Civic Intelligence

The Horace Smith Fund

990PF • Fiscal year 2021 • EIN 04-2235130

Apr 01, 2020 to Mar 31, 2021 • Filed on Jun 02, 2021

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

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

40th percentile

7.9%

Higher net margin than 40% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$54,047

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

27th percentile

0.7%

Faster asset growth than 27% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-8.8%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$6,155,302

Up $41,924 (+0.7%) from 2020

Net Assets

Up

$6,151,998

Up $44,748 (+0.7%) from 2020

Liabilities

Down

$3,304

Down $2,824 (-46%) from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin40th percentile

Revenue

Down

$566,229

Down $54,410 (-8.8%) from 2020

Expenses

Up

$521,481

Up $6,612 (+1.3%) from 2020

Net Income

Down

$44,748

Down $61,022 (-58%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2021

Assets$6,155,302
Liabilities$3,304
Net Assets$6,151,998
Open 2021 Filing

Operations Trend

Revenue Growth20th 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

2021

Revenue$566,229
Expenses$521,481
Net Income$44,748
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jun 2, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE BLACKEOffice AdminFT$54,047-$54,047
JOSEPHINE SARNELLIClerk/ ExecPT$33,904-$33,904
PATRICIA A SANTANIELLOAsst. Treasu-$900-$900
WAYNE L WEBSTERPresident-$0--
JAMES W BRODERICK JRTreasurer-$0--
TERESA REGINATrustee-$0--
MICHAEL E TUCKERTrustee-$0--
KATHLEEN BOURQUETrustee-$0--
ANTHONY GIACOMONITrustee-$0--
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
2021-06-02
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
Raw XML AppendixShowing 400 of 844 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1823952
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4453094
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4665569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4783944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4890597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4978954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50101871
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52113109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5349391
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5770953
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AGILENT TECHNOLOGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN INTERNATIONAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN INTL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMETEK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLIED MATERIALS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARISTA NETWORKS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ASPEN TECHNOLOGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AXA EQUITABLE HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BANK AMERI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF THE OZARKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CARMAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHARLES RIVER LAB INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CHARTER COMMUNICATIONS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CITRIX SYSTEMS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DANAHER CORP SHS BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DISCOVERY COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DOLLAR TREE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DROPBOX INC - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ESSENT GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EXPEDIA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FACEBOOK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29INTERNATIONAL FLAVORS & FRAGRANCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INVESCO INTL GROWTH FD INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JACOBS ENGINEERING GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JONES LANG LASALLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33KKR & CO, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LAM RESEARCH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LAMB WESTON HOLDINGS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37LIBERTY SIRIUSXM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LKQ CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41METLIFE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MGM RESORTS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MICRON TECHNOLOGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MIDDLEBY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NEXSTAR MEDIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NEXTERA ENERGY PARTNERS, LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NORTHROP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NVR, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PERFORMANCE FOOD GROUP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55POST HOLDING INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56RESTAURANT BRANDS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57REXNORD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58RYMAN HOSPITALITY PROPERTIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SABRE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SIGNATURE BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61T-MOBILE US, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TEXAS PACIFIC LAND TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63THERMO FISHER SCIENTIFIC, INC

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Filings

Displayed year

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

Open filing
Assets
$6,155,302
Liabilities
$3,304
Net assets
$6,151,998
Revenue
$566,229
Expenses
$521,481
Net income
$44,748
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