Civic Intelligence

Jandlsmith Foundation

990PF • Fiscal year 2018 • EIN 13-4136600

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profile
2300 N Scenic HighwayLake Wales, FL 33898

(863) 949-4043

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-155%

Higher net margin than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$57,057

Down $9,678 (-15%) from 2017

Net Assets

Down

$57,057

Down $9,678 (-15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$6,233

Down $4,460 (-42%) from 2017

Expenses

Down

$15,911

Down $3,939 (-20%) from 2017

Net Income

Down

-$9,678

Down $521 (-5.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $349,244Liabilities 2011: $02011Assets 2012: $306,426Liabilities 2012: $02012Assets 2013: $208,622Liabilities 2013: $02013Assets 2014: $150,981Liabilities 2014: $02014Assets 2015: $83,161Liabilities 2015: $02015Assets 2017: $66,735Liabilities 2017: $0Net Assets 2017: $66,7352017Assets 2018: $57,057Liabilities 2018: $0Net Assets 2018: $57,0572018Assets 2019: $41,823Liabilities 2019: $0Net Assets 2019: $41,8232019Assets 2020: $35,689Liabilities 2020: $0Net Assets 2020: $35,6892020Assets 2021: $31,095Liabilities 2021: $0Net Assets 2021: $31,0952021Assets 2022: $22,631Liabilities 2022: $0Net Assets 2022: $22,6312022Assets 2023: $14,207Liabilities 2023: $12023

Highlighted filing

2018

Assets$57,057
Liabilities$0
Net Assets$57,057
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $52,521Expenses 2011: $62,865Net Income 2011: -$10,3442011Revenue 2012: $19,111Expenses 2012: $61,929Net Income 2012: -$42,8182012Revenue 2013: $8,294Expenses 2013: $106,098Net Income 2013: -$97,8042013Revenue 2014: $41,803Expenses 2014: $143,838Net Income 2014: -$102,0352014Revenue 2015: $8,897Expenses 2015: $76,716Net Income 2015: -$67,8192015Revenue 2017: $10,693Expenses 2017: $19,850Net Income 2017: -$9,1572017Revenue 2018: $6,233Expenses 2018: $15,911Net Income 2018: -$9,6782018Revenue 2019: -$788Expenses 2019: $14,446Net Income 2019: -$15,2342019Revenue 2020: $9,805Expenses 2020: $15,939Net Income 2020: -$6,1342020Revenue 2021: $21,276Expenses 2021: $25,870Net Income 2021: -$4,5942021Revenue 2022: $5,588Expenses 2022: $14,052Net Income 2022: -$8,4642022Revenue 2023: $22,361Expenses 2023: $30,785Net Income 2023: -$8,4242023

Highlighted filing

2018

Revenue$6,233
Expenses$15,911
Net Income-$9,678
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES S SMITHTrustee-$0--
LAURA B SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jandlsmith Foundation
EIN
13-4136600
In Care Of
% JAMES S SMITH
Phone
8639494043
Address
2300 N SCENIC HIGHWAY, LAKE WALES, FL 33898

Signing Officer

Name
James S Smith
Title
Trustee
Signed
2019-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Bauman Hardwick Llp
Address
4040 N FRONTAGE RD STE 2, FAYETTEVILLE, AR 72703
Preparer
Elizabeth Hardwick
Phone
4795878080
Raw XML Appendix291 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04334
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt067939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0130263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt087878
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt087878
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0227005
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067939
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0130263
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010166
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0314883
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0304717
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt045
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES S SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JANDLSMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAND
ReturnHeader/Filer/EIN0134136600
ReturnHeader/Filer/InCareOfNm0% JAMES S SMITH
ReturnHeader/Filer/PhoneNum08639494043
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 N SCENIC HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0LAKE WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033898
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0289A8F7CD5DC3EFD1F6301A8090C86915E0BCC4D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0289A8F7CD5DC3EFD1F6301A8090C86915E0BCC4D
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId071128320191275000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.166.130.42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMAN HARDWICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04040 N FRONTAGE RD STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAYETTEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072703
ReturnHeader/PreparerPersonGrp/PhoneNum04795878080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH HARDWICK
ReturnHeader/ReturnTs02019-05-07T09:27:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,057
Liabilities
$0
Net assets
$57,057
Revenue
$6,233
Expenses
$15,911
Net income
-$9,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.14$0.00$0.22$0.31$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.06$0.14$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.21$0.26$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.10$0.16$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.01$0.14$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.06$0.16$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.11$0.20$0.09
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.09$0.77$0.68
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$0.42$1.44$1.02
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.08$1.06$0.98
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$0.19$0.62$0.43
2011Summary only. Only limited summary data is available for this year.$3.49$0.00$0.53$0.63$0.10