Civic Intelligence

Sarah Lindsey Gupta Charitable Tr

990EZ • Fiscal year 2020 • EIN 81-6239878

Jan 01, 2020 to Dec 31, 2020 • Filed on May 16, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-38%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-3.2%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

26th percentile

-43%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Assets

Down

$102,621

Down $6,902 (-6.3%) from 2018

Net Assets

Down

$102,621

Down $6,902 (-6.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$8,845

Down $18,280 (-67%) from 2018

Expenses

Up

$12,220

Up $4,090 (+50%) from 2018

Net Income

Down

-$3,375

Down $22,370 (-118%) from 2018

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

2020

Assets$102,621
Liabilities$0
Net Assets$102,621

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

2020

Revenue$8,845
Expenses$12,220
Net Income-$3,375
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 16, 2021
Return Version
2020v4.1
Gross Receipts
$8,845
Mission and Program Overview

Mission

TO PROVIDE SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
Awarded 7 scholarships during 2020$12,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick EvelynPresident-$0--
Katherine LindseyDirector-$0--
William LindseyDirector-$0--
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
2021-05-16
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity scholarships awarded Grantee various Amount 12,000

Raw XML Appendix131 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/BOYAmt0105996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102621
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08845
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105996
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0102621
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012000
IRS990EZ/GrossReceiptsAmt08845
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102621
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102621
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to provide scholarships
IRS990EZ/PrintingPublicationsPostageAmt0220
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Awarded 7 scholarships during 2020
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012220
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0http://www.sarahlindseygupta.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016617
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt032695
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt031378
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt034309
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt098382
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0114999
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035609
IRS990ScheduleA/Total509Grp/TotalAmt0114999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt035609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity scholarships awarded Grantee various Amount 12,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick C Evelyn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08049662336
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-16
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/ReturnTs02021-05-17T00:13:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patrick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Evelyn
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings