Civic Intelligence

The Horace Smith Fund

990PF • Fiscal year 2019 • EIN 04-2235130

Apr 01, 2018 to Mar 31, 2019 • Filed on Jun 12, 2019

Organization Profile

View Organization Page

16 Union Ave Suite 2KWestfield, MA 01085

(413) 739-4222

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

6th percentile

-90%

Higher net margin than 6% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

39th percentile

$62,722

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

19th percentile

-3.9%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-62%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$6,004,418

Down $242,389 (-3.9%) from 2018

Net Assets

Down

$6,001,921

Down $238,120 (-3.8%) from 2018

Liabilities

Down

$2,497

Down $4,269 (-63%) from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin6th percentile

Revenue

Down

$263,074

Down $421,654 (-62%) from 2018

Expenses

Up

$500,850

Up $3,259 (+0.7%) from 2018

Net Income

Down

-$237,776

Down $424,913 (-227%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2019

Assets$6,004,418
Liabilities$2,497
Net Assets$6,001,921
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

2019

Revenue$263,074
Expenses$500,850
Net Income-$237,776
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jun 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE BLACKEOffice AdminFT$51,035$11,687$62,722
JOSEPHINE SARNELLIClerk/ ExecPT$32,044$11,687$43,731
PATRICIA A SANTANIELLOAsst. Treasu-$1,200-$1,200
WAYNE L WEBSTERPresident-$0--
JAMES W BRODERICK JRTreasurer-$0--
TERESA REGINATrustee-$0--
MICHAEL E TUCKERTrustee-$0--
KATHLEEN BOURQUETrustee-$0--
ANTHONY GIACOMONITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSINDIVIDUALWESTFIELD, MA, US$238,750
Paid Grant-FELLOWSHIPSINDIVIDUALWESTFIELD, MA, US$53,258
Filing and Contact Details

Filer

Filer Name
The Horace Smith Fund
EIN
04-2235130
Phone
4137394222
Address
16 UNION AVE SUITE 2K, WESTFIELD, MA 01085

Signing Officer

Name
Wayne L Webster
Title
President
Phone
4137394222
Signed
2019-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Burkhart Pizzanelli Pc
Address
201 PARK AVE SUITE 2, WEST SPRINGFIELD, MA 01089-1597
Preparer
Julie Quink
Phone
4137349040
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMETEK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ANADARKO PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE COMPUTER, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLIED MATERIALS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AXA EQUITABLE HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK AMERI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANK OF THE OZARKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BLACKROCK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BOOKING HOLDINGS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CAPITAL ONE FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CARMAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CITIZENS FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DANAHER CORP SHS BEN INT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DOWDUPONT, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EASTMAN CHEMICAL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32EPOCH US SMALL MID CAP EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EVEREST REINSURANCE GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FACEBOOK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FIRST DATA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FORTUNE BRANDS HOME & SECURITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HARBOR INTL FD INST CL FUND 11
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INGERSOLL-RAND PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INVESCO INTL GROWTH FD INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JACOBS ENGINEERING GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOHNSON CONTROLS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MARTIN MARIETTA MATERIALS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MARVELL TECHNOLOGY GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46METLIFE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MGM RESORTS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MOLSON COORS BREWING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NIELSON HOLDINGS PLC EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NVR, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54OCCIDENTAL PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PFIZER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SIGNATURE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TIME WARNER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ULTA SALON COSMETICS & FRAGRANCES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63UNITEDHEALTH GROUP, INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNIVERSAL HEALTH SERVICES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VISA, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WEC ENERGY GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70XPO LOGISTICS, INC.
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,004,418
Liabilities
$2,497
Net assets
$6,001,921
Revenue
$263,074
Expenses
$500,850
Net income
-$237,776
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