Civic Intelligence

The Roy W Smith Charitable Foundation Inc

990PF • Fiscal year 2012 • EIN 20-2071882

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

17602 17th St Ste 102-28192780
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

99th percentile

$96,195

Higher top officer pay than 99% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

19th percentile

-5.6%

Faster asset growth than 19% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,010,025

Down $177,726 (-5.6%) from 2011

Net Assets

Down

$3,007,696

Down $178,809 (-5.6%) from 2011

Liabilities

Up

$2,329

Up $1,083 (+87%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$340,455

Up $43,706 (+15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2012

Assets$3,010,025
Liabilities$2,329
Net Assets$3,007,696

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$340,455
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA JACOBSPresidentPT$96,195-$96,195
RANDALL HAGARVice President-$6,600-$6,600
BRIAN JACOBSTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORTPUBLICARLINGTON, VA, US$32,573
Paid Grant-SUPPORTPUBLICPASADENA, CA, US$30,515
Paid Grant-SUPPORTPUBLICSANTA ANA, CA, US$30,120
Paid Grant-SUPPORTPUBLICTUSTIN, CA, US$21,855
Paid Grant-SUPPORTPUBLICSACRAMENTO, CA, US$16,277
Paid Grant-SUPPORTPUBLICNEWPORT BEACH, CA, US$16,000
Paid Grant-SUPPORTPUBLICANAHEIM, CA, US$10,000
Paid Grant-SUPPORTPUBLICOAKLAND, CA, US$5,000
Paid Grant-SUPPORTPUBLICLONG BEACH, CA, US$5,000
Paid Grant-SUPPORTPUBLICSEATTLE, WA, US$1,000
Paid Grant-SUPPORTPUBLICORANGE, CA, US$500
Paid Grant-SUPPORTPUBLICSACRAMENTO, CA, US$500
Paid Grant-SUPPORTPUBLICIRVINE, CA, US$500
Paid Grant-SUPPORTPUBLICSAN FRANCISCO, CA, US$250
Paid GrantMHA OCSUPPORTPUBLICORANGE, CA, US$200
Paid Grant-SUPPORTPUBLICLAS CRUCES, NM, US$100
Filing and Contact Details

Filer

EIN
20-2071882
Raw XML AppendixShowing 400 of 510 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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DepreciationSchedule/Depreciation/ComputationMethod157
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DepreciationSchedule/Depreciation/CurrentYearExpense0132
DepreciationSchedule/Depreciation/CurrentYearExpense185
DepreciationSchedule/Depreciation/DateAcquired02010-05-19
DepreciationSchedule/Depreciation/DateAcquired12007-11-06
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1various fidelity-900 sales
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BRIAN JACOBS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RANDALL HAGAR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CARLA JACOBS
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10CARLA JACOBS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1017602 17TH ST STE 102-281
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MHA OC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ORANGE UNITED SCHOOL DISTRICT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1PROBATION COMMUNITY ACTION ASSOCN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2SACRAMENTO CASA PROGRAM INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3PHYSICIANS ORG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4JERICHO HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5AIDS WALK OC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6NAMI OC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7AFI FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8STRIDE INC SACRAMENTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9CALIFORNIA PSYCHIATRIC ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10PROJECT ACCESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11GAMBIA HELP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12PROXY PARENT FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13SPECIAL OLYMPICS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName14TREATMENT ADVOCACY CENTER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8DIRECTOR-JACOBS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13DIRECTOR-JACOBS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship14NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship15NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101401 N HANDY ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111535 E ORANGEWOOD AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 278383
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13450 SUTTER ST 1812
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142845 DONA ANA RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1517982 SKY PARK CIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161810 E 17TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17822 TOWN COUNTRY RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18745 S MARENGO AVE 101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine191212 BROADWAY ST 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101029 K STREET 28
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1114029 WESTERLY PL 113
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1123920 NE 38TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11317602 17TH ST STE 102-240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1143520 MONOOGRAM AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115200 N GLEBE RD 730
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ORANGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ANAHEIM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SACRAMENTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4LAS CRUCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5IRVINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6SANTA ANA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7ORANGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8PASADENA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9OAKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10SACRAMENTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11NEWPORT BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12SEATTLE

Document Assets

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Filings

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