Civic Intelligence

Edwin O Smith Foundation Inc.

990 • Fiscal year 2018 • EIN 20-3956129

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization ProfileN/A
PO Box 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

31st percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.02x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

63rd percentile

7.1%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

84%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$999,621

Up $66,465 (+7.1%) from 2017

Net Assets

Up

$997,833

Up $68,183 (+7.3%) from 2017

Liabilities

Down

$1,788

Down $1,718 (-49%) from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin91st percentile

Revenue

Up

$106,279

Up $48,463 (+84%) from 2017

Expenses

Up

$56,213

Up $18,070 (+47%) from 2017

Net Income

Up

$50,066

Up $30,393 (+154%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2018

Assets$999,621
Liabilities$1,788
Net Assets$997,833
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$106,279
Expenses$56,213
Net Income$50,066
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$383,526
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$888,249$953,551▲ $65,302
Cash and Non-Interest-Bearing Accounts$35,981$37,019▲ $1,038
Savings and Temporary Cash Investments$8,926$9,051▲ $125
Total Assets$933,156$999,621▲ $66,465
Liabilities
Accounts Payable and Accrued Expenses$3,506$1,788▼ $1,718
Total Liabilities$3,506$1,788▼ $1,718
Net Assets / Fund Balance
Unrestricted Net Assets$771,462$839,531▲ $68,069
Permanently Rstr Net Assets$89,889$89,889→ $0
Temporarily Rstr Net Assets$68,299$68,413▲ $114
Total Net Assets Fund Balance$929,650$997,833▲ $68,183
Total Liabilities and Net Assets / Fund Balance$933,156$999,621▲ $66,465

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$756,913-▲ $54,068-$806,481
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
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Francis ArchambaultChairman
Bart WoodmanseeDirector
Brad EarnestDirector
Gail BruhnDirector
Julie HughesDirector
Matthew RaynorDirector
Melissa BrayDirector
Michael GerglerDirector
Nancy SilanderDirector
Rick BersteinDirector
Robert GildersleeveDirector
Shawn SantasiereDirector
Steven FerrignoDirector
Jill KeiegerExOfficio
Lou DeloretoExOfficio
Jean MogayzelSecretary
Lisa DrzewieckiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,099
Program Service Revenue
$0
Investment Income
$56,180
Other Revenue
$0
All Other Contributions
$13,475
Change in Net Assets
$50,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,626
Grants and Similar Amounts Paid$22,587
Total Fundraising Expense$975
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,587--$22,587
Fees for Service Investment Mgmnt Fees$0$8,868$0$8,868
Fees for Services Accounting$0$1,100$0$1,100
Office Expenses$0$868$0$868
Other Expenses$850$0$0$850
Total Functional Expenses$41,711$13,527$975$56,213
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
EO Smith High SchoolStorrs Mansfield, 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
PO Box 39, Storrs Mansfield, CT 06268

Signing Officer

Name
Francis Archambault
Title
Chairman
Phone
8604871862
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francis Archambault
Formed
2006
Legal Domicile
Ct
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
16

Preparer

Firm
S & P Financial Services LLC
Address
452 Jackson Street, Willimantic, CT 06226
Preparer
Deetta Spalding
Phone
8604561661
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

“Financial statemetns 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 EO Smith High School”

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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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt097546
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024267
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt026898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0107142
IRS990ScheduleA/InvestmentIncomeCYPct00.31800
IRS990ScheduleA/InvestmentIncomePYPct00.30580
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.68200
IRS990ScheduleA/PublicSupportPY509Pct00.69420
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0229730
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044202
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055511
IRS990ScheduleA/Total509Grp/TotalAmt0229730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0336872
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0756913
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0806481
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt054068
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0709582
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0756913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050431
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0650082
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0709582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0647886
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt011000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0650082
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6304
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0575024
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0647886
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059587
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are to be used to provide scholarships to E.O. Smith High School students and to provide support to EO Smith High School
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt022422
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EO Smith High School
IRS990ScheduleI/RecipientTable/RecipientEIN0061172787
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0Route 195
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Storrs Mansfield
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/ExplanationTxt1Financial statemetns 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/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt068299
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt068413
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0933156
IRS990/TotalAssetsEOYAmt0999621
IRS990/TotalAssetsGrp/BOYAmt0933156
IRS990/TotalAssetsGrp/EOYAmt0999621
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050099
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0975
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013527
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041711
IRS990/TotalFunctionalExpensesGrp/TotalAmt056213
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03506
IRS990/TotalLiabilitiesEOYAmt01788
IRS990/TotalLiabilitiesGrp/BOYAmt03506
IRS990/TotalLiabilitiesGrp/EOYAmt01788
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0929650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0997833
IRS990/TotalProgramServiceExpensesAmt041711
IRS990/TotalRevenueGrp/ExclusionAmt056180
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106279
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0933156
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0999621
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0771462
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0839531
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt072 Charles Lane
IRS990/USAddress/CityNm0Storrs
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006268
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS ARCHAMBAULT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08604871862
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edwin O Smith Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0EDWI
ReturnHeader/Filer/EIN0203956129
ReturnHeader/Filer/PhoneNum08604871862
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 39
ReturnHeader/Filer/USAddress/CityNm0Storrs Mansfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006268
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId077390371B7510F40E8976CA92BD77458B24F78BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId077390371B7510F40E8976CA92BD77458B24F78BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.151.28.142
ReturnHeader/FilingSecurityInformation/IPDt02019-03-22

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$999,621
Liabilities
$1,788
Net assets
$997,833
Revenue
$106,279
Expenses
$56,213
Net income
$50,066
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
2018Detailed filing. Detailed filing data is available for this year.$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