Civic Intelligence

H Arthur Smith Charitable Foundation

990PF • Fiscal year 2011 • EIN 04-3391489

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 16, 2012

30221 33rd Ave SW98023-2322
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

67th percentile

$1,600

Higher top officer pay than 67% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,727,050

No earlier filing loaded for comparison.

Net Assets

$1,727,050

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$141,672

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,727,050Liabilities 2011: $0Net Assets 2011: $1,727,0502011Assets 2012: $1,683,936Liabilities 2012: $0Net Assets 2012: $1,683,9362012Assets 2013: $1,636,310Liabilities 2013: $0Net Assets 2013: $1,636,3102013Assets 2014: $1,626,402Liabilities 2014: $243Net Assets 2014: $1,626,1592014Assets 2015: $1,580,035Liabilities 2015: $0Net Assets 2015: $1,580,0352015Assets 2016: $1,469,097Liabilities 2016: $0Net Assets 2016: $1,469,0972016Assets 2017: $1,424,570Liabilities 2017: $0Net Assets 2017: $1,424,5702017Assets 2018: $1,433,148Liabilities 2018: $0Net Assets 2018: $1,433,1482018Assets 2019: $1,479,182Liabilities 2019: $0Net Assets 2019: $1,479,1822019Assets 2020: $1,228,764Liabilities 2020: $0Net Assets 2020: $1,228,7642020Assets 2021: $1,122,166Liabilities 2021: $0Net Assets 2021: $1,122,1662021Assets 2022: $1,019,545Liabilities 2022: $0Net Assets 2022: $1,019,5452022Assets 2023: $1,053,709Liabilities 2023: $0Net Assets 2023: $1,053,7092023Assets 2024: $1,129,534Liabilities 2024: $0Net Assets 2024: $1,129,5342024

Highlighted filing

2011

Assets$1,727,050
Liabilities$0
Net Assets$1,727,050

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $141,6722011Expenses 2012: $137,6632012Revenue 2013: $107,209Expenses 2013: $152,117Net Income 2013: -$44,9082013Revenue 2014: $137,338Expenses 2014: $147,489Net Income 2014: -$10,1512014Revenue 2015: $99,173Expenses 2015: $145,297Net Income 2015: -$46,1242015Revenue 2016: $30,577Expenses 2016: $141,515Net Income 2016: -$110,9382016Revenue 2017: $100,435Expenses 2017: $144,427Net Income 2017: -$43,9922017Revenue 2018: $147,931Expenses 2018: $138,593Net Income 2018: $9,3382018Revenue 2019: $98,660Expenses 2019: $52,585Net Income 2019: $46,0752019Revenue 2020: $51,972Expenses 2020: $302,501Net Income 2020: -$250,5292020Revenue 2021: $171,172Expenses 2021: $277,950Net Income 2021: -$106,7782021Revenue 2022: $221,829Expenses 2022: $328,098Net Income 2022: -$106,2692022Revenue 2023: $75,265Expenses 2023: $31,915Net Income 2023: $43,3502023Revenue 2024: $97,820Expenses 2024: $22,227Net Income 2024: $75,5932024

Highlighted filing

2011

Revenue-
Expenses$141,672
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 16, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANICE MARTINTrustee-$1,600-$1,600
PAMELA MARTINTrustee-$1,600-$1,600
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF MASSACHUSETTS MEMORIAL FOUNDATIONPREVENTIVE AND BEHAVIORAL MEDICINE509(A)(3)SHREWSBURY, MA, US$50,000
Paid GrantUNIVERSITY OF MASSACHUSETTS MEMORIAL FOUNDATIONONCOLOGY509(A)(3)SHREWSBURY, MA, US$50,000
Paid GrantDARROW SCHOOLEDUCATION, ENVIRONMENTAL SUSTAINABILITY509(A)(1)NEW LEBANON, NY, US$10,000
Approved Future GrantDARROW SCHOOLEDUCATION, ENVIRONMENTAL SUSTAINABILITY509(A)(1)NEW LEBANON, NY, US$10,000
Filing and Contact Details

Filer

EIN
04-3391489
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue235024
InvestmentsOtherSchedule2/InvestmentsOther/BookValue313150
InvestmentsOtherSchedule2/InvestmentsOther/BookValue452607
InvestmentsOtherSchedule2/InvestmentsOther/BookValue553909
InvestmentsOtherSchedule2/InvestmentsOther/BookValue60
InvestmentsOtherSchedule2/InvestmentsOther/BookValue737274
InvestmentsOtherSchedule2/InvestmentsOther/BookValue8106351
InvestmentsOtherSchedule2/InvestmentsOther/BookValue960622
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1043752
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11134228
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1281893
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1323955
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem014118SH PCRIX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1450SH CCW 7%
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2835SH FXI
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3125SH LQD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem41940SH EWC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem52475SH EWG
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem61,200SH EWD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem73625SH EWJ
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem81,990SH EFA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9950SH IWM
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem101125SH JNK
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem113,300SH VWO
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem121,725SH VNQ
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13450SH ELD
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV092332
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV111515
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV229116
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV314220
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV451604
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV547569
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV60
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV733024
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV898565
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV970063
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1043256
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV11126093
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV12100050
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1321888
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount070196
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount024767
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount019350
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount01479
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0115792
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0115792
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02752
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02751
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss05503
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm024767
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01520
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm01680
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0110000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0110000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm070196
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss070196
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-25880
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0260776
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm019350
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss019350
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss024767
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome089498
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0465
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0465
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss01479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm018789
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss018789
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps02120

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.10$0.02$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.08$0.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.22$0.33$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.17$0.28$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.05$0.30$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.03$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.14$0.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.15$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.14