Civic Intelligence

Thomas G Small Foundation C/O Robert S Small Jr

990PF • Fiscal year 2022 • EIN 57-6019438

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 31, 2023

Organization Profile
PO Drawer 10287Greenville, SC 29603

(864) 233-0435

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

86th percentile

30%

Faster asset growth than 86% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-9.9%

Faster revenue growth than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,703,924

Up $396,879 (+30%) from 2021

Net Assets

Up

$1,703,924

Up $396,879 (+30%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Down

$181,125

Down $19,822 (-9.9%) from 2021

Expenses

Down

$45,167

Down $36,517 (-45%) from 2021

Net Income

Up

$135,958

Up $16,695 (+14%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,034,525Liabilities 2011: $02011Assets 2012: $1,053,664Liabilities 2012: $02012Assets 2013: $1,076,315Liabilities 2013: $02013Assets 2014: $1,103,314Liabilities 2014: $0Net Assets 2014: $1,103,3142014Assets 2015: $1,050,395Liabilities 2015: $0Net Assets 2015: $1,050,3952015Assets 2016: $1,041,644Liabilities 2016: $0Net Assets 2016: $1,041,6442016Assets 2017: $1,020,847Liabilities 2017: $0Net Assets 2017: $1,020,8472017Assets 2019: $985,707Liabilities 2019: $02019Assets 2020: $1,187,782Liabilities 2020: $0Net Assets 2020: $1,187,7822020Assets 2021: $1,307,045Liabilities 2021: $0Net Assets 2021: $1,307,0452021Assets 2022: $1,703,924Liabilities 2022: $0Net Assets 2022: $1,703,9242022Assets 2023: $1,767,614Liabilities 2023: $0Net Assets 2023: $1,767,6142023Assets 2024: $1,772,057Liabilities 2024: $0Net Assets 2024: $1,772,0572024

Highlighted filing

2022

Assets$1,703,924
Liabilities$0
Net Assets$1,703,924
Open 2022 Filing

Operations Trend

Revenue Growth32nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $51,005Expenses 2011: $70,538Net Income 2011: -$19,5332011Revenue 2012: $103,322Expenses 2012: $83,424Net Income 2012: $19,8982012Revenue 2013: $83,144Expenses 2013: $60,208Net Income 2013: $22,9362013Revenue 2014: $115,757Expenses 2014: $88,758Net Income 2014: $26,9992014Revenue 2015: $19,758Expenses 2015: $72,677Net Income 2015: -$52,9192015Revenue 2016: $56,867Expenses 2016: $65,618Net Income 2016: -$8,7512016Revenue 2017: $73,053Expenses 2017: $93,850Net Income 2017: -$20,7972017Revenue 2019: $39,625Expenses 2019: $97,424Net Income 2019: -$57,7992019Revenue 2020: $265,862Expenses 2020: $63,787Net Income 2020: $202,0752020Revenue 2021: $200,947Expenses 2021: $81,684Net Income 2021: $119,2632021Revenue 2022: $181,125Expenses 2022: $45,167Net Income 2022: $135,9582022Revenue 2023: $96,882Expenses 2023: $100,987Net Income 2023: -$4,1052023Revenue 2024: $131,320Expenses 2024: $103,208Net Income 2024: $28,1122024

Highlighted filing

2022

Revenue$181,125
Expenses$45,167
Net Income$135,958
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S SMALL JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas G Small Foundation
EIN
57-6019438
Phone
8642330435
Address
PO DRAWER 10287, GREENVILLE, SC 29603

Signing Officer

Name
Robert Small
Title
Officer
Phone
8642330435
Signed
2023-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
PO BOX 25849, GREENVILLE, SC 29616
Preparer
Jeremy Naess
Phone
8642885544
Raw XML Appendix320 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01700
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE SC ATTORNEY GENERAL'S OFFICE NO LONGER REQUIRES A COPY OF FORM 990-PF TO BE SUBMITTED WITH THEIR OFFICE. THE ATTORNEY GENERAL'S OFFICE RESERVES THE RIGHT TO REQUEST THE 990-PF SHOULD THE NEED ARISE. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUESTS AS APPLICABLE.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01676024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01687177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SALE OF PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0137652
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0135958
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0260921
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01703924
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01307045
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01703924
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt084835
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt084835
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt084835
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt087197
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02362
IRS990PF/DistributableAmountGrp/TotalTaxAmt02362
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0238
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT S SMALL JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06602 CALHOUN MEMORIAL HWY STE 201
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08642711900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084835
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1342
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessNameControlTxt0THOM
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 25849
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NAESS
ReturnHeader/ReturnTs02023-10-31T06:44:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMALL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,703,924
Liabilities
$0
Net assets
$1,703,924
Revenue
$181,125
Expenses
$45,167
Net income
$135,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.18$0.05$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.20$0.08$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.27$0.06$0.20
2019Summary only. Only limited summary data is available for this year.$0.99$0.00$0.04$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.02$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.12$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$1.05$0.00$0.10$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$0.05$0.07$0.02