Sarah Lindsey Gupta Charitable Tr

990EZ • Fiscal year 2018 • EIN 81-6239878

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 17, 2019

Organization Profile www.sarahlindseygupta.com

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.

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

70%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

598%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

-1.7%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets57th percentile

Assets

$109,523

Up $93,831 (+598%) from 2017

Net Assets

$109,523

Up $93,831 (+598%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin95th percentile

Revenue

Down

$27,125

Down $456 (-1.7%) from 2017

Expenses

Down

$8,130

Down $3,759 (-32%) from 2017

Net Income

$18,995

Up $3,303 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

Highlighted filing

2018

Assets$109,523

Liabilities$0

Net Assets$109,523

Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

Highlighted filing

2018

Revenue$27,125

Expenses$8,130

Net Income$18,995

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Sep 17, 2019
Return Version: 2018v3.1
Gross Receipts: $32,765

Mission and Program Overview

Mission

TO PROVIDE SCHOLARSHIPS

Program Services

Description	Grants	Expenses
Awarded 4 scholarships during 2018	$8,000	-

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Patrick Evelyn	President	-	$0	-	-
Katherine Lindsey	Director	-	$0	-	-
William Lindsey	Director	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Golf Tourn	$31,378	$31,378	-	$31,378
Total Events	$31,378	$31,378	$5,640	$25,738

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 C Evelyn
Title: President
Phone: 8049662336
Signed: 2019-09-17

Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity scholarships awarded Grantee various Amount 8,000”

Description of other expenses Part I line 16

“Description AmountVA registration fee 130”

Raw XML Appendix140 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Patrick Evelyn
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8049662336
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	2221 Barnetts Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Providence Forge
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	23140
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	90528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	109523
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	1387
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	18995
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	90528
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	109523
IRS990EZ/FundraisingGrossIncomeAmt	0	31378
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	8000
IRS990EZ/GrossReceiptsAmt	0	32765
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	90528
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	109523
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	90528
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	109523
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Patrick Evelyn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Katherine Lindsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	William Lindsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Director
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	130
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	to provide scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Awarded 4 scholarships during 2018
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	8000
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	5640
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	25738
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	VA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	8130
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	27125
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	http://www.sarahlindseygupta.com
IRS990ScheduleA/First5Years509Ind	0	X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	1387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	1300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	2687
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt	0	31378
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt	0	34309
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt	0	65687
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportTotal509Amt	0	68374
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	32765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	35609
IRS990ScheduleA/Total509Grp/TotalAmt	0	68374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	32765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	35609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	0
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	0
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	68374
IRS990ScheduleG/AgrmtProfFundraisingActyInd	0	false
IRS990ScheduleG/EmailSolicitationsInd	0	X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	5640
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	Golf Tourn
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	31378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	31378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	31378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	31378
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	25738
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt	0	1368
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt	0	1368
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	4272
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	4272
IRS990ScheduleG/LicensedStatesCd	0	VA
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Activity scholarships awarded Grantee various Amount 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description AmountVA registration fee 130
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Description of other expenses Part I line 16
ReturnHeader/BuildTS	0	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Patrick C Evelyn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8049662336
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Sarah L Gupta Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	SARA
ReturnHeader/Filer/EIN	0	816239878
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2221 Barnetts Rd
ReturnHeader/Filer/USAddress/CityNm	0	Providence Forge
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	23140
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	74A3FFD1CD631C38DAAF36D9DB0255C9B4E4A4EF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	74A3FFD1CD631C38DAAF36D9DB0255C9B4E4A4EF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	5499742019287fkapxfi
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-10-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	71.246.152.73
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-10-14
ReturnHeader/FilingSecurityInformation/IPTm	0	17:56:08
ReturnHeader/ReturnTs	0	2019-10-14T17:39:26-04:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $109,523
Liabilities: $0
Net assets: $109,523
Revenue: $27,125
Expenses: $8,130
Net income: $18,995

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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