Civic Intelligence

The Dr Dinesh O and Suvama D Shah Charitable Trust

990PF • Fiscal year 2022 • EIN 81-6197207

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 21, 2023

Organization Profile
352 David Walker DriveTavares, FL 32778

(352) 871-4993

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

76th percentile

26%

Higher net margin than 76% 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

100th percentile

19237000%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$192,371

Up $192,370 (+19237000%) from 2021

Net Assets

Up

$192,371

Up $192,371 from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin76th percentile

Revenue

Down

$113,278

Down $19,813 (-15%) from 2021

Expenses

Down

$83,865

Down $9,885 (-11%) from 2021

Net Income

Down

$29,413

Down $9,928 (-25%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$600K$400K$200K$0Assets 2016: $46,329Liabilities 2016: $0Net Assets 2016: $46,3292016Assets 2017: $115,298Liabilities 2017: $0Net Assets 2017: $115,2982017Assets 2018: $89,873Liabilities 2018: $0Net Assets 2018: $89,8732018Assets 2019: $1Liabilities 2019: $1Net Assets 2019: $02019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $192,371Liabilities 2022: $1Net Assets 2022: $192,3712022Assets 2023: $335,168Liabilities 2023: $1Net Assets 2023: $335,1682023Assets 2024: $463,071Liabilities 2024: $0Net Assets 2024: $463,0712024

Highlighted filing

2022

Assets$192,371
Liabilities$1
Net Assets$192,371
Open 2022 Filing

Operations Trend

Revenue Growth29th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $52,270Expenses 2016: $5,941Net Income 2016: $46,3292016Revenue 2017: $69,644Expenses 2017: $675Net Income 2017: $68,9692017Revenue 2018: $138Expenses 2018: $25,613Net Income 2018: -$25,4752018Revenue 2019: $119,428Expenses 2019: $51,353Net Income 2019: $68,0752019Revenue 2020: $118,009Expenses 2020: $112,435Net Income 2020: $5,5742020Revenue 2021: $133,091Expenses 2021: $93,750Net Income 2021: $39,3412021Revenue 2022: $113,278Expenses 2022: $83,865Net Income 2022: $29,4132022Revenue 2023: $159,451Expenses 2023: $16,654Net Income 2023: $142,7972023Revenue 2024: $164,143Expenses 2024: $36,240Net Income 2024: $127,9032024

Highlighted filing

2022

Revenue$113,278
Expenses$83,865
Net Income$29,413
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dinesh ShahTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dinesh O & Suvarna D Shah Charitable Trust
EIN
81-6197207
Phone
3528714993
Address
352 David Walker Drive, Tavares, FL 32778

Signing Officer

Name
Dinesh O Shah
Title
Trustee
Phone
3528714993
Signed
2023-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Mary Sybil Lamoreaux CPA Pa
Address
1200 E ALFRED STREET, TAVARES, FL 32778
Preparer
Mary S LaMoreaux
Phone
3527421355
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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ReturnHeader/Filer/BusinessNameControlTxt0DINE
ReturnHeader/Filer/EIN0816197207
ReturnHeader/Filer/PhoneNum03528714993
ReturnHeader/Filer/USAddress/AddressLine1Txt0352 David Walker Drive
ReturnHeader/Filer/USAddress/CityNm0Tavares
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032778
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200075284
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARY SYBIL LAMOREAUX CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 E ALFRED STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAVARES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032778
ReturnHeader/PreparerPersonGrp/PhoneNum03527421355
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary S LaMoreaux
ReturnHeader/ReturnTs02023-06-27T12:27:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dinesh
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shah
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,371
Liabilities
$1
Net assets
$192,371
Revenue
$113,278
Expenses
$83,865
Net income
$29,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.64$0.36$1.28
2023Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$1.59$0.17$1.43
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.13$0.84$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.33$0.94$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.18$1.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.19$0.51$0.68
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.00$0.26$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.70$0.01$0.69
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.52$0.06$0.46