Civic Intelligence

The Kent H Smith Charitable Trust

990PF • Fiscal year 2017 • EIN 13-7486409

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

Organization Profile
1375 E 9th St 9th FloorCleveland, OH 44114

(216) 589-1300

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

2nd percentile

-214%

Higher net margin than 2% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

3rd percentile

-19%

Faster asset growth than 3% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

9th percentile

-28%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$10,731,978

Down $5,518,350 (-34%) from 2015

Net Assets

$10,731,978

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin2nd percentile

Revenue

Down

$847,256

Down $770,810 (-48%) from 2015

Expenses

Down

$2,663,030

Down $1,938,618 (-42%) from 2015

Net Income

Up

-$1,815,774

Up $1,167,808 (+39%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$30M$20M$10M$0Assets 2011: $29,646,010Liabilities 2011: $02011Assets 2012: $27,902,324Liabilities 2012: $02012Assets 2013: $25,059,279Liabilities 2013: $02013Assets 2014: $19,233,912Liabilities 2014: $02014Assets 2015: $16,250,328Liabilities 2015: $02015Assets 2017: $10,731,978Liabilities 2017: $0Net Assets 2017: $10,731,9782017Assets 2018: $7,443,766Liabilities 2018: $0Net Assets 2018: $7,443,7662018Assets 2019: $6,607,400Liabilities 2019: $0Net Assets 2019: $6,607,4002019Assets 2020: $4,724,174Liabilities 2020: $0Net Assets 2020: $4,724,1742020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$10,731,978
Liabilities$0
Net Assets$10,731,978
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $1,187,536Expenses 2011: $2,484,933Net Income 2011: -$1,297,3972011Revenue 2012: $1,618,769Expenses 2012: $4,428,935Net Income 2012: -$2,810,1662012Revenue 2013: $2,728,222Expenses 2013: $5,571,267Net Income 2013: -$2,843,0452013Revenue 2014: $2,965,585Expenses 2014: $8,800,153Net Income 2014: -$5,834,5682014Revenue 2015: $1,618,066Expenses 2015: $4,601,648Net Income 2015: -$2,983,5822015Revenue 2017: $847,256Expenses 2017: $2,663,030Net Income 2017: -$1,815,7742017Revenue 2018: $899,348Expenses 2018: $4,187,560Net Income 2018: -$3,288,2122018Revenue 2019: $871,610Expenses 2019: $1,707,976Net Income 2019: -$836,3662019Revenue 2020: $869,965Expenses 2020: $2,806,113Net Income 2020: -$1,936,1482020Revenue 2021: $1,082,543Expenses 2021: $5,811,651Net Income 2021: -$4,729,1082021

Highlighted filing

2017

Revenue$847,256
Expenses$2,663,030
Net Income-$1,815,774
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHMENT 180-$0--
SEE ATTACHMENT 190-$0--
Filing and Contact Details

Filer

Filer Name
The Kent H Smith Charitable Trust
EIN
13-7486409
In Care Of
% PHILLIP A RANNEY
Address
1375 E 9TH ST 9TH FLOOR, CLEVELAND, OH 44114

Signing Officer

Name
Phillip a Ranney
Title
Trustee
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE SUITE 3300, CLEVELAND, OH 44114-1303
Preparer
Brian Pieringer
Phone
2165891300
Raw XML Appendix345 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/ApplicationSubmissionInfoGrp/RecipientPhoneNum02166964200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01375 E 9TH ST - 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044114
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Foundation favors charitable organizations operating in Northeast Ohio: particularly those favored by its founder during his lifetime. However, gifts have been made to other charitable organizations.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02315232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0501(c)(3) to fund operation of each organization's charitable purpose.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044114
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02315232
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/AppliedToCurrentYearAmt0657362
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0657362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03759073
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03377495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07268074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03844154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01551721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01551721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020102457
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01853661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03759073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03377495
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07268074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03844154
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02511023
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01853661
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021654178
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019800517
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SSS&B FOUNDATION ADMIN. AND
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt086697
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0173395
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt086698
LiquidationExplanationStmt/ExplanationTxt0THE KENT H. SMITH CHARITABLE TRUST, A TAX-EXEMPT PRIVATE FOUNDATION, MADE A SERIES OF RELATED GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS DURING 2017 AND PRIOR YEARS WHICH TOTALED MORE THAN 25% OF THE FAIR MARKET VALUE OF THE NET ASSETS OF THE TRUST AT THE BEGINNING OF THE 2017 TAX YEAR.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03090
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK-TO-TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES - STATE OF OH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21556
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21556
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt120000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt236000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3546
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LAPLACE CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FUND EVALUATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PINKERTON CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt048000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt136000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt120000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2546
TaxesSchedule/TaxesDetail/Amt04591
TaxesSchedule/TaxesDetail/Amt11300
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04591
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP A RANNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KENT H SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PHILLIP A RANNEY TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0KENT
ReturnHeader/Filer/EIN0137486409
ReturnHeader/Filer/InCareOfNm0% PHILLIP A RANNEY
ReturnHeader/Filer/USAddress/AddressLine1Txt01375 E 9TH ST 9TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId085655B59AF5A8473395E3AF9EE87EC6429DA5155
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D5852EF151009FE410383DA4F5AE80BEDB91AAD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034135120181315000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.236.241.41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0127 PUBLIC SQUARE SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141303
ReturnHeader/PreparerPersonGrp/PhoneNum02165891300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN PIERINGER
ReturnHeader/ReturnTs02018-05-12T12:22:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,731,978
Liabilities
$0
Net assets
$10,731,978
Revenue
$847,256
Expenses
$2,663,030
Net income
-$1,815,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.08$5.81$4.73
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.87$2.81$1.94
2019Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.87$1.71$0.84
2018Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.90$4.19$3.29
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.85$2.66$1.82
2015Summary only. Only limited summary data is available for this year.$16.3$0.00$1.62$4.60$2.98
2014Summary only. Only limited summary data is available for this year.$19.2$0.00$2.97$8.80$5.83
2013Summary only. Only limited summary data is available for this year.$25.1$0.00$2.73$5.57$2.84
2012Summary only. Only limited summary data is available for this year.$27.9$0.00$1.62$4.43$2.81
2011Summary only. Only limited summary data is available for this year.$29.6$0.00$1.19$2.48$1.30