Civic Intelligence

Ericka Sergeant Charitable Trust

990PF • Fiscal year 2021 • EIN 61-6305662

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 16, 2022

Organization Profile
PO Box 896825Charlotte, NC 28289-6825

(910) 687-5123

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

59th percentile

9.6%

Faster asset growth than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

13%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$305,251

Up $26,736 (+9.6%) from 2020

Net Assets

Up

$305,251

Up $26,736 (+9.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$34,917

Up $4,054 (+13%) from 2020

Expenses

Down

$8,747

Down $18,832 (-68%) from 2020

Net Income

Up

$26,170

Up $22,886 (+697%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2021

Assets$305,251
Liabilities$0
Net Assets$305,251
Open 2021 Filing

Operations Trend

Revenue Growth58th percentile

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

2021

Revenue$34,917
Expenses$8,747
Net Income$26,170
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 16, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,587-$4,587
Filing and Contact Details

Filer

Filer Name
Ericka Sergeant Charitable Trust
EIN
61-6305662
Phone
9106875123
Address
PO BOX 896825, CHARLOTTE, NC 28289-6825

Signing Officer

Name
Truist Wealth
Title
Trustee
Phone
9106875123
Signed
2022-03-16
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 Appendix234 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS JOHNS CPA
ReturnHeader/ReturnTs02022-03-30T10:16:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TONIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
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
$305,251
Liabilities
$0
Net assets
$305,251
Revenue
$34,917
Expenses
$8,747
Net income
$26,170
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