Civic Intelligence

Edwin O Smith Foundation Inc.

990 • Fiscal year 2016 • EIN 20-3956129

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Pob 39Storrs Mansfield, CT 06268

(860) 487-1862

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

59th percentile

4.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$880,115

Up $40,852 (+4.9%) from 2015

Net Assets

Up

$880,115

Up $41,551 (+5.0%) from 2015

Liabilities

Down

$0

Down $699 (-100%) from 2015

Revenue

Up

$96,802

Up $14,859 (+18%) from 2015

Expenses

Up

$64,143

Up $25,272 (+65%) from 2015

Net Income

Down

$32,659

Down $10,413 (-24%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $545,883Liabilities 2010: $0Net Assets 2010: $545,8832010Assets 2011: $637,990Liabilities 2011: $3,683Net Assets 2011: $634,3072011Assets 2012: $646,835Liabilities 2012: $148Net Assets 2012: $646,6872012Assets 2013: $711,223Liabilities 2013: $0Net Assets 2013: $711,2232013Assets 2014: $824,348Liabilities 2014: $62Net Assets 2014: $824,2862014Assets 2015: $839,263Liabilities 2015: $699Net Assets 2015: $838,5642015Assets 2016: $880,115Liabilities 2016: $0Net Assets 2016: $880,1152016Assets 2017: $933,156Liabilities 2017: $3,506Net Assets 2017: $929,6502017Assets 2018: $999,621Liabilities 2018: $1,788Net Assets 2018: $997,8332018Assets 2019: $1,121,792Liabilities 2019: $5,255Net Assets 2019: $1,116,5372019Assets 2020: $1,074,836Liabilities 2020: $0Net Assets 2020: $1,074,8362020Assets 2021: $1,282,967Liabilities 2021: $0Net Assets 2021: $1,282,9672021Assets 2022: $1,173,231Liabilities 2022: $0Net Assets 2022: $1,173,2312022Assets 2023: $1,116,538Liabilities 2023: $0Net Assets 2023: $1,116,5382023Assets 2025: $1,238,510Liabilities 2025: $0Net Assets 2025: $1,238,5102025

Highlighted filing

2016

Assets$880,115
Liabilities$0
Net Assets$880,115

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $36,1542010Expenses 2011: $40,9162011Expenses 2012: $43,6502012Revenue 2013: $84,368Expenses 2013: $45,113Net Income 2013: $39,2552013Revenue 2014: $85,084Expenses 2014: $29,559Net Income 2014: $55,5252014Revenue 2015: $81,943Expenses 2015: $38,871Net Income 2015: $43,0722015Revenue 2016: $96,802Expenses 2016: $64,143Net Income 2016: $32,6592016Revenue 2017: $57,816Expenses 2017: $38,143Net Income 2017: $19,6732017Revenue 2018: $106,279Expenses 2018: $56,213Net Income 2018: $50,0662018Revenue 2019: $92,875Expenses 2019: $48,553Net Income 2019: $44,3222019Revenue 2020: $44,302Expenses 2020: $77,416Net Income 2020: -$33,1142020Revenue 2021: $42,714Expenses 2021: $48,829Net Income 2021: -$6,1152021Revenue 2022: $109,868Expenses 2022: $130,514Net Income 2022: -$20,6462022Revenue 2023: $122,133Expenses 2023: $177,644Net Income 2023: -$55,5112023Revenue 2025: $101,348Expenses 2025: $143,370Net Income 2025: -$42,0222025

Highlighted filing

2016

Revenue$96,802
Expenses$64,143
Net Income$32,659
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$418,710
Mission and Program Overview

Mission

Scholarship awards to students of E.O. Smith High School and financial support to educational programs at E.O. Smith High School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$721,343$829,325▲ $107,982
Cash and Non-Interest-Bearing Accounts$59,097$41,919▼ $17,178
Savings and Temporary Cash Investments$58,823$8,871▼ $49,952
Total Assets$839,263$880,115▲ $40,852
Liabilities
Accounts Payable and Accrued Expenses$699--
Total Liabilities$699$0▼ $699
Net Assets / Fund Balance
Unrestricted Net Assets$73,102$718,203▲ $645,101
Permanently Rstr Net Assets$54,540$89,389▲ $34,849
Temporarily Rstr Net Assets$710,922$72,523▼ $638,399
Total Net Assets Fund Balance$838,564$880,115▲ $41,551
Total Liabilities and Net Assets / Fund Balance$839,263$880,115▲ $40,852

