Civic Intelligence

Jandlsmith Foundation

990PF • Fiscal year 2020 • EIN 13-4136600

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 12, 2021

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

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

13th percentile

-63%

Higher net margin than 13% 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

22nd percentile

-15%

Faster asset growth than 22% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$35,689

Down $6,134 (-15%) from 2019

Net Assets

Down

$35,689

Down $6,134 (-15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Up

$9,805

Up $10,593 (+1344%) from 2019

Expenses

Up

$15,939

Up $1,493 (+10%) from 2019

Net Income

Up

-$6,134

Up $9,100 (+60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$35,689
Liabilities$0
Net Assets$35,689
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$9,805
Expenses$15,939
Net Income-$6,134
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 12, 2021
Return Version
2020v4.1
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 Smith
Title
Trustee
Phone
9176260838
Signed
2021-04-12
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 Appendix282 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/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt067939
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt067939
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051420
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05947
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011858
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0119359
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0107501
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt039
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09176260838
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-12
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/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/ReturnTs02021-04-13T08:14:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$35,689
Liabilities
$0
Net assets
$35,689
Revenue
$9,805
Expenses
$15,939
Net income
-$6,134
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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