Civic Intelligence

Wharton-Smith Foundation Inc.

990PF • Fiscal year 2020 • EIN 85-1227279

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 23, 2021

Organization Profile
750 Monroe RoadSanford, FL 32771

(407) 321-8410

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$334,696

No earlier filing loaded for comparison.

Net Assets

$334,696

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

$385,111

No earlier filing loaded for comparison.

Expenses

$50,415

No earlier filing loaded for comparison.

Net Income

$334,696

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.

$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

2020

Assets$334,696
Liabilities$1
Net Assets$334,696
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$385,111
Expenses$50,415
Net Income$334,696
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th 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
Phone
4073218410
Address
750 MONROE ROAD, SANFORD, FL 32771

Signing Officer

Name
Stephanie Pompeo
Title
Vice President of Finance
Phone
4073218410
Signed
2021-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
401 COMMERCE STREET SUITE 1250, NASHVILLE, TN 37219-2446
Preparer
James C Lundy
Phone
6152454000
Raw XML Appendix261 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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ReturnHeader/PreparerPersonGrp/PhoneNum06152454000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C LUNDY
ReturnHeader/ReturnTs02021-11-15T10:39:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POMPEO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,696
Liabilities
$1
Net assets
$334,696
Revenue
$385,111
Expenses
$50,415
Net income
$334,696
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