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ReturnHeader/Filer/EIN0616305662
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 896825
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ReturnHeader/Filer/USAddress/ZIPCd0282896825
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THURMAN CAMPBELL GROUP PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 WEST NINTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOPKINSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0422402139
ReturnHeader/PreparerPersonGrp/PhoneNum02708858481
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS JOHNS CPA
ReturnHeader/ReturnTs02021-05-10T12:05:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRACY
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
$278,515
Liabilities
$0
Net assets
$278,515
Revenue
$30,863
Expenses
$27,579
Net income
$3,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.16$0.23$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.11$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16$0.34$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.35$0.09$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.31$0.28$0.03