Civic Intelligence

Mesarg Educational Trust

990PF • Fiscal year 2022 • EIN 65-1185169

Jan 01, 2022 to Dec 31, 2022 • Filed on May 22, 2023

9 Dogwood Park NDanbury, CT 06811

(203) 744-1224

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-78%

Higher net margin than 10% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-2.2%

Faster asset growth than 44% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-79%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$473,791

Down $10,672 (-2.2%) from 2021

Net Assets

Down

$473,791

Down $10,672 (-2.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$16,448

Down $60,274 (-79%) from 2021

Expenses

Down

$29,323

Down $764 (-2.5%) from 2021

Net Income

Down

-$12,875

Down $59,510 (-128%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $463,902Liabilities 2011: $0Net Assets 2011: $463,9022011Assets 2012: $466,675Liabilities 2012: $02012Assets 2013: $489,115Liabilities 2013: $02013Assets 2014: $483,666Liabilities 2014: $0Net Assets 2014: $483,6662014Assets 2015: $464,184Liabilities 2015: $02015Assets 2016: $439,313Liabilities 2016: $0Net Assets 2016: $439,3132016Assets 2017: $441,144Liabilities 2017: $0Net Assets 2017: $441,1442017Assets 2018: $402,581Liabilities 2018: $0Net Assets 2018: $402,5812018Assets 2019: $424,606Liabilities 2019: $0Net Assets 2019: $424,6062019Assets 2020: $437,828Liabilities 2020: $0Net Assets 2020: $437,8282020Assets 2021: $484,463Liabilities 2021: $0Net Assets 2021: $484,4632021Assets 2022: $473,791Liabilities 2022: $0Net Assets 2022: $473,7912022Assets 2023: $525,018Liabilities 2023: $0Net Assets 2023: $525,0182023Assets 2024: $550,948Liabilities 2024: $0Net Assets 2024: $550,9482024

Highlighted filing

2022

Assets$473,791
Liabilities$0
Net Assets$473,791

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $454,429Expenses 2011: $5,621Net Income 2011: $448,8082011Revenue 2012: $27,857Expenses 2012: $23,964Net Income 2012: $3,8932012Revenue 2013: $32,695Expenses 2013: $23,255Net Income 2013: $9,4402013Revenue 2014: $18,083Expenses 2014: $23,532Net Income 2014: -$5,4492014Revenue 2015: $1,840Expenses 2015: $21,322Net Income 2015: -$19,4822015Revenue 2016: $2,318Expenses 2016: $27,205Net Income 2016: -$24,8872016Revenue 2017: $28,624Expenses 2017: $26,793Net Income 2017: $1,8312017Revenue 2018: -$9,841Expenses 2018: $28,722Net Income 2018: -$38,5632018Revenue 2019: $52,408Expenses 2019: $30,383Net Income 2019: $22,0252019Revenue 2020: $39,382Expenses 2020: $26,160Net Income 2020: $13,2222020Revenue 2021: $76,722Expenses 2021: $30,087Net Income 2021: $46,6352021Revenue 2022: $16,448Expenses 2022: $29,323Net Income 2022: -$12,8752022Revenue 2023: $37,666Expenses 2023: $27,824Net Income 2023: $9,8422023Revenue 2024: $32,146Expenses 2024: $30,809Net Income 2024: $1,3372024

Highlighted filing

2022

Revenue$16,448
Expenses$29,323
Net Income-$12,875
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 22, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ANAND R GOKHALETrustee-$0--
MARY ELLEN SIERRATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mesarg Educational Trust
EIN
65-1185169
Phone
2037441224
Address
9 DOGWOOD PARK N, DANBURY, CT 06811

Signing Officer

Name
Dr Anand R Gokhale
Title
Trustee
Phone
2037441224
Signed
2023-05-22
Discuss with paid preparer
Yes

Preparer

Firm
D J Ramey & Associates Pc
Address
2 OLD NEW MILFORD RD STE 1F, BROOKFIELD, CT 06804-2426
Preparer
Dennis J Ramey CPA
Phone
2037401991
Raw XML Appendix391 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/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ANIMALS IN DISTRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DANBURY ANIMAL WELFARE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ANUSHKA BHARGAVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ADITYA PETHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6BAHARATIYA SMAJ SEVE KENDRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7PETA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8GREENPEACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1147 GRASSY PLAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21011 NORTHSIDE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31011 NORTHSIDE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt422 E STATE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt50234-A REVEILLE RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6373 KOREGON PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7501 FRONT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81300 EYE ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt03645 WELLBORO RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SUITE 1100 E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COOPERSBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BETHEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BRYAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PUNE INDIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd414850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577801
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd820005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021901
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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/AppliedToCurrentYearAmt02974
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023701
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023215
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026675
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020241
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023701
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04411
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GAIN ON ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RECONCILIATION ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04411
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04411
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02203
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0VALUATION ADJUSTMENT
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04774
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04774
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04774
TaxesSchedule/TaxesDetail/Amt0540
TaxesSchedule/TaxesDetail/Amt1308
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE WH ON ANNUITY
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR ANAND R GOKHALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02037441224
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MESARG EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MESA
ReturnHeader/Filer/EIN0651185169
ReturnHeader/Filer/PhoneNum02037441224
ReturnHeader/Filer/USAddress/AddressLine1Txt09 DOGWOOD PARK N
ReturnHeader/Filer/USAddress/CityNm0DANBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006811
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061135140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D J RAMEY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 OLD NEW MILFORD RD STE 1F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0068042426
ReturnHeader/PreparerPersonGrp/PhoneNum02037401991
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS J RAMEY CPA
ReturnHeader/ReturnTs02023-05-24T11:39:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANAND
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOKHALE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.32$0.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.38$0.28$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.16$0.29$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.77$0.30$0.47
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.39$0.26$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.52$0.30$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.10$0.29$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.29$0.27$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.02$0.27$0.25
2015Summary only. Only limited summary data is available for this year.$4.64$0.00$0.02$0.21$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.18$0.24$0.05
2013Summary only. Only limited summary data is available for this year.$4.89$0.00$0.33$0.23$0.09
2012Summary only. Only limited summary data is available for this year.$4.67$0.00$0.28$0.24$0.04
2011Summary only. Only limited summary data is available for this year.$4.64$0.00$4.64$4.54$0.06$4.49