Civic Intelligence

Daniel P Smith Trust XXXXX6006

990PF • Fiscal year 2019 • EIN 16-6015737

Sep 01, 2018 to Aug 31, 2019

Chicago, IL
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

30th percentile

-6.8%

Higher net margin than 30% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

Down

$326,807

Down $20,897 (-6.0%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$25,042

Down $978 (-3.8%) from 2015

Expenses

Down

$26,749

Down $1,494 (-5.3%) from 2015

Net Income

Up

-$1,707

Up $516 (+23%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $373,200Liabilities 2011: $12011Assets 2012: $351,359Liabilities 2012: $02012Assets 2013: $352,240Liabilities 2013: $02013Assets 2014: $348,804Liabilities 2014: $02014Assets 2015: $347,704Liabilities 2015: $02015Assets 2019: $326,807Liabilities 2019: $02019Assets 2020: $324,120Liabilities 2020: $0Net Assets 2020: $324,1202020Assets 2021: $332,166Liabilities 2021: $0Net Assets 2021: $332,1662021Assets 2022: $322,166Liabilities 2022: $0Net Assets 2022: $322,1662022Assets 2023: $319,169Liabilities 2023: $0Net Assets 2023: $319,1692023Assets 2024: $313,206Liabilities 2024: $0Net Assets 2024: $313,2062024Assets 2025: $300,616Liabilities 2025: $0Net Assets 2025: $300,6162025

Highlighted filing

2019

Assets$326,807
Liabilities$0
Net Assets-

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $35,807Expenses 2011: $19,569Net Income 2011: $16,2382011Revenue 2012: $9,458Expenses 2012: $31,384Net Income 2012: -$21,9262012Revenue 2013: $21,901Expenses 2013: $21,021Net Income 2013: $8802013Revenue 2014: $27,151Expenses 2014: $30,405Net Income 2014: -$3,2542014Revenue 2015: $26,020Expenses 2015: $28,243Net Income 2015: -$2,2232015Revenue 2019: $25,042Expenses 2019: $26,749Net Income 2019: -$1,7072019Revenue 2020: $22,147Expenses 2020: $24,823Net Income 2020: -$2,6762020Revenue 2021: $26,029Expenses 2021: $17,928Net Income 2021: $8,1012021Revenue 2022: $14,833Expenses 2022: $24,794Net Income 2022: -$9,9612022Revenue 2023: $22,705Expenses 2023: $25,705Net Income 2023: -$3,0002023Revenue 2024: $15,934Expenses 2024: $21,369Net Income 2024: -$5,4352024Revenue 2025: $10,723Expenses 2025: $23,317Net Income 2025: -$12,5942025

Highlighted filing

2019

Revenue$25,042
Expenses$26,749
Net Income-$1,707
Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Sep 1, 2018 to Aug 31, 2019

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