Civic Intelligence

The Jan M Smith Charitable Trust

990PF • Fiscal year 2024 • EIN 82-6380892

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization Profile
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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

244%

Faster asset growth than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

213%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$7,045

Up $5,000 (+244%) from 2023

Net Assets

Up

$7,045

Up $5,000 (+244%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin54th percentile

Revenue

Up

$109,500

Up $74,500 (+213%) from 2023

Expenses

Up

$104,500

Up $60,945 (+140%) from 2023

Net Income

Up

$5,000

Up $13,555 (+158%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

2024

Assets$7,045
Liabilities$0
Net Assets$7,045
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

2024

Revenue$109,500
Expenses$104,500
Net Income$5,000
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL COXTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST LUKE'S EPISCOPAL SCHOOL2024 PLEDGE-SAN ANTONIO, TX, US$20,000
Paid GrantTRINITY UNIVERSITYCHARITABLE-SAN ANTONIO, TX, US$20,000
Paid GrantTHE TOBIN CENTERGALA - VIP UNDERWRITING-SAN ANTONIO, TX, US$15,000
Paid GrantTEXAS TECH UNIVERSITYSCHOLARSHIP FOR AVERLY HUERTA-LUBBOCK, TX, US$12,000
Paid GrantTEXAS BIO MEDICAL RESEARCH INSTITUTGALA TABLE-SAN ANTONIO, TX, US$12,000
Paid GrantTHE TOBIN CENTERCHARITABLE-SAN ANTONIO, TX, US$10,000
Paid GrantUNIVERSITY OF THE INCARNATE WORDSCHOLARSHIP FOR LILLIAN PEYTON-SAN ANTONIO, TX, US$8,000
Paid GrantTRINITY UNIVERSITYSCHOLARSHIP FOR FLANAGAN-SAN ANTONIO, TX, US$5,000
Paid GrantANIMAL RESCUE AND REHAB OF COMFORTCHARITABLE-COMFORT, TX, US$2,500
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
2025-11-17

Preparer

Firm
Chase & Chase CPA
Address
3512 PAESANOS PKWY STE 300, SHAVANO PARK, TX 78231
Preparer
Karen E Chase
Phone
2104039339
Raw XML Appendix240 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52024 PLEDGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEXAS TECH UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF THE INCARNATE WORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TEXAS BIO MEDICAL RESEARCH INSTITUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ANIMAL RESCUE AND REHAB OF COMFORT
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ReturnHeader/BusinessOfficerGrp/PhoneNum02108805267
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710911015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHASE & CHASE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03512 PAESANOS PKWY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAVANO PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078231
ReturnHeader/PreparerPersonGrp/PhoneNum02104039339
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN E CHASE
ReturnHeader/ReturnTs02025-11-17T12:37:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,045
Liabilities
$0
Net assets
$7,045
Revenue
$109,500
Expenses
$104,500
Net income
$5,000
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