Civic Intelligence

Blue Trunk Foundation Inc.

EIN 81-0789264 • Charlottesville, VA

Pub. 78 Eligible
PO Box 5041Charlottesville, VA 22905
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.81x

Higher debt load relative to assets than 93% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

8.22x

Higher debt load relative to revenue than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

25%

Faster revenue growth than 74% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$203,672

Up $43,331 (+27%) from 2023

Liabilities

Up

$164,397

Up $164,397 from 2023

Net Assets

Up

$164,397

Up $4,056 (+2.5%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin74th percentile

Revenue

Up

$19,995

Up $3,949 (+25%) from 2023

Expenses

Down

$15,939

Down $21,398 (-57%) from 2023

Net Income

Up

$4,056

Up $25,347 (+119%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2016: $41,419Liabilities 2016: $0Net Assets 2016: $41,4192016Assets 2017: $70,959Liabilities 2017: $0Net Assets 2017: $70,9592017Assets 2018: $56,023Liabilities 2018: $0Net Assets 2018: $56,0232018Assets 2019: $173,757Liabilities 2019: $0Net Assets 2019: $173,7572019Assets 2020: $386,042Liabilities 2020: $0Net Assets 2020: $386,0422020Assets 2021: $277,298Liabilities 2021: $0Net Assets 2021: $277,2982021Assets 2022: $181,632Liabilities 2022: $0Net Assets 2022: $181,6322022Assets 2023: $160,341Liabilities 2023: $0Net Assets 2023: $160,3412023Assets 2024: $203,672Liabilities 2024: $164,397Net Assets 2024: $164,3972024

Highlighted filing

2024

Assets$203,672
Liabilities$164,397
Net Assets$164,397
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2016: $46,000Expenses 2016: $4,581Net Income 2016: $41,4192016Revenue 2017: $40,360Expenses 2017: $10,820Net Income 2017: $29,5402017Revenue 2018: $16,437Expenses 2018: $32,784Net Income 2018: -$16,3472018Revenue 2019: $184,037Expenses 2019: $66,303Net Income 2019: $117,7342019Revenue 2020: $293,097Expenses 2020: $80,812Net Income 2020: $212,2852020Revenue 2021: $35,395Expenses 2021: $144,139Net Income 2021: -$108,7442021Revenue 2022: $15,934Expenses 2022: $111,600Net Income 2022: -$95,6662022Revenue 2023: $16,046Expenses 2023: $37,337Net Income 2023: -$21,2912023Revenue 2024: $19,995Expenses 2024: $15,939Net Income 2024: $4,0562024

Highlighted filing

2024

Revenue$19,995
Expenses$15,939
Net Income$4,056
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,672
Liabilities
$164,397
Net assets
$164,397
Revenue
$19,995
Expenses
$15,939
Net income
$4,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$1.64$1.64$0.20$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.16$0.37$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.16$1.12$0.96
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.35$1.44$1.09
2020Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$2.93$0.81$2.12
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$1.84$0.66$1.18
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.16$0.33$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.40$0.11$0.30
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.46$0.05$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 5, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUPA VALDEZPresident-$0--
CLAIRE WELLBELOVEDVP And COO-$0--
RAJAN SHETHTreasurer/Se-$0--
MELANIE FOSTERBoard Member-$0--
JULIE ARBELAEZBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Blue Trunk Foundation
EIN
81-0789264
In Care Of
% RAJAN SHETH
Phone
4342180953
Address
PO BOX 5041, CHARLOTTESVILLE, VA 22905

Signing Officer

Name
Claire Wellbeloved
Title
Co-founder VP
Phone
5402750125
Signed
2026-01-05

Preparer

Firm
Hrb Tax Group Inc
Address
850 STATLER BLVD STE 109, STAUNTON, VA 24401
Preparer
Donna Ellingsworth
Phone
5408861166
Raw XML Appendix272 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/UndistributedIncomeGrp/ExcessFromYear1Amt024484
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051415
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076498
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029830
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015939
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013391
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0255721
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0242330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0850
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0850
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WEBSITE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES AND SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVERTISING AND MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER BUSINESS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0819
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21287
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt441
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0181631
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1-21290
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0RETAINED EARNINGS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1NET INCOME
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0160341
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt14056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01427
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONTRACTORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL AND PROFESSIONAL SERVICE
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0500
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Claire Wellbeloved
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-FOUNDER VP
ReturnHeader/BusinessOfficerGrp/PhoneNum05402750125
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Blue Trunk Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0810789264
ReturnHeader/Filer/InCareOfNm0% RAJAN SHETH
ReturnHeader/Filer/PhoneNum04342180953
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5041
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022905
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0850 STATLER BLVD STE 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAUNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024401
ReturnHeader/PreparerPersonGrp/PhoneNum05408861166
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna Ellingsworth
ReturnHeader/ReturnTs02026-01-07T13:47:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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