Civic Intelligence

The Horace Smith Fund

990PF • Fiscal year 2025 • EIN 04-2235130

Apr 01, 2024 to Mar 31, 2025 • Filed on Jun 02, 2025

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

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.01x

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

2025 filings • $5M-$10M nonprofits • Source year 2025

Net Margin

65th percentile

14%

Higher net margin than 65% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

34th percentile

$51,719

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2025 filings • $5M-$10M nonprofits • Source year 2025

Asset Growth

39th percentile

1.3%

Faster asset growth than 39% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2025 filings • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$6,907,342

Up $91,878 (+1.3%) from 2024

Net Assets

Up

$6,899,641

Up $85,677 (+1.3%) from 2024

Liabilities

Up

$7,701

Up $6,201 (+413%) from 2024

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin65th percentile

Revenue

Up

$631,413

Up $240,762 (+62%) from 2024

Expenses

Up

$545,736

Up $10,467 (+2.0%) from 2024

Net Income

Up

$85,677

Up $230,295 (+159%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2025

Assets$6,907,342
Liabilities$7,701
Net Assets$6,899,641
Open 2025 Filing

Operations Trend

Revenue Growth88th 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

2025

Revenue$631,413
Expenses$545,736
Net Income$85,677
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPHINE SARNELLIClerk/ ExecPT$38,179$13,540$51,719
WAYNE L WEBSTERPresident-$0--
ANTHONY GIACOMONITreasurer-$0--
JAMES W BRODERICK JRAssistant Tr-$0--
TERESA REGINATrustee-$0--
KATHLEEN BOURQUETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSINDIVIDUALWESTFIELD, MA, US$238,482
Paid Grant-FELLOWSHIPSINDIVIDUALWESTFIELD, MA, US$62,092
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
2025-06-02
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
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17CITIGROUP 2.67% 01/29/2031
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CARMAX, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CASEY'S GENERAL STORES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHARLES RIVER LABORATORIES INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KENVUE INC W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LIVE NATION ENTERTAINMENT, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LPL FINANCIAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MARATHON OIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MARKEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MERCK & CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ON SEMICONDUCTOR CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PAYPAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51POST HOLDINGS INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SCHWAB CHARLES CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VISA, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WALMART, INC.
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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,907,342
Liabilities
$7,701
Net assets
$6,899,641
Revenue
$631,413
Expenses
$545,736
Net income
$85,677
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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