Civic Intelligence

The Roy W Smith Charitable Foundation Inc

990PF • Fiscal year 2018 • EIN 20-2071882

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
17602 17th St Ste102-281Tustin, CA 92780

(714) 673-5028

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.03x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-229%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$118,642

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 128.7% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,001,474

Down $292,473 (-13%) from 2017

Net Assets

Down

$1,998,274

Down $292,473 (-13%) from 2017

Liabilities

Flat

$3,200

Flat from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin2nd percentile

Revenue

Down

$92,165

Down $12,594 (-12%) from 2017

Expenses

Up

$303,638

Up $6,717 (+2.3%) from 2017

Net Income

Down

-$211,473

Down $19,311 (-10%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

2018

Assets$2,001,474
Liabilities$3,200
Net Assets$1,998,274
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

2018

Revenue$92,165
Expenses$303,638
Net Income-$211,473
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLA JACOBSPresidentPT$118,642-$118,642
RANDALL HAGARVice President-$8,141-$8,141
BRIAN JACOBSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Roy W Smith Charitable Foundation
EIN
20-2071882
Phone
7146735028
Address
17602 17TH ST STE102-281, TUSTIN, CA 92780

Signing Officer

Name
Carla Jacobs
Title
President
Signed
2019-11-11
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 Appendix355 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Gimli
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0Manitoba
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0PROXY PARENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AFI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COMMUNITY ENGAGEMENT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SPECIAL OLYMPICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4GIMIL FILM FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5IMMIGRANT DEFENSE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6VETERAN SOCIAL SERVICES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0DIRECTOR - JACOBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1DIRECTOR - JACOBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt017602 17TH ST STE 102-240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1745 S MARENGO AVE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23920 Birch St 103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31600 Forbes Way Ste 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt440 W 39th Street Fifth Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5231 E 25th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Newport Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Long Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Los Angele
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt077949
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07226
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0131594
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026015
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt088216
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062201
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01634
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01634
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Board Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Advisory fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121847
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2752
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-9135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03262
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Legal and professional
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010278
TaxesSchedule/TaxesDetail/Amt1282
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll taxes
TaxesSchedule/TaxesDetail/CategoryTxt1State taxes and fees
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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/AddressLine1Txt017602 17TH ST STE102-281
ReturnHeader/Filer/USAddress/CityNm0TUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092780
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/ReturnTs02019-11-11T15:20:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,001,474
Liabilities
$3,200
Net assets
$1,998,274
Revenue
$92,165
Expenses
$303,638
Net income
-$211,473
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