Civic Intelligence

The Horace Smith Fund

990PF • Fiscal year 2013 • EIN 04-2235130

Apr 01, 2012 to Mar 31, 2013 • Filed on Jul 10, 2013

Organization Profile

View Organization Page

1441 Main StreetWestfield, MA 01103
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

45th percentile

$56,869

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

34th percentile

-1.0%

Faster asset growth than 34% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,728,682

Down $55,321 (-1.0%) from 2012

Net Assets

Down

$5,720,845

Down $57,562 (-1.0%) from 2012

Liabilities

Up

$7,837

Up $2,241 (+40%) from 2012

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin22nd percentile

Revenue

$379,988

No earlier filing loaded for comparison.

Expenses

Down

$420,867

Down $16,508 (-3.8%) from 2012

Net Income

-$40,879

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2013

Assets$5,728,682
Liabilities$7,837
Net Assets$5,720,845
Open 2013 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

2013

Revenue$379,988
Expenses$420,867
Net Income-$40,879
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Jul 10, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE MAHONEYVP Fund AdmnFT$47,100$9,769$56,869
JOSEPHINE SARNELLIClerk/ ExecPT$25,000$8,694$33,694
PATRICIA A SANTANIELLOAsst. Treasu-$1,200-$1,200
ADONIS MILLERTreasuer-$0--
MICHAEL E TUCKERTrustee-$0--
JAMES W BRODERICK JRTrustee-$0--
KATHLEEN BOURQUETrustee-$0--
JEROME LINEHANTrustee-$0--
WAYNE L WEBSTERTrustee-$0--
SAMALID HOGANPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSINDIVIDUALSPRINGFIELD, MA, US$193,750
Paid Grant-FELLOWSHIPSINDIVIDUALSPRINGFIELD, MA, US$26,000
Filing and Contact Details

Filer

EIN
04-2235130
Raw XML AppendixShowing 400 of 851 raw XML fields

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6BED BATH & BEYOND INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BROADCOM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BUFFALO SMALL CAP FD 1444
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10CAPITAL ONE FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CHECK POINT SOFTWARE TECH LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16COGNIZANT TECH SOLUTIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20DANAHER CORP SHS BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21DIAGEO PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25FREEPORT-MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27HARBOR INTL FD INST CL FUND 11
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28HARTFORD MUTUAL FD INC MDCP CL Y
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32INVESCO INTL GROWTH FD INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33INVESCO LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34JOHNSON & JOHNSON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36L3 COMMUNICATIONS HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42NETAPP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45PERKINS MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47PNC BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48PRECISION CASTPARTS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51ROYCE SPECIAL EQUITY FD 327
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57TRANSOCEAN LTD ZUG NAMEN AKT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59UNITED PARCEL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61US BANCORP DEL NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65WELLPOINT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67YUM BRANDS
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue01010783
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV01018665
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0151595
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0205057
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1STUDENT LOANS INTEREST
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description2COLLECTIONS RECEIVED ON
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description3STUDENT LOANS
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description4STUDENT LOANS BAD DEBT
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description5RESERVE PREVIOUSLY EXPENSE
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome0168
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome11435
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome216683
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome35000
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0356652
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome023286
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0379938
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps07491
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm06078
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss012155
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0144
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0205057
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm05131
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps042514
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm025655
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss073300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0219750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0219750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss050
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionAdjNetIncm03730
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss03730
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0151595
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0151595
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-40879
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02127177
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0205057
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0270236
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncm03866
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps05392
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss09664
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm0446
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps03696
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm02230
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss06372
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm06241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps08586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss015205

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,728,682
Liabilities
$7,837
Net assets
$5,720,845
Revenue
$379,988
Expenses
$420,867
Net income
-$40,879
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
Peer Organizations

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