Civic Intelligence

Trustees of Smith Academy

990 • Fiscal year 2021 • EIN 04-2785440

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
49 Main StreetHatfield, MA 01038

(413) 530-6262

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

14th percentile

-16%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

56th percentile

13%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

30%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$828,527

Up $96,466 (+13%) from 2020

Net Assets

Up

$828,527

Up $96,466 (+13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Up

$20,461

Up $4,750 (+30%) from 2020

Expenses

Up

$23,783

Up $1,600 (+7.2%) from 2020

Net Income

Up

-$3,322

Up $3,150 (+49%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $654,875Liabilities 2011: $0Net Assets 2011: $654,8752011Assets 2012: $572,797Liabilities 2012: $0Net Assets 2012: $572,7972012Assets 2013: $617,443Liabilities 2013: $0Net Assets 2013: $617,4432013Assets 2014: $609,516Liabilities 2014: $0Net Assets 2014: $609,5162014Assets 2015: $574,590Liabilities 2015: $0Net Assets 2015: $574,5902015Assets 2016: $595,077Liabilities 2016: $0Net Assets 2016: $595,0772016Assets 2017: $676,725Liabilities 2017: $0Net Assets 2017: $676,7252017Assets 2018: $562,703Liabilities 2018: $0Net Assets 2018: $562,7032018Assets 2019: $653,391Liabilities 2019: $0Net Assets 2019: $653,3912019Assets 2020: $732,061Liabilities 2020: $0Net Assets 2020: $732,0612020Assets 2021: $828,527Liabilities 2021: $0Net Assets 2021: $828,5272021Assets 2022: $699,408Liabilities 2022: $0Net Assets 2022: $699,4082022Assets 2023: $775,179Liabilities 2023: $0Net Assets 2023: $775,1792023Assets 2024: $837,552Liabilities 2024: $0Net Assets 2024: $837,5522024

Highlighted filing

2021

Assets$828,527
Liabilities$0
Net Assets$828,527
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $29,579Expenses 2011: $19,187Net Income 2011: $10,3922011Revenue 2012: $25,976Expenses 2012: $21,835Net Income 2012: $4,1412012Revenue 2013: $45,334Expenses 2013: $21,136Net Income 2013: $24,1982013Revenue 2014: $45,809Expenses 2014: $32,917Net Income 2014: $12,8922014Revenue 2015: -$44,268Expenses 2015: $24,643Net Income 2015: -$68,9112015Revenue 2016: $12,566Expenses 2016: $21,708Net Income 2016: -$9,1422016Revenue 2017: $17,045Expenses 2017: $21,808Net Income 2017: -$4,7632017Revenue 2018: $43,401Expenses 2018: $83,917Net Income 2018: -$40,5162018Revenue 2019: $22,397Expenses 2019: $22,656Net Income 2019: -$2592019Revenue 2020: $15,711Expenses 2020: $22,183Net Income 2020: -$6,4722020Revenue 2021: $20,461Expenses 2021: $23,783Net Income 2021: -$3,3222021Revenue 2022: $16,873Expenses 2022: $24,433Net Income 2022: -$7,5602022Revenue 2023: $38,520Expenses 2023: $23,814Net Income 2023: $14,7062023Revenue 2024: $37,506Expenses 2024: $32,902Net Income 2024: $4,6042024

Highlighted filing

2021

Revenue$20,461
Expenses$23,783
Net Income-$3,322
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$33,405
Mission and Program Overview

Mission

To provide scholarships to graduating students and grants to smith academy high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$732,061$828,527▲ $96,466
Investments in Publicly Traded Securities$729,813$824,695▲ $94,882
Cash and Non-Interest-Bearing Accounts$2,248$3,832▲ $1,584
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$732,061$828,527▲ $96,466
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$732,061$828,527▲ $96,466
Total Liabilities and Net Assets / Fund Balance$732,061$828,527▲ $96,466
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Robert SheaChairman
David LampronVice President
Brenda KeirTrustee
Jonathan BardwellTrustee
RICHARD O'DEATrustee
William BeldenTrustee
Anna HolhutClerk
John WilkesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,461
Other Revenue
$0
Change in Net Assets
$-3,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,683
Grants and Similar Amounts Paid$11,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,900--$10,900
Fees for Service Investment Mgmnt Fees-$9,668-$9,668
Fees for Services Accounting-$1,395-$1,395
Insurance$1,065--$1,065
Other Expenses-$500-$500
Grants to Domestic Orgs$200--$200
Office Expenses-$55-$55
Total Functional Expenses$12,165$11,618$0$23,783
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“An annual meeting is held where the trustees are given a copy of the 990, at which time it is reviewed.”

Form 990, Part VI, Section C, Line 19

“The governing documents are maintained at the high school, and are available upon request to the public.”

Filing and Contact Details

Filer

Filer Name
Smith Academy Trustees
EIN
04-2785440
Phone
4135306262
Address
49 MAIN STREET, HATFIELD, MA 01038

Signing Officer

Name
Robert Shea
Title
Chairman
Phone
4135306262
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Shea
Formed
1969
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Downey Pieciak Fitzgerald & Co Pc
Address
488 NEWTON STREET, SOUTH HADLEY, MA 01075
Preparer
Keith H Purcell CPA
Phone
4137342163
Raw XML Appendix354 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SMITH ACADEMY TRUSTEES PROVIDES FINANCIAL SUPPORT FOR SMITH ACADEMY BY HELPING TO FUND CAPITAL PROJECTS AND EQUIPMENT PURCHASES.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP FUNDS ARE DISBURSED TO APPROVED RECIPIENTS UPON RECEIPT OF A CURRENT TUITION INVOICE FROM A COLLEGE OR UNIVERSITY.
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ANNUAL MEETING IS HELD WHERE THE TRUSTEES ARE GIVEN A COPY OF THE 990, AT WHICH TIME IT IS REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS ARE MAINTAINED AT THE HIGH SCHOOL, AND ARE AVAILABLE UPON REQUEST TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990/TotalAssetsEOYAmt0828527
IRS990/TotalAssetsGrp/BOYAmt0732061
IRS990/TotalAssetsGrp/EOYAmt0828527
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011618
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012165
IRS990/TotalFunctionalExpensesGrp/TotalAmt023783
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0732061
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0828527
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012165
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020461
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020461
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0732061
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0828527
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt049 MAIN STREET
IRS990/USAddress/CityNm0HATFIELD
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001038
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum04135306262
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH ACADEMY TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0042785440
ReturnHeader/Filer/PhoneNum04135306262
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ReturnHeader/Filer/USAddress/CityNm0HATFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030288632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOWNEY PIECIAK FITZGERALD & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0488 NEWTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH HADLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001075
ReturnHeader/PreparerPersonGrp/PhoneNum04137342163
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH H PURCELL CPA
ReturnHeader/ReturnTs02022-11-15T13:51:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$828,527
Liabilities
$0
Net assets
$828,527
Revenue
$20,461
Expenses
$23,783
Net income
-$3,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.38$0.33$0.05
2023Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.39$0.24$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.17$0.24$0.08
2021Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$0.20$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.16$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.22$0.23$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.43$0.84$0.41
2017Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.17$0.22$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.13$0.22$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.44$0.25$0.69
2014Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.46$0.33$0.13
2013Summary only. Only limited summary data is available for this year.$6.17$0.00$6.17$0.45$0.21$0.24
2012Summary only. Only limited summary data is available for this year.$5.73$0.00$5.73$0.26$0.22$0.04
2011Summary only. Only limited summary data is available for this year.$6.55$0.00$6.55$0.30$0.19$0.10