Civic Intelligence

Smg Charitable Trust Inc C/O Smg Property Management

EIN 59-3525908 • Lakewood Ranch, FL

9027 Town Center ParkwayLakewood Ranch, FL 34202
Siviq Scores

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

Liabilities / Assets

80th percentile

0.08x

Higher debt load relative to assets than 80% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.69x

Higher debt load relative to revenue than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-38%

Faster revenue growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$38,542

Up $4,255 (+12%) from 2023

Liabilities

Flat

$3,000

Flat from 2023

Net Assets

Up

$35,542

Up $4,255 (+14%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin97th percentile

Revenue

Down

$4,375

Down $2,672 (-38%) from 2023

Expenses

Down

$120

Down $11,478 (-99%) from 2023

Net Income

Up

$4,255

Up $8,806 (+193%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$150K$100K$50K$0Assets 2010: $136,607Liabilities 2010: $6,301Net Assets 2010: $130,3062010Assets 2011: $106,941Liabilities 2011: $2,105Net Assets 2011: $104,8362011Assets 2012: $99,963Liabilities 2012: $0Net Assets 2012: $99,9632012Assets 2013: $75,876Liabilities 2013: $0Net Assets 2013: $75,8762013Assets 2014: $69,604Liabilities 2014: $0Net Assets 2014: $69,6042014Assets 2015: $58,675Liabilities 2015: $02015Assets 2016: $55,461Liabilities 2016: $0Net Assets 2016: $55,4612016Assets 2017: $47,048Liabilities 2017: $0Net Assets 2017: $47,0482017Assets 2018: $48,998Liabilities 2018: $0Net Assets 2018: $48,9982018Assets 2019: $48,232Liabilities 2019: $3,656Net Assets 2019: $44,5762019Assets 2020: $46,808Liabilities 2020: $6,106Net Assets 2020: $40,7022020Assets 2021: $41,539Liabilities 2021: $5,156Net Assets 2021: $36,3832021Assets 2022: $40,994Liabilities 2022: $5,156Net Assets 2022: $35,8382022Assets 2023: $34,287Liabilities 2023: $3,000Net Assets 2023: $31,2872023Assets 2024: $38,542Liabilities 2024: $3,000Net Assets 2024: $35,5422024

Highlighted filing

2024

Assets$38,542
Liabilities$3,000
Net Assets$35,542
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $12,1232010Expenses 2011: $17,6922011Expenses 2012: $4,8192012Revenue 2013: $3,311Expenses 2013: $27,398Net Income 2013: -$24,0872013Revenue 2014: $6,650Expenses 2014: $12,922Net Income 2014: -$6,2722014Revenue 2015: $6,186Expenses 2015: $17,115Net Income 2015: -$10,9292015Revenue 2016: $4,282Expenses 2016: $7,496Net Income 2016: -$3,2142016Revenue 2017: $4,173Expenses 2017: $12,586Net Income 2017: -$8,4132017Revenue 2018: $4,448Expenses 2018: $2,498Net Income 2018: $1,9502018Revenue 2019: $3,093Expenses 2019: $7,515Net Income 2019: -$4,4222019Revenue 2020: $3,696Expenses 2020: $7,570Net Income 2020: -$3,8742020Revenue 2021: $7,181Expenses 2021: $11,500Net Income 2021: -$4,3192021Revenue 2022: $11,075Expenses 2022: $11,620Net Income 2022: -$5452022Revenue 2023: $7,047Expenses 2023: $11,598Net Income 2023: -$4,5512023Revenue 2024: $4,375Expenses 2024: $120Net Income 2024: $4,2552024

Highlighted filing

2024

Revenue$4,375
Expenses$120
Net Income$4,255
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,542
Liabilities
$3,000
Net assets
$35,542
Revenue
$4,375
Expenses
$120
Net income
$4,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.03$0.36$0.04$0.00$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.31$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.05$0.36$0.11$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.05$0.36$0.07$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.06$0.41$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.04$0.45$0.03$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.04$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.04$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$0.59$0.00$0.06$0.17$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.07$0.13$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03$0.27$0.24
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$0.18
2010Detailed filing. Detailed filing data is available for this year.$1.37$0.06$1.30$0.12