Civic Intelligence

Roy and Marianne Smith Foundation

990PF • Fiscal year 2020 • EIN 13-3050754

Apr 01, 2019 to Mar 31, 2020 • Filed on Nov 13, 2020

Organization Profile
2435 Rue Du Jardin Suite APT 402Naples, FL 34105

(212) 440-0800

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$241,544

Down $95,444 (-28%) from 2015

Net Assets

$241,544

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$56,603

Up $52,256 (+1202%) from 2015

Expenses

Down

$9,838

Down $415,341 (-98%) from 2015

Net Income

Up

$46,765

Up $467,597 (+111%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $1,265,777Liabilities 2011: $02011Assets 2012: $980,805Liabilities 2012: $02012Assets 2013: $723,963Liabilities 2013: $02013Assets 2014: $757,819Liabilities 2014: $02014Assets 2015: $336,988Liabilities 2015: $02015Assets 2020: $241,544Liabilities 2020: $0Net Assets 2020: $241,5442020Assets 2021: $266,706Liabilities 2021: $0Net Assets 2021: $266,7062021Assets 2022: $277,958Liabilities 2022: $1Net Assets 2022: $277,9582022Assets 2023: $262,744Liabilities 2023: $0Net Assets 2023: $262,7442023Assets 2024: $193,483Liabilities 2024: $12024Assets 2025: $185,347Liabilities 2025: $0Net Assets 2025: $185,3472025

Highlighted filing

2020

Assets$241,544
Liabilities$0
Net Assets$241,544
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2011: $99,899Expenses 2011: $403,702Net Income 2011: -$303,8032011Revenue 2012: $125,223Expenses 2012: $410,196Net Income 2012: -$284,9732012Revenue 2013: $125,898Expenses 2013: $370,957Net Income 2013: -$245,0592013Revenue 2014: $70,146Expenses 2014: $36,289Net Income 2014: $33,8572014Revenue 2015: $4,347Expenses 2015: $425,179Net Income 2015: -$420,8322015Revenue 2020: $56,603Expenses 2020: $9,838Net Income 2020: $46,7652020Revenue 2021: $33,180Expenses 2021: $8,018Net Income 2021: $25,1622021Revenue 2022: $48,762Expenses 2022: $11,575Net Income 2022: $37,1872022Revenue 2023: -$6,420Expenses 2023: $8,794Net Income 2023: -$15,2142023Revenue 2024: $32,056Expenses 2024: $101,317Net Income 2024: -$69,2612024Revenue 2025: -$1,240Expenses 2025: $6,896Net Income 2025: -$8,1362025

Highlighted filing

2020

Revenue$56,603
Expenses$9,838
Net Income$46,765
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY C SMITHTrustee/Part-Time-$0--
MARIANNE F SMITHTrustee/Part-Time-$0--
MICHAEL COLESTrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Roy and Marianne Smith Foundation
EIN
13-3050754
In Care Of
% ERNST & YOUNG US LLP
Phone
2124400800
Address
2435 Rue Du Jardin Suite APT 402, NAPLES, FL 34105

Signing Officer

Name
Marianne Smith
Title
Trustee
Phone
2124400811
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
Joseph Bulger
Phone
2124400800
Raw XML Appendix333 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIANNE F SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL COLES
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ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$241,544
Liabilities
$0
Net assets
$241,544
Revenue
$56,603
Expenses
$9,838
Net income
$46,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.03$0.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.01$0.01$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.05$0.01$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.03$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.06$0.01$0.05
2015Summary only. Only limited summary data is available for this year.$0.34$0.00$0.00$0.43$0.42
2014Summary only. Only limited summary data is available for this year.$0.76$0.00$0.07$0.04$0.03
2013Summary only. Only limited summary data is available for this year.$0.72$0.00$0.13$0.37$0.25
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.13$0.41$0.28
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$0.10$0.40$0.30