Civic Intelligence

Smg Charitable Trust Inc C/O Smg Property Management

990PF • Fiscal year 2016 • EIN 59-3525908

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 06, 2017

Organization Profile
9027 Town Center ParkwayLakewood Ranch, FL 34202

(941) 907-0099

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-75%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-5.5%

Faster asset growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$55,461

Down $3,214 (-5.5%) from 2015

Net Assets

$55,461

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

Down

$4,282

Down $1,904 (-31%) from 2015

Expenses

Down

$7,496

Down $9,619 (-56%) from 2015

Net Income

Up

-$3,214

Up $7,715 (+71%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2016

Assets$55,461
Liabilities$0
Net Assets$55,461
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

2016

Revenue$4,282
Expenses$7,496
Net Income-$3,214
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael DoyleDirector-$0--
John NewsomeDirector-$0--
G Joseph HarrisonDirector-$0--
Filing and Contact Details

Filer

Filer Name
SMG Charitable Trust Inc
EIN
59-3525908
Phone
9419070099
Address
9027 Town Center Parkway, Lakewood Ranch, FL 34202

Signing Officer

Name
John Newsome Director
Title
Director
Phone
9419070099
Signed
2017-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Weil Akman Baylin & Coleman PA
Address
201 West Padonia Road Suite 600, Timonium, MD 21093-2186
Preparer
Carl Baylin CPA
Phone
4105614411
Raw XML Appendix337 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01200
ExplnOfNonFilingWithAGStmt/ExplanationTxt0Since the entity does not solicit charitable contributions, it was exempt from registration requirements with the State of Florida.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt057580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt072299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Investments in publically traded securities
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael Doyle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John Newsome
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2G Joseph Harrison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09027 Town Center Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19027 Town Center Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29027 Town Center Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lakewood Ranch
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09027 Town Center Parkway
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lakewood Ranch
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SMG Property Management
IRS990PF/StatementsRegardingActyGrp/PhoneNum09419070099
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Shelby
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028151
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03669
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08517
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08517
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037216
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01331
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010531
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019180
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01331
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045733
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044402
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John Newsome Director
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09419070099
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMG Charitable Trust Inc
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o SMG Property Management
ReturnHeader/Filer/BusinessNameControlTxt0SMGC
ReturnHeader/Filer/EIN0593525908
ReturnHeader/Filer/PhoneNum09419070099
ReturnHeader/Filer/USAddress/AddressLine1Txt09027 Town Center Parkway
ReturnHeader/Filer/USAddress/CityNm0Lakewood Ranch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D431BEF9CB615C673BDC03B30E864741A412A11
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09FC89E8682FAA7D825F7B8CBAE6FD7977FB8BB87
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.123.84.114
ReturnHeader/FilingSecurityInformation/IPDt02017-03-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:57:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521645472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weil Akman Baylin & Coleman PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 West Padonia Road Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Timonium
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0210932186
ReturnHeader/PreparerPersonGrp/PhoneNum04105614411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl Baylin CPA
ReturnHeader/ReturnTs02017-03-07T16:40:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,461
Liabilities
$0
Net assets
$55,461
Revenue
$4,282
Expenses
$7,496
Net income
-$3,214
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