Civic Intelligence

Sarah Lindsey Gupta Charitable Tr

990EZ • Fiscal year 2017 • EIN 81-6239878

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

2221 Barnetts RdProvidence 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.

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

93rd percentile

57%

Higher net margin than 93% 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

4th percentile

-80%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$15,692

Down $62,689 (-80%) from 2016

Net Assets

Down

$15,692

Down $62,689 (-80%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$27,581

Up $2,989 (+12%) from 2016

Expenses

Up

$11,889

Up $5,789 (+95%) from 2016

Net Income

Down

$15,692

Down $2,800 (-15%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$15,692
Liabilities$0
Net Assets$15,692

Operations Trend

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

2017

Revenue$27,581
Expenses$11,889
Net Income$15,692
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$35,609
Mission and Program Overview

Mission

TO PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
Awarded 7 scholarships during 2017$7,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick EvelynPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn$34,309$34,309-$34,309
Total Events$34,309$34,309$8,029$26,280
Filing and Contact Details

Filer

Filer Name
Sarah L Gupta Charitable Trust
EIN
81-6239878
Address
2221 Barnetts Rd, Providence Forge, VA 23140

Signing Officer

Name
Patrick Evelyn
Title
President
Phone
8049662336
Signed
2018-11-15
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity scholarships awarded Grantee various Amount 7,000

Description of other expenses Part I line 16

Description AmountVA registration fee 100

Raw XML Appendix125 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/PersonNm0Patrick Evelyn
IRS990EZ/BooksInCareOfDetail/PhoneNum08049662336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02221 Barnetts Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Providence Forge
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023140
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015692
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015692
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04525
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015692
IRS990EZ/FundraisingGrossIncomeAmt035609
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07000
IRS990EZ/GrossReceiptsAmt035609
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015692
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015692
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patrick Evelyn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to provide scholarships
IRS990EZ/PrintingPublicationsPostageAmt0264
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Awarded 7 scholarships during 2017
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08028
IRS990EZ/SpecialEventsNetIncomeLossAmt027581
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011889
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt027581
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0http://www.sarahlindseygupta.com
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034309
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt035609
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035609
IRS990ScheduleA/Total509Grp/TotalAmt035609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035609
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08029
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tourn
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034309
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026280
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03300
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03300
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04729
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04729
IRS990ScheduleG/LicensedStatesCd0VA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity scholarships awarded Grantee various Amount 7,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountVA registration fee 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Evelyn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08049662336
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sarah L Gupta Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0816239878
ReturnHeader/Filer/USAddress/AddressLine1Txt02221 Barnetts Rd
ReturnHeader/Filer/USAddress/CityNm0Providence Forge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023140
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId074A3FFD1CD631C38DAAF36D9DB0255C9B4E4A4EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074A3FFD1CD631C38DAAF36D9DB0255C9B4E4A4EF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05499742018319uv0bbev
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.246.149.89
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTm019:25:03
ReturnHeader/ReturnTs02018-11-15T19:20:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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