Civic Intelligence

Sarah Lindsey Gupta Charitable Tr

990EZ • Fiscal year 2015 • EIN 81-6239878

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization ProfileWWW.SARAHLINDSEYGUPTA.COM
2221 Barnetts RoadProvidence Forge, VA 23140

(804) 966-2336

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$59,888

No earlier filing loaded for comparison.

Net Assets

$59,888

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$62,888

No earlier filing loaded for comparison.

Expenses

$3,000

No earlier filing loaded for comparison.

Net Income

$59,888

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2015: $59,888Liabilities 2015: $0Net Assets 2015: $59,8882015Assets 2016: $78,381Liabilities 2016: $0Net Assets 2016: $78,3812016Assets 2017: $15,692Liabilities 2017: $0Net Assets 2017: $15,6922017Assets 2018: $109,523Liabilities 2018: $0Net Assets 2018: $109,5232018Assets 2020: $102,621Liabilities 2020: $0Net Assets 2020: $102,6212020Assets 2021: $137,629Liabilities 2021: $0Net Assets 2021: $137,6292021Assets 2022: $134,482Liabilities 2022: $0Net Assets 2022: $134,4822022Assets 2023: $120,207Liabilities 2023: $0Net Assets 2023: $120,2072023Assets 2024: $105,372Liabilities 2024: $0Net Assets 2024: $105,3722024

Highlighted filing

2015

Assets$59,888
Liabilities$0
Net Assets$59,888
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2015: $62,888Expenses 2015: $3,000Net Income 2015: $59,8882015Revenue 2016: $24,592Expenses 2016: $6,100Net Income 2016: $18,4922016Revenue 2017: $27,581Expenses 2017: $11,889Net Income 2017: $15,6922017Revenue 2018: $27,125Expenses 2018: $8,130Net Income 2018: $18,9952018Revenue 2020: $8,845Expenses 2020: $12,220Net Income 2020: -$3,3752020Revenue 2021: $47,330Expenses 2021: $12,322Net Income 2021: $35,0082021Revenue 2022: $43,002Expenses 2022: $46,149Net Income 2022: -$3,1472022Revenue 2023: $46,257Expenses 2023: $60,532Net Income 2023: -$14,2752023Revenue 2024: $53,664Expenses 2024: $68,499Net Income 2024: -$14,8352024

Highlighted filing

2015

Revenue$62,888
Expenses$3,000
Net Income$59,888
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$69,875
Mission and Program Overview

Mission

TO PROVIDE SCHOLARSHIPS

The sarah e. Lindsey gupta scholarship fund has been established in sarah's memory and honor at the college of william & mary, to encourage and help students with an education major to continue her standard of excellence in the passion for teaching.

Program Services

DescriptionGrantsExpenses
IN 2015, A 3,000 SCHOLARSHIP WAS AWARDED TO A WILLIAM & MARY STUDENT WHO IS MAJORING IN EDUCATION.$3,000$3,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK EVELYNPresident-$0--
KATHERINE LINDSEYDirector-$0--
WILLIAM LINDSEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$36,152$36,152$1,696$34,456
Total Events$36,152$36,152$6,987$29,165
Filing and Contact Details

Filer

Filer Name
Sarah Lindsey Gupta Charitable Trus
EIN
81-6239878
Phone
8049662336
Address
2221 BARNETTS ROAD, PROVIDENCE FORGE, VA 23140

Signing Officer

Name
Patrick Evelyn
Title
President
Phone
8049662336
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Harris Hardy & Johnstone Pc
Address
300 ARBORETUM PL STE 660, RICHMOND, VA 23236
Preparer
Frank S Warren Jr
Phone
8045600560
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“The sarah e. Lindsey gupta scholarship fund has been established in sarah's memory and honor at the college of william & mary, to encourage and help students with an education major to continue her standard of excellence in the passion for teaching.”

Raw XML Appendix121 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08049662336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02221 BARNETTS ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PROVIDENCE FORGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023140
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059888
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033723
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt059888
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
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IRS990EZ/FundraisingGrossIncomeAmt036152
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt069875
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059888
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059888
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK EVELYN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHERINE LINDSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM LINDSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SARAH E. LINDSEY GUPTA SCHOLARSHIP FUND HAS BEEN ESTABLISHED IN SARAH'S MEMORY AND HONOR AT THE COLLEGE OF WILLIAM & MARY, TO ENCOURAGE AND HELP STUDENTS WITH AN EDUCATION MAJOR TO CONTINUE HER STANDARD OF EXCELLENCE IN THE PASSION FOR TEACHING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2015, A 3,000 SCHOLARSHIP WAS AWARDED TO A WILLIAM & MARY STUDENT WHO IS MAJORING IN EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06987
IRS990EZ/SpecialEventsNetIncomeLossAmt029165
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03000
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt062888
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.SARAHLINDSEYGUPTA.COM/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036152
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt069875
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt069875
IRS990ScheduleA/Total509Grp/TotalAmt069875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt069875
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt069875
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06987
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036152
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029165
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01696
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01696
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05291
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SARAH E. LINDSEY GUPTA SCHOLARSHIP FUND HAS BEEN ESTABLISHED IN SARAH'S MEMORY AND HONOR AT THE COLLEGE OF WILLIAM & MARY, TO ENCOURAGE AND HELP STUDENTS WITH AN EDUCATION MAJOR TO CONTINUE HER STANDARD OF EXCELLENCE IN THE PASSION FOR TEACHING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK EVELYN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08049662336
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH LINDSEY GUPTA CHARITABLE TRUS
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0816239878
ReturnHeader/Filer/PhoneNum08049662336
ReturnHeader/Filer/USAddress/AddressLine1Txt02221 BARNETTS ROAD
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE FORGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541451026
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRIS HARDY & JOHNSTONE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 ARBORETUM PL STE 660
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023236
ReturnHeader/PreparerPersonGrp/PhoneNum08045600560
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK S WARREN JR
ReturnHeader/ReturnTs02016-11-14T10:55:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,888
Liabilities
$0
Net assets
$59,888
Revenue
$62,888
Expenses
$3,000
Net income
$59,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.54$0.68$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.46$0.61$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.43$0.46$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.47$0.12$0.35
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.27$0.08$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.28$0.12$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.25$0.06$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.63$0.03$0.60