Civic Intelligence

Smg Charitable Trust Inc C/O Smg Property Management

990PF • Fiscal year 2022 • EIN 59-3525908

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 26, 2023

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

83rd percentile

0.13x

Higher debt load relative to assets than 83% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

0.47x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

34th percentile

-4.9%

Higher net margin than 34% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-1.3%

Faster asset growth than 46% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

54%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$40,994

Down $545 (-1.3%) from 2021

Net Assets

Down

$35,838

Down $545 (-1.5%) from 2021

Liabilities

Flat

$5,156

Flat from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin34th percentile

Revenue

Up

$11,075

Up $3,894 (+54%) from 2021

Expenses

Up

$11,620

Up $120 (+1.0%) from 2021

Net Income

Up

-$545

Up $3,774 (+87%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2022

Assets$40,994
Liabilities$5,156
Net Assets$35,838
Open 2022 Filing

Operations Trend

Revenue Growth76th 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

2022

Revenue$11,075
Expenses$11,620
Net Income-$545
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
2023-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Weil Akman Baylin & Coleman PA
Address
201 West Padonia Rd Suite 600, Timonium, MD 21093-2186
Preparer
Carl Baylin CPA
Phone
4105614411
Raw XML Appendix289 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0Since the entity does not solicit charitable contributions, it was exempt from registration requirements with the State of Florida.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1G Joseph Harrison
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03066
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016803
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01798
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06934
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023147
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016213
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0John Newsome Director
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09419070099
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-26
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521645472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weil Akman Baylin & Coleman PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 West Padonia Rd Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Timonium
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0210932186
ReturnHeader/PreparerPersonGrp/PhoneNum04105614411
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl Baylin CPA
ReturnHeader/ReturnTs02023-05-08T07:14:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Newsome Director
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
$40,994
Liabilities
$5,156
Net assets
$35,838
Revenue
$11,075
Expenses
$11,620
Net income
-$545
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