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$765,462-▲ $9,855$35,521$739,796
2014$732,886$28,394▲ $4,182-$765,462
2013$625,441$25,229▲ $82,216-$732,886
2012$537,792$34,924▲ $59,278-$625,441
2011$533,720$10,000▲ $6,171-$537,792
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$31,003
Program Service Revenue
$0
Investment Income
$55,097
Other Revenue
$10,702
All Other Contributions
$31,003
Change in Net Assets
$32,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,239
Grants and Similar Amounts Paid$30,904
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,904--$30,904
Other Expenses$14,492$0$0$14,492
Fees for Service Investment Mgmnt Fees$0$5,959$0$5,959
Advertising$3,082$0$0$3,082
Total Functional Expenses$54,582$9,561$0$64,143
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eo Smith HsStorrs, CT-Support$30,904
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,015
Fundraising Direct Expenses$9,313
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pantherpalooza$16,015$16,015$203$15,812
Total Events$16,015$16,015$203$15,812
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Edwin O Smith Foundation Inc
EIN
20-3956129
Phone
8604871862
Address
POB 39, STORRS MANSFIELD, CT 06268

Signing Officer

Name
Francis Archambault
Title
President
Phone
8604871862
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francis Archambault
Formed
2006
Legal Domicile
Ct
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
10

Preparer

Firm
King & Larkin CPA LLC
Address
PO Box 705, Putnam, CT 06260
Preparer
Brendan K Larkin
Phone
8609285445
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The treasurer reviews the return prior to submission, seeking input from other board members and the tax preparer as required. The final version of the return is forwarded to members of the board.

Pt VI, Line 19

The foundation's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Financial Statement Notes

Pt V, Line 4

Endowment funds are to be used to provide scholarships to e.o. Smith high school students and to provide support to e.o. Smith high school.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016108
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt088054
IRS990ScheduleA/InvestmentIncomeCYPct00.28890
IRS990ScheduleA/InvestmentIncomePYPct00.25540
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.71110
IRS990ScheduleA/PublicSupportPY509Pct00.74460
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0216719
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041196
IRS990ScheduleA/Total509Grp/TotalAmt0216719
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0304773
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.78000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0765462
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0739796
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09855
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt035521
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0732886
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt028394
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0765462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04182
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0625441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025229
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0732886
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt082216
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0537792
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt034924
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0625441
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt06553
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059278
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0533720
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0537792
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt012099
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06171
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.12000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE TO BE USED TO PROVIDE SCHOLARSHIPS TO E.O. SMITH HIGH SCHOOL STUDENTS AND TO PROVIDE SUPPORT TO E.O. SMITH HIGH SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0203
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Pantherpalooza
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016015
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015812
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0203
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0203
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt030904
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EO SMITH HS
IRS990ScheduleI/RecipientTable/RecipientEIN0061172787
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0RTE 195
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STORRS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006268
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS THE RETURN PRIOR TO SUBMISSION, SEEKING INPUT FROM OTHER BOARD MEMBERS AND THE TAX PREPARER AS REQUIRED. THE FINAL VERSION OF THE RETURN IS FORWARDED TO MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0710922
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt072523
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0839263
IRS990/TotalAssetsEOYAmt0880115
IRS990/TotalAssetsGrp/BOYAmt0839263
IRS990/TotalAssetsGrp/EOYAmt0880115
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt031003
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09561
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054582
IRS990/TotalFunctionalExpensesGrp/TotalAmt064143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0699
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0699
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0838564
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0880115
IRS990/TotalProgramServiceExpensesAmt054582
IRS990/TotalRevenueGrp/ExclusionAmt065799
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096802
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0839263
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0880115
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt073102
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0718203
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt077 CHARLES LN
IRS990/USAddress/CityNm0STORRS
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006268
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0eosmithfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS ARCHAMBAULT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08604871862
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWIN O SMITH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EDWI
ReturnHeader/Filer/EIN0203956129
ReturnHeader/Filer/PhoneNum08604871862
ReturnHeader/Filer/USAddress/AddressLine1Txt0POB 39
ReturnHeader/Filer/USAddress/CityNm0STORRS MANSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.10$0.14$0.04
2023Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.12$0.18$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.11$0.13$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.04$0.05$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.04$0.08$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.01$1.12$0.09$0.05$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.11$0.06$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.06$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.10$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.08$0.04$0.04
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.09$0.03$0.06
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.08$0.05$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.63$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$0.04