Civic Intelligence

Sarah Lindsey Gupta Charitable Tr

990EZ • Fiscal year 2016 • EIN 81-6239878

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$78,381

Up $18,493 (+31%) from 2015

Net Assets

Up

$78,381

Up $18,493 (+31%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

Down

$24,592

Down $38,296 (-61%) from 2015

Expenses

Up

$6,100

Up $3,100 (+103%) from 2015

Net Income

Down

$18,492

Down $41,396 (-69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2016

Assets$78,381
Liabilities$0
Net Assets$78,381
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

2016

Revenue$24,592
Expenses$6,100
Net Income$18,492
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$30,343
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
SCHOLARSHIPS AWARDED TO A WILLIAM & MARY STUDENTS MAJORING IN EDUCATION AND NEW KENT HIGH SCHOOL STUDENTS WHO WILL STUDY EDUCATION.$6,000$6,000
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$29,081$29,081$1,322$27,759
Total Events$29,081$29,081$5,751$23,330
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
2017-11-13
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 I, Line 10

“6,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses va form 102 fee 100 total 100”

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 Appendix134 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/USAddress/CityNm0PROVIDENCE FORGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023140
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059889
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01262
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IRS990EZ/ExcessOrDeficitForYearAmt018492
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059889
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM LINDSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0100
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/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED TO A WILLIAM & MARY STUDENTS MAJORING IN EDUCATION AND NEW KENT HIGH SCHOOL STUDENTS WHO WILL STUDY EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05751
IRS990EZ/SpecialEventsNetIncomeLossAmt023330
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06100
IRS990EZ/TotalProgramServiceExpensesAmt06000
IRS990EZ/TotalRevenueAmt024592
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.SARAHLINDSEYGUPTA.COM/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt065233
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0100218
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069875
IRS990ScheduleA/Total509Grp/TotalAmt0100218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069875
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0100218
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029081
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023330
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01322
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01322
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04429
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES VA FORM 102 FEE 100 TOTAL 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08049662336
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARAH LINDSEY GUPTA CHARITABLE TRUS
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0816239878
ReturnHeader/Filer/PhoneNum08049662336
ReturnHeader/Filer/USAddress/AddressLine1Txt02221 BARNETTS ROAD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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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/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK S WARREN JR
ReturnHeader/ReturnTs02017-11-15T14:35:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,381
Liabilities
$0
Net assets
$78,381
Revenue
$24,592
Expenses
$6,100
Net income
$18,492
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