Civic Intelligence

Wharton-Smith Foundation Inc.

990PF • Fiscal year 2022 • EIN 85-1227279

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 07, 2024

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

70th percentile

8.1%

Faster asset growth than 70% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-86%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,096,431

Up $157,740 (+8.1%) from 2021

Net Assets

Up

$2,096,431

Up $158,835 (+8.2%) from 2021

Liabilities

Down

$1

Down $1,094 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin80th percentile

Revenue

Down

$236,571

Down $1,487,653 (-86%) from 2021

Expenses

Down

$155,507

Down $4,987 (-3.1%) from 2021

Net Income

Down

$81,064

Down $1,482,666 (-95%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2022

Assets$2,096,431
Liabilities$1
Net Assets$2,096,431
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$236,571
Expenses$155,507
Net Income$81,064
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 7, 2024
Return Version
2022v5.0
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
Address
750 Monroe Road, Sanford, FL 32771

Signing Officer

Name
Stephanie Pompeo
Title
CFO
Phone
4073218410
Signed
2024-02-07
Discuss with paid preparer
No

Preparer

Firm
Erin Perdue CPA LLC
Address
322 E Central Blvd Unit 605, Orlando, FL 32801
Preparer
Erin Perdue
Phone
4073837668
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,096,431
Liabilities
$1
Net assets
$2,096,431
Revenue
$236,571
Expenses
$155,507
Net income
$81,064
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