Civic Intelligence

Sargent Family Charitable Foundation

990EZ • Fiscal year 2017 • EIN 81-3234777

Jan 01, 2017 to Dec 31, 2017 • Filed on Dec 06, 2018

2714 ShermanGrand Prairie, TX 75051

(817) 572-9990

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$50,657

No earlier filing loaded for comparison.

Net Assets

$50,657

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$127,500

No earlier filing loaded for comparison.

Expenses

$99,646

No earlier filing loaded for comparison.

Net Income

$27,854

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $50,657Liabilities 2017: $0Net Assets 2017: $50,6572017Assets 2018: $26,187Liabilities 2018: $0Net Assets 2018: $26,1872018Assets 2019: $21,838Liabilities 2019: $16,954Net Assets 2019: $4,8842019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$50,657
Liabilities$0
Net Assets$50,657

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2017: $127,500Expenses 2017: $99,646Net Income 2017: $27,8542017Revenue 2018: $60,000Expenses 2018: $84,470Net Income 2018: -$24,4702018Revenue 2019: $60,051Expenses 2019: $81,354Net Income 2019: -$21,3032019Revenue 2020: $65,000Expenses 2020: $69,884Net Income 2020: -$4,8842020

Highlighted filing

2017

Revenue$127,500
Expenses$99,646
Net Income$27,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Dec 6, 2018
Return Version
2017v2.3
Gross Receipts
$127,500
Mission and Program Overview

Mission

Charitable help for betterment of society

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT FOR EDUCATION OF THE YOUTH AND CHILDREN-$50,100
SUPPORT THE SPREAD OF PATRIOTISM-$43,000
BENEVOLENCE TO HELP PEOPLE ATTAIN PEACE OF MIND-$6,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID Q SARGENTDirectorPT$0--
DAVID K SARGENTDirectorPT$0--
SUSIE SARGENTDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Sargent Family Charitable Foundation
EIN
81-3234777
Phone
8175729990
Address
2714 Sherman, Grand Prairie, TX 75051

Signing Officer

Name
David Q Sargent
Title
Director
Signed
2018-12-06
Discuss with paid preparer
No

Preparer

Firm
Donna Traweek CPA LLC
Address
PO Box 816, Kennedale, TX 76060
Preparer
Donna G Traweek
Phone
8175729990
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity PATRIOTISM, Grantee FLAG PO BOX 201211 ARLINGTON TX 76006, Cash Grant 15,000, Relationship Donor

Form 990-EZ, Part I, Line 10, Grants Paid

Activity YOUTH EDUCATION, Grantee BOYS GIRLS CLUB OF ARLINGTON TX INC 608 N ELM STREET ARLINGTON TX 76011, Cash Grant 5,500, Relationship Donor

Form 990-EZ, Part I, Line 10, Grants Paid

Activity EDUCATION, Grantee FRIENDS FONDATIONS PUBLIC LIBRARY PO BOX 90231 ARLINGTON TX 76004, Cash Grant 10,000, Relationship Donor

Form 990-EZ, Part I, Line 10, Grants Paid

Activity EDUCATION, Grantee UNIVERSITY OF MARY HARDIN BAYLOR BOX 8003 UHMB STATION BELTON TX 76513, Cash Grant 12,500, Relationship Donor

Form 990-EZ, Part I, Line 10, Grants Paid

Activity PATRIOTISM, Grantee SONS OF THE FLAG 8750 N CENTRAL EXPRESSWAY 150 DALLAS TX 75231, Cash Grant 25,000, Relationship Donor

Form 990-EZ, Part I, Line 10, Grants Paid

Activity CHILDRENS EDUCATION, Grantee TRAPS PLAYGROUND ADVENTURES 400 COLLEGE STREET GRAND PRAIRIE TX 75050, Cash Grant 10,000, Relationship Donor

Raw XML Appendix136 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08175729990
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 E Kennedale Pkwy
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kennedale
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022803
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022803
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050657
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022803
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE HELP FOR BETTERMENT OF SOCIETY
IRS990EZ/PrintingPublicationsPostageAmt046
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT FOR EDUCATION OF THE YOUTH AND CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT THE SPREAD OF PATRIOTISM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BENEVOLENCE TO HELP PEOPLE ATTAIN PEACE OF MIND
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt143000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt099646
IRS990EZ/TotalProgramServiceExpensesAmt099600
IRS990EZ/TotalRevenueAmt0127500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0127500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0167500
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0167500
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0127500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/Total509Grp/TotalAmt0167500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0167500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity PATRIOTISM, Grantee FLAG PO BOX 201211 ARLINGTON TX 76006, Cash Grant 15,000, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity YOUTH EDUCATION, Grantee BOYS GIRLS CLUB OF ARLINGTON TX INC 608 N ELM STREET ARLINGTON TX 76011, Cash Grant 5,500, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity EDUCATION, Grantee FRIENDS FONDATIONS PUBLIC LIBRARY PO BOX 90231 ARLINGTON TX 76004, Cash Grant 10,000, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity EDUCATION, Grantee UNIVERSITY OF MARY HARDIN BAYLOR BOX 8003 UHMB STATION BELTON TX 76513, Cash Grant 12,500, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity PATRIOTISM, Grantee SONS OF THE FLAG 8750 N CENTRAL EXPRESSWAY 150 DALLAS TX 75231, Cash Grant 25,000, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Activity CHILDRENS EDUCATION, Grantee TRAPS PLAYGROUND ADVENTURES 400 COLLEGE STREET GRAND PRAIRIE TX 75050, Cash Grant 10,000, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 10, Grants Paid
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0David Q Sargent
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sargent Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SARG
ReturnHeader/Filer/EIN0813234777
ReturnHeader/Filer/PhoneNum08175729990
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ReturnHeader/Filer/USAddress/CityNm0Grand Prairie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075051
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.139.243.93
ReturnHeader/FilingSecurityInformation/IPDt02018-12-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:18:35
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 816
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kennedale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076060
ReturnHeader/PreparerPersonGrp/PhoneNum08175729990
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donna G Traweek
ReturnHeader/ReturnTs02018-12-06T09:20:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings