Civic Intelligence

The Jan M Smith Charitable Trust

990PF • Fiscal year 2023 • EIN 82-6380892

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

1251 E Bitters RdSan Antonio, TX 78216

(210) 557-8682

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

20th percentile

-24%

Higher net margin than 20% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-81%

Faster asset growth than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

3499900%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,045

Down $8,555 (-81%) from 2022

Net Assets

Down

$2,045

Down $8,555 (-81%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue

Up

$35,000

Up $34,999 (+3499900%) from 2022

Expenses

Up

$43,555

Up $42,855 (+6122%) from 2022

Net Income

Down

-$8,555

Down $7,856 (-1124%) from 2022

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: $0Net Assets 2023: $2,0452023Assets 2024: $7,045Liabilities 2024: $0Net Assets 2024: $7,0452024

Highlighted filing

2023

Assets$2,045
Liabilities$0
Net Assets$2,045

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

2023

Revenue$35,000
Expenses$43,555
Net Income-$8,555
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL COXTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jan M Smith Charitable Trust
EIN
82-6380892
Phone
2105578682
Address
1251 E BITTERS RD, SAN ANTONIO, TX 78216

Signing Officer

Name
Paul Cox
Title
Trustee
Phone
2108805267
Signed
2024-10-23

Preparer

Firm
Chase & Chase CPA
Address
3512 PAESANOS PARKWAY STE 300, SHAVANO PARK, TX 78231
Preparer
Karen E Chase
Phone
2104039339
Raw XML Appendix190 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/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02108805267
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAN M SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PAUL COX
ReturnHeader/Filer/BusinessNameControlTxt0JANM
ReturnHeader/Filer/EIN0826380892
ReturnHeader/Filer/PhoneNum02105578682
ReturnHeader/Filer/USAddress/AddressLine1Txt01251 E BITTERS RD
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHASE & CHASE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03512 PAESANOS PARKWAY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAVANO PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078231
ReturnHeader/PreparerPersonGrp/PhoneNum02104039339
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN E CHASE
ReturnHeader/ReturnTs02024-10-23T12:09:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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