Civic Intelligence

Drs Vanamala and Ratanlal Agarwal Educational Trust

990PF • Fiscal year 2019 • EIN 77-0600718

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 17, 2020

Organization Profile
40313 25th Street WestPalmdale, CA 93551

(661) 948-0808

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$399,209

Up $51,517 (+15%) from 2018

Net Assets

Up

$399,209

Up $51,517 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$61,482

Up $35,111 (+133%) from 2018

Expenses

Up

$9,965

Up $8,723 (+702%) from 2018

Net Income

Up

$51,517

Up $26,388 (+105%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$600K$400K$200K$0Assets 2011: $272,640Liabilities 2011: $02011Assets 2012: $277,525Liabilities 2012: $0Net Assets 2012: $277,5252012Assets 2013: $274,117Liabilities 2013: $0Net Assets 2013: $274,1172013Assets 2014: $283,421Liabilities 2014: $02014Assets 2015: $282,757Liabilities 2015: $0Net Assets 2015: $282,7572015Assets 2016: $305,214Liabilities 2016: $0Net Assets 2016: $305,2142016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $347,692Liabilities 2018: $0Net Assets 2018: $347,6922018Assets 2019: $399,209Liabilities 2019: $0Net Assets 2019: $399,2092019Assets 2020: $421,939Liabilities 2020: $0Net Assets 2020: $421,9392020Assets 2021: $466,530Liabilities 2021: $0Net Assets 2021: $466,5302021Assets 2022: $434,097Liabilities 2022: $0Net Assets 2022: $434,0972022Assets 2023: $403,043Liabilities 2023: $0Net Assets 2023: $403,0432023Assets 2024: $547,944Liabilities 2024: $0Net Assets 2024: $547,9442024

Highlighted filing

2019

Assets$399,209
Liabilities$0
Net Assets$399,209
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $1,436Expenses 2011: $20,567Net Income 2011: -$19,1312011Expenses 2012: $12,8772012Revenue 2013: $24,092Expenses 2013: $27,500Net Income 2013: -$3,4082013Revenue 2014: $32,554Expenses 2014: $23,250Net Income 2014: $9,3042014Revenue 2015: $18,434Expenses 2015: $19,098Net Income 2015: -$6642015Revenue 2016: $31,460Expenses 2016: $9,003Net Income 2016: $22,4572016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $26,371Expenses 2018: $1,242Net Income 2018: $25,1292018Revenue 2019: $61,482Expenses 2019: $9,965Net Income 2019: $51,5172019Revenue 2020: $29,236Expenses 2020: $6,506Net Income 2020: $22,7302020Revenue 2021: $52,597Expenses 2021: $8,006Net Income 2021: $44,5912021Revenue 2022: -$23,685Expenses 2022: $8,748Net Income 2022: -$32,4332022Revenue 2023: $13,225Expenses 2023: $44,279Net Income 2023: -$31,0542023Revenue 2024: $150,184Expenses 2024: $5,283Net Income 2024: $144,9012024

Highlighted filing

2019

Revenue$61,482
Expenses$9,965
Net Income$51,517
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 17, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANIL KUMARDirector-$0--
JASHWAN T K SHARMADirector-$0--
C PATHMARAJAHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Drs Vanamala and Ratanlal Agarwal
EIN
77-0600718
Phone
6619480808
Address
40313 25TH STREET WEST, PALMDALE, CA 93551

Signing Officer

Name
Anil Kumar
Title
Director
Signed
2020-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Burkey Cox Evans & Bradford
Address
1058 W AVENUE M14, PALMDALE, CA 93551-1440
Preparer
Scott Evans CPA CFP
Phone
6612672005
Raw XML Appendix312 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0625
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt06199
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FMV INCREASE INVESTMENTS
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06199
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0300.00 DR REDDY'S LAB LTD
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42178.18 UBS DYNAMIC ALPHA FUND
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01058 WEST AVENUE M-14 SUITE B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALMDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093551
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SCOTT EVANS CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06612672005
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL FINANCIAL ASSITANNCE TO OTHER EDUCATIONAL INSITUTIONS,CULTURAL ORGAINIZATIONS AND INDIVIDULES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0For new grants or scholarships, a formal letter indicating the purpose of the grant or scholarship, the amount of funds requested, how it relates to education or learning activities, the period of time the grant scholarship is needed and the expected benefits/results that can be expected by the receipt of these funds.For ongoing or a continuation of existing/previous grants or scholarships the board of directors may elect to grant funds to the existing organization to support their non-profit activities.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Programs
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06619408777
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt040313 25TH STREET WEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PALMDALE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093550
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Awards are intended for the assistance and advancement of organizations and individuals in the are of educational programs, private schools and educational studies.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28099
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION & TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TUITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VISIONS GLOBAL EMPOWERMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NANDALALA MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2STUDENT GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0EDUCATIONAL FACILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1CHARITABLE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2INDIVIDUAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01621 BARRY AVE STE PH1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13405 CABRILLO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240313 25TH STREET WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA CLARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195051
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293536
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09224
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DR ANIL KUMAR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt040313 25TH STREET WEST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALMDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093551
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020105
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt020105
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0APPRECIATED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FMV INCREASE INVESTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt032173
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/CategoryTxt0INVESTMENT TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0116
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANIL KUMAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DRS VANAMALA AND RATANLAL AGARWAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DRSV
ReturnHeader/Filer/EIN0770600718
ReturnHeader/Filer/PhoneNum06619480808
ReturnHeader/Filer/USAddress/AddressLine1Txt040313 25TH STREET WEST
ReturnHeader/Filer/USAddress/CityNm0PALMDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093551
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952868411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKEY COX EVANS & BRADFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01058 W AVENUE M14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALMDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0935511440
ReturnHeader/PreparerPersonGrp/PhoneNum06612672005
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott Evans CPA CFP
ReturnHeader/ReturnTs02020-03-17T15:33:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,209
Liabilities
$0
Net assets
$399,209
Revenue
$61,482
Expenses
$9,965
Net income
$51,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$1.50$0.05$1.45
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.13$0.44$0.31
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.24$0.09$0.32
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.53$0.08$0.45
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.29$0.07$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.61$0.10$0.52
2018Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.26$0.01$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.31$0.09$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.18$0.19$0.01
2014Summary only. Only limited summary data is available for this year.$2.83$0.00$0.33$0.23$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.24$0.28$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.13
2011Summary only. Only limited summary data is available for this year.$2.73$0.00$0.01$0.21$0.19