Civic Intelligence

The Jan M Smith Charitable Trust

990PF • Fiscal year 2018 • EIN 82-6380892

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 06, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$8,535

Down $1,350 (-14%) from 2017

Net Assets

Down

$8,535

Down $1,350 (-14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$0

Down $10,000 (-100%) from 2017

Expenses

Up

$1,350

Up $1,235 (+1074%) from 2017

Net Income

Down

-$1,350

Down $11,235 (-114%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$8,535
Liabilities$0
Net Assets$8,535

Operations Trend

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

2018

Revenue$0
Expenses$1,350
Net Income-$1,350
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN M SMITHTrustee-$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
2019-11-06
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 Appendix179 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN M SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02108805267
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAN M SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAN M SMITH
ReturnHeader/Filer/BusinessNameControlTxt0JANM
ReturnHeader/Filer/EIN0826380892
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:56:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710911015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHASE & CHASE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011919 JONES MALTSBERGER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02104039339
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN E CHASE
ReturnHeader/ReturnTs02019-11-13T11:56:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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