Civic Intelligence

Charles C Schwob Tr UW

EIN 55-6016461 • Orlando, FL

Orlando, FL
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

44%

Higher net margin than 85% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$25,003

Higher top officer pay than 55% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

63%

Faster revenue growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,224,773

Down $73,762 (-2.2%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin85th percentile

Revenue

Up

$141,002

Up $86,886 (+161%) from 2022

Expenses

Down

$215,648

Down $1,280 (-0.6%) from 2022

Net Income

Up

-$74,646

Up $88,166 (+54%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,101,669Liabilities 2019: $0Net Assets 2019: $3,101,6692019Assets 2020: $3,194,128Liabilities 2020: $0Net Assets 2020: $3,194,1282020Assets 2021: $3,451,012Liabilities 2021: $0Net Assets 2021: $3,451,0122021Assets 2022: $3,298,535Liabilities 2022: $0Net Assets 2022: $3,298,5352022Assets 2023: $3,224,773Liabilities 2023: $12023

Highlighted filing

2023

Assets$3,224,773
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2019: $119,657Expenses 2019: $94,229Net Income 2019: $25,4282019Revenue 2020: $222,539Expenses 2020: $131,830Net Income 2020: $90,7092020Revenue 2021: $474,813Expenses 2021: $205,458Net Income 2021: $269,3552021Revenue 2022: $54,116Expenses 2022: $216,928Net Income 2022: -$162,8122022Revenue 2023: $141,002Expenses 2023: $215,648Net Income 2023: -$74,6462023

Highlighted filing

2023

Revenue$141,002
Expenses$215,648
Net Income-$74,646
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$3,224,773
Liabilities
$1
Net assets
-
Revenue
$141,002
Expenses
$215,648
Net income
-$74,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.22$0.00$0.14$0.22$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.05$0.22$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.47$0.21$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.22$0.13$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.12$0.09$0.03
Latest Filing Detail
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Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits