Civic Intelligence

Smg Charitable Trust Inc C/O Smg Property Management

990PF • Fiscal year 2012 • EIN 59-3525908

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 11, 2013

Organization Profile
1343 Main Street Suite 20134236
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

32nd percentile

-6.5%

Faster asset growth than 32% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$99,963

Down $6,978 (-6.5%) from 2011

Net Assets

Down

$99,963

Down $4,873 (-4.6%) from 2011

Liabilities

Down

$0

Down $2,105 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,819

Down $12,873 (-73%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2012

Assets$99,963
Liabilities$0
Net Assets$99,963
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$4,819
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 11, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael DoyleDirector-$0--
John NewsomeDirector-$0--
G Joseph HarrisonDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLighthouse of ManasotaCharitable501(c)3Sarasota, FL, US$500
Paid GrantRonald Reagan Presidential Foundation & LibraryCharitable501(c)3Simi Valley, CA, US$200
Filing and Contact Details

Filer

EIN
59-3525908
Raw XML Appendix344 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.

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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01150
AmortizationSchedule/Amortization/AmortizationPeriod0180.000000000000
AmortizationSchedule/Amortization/AmountAmortized024436
AmortizationSchedule/Amortization/CurrentYearAmortization01629
AmortizationSchedule/Amortization/DateAcquiredCompletedExpended01998-09-01
AmortizationSchedule/Amortization/DeductionForPriorYears021720
AmortizationSchedule/Amortization/DescriptionOfAmortizedExpenses0Organizational Costs
AmortizationSchedule/Amortization/NetInvestmentIncome00
AmortizationSchedule/Amortization/TotalAmountOfAmortization023349
ExplnOfNonFilingWithAGStmt/Statement0Since the entity does not solicit charitable contributions, it was exempt from registration requirements with the state of Florida.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue098681
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0102532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Investments in publically traded securities
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12004-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22004-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32004-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-02-28
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Legg Mason Capital Mgmt Trust
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Legg Mason Capital Mgmt Trust
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Legg Mason Capital Mgmt Trust
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3Legg Mason Capital Mgmt Trust
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal099963
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01489
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Michael Doyle
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1John Newsome
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2G Joseph Harrison
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101343 Main Street Suite 201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111343 Main Street Suite 201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121343 Main Street Suite 201
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WestWind Property Management
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Lighthouse of Manasota
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Ronald Reagan Presidential Foundation & Library
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(c)3
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine107318 N Tamiami Trail
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1140 Presidential Drive
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Simi Valley
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode034243
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode193065
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0700
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0700
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04877
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear108517
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202624
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear309944
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04177
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04177
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear016908
IRS990PF/UndistributedIncome/ExcessFromYear108517
IRS990PF/UndistributedIncome/ExcessFromYear202624
IRS990PF/UndistributedIncome/ExcessFromYear305767
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0700
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus016908
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover021085
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation023349
LandEtcSchedule2/LandEtc/BookValue01087
LandEtcSchedule2/LandEtc/CategoryOrItem0Organizational Costs
LandEtcSchedule2/LandEtc/CostOrOtherBasis024436
OtherExpensesSchedule/OtherExpenses/Description0Bank Fees
OtherExpensesSchedule/OtherExpenses/Description1Amortization
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0190
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0190
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11629
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue02105
OtherLiabilitiesSchedule/OtherLiabilities/Description0Cash overdraft
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0593525908
ReturnHeader/Filer/Name/BusinessNameLine10SMG Charitable Trust Inc
ReturnHeader/Filer/NameControl0SMGC
ReturnHeader/Filer/Phone09419529055
ReturnHeader/Filer/USAddress/AddressLine101343 Main Street Suite 201
ReturnHeader/Filer/USAddress/City0Sarasota
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034236
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-11
ReturnHeader/Officer/Name0Michael Doyle Director
ReturnHeader/Officer/Phone09419529055
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/EIN0521645472
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Weil Akman Baylin & Coleman PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10201 West Padonia Road Suite 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Timonium
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0210932186
ReturnHeader/Preparer/Name0Carl Baylin CPA
ReturnHeader/Preparer/Phone04105614411
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-02T14:19:21-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,963
Liabilities
$0
Net assets
$99,963
Revenue
-
Expenses
$4,819
Net income
-
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