Civic Intelligence

The Margaret Dunn Smith Family

EIN 20-2642871 • Morris, CT

155A Alain White RoadMorris, CT 06763
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

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

Liabilities / Revenue

44th percentile

0.00x

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

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

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

67th percentile

23%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$983,082

Up $33,932 (+3.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$983,082

Up $33,932 (+3.6%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin82nd percentile

Revenue

Up

$97,775

Up $18,252 (+23%) from 2023

Expenses

Down

$63,843

Down $10,618 (-14%) from 2023

Net Income

Up

$33,932

Up $28,870 (+570%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,036,832Liabilities 2011: $02011Assets 2012: $1,000,354Liabilities 2012: $0Net Assets 2012: $1,000,3542012Assets 2013: $943,146Liabilities 2013: $0Net Assets 2013: $943,1462013Assets 2014: $1,021,628Liabilities 2014: $0Net Assets 2014: $1,021,6282014Assets 2015: $999,018Liabilities 2015: $0Net Assets 2015: $999,0182015Assets 2016: $931,922Liabilities 2016: $0Net Assets 2016: $931,9222016Assets 2017: $940,548Liabilities 2017: $0Net Assets 2017: $940,5482017Assets 2018: $902,186Liabilities 2018: $0Net Assets 2018: $902,1862018Assets 2019: $893,373Liabilities 2019: $0Net Assets 2019: $893,3732019Assets 2020: $898,545Liabilities 2020: $0Net Assets 2020: $898,5452020Assets 2021: $912,165Liabilities 2021: $0Net Assets 2021: $912,1652021Assets 2022: $944,088Liabilities 2022: $0Net Assets 2022: $944,0882022Assets 2023: $949,150Liabilities 2023: $0Net Assets 2023: $949,1502023Assets 2024: $983,082Liabilities 2024: $0Net Assets 2024: $983,0822024

Highlighted filing

2024

Assets$983,082
Liabilities$0
Net Assets$983,082
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$200K$100K$0-$100KRevenue 2011: $106,926Expenses 2011: $169,168Net Income 2011: -$62,2422011Expenses 2012: $161,2672012Revenue 2013: $92,343Expenses 2013: $149,551Net Income 2013: -$57,2082013Revenue 2014: $186,924Expenses 2014: $108,442Net Income 2014: $78,4822014Revenue 2015: $85,410Expenses 2015: $108,020Net Income 2015: -$22,6102015Revenue 2016: $32,365Expenses 2016: $99,461Net Income 2016: -$67,0962016Revenue 2017: $64,096Expenses 2017: $55,470Net Income 2017: $8,6262017Revenue 2018: $25,991Expenses 2018: $64,353Net Income 2018: -$38,3622018Revenue 2019: $56,357Expenses 2019: $65,170Net Income 2019: -$8,8132019Revenue 2020: $69,056Expenses 2020: $63,884Net Income 2020: $5,1722020Revenue 2021: $75,442Expenses 2021: $61,822Net Income 2021: $13,6202021Revenue 2022: $91,093Expenses 2022: $59,170Net Income 2022: $31,9232022Revenue 2023: $79,523Expenses 2023: $74,461Net Income 2023: $5,0622023Revenue 2024: $97,775Expenses 2024: $63,843Net Income 2024: $33,9322024

Highlighted filing

2024

Revenue$97,775
Expenses$63,843
Net Income$33,932
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$983,082
Liabilities
$0
Net assets
$983,082
Revenue
$97,775
Expenses
$63,843
Net income
$33,932
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.10$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.09$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.08$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.19$0.11$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.09$0.15$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.16
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$0.11$0.17$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET DUNN SMITHPresident-$0--
CHRISTINA S DISABATOTreasurer-$0--
WINTHROP H SMITH IIISecretary-$0--
CAMERON W SMITHAsst Treasurer-$0--
HEATHER S SMITHAsst Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Margaret Dunn Smith Family
EIN
20-2642871
Phone
2036259836
Address
155A ALAIN WHITE ROAD, MORRIS, CT 06763

Signing Officer

Name
Margaret Smith
Title
President
Phone
2036259836
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Preparer
Randy L Harrison CPA
Phone
2037819600
Raw XML Appendix400 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARGARET DUNN SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTINA S DISABATO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02037899600
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CONNECTICUT FOODSHARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HIGH FIVES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MORRIS LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE UNQUOWA SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WHEATON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WHEELS FOR WARMTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BURLINGTON CITY ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MISSION 22
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 RESEARCH PKWY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt219 BOONTON AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt426 E MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53 MILE BRIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6135 CHRUCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7694 N LARCH ST 910
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TRUCKEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MIDDLESEX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7OR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402766
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd605401
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052218
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0332
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0115306
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052550
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt063088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0332
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08112
TaxesSchedule/TaxesDetail/Amt0406
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02036259836
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARGARET DUNN SMITH FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0202642871
ReturnHeader/Filer/PhoneNum02036259836
ReturnHeader/Filer/USAddress/AddressLine1Txt0155A ALAIN WHITE ROAD
ReturnHeader/Filer/USAddress/CityNm0MORRIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006763
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 LONG WHARF DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006511
ReturnHeader/PreparerPersonGrp/PhoneNum02037819600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY L HARRISON CPA
ReturnHeader/ReturnTs02025-05-15T12:16:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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