Civic Intelligence

The Jan M Smith Charitable Trust

990PF • Fiscal year 2017 • EIN 82-6380892

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

Organization Profile
12227 FairviewSan Antonio, TX 78216

(210) 403-9339

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$9,885

No earlier filing loaded for comparison.

Net Assets

$9,885

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin99th percentile

Revenue

$10,000

No earlier filing loaded for comparison.

Expenses

$115

No earlier filing loaded for comparison.

Net Income

$9,885

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2017: $9,885Liabilities 2017: $0Net Assets 2017: $9,8852017Assets 2018: $8,535Liabilities 2018: $0Net Assets 2018: $8,5352018Assets 2019: $12,685Liabilities 2019: $1Net Assets 2019: $12,6852019Assets 2020: $12,000Liabilities 2020: $1Net Assets 2020: $12,0002020Assets 2021: $11,300Liabilities 2021: $1Net Assets 2021: $11,3002021Assets 2022: $10,600Liabilities 2022: $1Net Assets 2022: $10,6002022Assets 2023: $2,045Liabilities 2023: $1Net Assets 2023: $2,0452023Assets 2024: $7,045Liabilities 2024: $0Net Assets 2024: $7,0452024

Highlighted filing

2017

Assets$9,885
Liabilities$0
Net Assets$9,885
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2017: $10,000Expenses 2017: $115Net Income 2017: $9,8852017Revenue 2018: $0Expenses 2018: $1,350Net Income 2018: -$1,3502018Revenue 2019: $10,000Expenses 2019: $5,850Net Income 2019: $4,1502019Revenue 2020: $1Expenses 2020: $685Net Income 2020: -$6842020Revenue 2021: $1Expenses 2021: $700Net Income 2021: -$6992021Revenue 2022: $1Expenses 2022: $700Net Income 2022: -$6992022Revenue 2023: $35,000Expenses 2023: $43,555Net Income 2023: -$8,5552023Revenue 2024: $109,500Expenses 2024: $104,500Net Income 2024: $5,0002024

Highlighted filing

2017

Revenue$10,000
Expenses$115
Net Income$9,885
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN M SMITHTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Jan M Smith Charitable Trust
EIN
82-6380892
Address
12227 FAIRVIEW, SAN ANTONIO, TX 78216

Signing Officer

Name
Jan M Smith
Title
Trustee
Phone
2108805267
Signed
2018-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Chase & Chase CPA
Address
11919 JONES MALTSBERGER, SAN ANTONIO, TX 78216
Preparer
Karen E Chase
Phone
2104039339
Raw XML Appendix160 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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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAN M SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,885
Liabilities
$0
Net assets
$9,885
Revenue
$10,000
Expenses
$115
Net income
$9,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.10$1.05$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.35$0.44$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.10$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.00$0.10