Civic Intelligence

The Patricia M & H William Smith Jr

EIN 16-1552523 • Cooperstown, NY

4 Pioneer StCooperstown, NY 13326
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 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

4th percentile

-790%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2023

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 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-93%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $29,246 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $29,246 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Down

$3,702

Down $48,004 (-93%) from 2022

Expenses

Down

$32,948

Down $137,545 (-81%) from 2022

Net Income

Up

-$29,246

Up $89,541 (+75%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2011: $247,614Liabilities 2011: $12011Assets 2012: $233,011Liabilities 2012: $0Net Assets 2012: $233,0112012Assets 2013: $221,059Liabilities 2013: $0Net Assets 2013: $221,0592013Assets 2014: $218,031Liabilities 2014: $0Net Assets 2014: $218,0312014Assets 2015: $256,087Liabilities 2015: $0Net Assets 2015: $256,0872015Assets 2016: $256,024Liabilities 2016: $0Net Assets 2016: $256,0242016Assets 2017: $246,441Liabilities 2017: $0Net Assets 2017: $246,4412017Assets 2018: $369,697Liabilities 2018: $0Net Assets 2018: $369,6972018Assets 2019: $272,298Liabilities 2019: $0Net Assets 2019: $272,2982019Assets 2020: $74,174Liabilities 2020: $0Net Assets 2020: $74,1742020Assets 2021: $148,801Liabilities 2021: $768Net Assets 2021: $148,0332021Assets 2022: $29,246Liabilities 2022: $0Net Assets 2022: $29,2462022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200KRevenue 2011: $105,946Expenses 2011: $141,859Net Income 2011: -$35,9132011Expenses 2012: $149,3752012Revenue 2013: $105,631Expenses 2013: $117,583Net Income 2013: -$11,9522013Revenue 2014: $116,358Expenses 2014: $119,386Net Income 2014: -$3,0282014Revenue 2015: $161,274Expenses 2015: $123,218Net Income 2015: $38,0562015Revenue 2016: $89,103Expenses 2016: $89,166Net Income 2016: -$632016Revenue 2017: $70,651Expenses 2017: $80,234Net Income 2017: -$9,5832017Revenue 2018: $260,122Expenses 2018: $136,866Net Income 2018: $123,2562018Revenue 2019: $66,222Expenses 2019: $163,621Net Income 2019: -$97,3992019Revenue 2020: -$6,179Expenses 2020: $191,945Net Income 2020: -$198,1242020Revenue 2021: $204,636Expenses 2021: $130,777Net Income 2021: $73,8592021Revenue 2022: $51,706Expenses 2022: $170,493Net Income 2022: -$118,7872022Revenue 2023: $3,702Expenses 2023: $32,948Net Income 2023: -$29,2462023

Highlighted filing

2023

Revenue$3,702
Expenses$32,948
Net Income-$29,246
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,702
Expenses
$32,948
Net income
-$29,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.33$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.52$1.70$1.19
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.01$1.48$2.05$1.31$0.74
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.06$1.92$1.98
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.66$1.64$0.97
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$2.60$1.37$1.23
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.71$0.80$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.89$0.89$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.61$1.23$0.38
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$1.16$1.19$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.06$1.18$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.49
2011Summary only. Only limited summary data is available for this year.$2.48$0.00$1.06$1.42$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia M SmithPresident-$0--
H William Smith IIIDirector-$0--
Tracy L FauverTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EndowmentPublicPittsfield, MA, US$25,000
Paid Grant-EndowmentPublicNorthampton, MA, US$4,900
Paid Grant-EndowmentPCNorwich, NY, US$1,000
Paid Grant-EndowmentPCNorwich, NY, US$200
Paid Grant-EndowmentPublicAshland, MT, US$100
Paid Grant-EndowmentPCUtica, NY, US$50
Filing and Contact Details

Filer

Filer Name
The Patricia M & H William Smith Jr
EIN
16-1552523
Phone
6075479468
Address
4 Pioneer St, Cooperstown, NY 13326

Signing Officer

Name
Patricia M Smith
Title
President
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Mondorf & Fenwick CPAs PLLC
Address
523 Columbia Drive, Johnson City, NY 13790
Preparer
John G Mondorf CPA
Phone
6077974339
Raw XML Appendix270 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/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Patricia M Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1H William Smith III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Tracy L Fauver
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04 Pioneer St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115 Eton Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2576 Cantitoe St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cooperstown
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Patricia M Smith
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Applications accepted at anytime. Reply within 2 months.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Patricia M Smith
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Smith College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2St Labre Indian School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5293 Genesee St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd313815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd413815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd513501
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031250
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0163367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0123498
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0182560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0143942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0118034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0118034
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0644617
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0163367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0123498
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0182560
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0143942
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0762651
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0731401
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0As reflected in Part II, the Balance Sheet as of 12/31/23, the entity has distributed all assets as of the end of the current filing year. The entity has discontinued all activity and has distributed all of its holdings to qualifying charitable donee organizations as of 12/31/23 as reflected on Part XIV of this filing and the accompanying Statement 5.The Patricia M & H William Smith Jr. Private Foundation has ceased to exist and has marked this return as Final.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia M Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Patricia M & H William Smith Jr
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0161552523
ReturnHeader/Filer/PhoneNum06075479468
ReturnHeader/Filer/USAddress/AddressLine1Txt04 Pioneer St
ReturnHeader/Filer/USAddress/CityNm0Cooperstown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013326
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161560021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mondorf & Fenwick CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0523 Columbia Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johnson City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013790
ReturnHeader/PreparerPersonGrp/PhoneNum06077974339
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John G Mondorf CPA
ReturnHeader/ReturnTs02024-05-01T12:20:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Patricia M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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