Civic Intelligence

The Horace Smith Fund

990PF • Fiscal year 2012 • EIN 04-2235130

Apr 01, 2011 to Mar 31, 2012 • Filed on Jul 05, 2012

Organization Profile

View Organization Page

1441 Main Street01103
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

86th percentile

$55,497

Higher top officer pay than 86% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$5,784,003

No earlier filing loaded for comparison.

Net Assets

$5,778,407

No earlier filing loaded for comparison.

Liabilities

$5,596

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$437,375

No earlier filing loaded for comparison.

Net Income

-

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,784,003Liabilities 2012: $5,596Net Assets 2012: $5,778,4072012Assets 2013: $5,728,682Liabilities 2013: $7,837Net Assets 2013: $5,720,8452013Assets 2014: $6,650,436Liabilities 2014: $22,029Net Assets 2014: $6,628,4072014Assets 2015: $6,536,652Liabilities 2015: $883Net Assets 2015: $6,535,7692015Assets 2016: $6,315,681Liabilities 2016: $1,187Net Assets 2016: $6,314,4942016Assets 2017: $6,056,109Liabilities 2017: $1,920Net Assets 2017: $6,054,1892017Assets 2018: $6,246,807Liabilities 2018: $6,766Net Assets 2018: $6,240,0412018Assets 2019: $6,004,418Liabilities 2019: $2,497Net Assets 2019: $6,001,9212019Assets 2020: $6,113,378Liabilities 2020: $6,128Net Assets 2020: $6,107,2502020Assets 2021: $6,155,302Liabilities 2021: $3,304Net Assets 2021: $6,151,9982021Assets 2022: $7,735,757Liabilities 2022: $21,600Net Assets 2022: $7,714,1572022Assets 2023: $6,959,364Liabilities 2023: $782Net Assets 2023: $6,958,5822023Assets 2024: $6,815,464Liabilities 2024: $1,500Net Assets 2024: $6,813,9642024Assets 2025: $6,907,342Liabilities 2025: $7,701Net Assets 2025: $6,899,6412025

Highlighted filing

2012

Assets$5,784,003
Liabilities$5,596
Net Assets$5,778,407
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $437,3752012Revenue 2013: $379,988Expenses 2013: $420,867Net Income 2013: -$40,8792013Revenue 2014: $1,380,782Expenses 2014: $466,666Net Income 2014: $914,1162014Revenue 2015: $375,774Expenses 2015: $466,496Net Income 2015: -$90,7222015Revenue 2016: $264,970Expenses 2016: $480,888Net Income 2016: -$215,9182016Revenue 2017: $195,359Expenses 2017: $454,230Net Income 2017: -$258,8712017Revenue 2018: $684,728Expenses 2018: $497,591Net Income 2018: $187,1372018Revenue 2019: $263,074Expenses 2019: $500,850Net Income 2019: -$237,7762019Revenue 2020: $620,639Expenses 2020: $514,869Net Income 2020: $105,7702020Revenue 2021: $566,229Expenses 2021: $521,481Net Income 2021: $44,7482021Revenue 2022: $2,114,925Expenses 2022: $552,766Net Income 2022: $1,562,1592022Revenue 2023: -$220,767Expenses 2023: $534,808Net Income 2023: -$755,5752023Revenue 2024: $390,651Expenses 2024: $535,269Net Income 2024: -$144,6182024Revenue 2025: $631,413Expenses 2025: $545,736Net Income 2025: $85,6772025

Highlighted filing

2012

Revenue-
Expenses$437,375
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Jul 5, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE MAHONEYVP Fund AdmnFT$45,794$9,703$55,497
JOSEPHINE SARNELLIClerk/ ExecPT$20,962$4,954$25,916
BENJAMIN BUMPExecutive SePT$4,900-$4,900
PATRICIA A SANTANIELLOAsst. Treasu-$1,200-$1,200
MICHAEL P WILLIAMSPresident-$0--
ADONIS MILLERTreasuer-$0--
MICHAEL E TUCKERTrustee-$0--
JAMES W BRODERICK JRTrustee-$0--
KATHLEEN BOURQUETrustee-$0--
JEROME LINEHANTrustee-$0--
WAYNE L WEBSTERTrustee-$0--
SAMALID HOGANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSINDIVIDUALSPRINGFIELD, MA, US$226,250
Paid Grant-FELLOWSHIPSINDIVIDUALSPRINGFIELD, MA, US$25,079
Filing and Contact Details

