Civic Intelligence

Smallwood Family Foundation

990PF • Fiscal year 2014 • EIN 20-3507450

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 22, 2015

4708 Aqua Del CaballeteSan Clemente, CA 92673-6425

(412) 762-0861

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

2nd percentile

-1660%

Higher net margin than 2% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-35%

Faster asset growth than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$118,496

Down $63,644 (-35%) from 2013

Net Assets

Down

$118,496

Down $63,644 (-35%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$3,395

Down $73,966 (-96%) from 2013

Expenses

Down

$59,749

Down $2,088 (-3.4%) from 2013

Net Income

Down

-$56,354

Down $71,878 (-463%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $164,896Liabilities 2010: $0Net Assets 2010: $164,8962010Assets 2011: $163,066Liabilities 2011: $0Net Assets 2011: $163,0662011Assets 2012: $166,616Liabilities 2012: $12012Assets 2013: $182,140Liabilities 2013: $0Net Assets 2013: $182,1402013Assets 2014: $118,496Liabilities 2014: $0Net Assets 2014: $118,4962014Assets 2015: $122,305Liabilities 2015: $0Net Assets 2015: $122,3052015Assets 2016: $129,863Liabilities 2016: $0Net Assets 2016: $129,8632016Assets 2017: $120,687Liabilities 2017: $0Net Assets 2017: $120,6872017Assets 2019: $127,255Liabilities 2019: $02019Assets 2020: $129,879Liabilities 2020: $0Net Assets 2020: $129,8792020Assets 2021: $114,730Liabilities 2021: $0Net Assets 2021: $114,7302021Assets 2022: $107,242Liabilities 2022: $0Net Assets 2022: $107,2422022Assets 2023: $99,003Liabilities 2023: $0Net Assets 2023: $99,0032023Assets 2024: $91,591Liabilities 2024: $0Net Assets 2024: $91,5912024

Highlighted filing

2014

Assets$118,496
Liabilities$0
Net Assets$118,496

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2010: $10,8622010Expenses 2011: $7,4162011Revenue 2012: $6,984Expenses 2012: $3,434Net Income 2012: $3,5502012Revenue 2013: $77,361Expenses 2013: $61,837Net Income 2013: $15,5242013Revenue 2014: $3,395Expenses 2014: $59,749Net Income 2014: -$56,3542014Revenue 2015: $8,772Expenses 2015: $10,862Net Income 2015: -$2,0902015Revenue 2016: $17,421Expenses 2016: $9,862Net Income 2016: $7,5592016Revenue 2017: $3,341Expenses 2017: $12,517Net Income 2017: -$9,1762017Revenue 2019: $4,510Expenses 2019: $1,127Net Income 2019: $3,3832019Revenue 2020: $3,846Expenses 2020: $1,222Net Income 2020: $2,6242020Revenue 2021: $4,092Expenses 2021: $11,264Net Income 2021: -$7,1722021Revenue 2022: $4,851Expenses 2022: $12,299Net Income 2022: -$7,4482022Revenue 2023: $5,649Expenses 2023: $13,903Net Income 2023: -$8,2542023Revenue 2024: $6,053Expenses 2024: $13,493Net Income 2024: -$7,4402024

Highlighted filing

2014

Revenue$3,395
Expenses$59,749
Net Income-$56,354
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 22, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE MUELLERSecretary And Treasurer-$0--
DAN MUELLERBoard Member-$0--
EVELYN SMALLWOODBoard Member-$0--
RODNEY SMALLWOODPresident And Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDUGGER UNION COMMUNITY SCHOOLSFOR THE GENERAL USE OF THEPCJASONVILLE, IN, US$50,000
Paid GrantPUJOLS FAMILY FOUNDATIONIN SUPPORT OF THE ANNUALPCST LOUIS, MO, US$6,000
Paid GrantJSERRA CATHOLIC HIGH SCHOOLSUPPORT OF THE ATHLETICPCSAN JUAN CAPISTRANO, CA, US$400
Filing and Contact Details

Filer

Filer Name
Smallwood Family Foundation
EIN
20-3507450
Phone
4127620861
Address
4708 AQUA DEL CABALLETE, SAN CLEMENTE, CA 92673-6425

Signing Officer

Name
Pnc Bank N a by
Title
Secretary
Phone
4127620861
Signed
2015-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Pnc Bank Na
Address
620 LIBERTY AVENUE 10TH FLOOR, PITTSBURGH, PA 15222
Preparer
Terry L Giardina
Phone
4127620861
Raw XML Appendix349 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07290
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CONNIE MUELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAN MUELLER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY AND TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04708 AQUA DEL CABALLETE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14708 AQUA DEL CABALLETE
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0620 LIBERTY AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015222
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127620861
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IN SUPPORT OF THE ANNUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF THE ATHLETIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR THE GENERAL USE OF THE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PUJOLS FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JSERRA CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DUGGER UNION COMMUNITY SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 WESTPORT PLZ STE 255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126351 JUNIPERO SERRA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215050 W 500 N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JUAN CAPISTRANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JASONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd247438
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt056400
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/AppliedToCurrentYearAmt010607
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010607
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt086183
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt045802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056409
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt045802
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086183
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040381
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07288
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFF BETWEEN CARRYING VALUE AND TAX COST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING ADJ FOR TRANSACTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NET BANK FEES CHARGED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0894
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PNC AGENT FOR TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0894
TaxesSchedule/TaxesDetail/Amt01162
TaxesSchedule/TaxesDetail/Amt11284
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04127620861
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMALLWOOD FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMAL
ReturnHeader/Filer/EIN0203507450
ReturnHeader/Filer/PhoneNum04127620861
ReturnHeader/Filer/USAddress/AddressLine1Txt04708 AQUA DEL CABALLETE
ReturnHeader/Filer/USAddress/CityNm0SAN CLEMENTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926736425
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221146430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PNC BANK NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0620 LIBERTY AVENUE 10TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04127620861
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY L GIARDINA
ReturnHeader/ReturnTs02015-05-29T09:00:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.04$0.01$0.03
2019Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.01$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.03$0.13$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.17$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.60$0.56
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.77$0.62$0.16
2012Summary only. Only limited summary data is available for this year.$1.67$0.00$0.07$0.03$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11