Civic Intelligence

Wharton-Smith Foundation Inc.

EIN 85-1227279 • Sanford, FL

Pub. 78 Eligible
750 Monroe RoadSanford, FL 32771
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

40%

Higher net margin than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

88th percentile

32%

Faster asset growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,506,064

Up $2,095,245 (+87%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,506,064

Up $2,095,245 (+87%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin83rd percentile

Revenue

Up

$2,925,248

Up $2,409,359 (+467%) from 2023

Expenses

Up

$1,768,175

Up $1,699,740 (+2484%) from 2023

Net Income

Up

$1,157,073

Up $709,619 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2020: $334,696Liabilities 2020: $1Net Assets 2020: $334,6962020Assets 2021: $1,938,691Liabilities 2021: $1,095Net Assets 2021: $1,937,5962021Assets 2022: $2,096,431Liabilities 2022: $1Net Assets 2022: $2,096,4312022Assets 2023: $2,410,819Liabilities 2023: $0Net Assets 2023: $2,410,8192023Assets 2024: $4,506,064Liabilities 2024: $0Net Assets 2024: $4,506,0642024

Highlighted filing

2024

Assets$4,506,064
Liabilities$0
Net Assets$4,506,064
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2020: $385,111Expenses 2020: $50,415Net Income 2020: $334,6962020Revenue 2021: $1,724,224Expenses 2021: $160,494Net Income 2021: $1,563,7302021Revenue 2022: $236,571Expenses 2022: $155,507Net Income 2022: $81,0642022Revenue 2023: $515,889Expenses 2023: $68,435Net Income 2023: $447,4542023Revenue 2024: $2,925,248Expenses 2024: $1,768,175Net Income 2024: $1,157,0732024

Highlighted filing

2024

Revenue$2,925,248
Expenses$1,768,175
Net Income$1,157,073
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,506,064
Liabilities
$0
Net assets
$4,506,064
Revenue
$2,925,248
Expenses
$1,768,175
Net income
$1,157,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$2.93$1.77$1.16
2023Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.52$0.07$0.45
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.24$0.16$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$1.72$0.16$1.56
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.39$0.05$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim SmithPresident-$0--
Ron DavoliSecretary-$0--
Stephanie PompeoTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wharton-Smith Foundation Inc
EIN
85-1227279
In Care Of
% Stephanie Pompeo
Phone
4073218410
Address
750 Monroe Road, Sanford, FL 32771

Signing Officer

Name
Stephanie Pompeo CFO
Title
CFO
Phone
4073218410
Signed
2025-10-12
Discuss with paid preparer
No

Preparer

Firm
Erin Perdue CPA LLC
Address
322 E Central Blvd Suite 605, Orlando, FL 32801
Preparer
Erin Perdue
Phone
4073837668
Raw XML Appendix357 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/RecipientUSAddress/AddressLine1Txt21055 AAA Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3600 N Hwy 17-92 STE 158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41819 N Semoran Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5120 S Florida Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt611000 University Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Orlando
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lake Mary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Longwood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Orlando
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Deland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Pensacola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd632514
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01725000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0211205
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0211205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01862
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01545998
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01513795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030341
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01862
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01725000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01513795
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01545998
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032203
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Wharton-Smith Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0750 Monroe Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Sanford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032771
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LegalAccounting Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018125
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt018125
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt09182
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment - Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Misc Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Taxes - Foreign Investments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Investment - Bond Accretion
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04963
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116582
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt52191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04963
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116582
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52191
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0938172
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in Unconditional Promises
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01314
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01314
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE POMPEO CFO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04073218410
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wharton-Smith Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0851227279
ReturnHeader/Filer/InCareOfNm0% Stephanie Pompeo
ReturnHeader/Filer/PhoneNum04073218410
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 Monroe Road
ReturnHeader/Filer/USAddress/CityNm0Sanford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032771
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823518399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Erin Perdue CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0322 E Central Blvd Suite 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04073837668
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN PERDUE
ReturnHeader/ReturnTs02025-10-12T23:05:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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