Filer

EIN
04-2235130
Raw XML AppendixShowing 400 of 898 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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CompensationExplanation/Compensation/PersonName0MICHAEL P WILLIAMS
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CompensationExplanation/Compensation/PersonName2BENJAMIN BUMP
CompensationExplanation/Compensation/PersonName3ANNE MAHONEY
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GeneralExplanationAttachment/GeneralExplanation/Explanation0YEAR ENDED: MARCH 31, 2012 04-2235130 THE HORACE SMITH FUND 1441 MAIN STREET SPRINGFIELD, MA 01103 ELECTING OUT OF BONUS DEPRECIATION ALLOWANCE FOR ALL ELIGIBLE DEPRECIABLE PROPERTY THE TAXPAYER ELECTS OUT OF FIRST-YEAR BONUS DEPRECIATION ALLOWANCE UNDER IRC SECTION 168(K) FOR ALL ELIGIBLE ASSET CLASSES OF DEPRECIABLE PROPERTY ACQUIRED AFTER DECEMBER 31, 2007. THIS ELECTION APPLIES TO ALL ELIGIBLE DEPRECIABLE PROPERTY PLACED IN SERVICE DURING THE TAX YEAR.
GeneralExplanationAttachment/GeneralExplanation/Identifier0GENERAL ELECTIONS
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0AT&T INC, 4.45%, 05/15/21
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1BERKSHIRE HATHAWAY, 5.40%, 05/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2CATERPILLAR, 5.13%, 10/12/11
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3CISCO SYSTEMS INC, 4.95%, 02/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4COCA COLA CO, 1.50%, 11/15/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5CONOCOPHILLIPS, 5.63%, 10/15/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6CONOCOPHILLIPS, 4.75%, 02/01/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7FIDELITY HIGH INCOME FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8GE COMPANY, 5.00%, 02/01/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9GE CAPITAL CORP, 5.63%, 09/15/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10HEWLETT PACKARD CO, 4.75%, 06/02/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11JPMORGAN CHASE & CO, 6.00%, 01/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12KRAFT FOODS INC, 5.625%, 11/01/11
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13PEPSICO INC, 3.10%, 01/15/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14SBC COMMUNICATIONS, 5.10%, 09/15/14
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17VERIZON COMM, 6.88%, 06/21/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond18VERIZON NJ INC, 5.875%, 01/17/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond19WACHOVIA CORP, 5.75%, 02/01/18
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond20WAL-MART STORES, 4.55%, 05/01/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond21BANK OF NOVA SCOTIA, 2.38%, 12/17/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond22ONTARIO PROVINCE, 2.95%, 02/05/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond23PROVINCE OF QUEBEC, 2.75%, 08/25/21
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2691392
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AG NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6APOLLO GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ARCHER DANIELS MIDLAND CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BED BATH & BEYOND INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12BROADCOM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13BUFFALO SMALL CAP FD 1444
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CAPITAL ONE FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16CHECK POINT SOFTWARE TECH LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18CIMAREX ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20COGNIZANT TECHNOLOGY SOL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22DANAHER CORP SHS BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23DIAGEO PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28EXPEDITORS INTL WASH INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30FREEPORT-MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31GALLAGHER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33HARBOR INTL FD INST CL FUND 11
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34HARTFORD MUTUAL FD INC MDCP CL Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35HEWLETT PACKARD CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39INVESCO INTL GROWTH FD INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41JOHNSON & JOHNSON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43L3 COMMUNICATIONS HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44LINEAR TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49NETAPP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54PERKINS MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55PNC BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58ROYCE SPECIAL EQUITY FD 327
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66TOYOTA MOTOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67ULTRA PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70UNITED PARCEL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72US BANCORP DEL NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76YUM BRANDS
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0819974
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0840021
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0150663
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0156964
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0MISCELLANEOUS INCOME

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,784,003
Liabilities
$5,596
Net assets
$5,778,407
Revenue
-
Expenses
$437,375
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.91$0.01$6.90$0.63$0.55$0.09
2024Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.81$0.39$0.54$0.14
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.96$0.00$6.96$0.22$0.53$0.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.02$7.71$2.11$0.55$1.56
2021Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.15$0.57$0.52$0.04
2020Detailed filing. Detailed filing data is available for this year.$6.11$0.01$6.11$0.62$0.51$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.26$0.50$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.01$6.24$0.68$0.50$0.19
2017Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.05$0.20$0.45$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.31$0.26$0.48$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$6.54$0.38$0.47$0.09
2014Detailed filing. Detailed filing data is available for this year.$6.65$0.02$6.63$1.38$0.47$0.91
2013Detailed filing. Detailed filing data is available for this year.$5.73$0.01$5.72$0.38$0.42$0.04
2012Detailed filing. Detailed filing data is available for this year.$5.78$0.01$5.78$0.44