Civic Intelligence

The Horace Smith Fund

990PF • Fiscal year 2023 • EIN 04-2235130

Apr 01, 2022 to Mar 31, 2023 • Filed on Jun 14, 2023

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

342%

Higher net margin than 99% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$35,850

Higher top officer pay than 38% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

9th percentile

-10%

Faster asset growth than 9% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$6,959,364

Down $776,393 (-10%) from 2022

Net Assets

Down

$6,958,582

Down $755,575 (-9.8%) from 2022

Liabilities

Down

$782

Down $20,818 (-96%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$220,767

Down $2,335,692 (-110%) from 2022

Expenses

Down

$534,808

Down $17,958 (-3.2%) from 2022

Net Income

Down

-$755,575

Down $2,317,734 (-148%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$6,959,364
Liabilities$782
Net Assets$6,958,582
Open 2023 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

2023

Revenue-$220,767
Expenses$534,808
Net Income-$755,575
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jun 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPHINE SARNELLIClerk/ ExecPT$35,850-$35,850
WAYNE L WEBSTERPresident-$0--
JAMES W BRODERICK JRTreasurer-$0--
TERESA REGINATrustee-$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
2023-06-14
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 835 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44265
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4872506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4991042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5022742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5175698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5266092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5383015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5462384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5567032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5687704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5782423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGILENT TECHNOLOGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AIR PRODUCTS AND CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CL-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ARISTA NETWORKS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ASPEN TECHNOLOGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AXA EQUITABLE HOLDINGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK AMERI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANK OF THE OZARKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BERRY PLASTICS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BLACKROCK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BOOKING HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BOSTON BEER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BOSTON SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BJS WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BROOKFIELD INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BROOKFIELD RENEWABLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CARMAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CASEY'S GENERAL STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CENTENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CITRIX SYSTEMS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COTERRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CUBESMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DANAHER CORP SHS BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DISCOVERY COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DOLLAR TREE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DROPBOX INC - CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ECHOSTAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EQUIFAX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ESSENT GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FACEBOOK, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FIDELITY NATIONAL INFORMATION SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GENERAC HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GENERAL HEALTHCARE TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HUNTINGTON INGALLS INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HUMANA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INTEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INVESCO INTL GROWTH FD INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JACOBS ENGINEERING GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JACOB SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON CONTROLS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KKR & CO, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LAM RESEARCH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LIBERTY SIRIUS XM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MARKEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MACERICH CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MODERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MIDDLEBY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ON SEMICONDUCTOR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NVR, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68OCCIDENTAL PETROLEUM CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PAYPAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PENNYMAC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71POLARIS INC

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,959,364
Liabilities
$782
Net assets
$6,958,582
Revenue
-$220,767
Expenses
$534,808
Net income
-$755,575
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
2023Detailed filing. Detailed filing data is available for this year.$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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