Civic Intelligence

Patricia K Smith Charitable Foundation

990PF • Fiscal year 2017 • EIN 06-1519725

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
17475 Frances StreetOmaha, NE 68130-2345

(402) 397-9281

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

3rd percentile

-153%

Higher net margin than 3% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

2.6%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$838,845

Up $116,350 (+16%) from 2016

Net Assets

Up

$838,845

Up $116,350 (+16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin3rd percentile

Revenue

Up

$17,102

Up $433 (+2.6%) from 2016

Expenses

Up

$43,300

Up $6,000 (+16%) from 2016

Net Income

Down

-$26,198

Down $5,567 (-27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.0M$500K$0Assets 2010: $488,204Liabilities 2010: $0Net Assets 2010: $488,2042010Assets 2011: $539,422Liabilities 2011: $0Net Assets 2011: $539,4222011Assets 2012: $543,245Liabilities 2012: $0Net Assets 2012: $543,2452012Assets 2013: $733,246Liabilities 2013: $1Net Assets 2013: $733,2462013Assets 2014: $697,502Liabilities 2014: $1Net Assets 2014: $697,5022014Assets 2015: $691,759Liabilities 2015: $0Net Assets 2015: $691,7592015Assets 2016: $722,495Liabilities 2016: $0Net Assets 2016: $722,4952016Assets 2017: $838,845Liabilities 2017: $0Net Assets 2017: $838,8452017Assets 2018: $863,987Liabilities 2018: $0Net Assets 2018: $863,9872018Assets 2019: $803,564Liabilities 2019: $0Net Assets 2019: $803,5642019Assets 2020: $850,860Liabilities 2020: $1Net Assets 2020: $850,8602020Assets 2021: $847,350Liabilities 2021: $1Net Assets 2021: $847,3502021Assets 2022: $909,630Liabilities 2022: $1Net Assets 2022: $909,6302022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$838,845
Liabilities$0
Net Assets$838,845
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$50K$0-$50KExpenses 2010: $24,7252010Expenses 2011: $25,7352011Expenses 2012: $25,9502012Revenue 2013: $13,015Expenses 2013: $34,350Net Income 2013: -$21,3352013Revenue 2014: $13,879Expenses 2014: $35,200Net Income 2014: -$21,3212014Revenue 2015: $14,831Expenses 2015: $37,200Net Income 2015: -$22,3692015Revenue 2016: $16,669Expenses 2016: $37,300Net Income 2016: -$20,6312016Revenue 2017: $17,102Expenses 2017: $43,300Net Income 2017: -$26,1982017Revenue 2018: $17,836Expenses 2018: $44,200Net Income 2018: -$26,3642018Revenue 2019: $18,875Expenses 2019: $40,200Net Income 2019: -$21,3252019Revenue 2020: $20,445Expenses 2020: $43,250Net Income 2020: -$22,8052020Revenue 2021: $2,480Expenses 2021: $41,100Net Income 2021: -$38,6202021Revenue 2022: $21,810Expenses 2022: $46,000Net Income 2022: -$24,1902022Revenue 2024: $13Expenses 2024: $0Net Income 2024: $132024

Highlighted filing

2017

Revenue$17,102
Expenses$43,300
Net Income-$26,198
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATICIA K SMITHAs Required-$0--
SANFORD V SMITHAs Required-$0--
ANDREW R SMITHAs Required-$0--
Filing and Contact Details

Filer

Filer Name
Patricia K Smith Charitable Foundation
EIN
06-1519725
Phone
4023979281
Address
17475 FRANCES STREET, OMAHA, NE 68130-2345

Signing Officer

Name
Patricia K Smith
Title
Trustee
Phone
4023979281
Signed
2018-05-11

Preparer

Firm
Gunderson Accounting Pc
Address
10730 Pacific Street Suite 246, Omaha, NE 68114-4761
Preparer
Martin a Gunderson
Raw XML Appendix328 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01110 Vermont Ave NW STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt185 SECOND STREET SUITE 750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2125 Maiden Lane 9th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3226 CAUSEWAY STREET 5TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4453 Freedom Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5122 E 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61156 15th Street NW Suite 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7125 Broad Street 18th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8121 HABITAT DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91800 NORTH 33RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1017475 FRANCES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8AMERICUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LINCOLN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10OMAHA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8GA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1941053441
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2100384730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5101681289
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd831709
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd968503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1068130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0183050
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034350
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043300
IRS990PF/UndistributedIncomeGrp/Taxable2Amt030571
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0208850
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0165550
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038395
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030571
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0142548
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN FAIR MARKET VALUE
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA K SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04023979281
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRICIA K SMITH CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0061519725
ReturnHeader/Filer/PhoneNum04023979281
ReturnHeader/Filer/USAddress/AddressLine1Txt017475 FRANCES STREET
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0681302345
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00BDBA81D8671ECC80261B36CFA58708868BB8FC9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00BDBA81D8671ECC80261B36CFA58708868BB8FC9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.76.217.50
ReturnHeader/FilingSecurityInformation/IPDt02018-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:20:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUNDERSON ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010730 Pacific Street Suite 246
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681144761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN A GUNDERSON
ReturnHeader/ReturnTs02018-05-12T10:20:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$838,845
Liabilities
$0
Net assets
$838,845
Revenue
$17,102
Expenses
$43,300
Net income
-$26,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.00$9.10$0.22$0.46$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.00$8.47$0.02$0.41$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.51$0.00$8.51$0.20$0.43$0.23
2019Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.19$0.40$0.21
2018Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.18$0.44$0.26
2017Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.17$0.43$0.26
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.22$0.00$7.22$0.17$0.37$0.21
2015Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.15$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.14$0.35$0.21
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.33$0.00$7.33$0.13$0.34$0.21
2012Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.26
2011Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.26
2010Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.25