Civic Intelligence

Florence E Smith Fund

EIN 15-6023286 • Walton, NY

Natl Bank Of Delaware CO PO Box 389Walton, NY 13856
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

1st percentile

-24400%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $489 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$0

Down $489 (-100%) from 2014

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Flat

$2

Flat from 2014

Expenses

Up

$490

Up $483 (+6900%) from 2014

Net Income

Down

-$488

Down $483 (-9660%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600$400$200$0Assets 2010: $496Liabilities 2010: $0Net Assets 2010: $4962010Assets 2011: $498Liabilities 2011: $0Net Assets 2011: $4982011Assets 2012: $495Liabilities 2012: $12012Assets 2013: $494Liabilities 2013: $0Net Assets 2013: $4942013Assets 2014: $489Liabilities 2014: $0Net Assets 2014: $4892014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$500$0-$500Expenses 2010: $162010Expenses 2011: $52011Revenue 2012: $15Expenses 2012: $18Net Income 2012: -$32012Revenue 2013: $3Expenses 2013: $4Net Income 2013: -$12013Revenue 2014: $2Expenses 2014: $7Net Income 2014: -$52014Revenue 2015: $2Expenses 2015: $490Net Income 2015: -$4882015

Highlighted filing

2015

Revenue$2
Expenses$490
Net Income-$488
Open 2015 Filing

Filings

Most recent year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2
Expenses
$490
Net income
-$488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0$0$0$2$490$488
2014Detailed filing. Detailed filing data is available for this year.$489$0$489$2$7$5
2013Detailed filing. Detailed filing data is available for this year.$494$0$494$3$4$1
2012Summary only. Only limited summary data is available for this year.$495$1$15$18$3
2011Detailed filing. Detailed filing data is available for this year.$498$0$498$5
2010Detailed filing. Detailed filing data is available for this year.$496$0$496$16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 20, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATIONAL BANK OF DELAWARE COUNTYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Florence E Smith Fund
EIN
15-6023286
Phone
6078654126
Address
NATL BANK OF DELAWARE CO PO BOX 389, WALTON, NY 13856

Signing Officer

Name
National Bank of Delaware County
Title
Trustee
Phone
6078654126
Signed
2016-03-20

Preparer

Firm
Creative Tax Planning Associates Inc
Address
118 MAIN ST, DELHI, NY 13753
Preparer
Thomas F Kelley CPA
Phone
6077469515
Raw XML Appendix177 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0INCOME AND ASSETS ARE BELOW THRESHOLD FOR FILING COPY OF 990-PF WITH NY STATE.
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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LiquidationExplanationStmt/ExplanationTxt0ASSETS WERE INSUFFICIENT FOR MANY YEARS. ACCRUED ACCOUNTING AND ADMINISTRATIVE FEES WERE DISTRIBUTED AND THE TRUST WAS CLOSED.
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt02014 FORM 4720
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NATIONAL BANK OF DELAWARE COUNTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06078654126
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE E SMITH FUND
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0156023286
ReturnHeader/Filer/PhoneNum06078654126
ReturnHeader/Filer/USAddress/AddressLine1Txt0NATL BANK OF DELAWARE CO PO BOX 389
ReturnHeader/Filer/USAddress/CityNm0WALTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013856
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010754392
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE TAX PLANNING ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0118 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELHI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013753
ReturnHeader/PreparerPersonGrp/PhoneNum06077469515
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS F KELLEY CPA
ReturnHeader/ReturnTs02016-04-04T09:10:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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