Civic Intelligence

The Robert and Sara Smith Foundation

EIN 16-1448678 • New Hartford, NY

PO Box 691New Hartford, NY 13413
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 2014

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2014

Net Margin

15th percentile

-59%

Higher net margin than 15% of similar nonprofits.

<$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1944%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $145,050 (-100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$0

Down $145,050 (-100%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin15th percentile

Revenue

Up

$245,775

Up $233,748 (+1944%) from 2013

Expenses

Up

$390,825

Up $376,145 (+2562%) from 2013

Net Income

Down

-$145,050

Down $142,397 (-5367%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$200K$150K$100K$50K$0Assets 2010: $169,701Liabilities 2010: $6,100Net Assets 2010: $163,6012010Assets 2011: $159,131Liabilities 2011: $6,100Net Assets 2011: $153,0312011Assets 2012: $147,703Liabilities 2012: $0Net Assets 2012: $147,7032012Assets 2013: $145,050Liabilities 2013: $0Net Assets 2013: $145,0502013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200KExpenses 2010: $23,4112010Expenses 2011: $20,8382011Expenses 2012: $17,8912012Revenue 2013: $12,027Expenses 2013: $14,680Net Income 2013: -$2,6532013Revenue 2014: $245,775Expenses 2014: $390,825Net Income 2014: -$145,0502014

Highlighted filing

2014

Revenue$245,775
Expenses$390,825
Net Income-$145,050
Open 2014 Filing

Filings

Most recent year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$245,775
Expenses
$390,825
Net income
-$145,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.46$3.91$1.45
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.12$0.15$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.59$0.06$1.53$0.21
2010Detailed filing. Detailed filing data is available for this year.$1.70$0.06$1.64$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 20, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SILVERMANPresident-$0--
CHARLES SILVERMANVice President-$0--
LOIS SILVERMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Robert and Sara Smith Foundation
EIN
16-1448678
Phone
3157242145
Address
PO Box 691, New Hartford, NY 13413

Signing Officer

Name
Michael Silverman
Title
President
Signed
2015-05-20
Discuss with paid preparer
Yes

Preparer

Firm
FITZGERALD DEPIETRO & WOJNAS CPAs PC
Address
291 GENESEE STREET, UTICA, NY 13501
Preparer
L Michael Fitzgerald
Phone
3157242145
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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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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0476
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0476
LiquidationExplanationStmt/ExplanationTxt0IN 2014, THE ROBERT AND SARA SMITH FOUNDATION, INC. DISTRIBUTED ALL OF ITS ASSETS IN CASH TOTALLING $388,125 TO THE COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES, INC. LOCATED AT 2608 GENESEE STREET, UTICA, NY 13502. THE ASSETS ARE NOW HELD IN THE ROBERT AND SARA SMITH DONOR ADVISED FUND AND THESE ASSETS WILL BE USED TO SUPPORT ORGANIZATIONS AS THE FOUNDATION HAS PREVIOUSLY.
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT OF LAW FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt0214
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX ON INVESTMENTS
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SILVERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT AND SARA SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0161448678
ReturnHeader/Filer/PhoneNum03157242145
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 691
ReturnHeader/Filer/USAddress/CityNm0New Hartford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FITZGERALD DEPIETRO & WOJNAS CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0291 GENESEE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UTICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013501
ReturnHeader/PreparerPersonGrp/PhoneNum03157242145
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0L Michael Fitzgerald
ReturnHeader/ReturnTs02015-05-20T12:05:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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