Civic Intelligence

The Kent H Smith Charitable Trust

990PF • Fiscal year 2019 • EIN 13-7486409

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

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

(216) 696-4200

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

6th percentile

-96%

Higher net margin than 6% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

-3.1%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$6,607,400

Down $836,366 (-11%) from 2018

Net Assets

Down

$6,607,400

Down $836,366 (-11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin6th percentile

Revenue

Down

$871,610

Down $27,738 (-3.1%) from 2018

Expenses

Down

$1,707,976

Down $2,479,584 (-59%) from 2018

Net Income

Up

-$836,366

Up $2,451,846 (+75%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2019

Assets$6,607,400
Liabilities$0
Net Assets$6,607,400
Open 2019 Filing

Operations Trend

Revenue Growth33rd 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

2019

Revenue$871,610
Expenses$1,707,976
Net Income-$836,366
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHMENT 120-$0--
SEE ATTACHMENT 130-$0--
Filing and Contact Details

Filer

Filer Name
The Kent H Smith Charitable Trust
EIN
13-7486409
In Care Of
% WILLIAM LAPLACE
Phone
2166964200
Address
1375 E 9TH ST 9TH FLOOR, CLEVELAND, OH 44114

Signing Officer

Name
William Laplace
Title
President
Phone
2166964200
Signed
2020-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE SUITE 3300, CLEVELAND, OH 44114-1303
Preparer
Brittany I Szymczak
Phone
2165891300
Raw XML Appendix339 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/RecipientPersonNm0WILLIAM LAPLACE PRESIDENT
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/Amt01447526
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0501(c)(3) to fund operation of each organization's charitable purpose.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT 14
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE STATEMENT 14
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044114
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01447526
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/AppliedToCurrentYearAmt0404228
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0404228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03516476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01853661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03759073
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03377495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07268074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07268074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013669548
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01162843
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03516476
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01853661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03759073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03377495
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01567071
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01162843
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020937622
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019774779
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SSS&B FOUNDATION ADMIN. AND
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt071191
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0142384
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt071192
LiquidationExplanationStmt/ExplanationTxt0THE KENT H. SMITH CHARITABLE TRUST, A TAX-EXEMPT PRIVATE FOUNDATION, MADE A SERIES OF RELATED GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS DURING 2019 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 2019 TAX YEAR. The Trust agreement requires the foundation to terminate two years after the date on which only one of the named Trustees is living and competent to act as a Trustee. The trust is expected to terminate by December 31, 2021.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES - STATE OF OH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2990
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2990
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt120000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt37401
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LAPLACE CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FUND EVALUATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PAM EICHENAUER CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt024000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt120000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt27401
TaxesSchedule/TaxesDetail/Amt03225
TaxesSchedule/TaxesDetail/Amt18000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03225
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM LAPLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02166964200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KENT H SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM LAPLACE PRESIDENT
ReturnHeader/Filer/BusinessNameControlTxt0KENT
ReturnHeader/Filer/EIN0137486409
ReturnHeader/Filer/InCareOfNm0% WILLIAM LAPLACE
ReturnHeader/Filer/PhoneNum02166964200
ReturnHeader/Filer/USAddress/AddressLine1Txt01375 E 9TH ST 9TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
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/PreparerPersonNm0BRITTANY I SZYMCZAK
ReturnHeader/ReturnTs02020-07-13T09:31:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,607,400
Liabilities
$0
Net assets
$6,607,400
Revenue
$871,610
Expenses
$1,707,976
Net income
-$836,366
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