Civic Intelligence

Wharton-Smith Foundation Inc.

990PF • Fiscal year 2021 • EIN 85-1227279

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

99th percentile

479%

Faster asset growth than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

348%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,938,691

Up $1,603,995 (+479%) from 2020

Net Assets

Up

$1,937,596

Up $1,602,900 (+479%) from 2020

Liabilities

Up

$1,095

Up $1,094 (+109400%) from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin97th percentile

Revenue

Up

$1,724,224

Up $1,339,113 (+348%) from 2020

Expenses

Up

$160,494

Up $110,079 (+218%) from 2020

Net Income

Up

$1,563,730

Up $1,229,034 (+367%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

2021

Assets$1,938,691
Liabilities$1,095
Net Assets$1,937,596
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

2021

Revenue$1,724,224
Expenses$160,494
Net Income$1,563,730
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th 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
2022-11-09
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
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,938,691
Liabilities
$1,095
Net assets
$1,937,596
Revenue
$1,724,224
Expenses
$160,494
Net income
$1,563,730
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