Civic Intelligence

The Roy W Smith Charitable Foundation Inc

EIN 20-2071882 • Orange, CA

630 The City Dr So 233Orange, CA 92868
Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

100th percentile

850%

Higher net margin than 100% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$128,174

Higher top officer pay than 93% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Asset Growth

5th percentile

-53%

Faster asset growth than 5% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$678,487

Down $772,179 (-53%) from 2023

Liabilities

Up

$7,044

Up $7,044 from 2023

Net Assets

Down

$671,443

Down $779,223 (-54%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$24,139

Down $161,137 (-118%) from 2023

Expenses

Down

$181,146

Down $7,783 (-4.1%) from 2023

Net Income

Down

-$205,285

Down $153,354 (-295%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,187,751Liabilities 2011: $1,246Net Assets 2011: $3,186,5052011Assets 2012: $3,010,025Liabilities 2012: $2,329Net Assets 2012: $3,007,6962012Assets 2013: $2,833,416Liabilities 2013: $2,982Net Assets 2013: $2,830,4342013Assets 2014: $2,746,014Liabilities 2014: $3,150Net Assets 2014: $2,742,8642014Assets 2015: $2,514,170Liabilities 2015: $3,242Net Assets 2015: $2,510,9282015Assets 2016: $2,396,141Liabilities 2016: $3,196Net Assets 2016: $2,392,9452016Assets 2017: $2,293,947Liabilities 2017: $3,200Net Assets 2017: $2,290,7472017Assets 2018: $2,001,474Liabilities 2018: $3,200Net Assets 2018: $1,998,2742018Assets 2019: $1,768,293Liabilities 2019: $3,200Net Assets 2019: $1,765,0932019Assets 2020: $1,659,394Liabilities 2020: $0Net Assets 2020: $1,659,3942020Assets 2021: $1,579,996Liabilities 2021: $0Net Assets 2021: $1,579,9962021Assets 2022: $1,451,803Liabilities 2022: $0Net Assets 2022: $1,451,8032022Assets 2023: $1,450,666Liabilities 2023: $0Net Assets 2023: $1,450,6662023Assets 2024: $678,487Liabilities 2024: $7,044Net Assets 2024: $671,4432024

Highlighted filing

2024

Assets$678,487
Liabilities$7,044
Net Assets$671,443
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $296,7492011Expenses 2012: $340,4552012Revenue 2013: $155,057Expenses 2013: $332,319Net Income 2013: -$177,2622013Revenue 2014: $225,036Expenses 2014: $312,606Net Income 2014: -$87,5702014Revenue 2015: $75,960Expenses 2015: $307,896Net Income 2015: -$231,9362015Revenue 2016: $106,914Expenses 2016: $311,166Net Income 2016: -$204,2522016Revenue 2017: $104,759Expenses 2017: $296,921Net Income 2017: -$192,1622017Revenue 2018: $92,165Expenses 2018: $303,638Net Income 2018: -$211,4732018Revenue 2019: $46,777Expenses 2019: $313,074Net Income 2019: -$266,2972019Revenue 2020: $36,857Expenses 2020: $243,899Net Income 2020: -$207,0422020Revenue 2021: $66,326Expenses 2021: $231,202Net Income 2021: -$164,8762021Revenue 2022: $37,857Expenses 2022: $246,364Net Income 2022: -$208,5072022Revenue 2023: $136,998Expenses 2023: $188,929Net Income 2023: -$51,9312023Revenue 2024: -$24,139Expenses 2024: $181,146Net Income 2024: -$205,2852024

Highlighted filing

2024

Revenue-$24,139
Expenses$181,146
Net Income-$205,285
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$678,487
Liabilities
$7,044
Net assets
$671,443
Revenue
-$24,139
Expenses
$181,146
Net income
-$205,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.01$0.67$0.02$0.18$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.14$0.19$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.04$0.25$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.23$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.04$0.24$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.05$0.31$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.30$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.10$0.30$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.39$0.11$0.31$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.08$0.31$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.74$0.23$0.31$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.16$0.33$0.18
2012Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.34
2011Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA JACOBSPresidentPT$128,174-$128,174
ERIN JETTVice President-$10,348-$10,348
BRIAN JACOBSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Roy W Smith Charitable Foundation
EIN
20-2071882
Phone
7146735028
Address
630 The City Dr So 233, Orange, CA 92868

Signing Officer

Name
Carla Jacobs
Title
President
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Wiegel Szekel and Frisby
Address
500 N St College Blvd Ste 1110, Orange, CA 92868
Preparer
Gabriel Frisby CPA
Phone
7146348757
Raw XML Appendix267 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/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/AppliedToCurrentYearAmt012350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0106371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt094021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt070500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt049675
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt094021
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0156154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026154
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012350
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0156154
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0250175
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01634
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01634
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0812515
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior investment distributions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Advisory fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09722
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1140
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3658
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt110905
TaxesSchedule/TaxesDetail/Amt21647
TaxesSchedule/TaxesDetail/CategoryTxt0licenses and permit
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll taxes
TaxesSchedule/TaxesDetail/CategoryTxt2State taxes and fees
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROY W SMITH CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ROYW
ReturnHeader/Filer/EIN0202071882
ReturnHeader/Filer/PhoneNum07146735028
ReturnHeader/Filer/USAddress/AddressLine1Txt0630 The City Dr So 233
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092868
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953042596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIEGEL SZEKEL AND FRISBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N St College Blvd Ste 1110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092868
ReturnHeader/PreparerPersonGrp/PhoneNum07146348757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gabriel Frisby CPA
ReturnHeader/ReturnTs02025-11-12T15:28:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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