Civic Intelligence

Edwin O Smith Foundation Inc.

990 • Fiscal year 2017 • EIN 20-3956129

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization Profileeosmithfoundation.org
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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.06x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-40%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$933,156

Up $53,041 (+6.0%) from 2016

Net Assets

Up

$929,650

Up $49,535 (+5.6%) from 2016

Liabilities

Up

$3,506

Up $3,506 from 2016

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin86th percentile

Revenue

Down

$57,816

Down $38,986 (-40%) from 2016

Expenses

Down

$38,143

Down $26,000 (-41%) from 2016

Net Income

Down

$19,673

Down $12,986 (-40%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2017

Assets$933,156
Liabilities$3,506
Net Assets$929,650
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

2017

Revenue$57,816
Expenses$38,143
Net Income$19,673
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$232,028
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$829,325$888,249▲ $58,924
Cash and Non-Interest-Bearing Accounts$41,919$35,981▼ $5,938
Savings and Temporary Cash Investments$8,871$8,926▲ $55
Total Assets$880,115$933,156▲ $53,041
Liabilities
Accounts Payable and Accrued Expenses-$3,506-
Total Liabilities$0$3,506▲ $3,506
Net Assets / Fund Balance
Unrestricted Net Assets$719,098$771,462▲ $52,364
Permanently Rstr Net Assets$89,389$89,889▲ $500
Temporarily Rstr Net Assets$71,628$68,299▼ $3,329
Total Net Assets Fund Balance$880,115$929,650▲ $49,535
Total Liabilities and Net Assets / Fund Balance$880,115$933,156▲ $53,041

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$709,582$500▲ $50,431-$756,913
2015$650,082$5,800▲ $58,700-$709,582
2014$647,886$11,000▼ $6,304-$650,082
2013$575,024$15,775▲ $59,587-$647,886
2012$505,822$14,775▲ $56,805-$575,024
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Francis ArchambaultChairman
Bart WoodmanseeDirector
Brad EarnestDirector
Gail BruhnDirector
Holly FitchDirector
Lisa ReasDirector
Matthew RaynorDirector
Melissa BrayDirector
Michael GerglerDirector
Nancy SilanderDirector
Rick BernsteinDirector
Robert GildersleeveDirector
Shawn SantasiereDirector
Steven FerrignoDirector
Marie HodrinskyExecutive Director
Jean MogayzelSecretary
Lisa DrzewieckiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,901
Program Service Revenue
$0
Investment Income
$28,915
Other Revenue
$0
All Other Contributions
$17,732
Change in Net Assets
$19,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,422
Other Expenses$15,721
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,422--$22,422
Other Expenses$0$8,606$0$8,606
Office Expenses$0$1,681$0$1,681
Total Functional Expenses$25,298$12,845$0$38,143
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eo Smith HsStorrs, CT-Support$22,422
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Chairman
Phone
8604871862
Signed
2018-05-15
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/CurrentTaxYearMinus2YearsAmt019662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015969
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044807
IRS990ScheduleA/Total509Grp/TotalAmt0224438
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0323282
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.82000
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03600
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt050431
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0650082
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0709582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0647886
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0650082
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0505822
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt014775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0575024
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02378
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt056805
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/TermEndowmentBalanceEOYPct00.06000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt022422
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0true
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IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0933156
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0719098
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0771462
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0STORRS
IRS990/USAddress/StateAbbreviationCd0CT
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IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0eosmithfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08604871862
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWIN O SMITH FOUNDATION INC
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ReturnHeader/Filer/PhoneNum08604871862
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.212.213.64
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:46:07

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$933,156
Liabilities
$3,506
Net assets
$929,650
Revenue
$57,816
Expenses
$38,143
Net income
$19,673
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
2017Detailed filing. Detailed filing data is available for this year.$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