Civic Intelligence

Edwin O Smith Foundation Inc.

990 • Fiscal year 2019 • EIN 20-3956129

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.06x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,121,792

Up $122,171 (+12%) from 2018

Net Assets

Up

$1,116,537

Up $118,704 (+12%) from 2018

Liabilities

Up

$5,255

Up $3,467 (+194%) from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin91st percentile

Revenue

Down

$92,875

Down $13,404 (-13%) from 2018

Expenses

Down

$48,553

Down $7,660 (-14%) from 2018

Net Income

Down

$44,322

Down $5,744 (-11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2019

Assets$1,121,792
Liabilities$5,255
Net Assets$1,116,537
Open 2019 Filing

Operations Trend

Revenue Growth20th 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

2019

Revenue$92,875
Expenses$48,553
Net Income$44,322
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$310,443
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$953,551$1,079,156▲ $125,605
Cash and Non-Interest-Bearing Accounts$37,019$33,373▼ $3,646
Savings and Temporary Cash Investments$9,051$9,263▲ $212
Total Assets$999,621$1,121,792▲ $122,171
Liabilities
Accounts Payable and Accrued Expenses$1,788$5,255▲ $3,467
Total Liabilities$1,788$5,255▲ $3,467
Net Assets / Fund Balance
Unrestricted Net Assets$839,531$936,906▲ $97,375
Permanently Rstr Net Assets$89,889$99,889▲ $10,000
Temporarily Rstr Net Assets$68,413$79,742▲ $11,329
Total Net Assets Fund Balance$997,833$1,116,537▲ $118,704
Total Liabilities and Net Assets / Fund Balance$999,621$1,121,792▲ $122,171

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$812,560$10,000▲ $97,965-$916,025
2017$756,913$0▲ $60,147-$812,560
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
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Michael GerglerChairman
Bart WoodmanseeDirector
Cassandra RowettDirector
Gail BruhnDirector
Julie HughesDirector
Matthew RaynorDirector
Melissa BrayDirector
Rick BernsteinDirector
Sandra ChafouleasDirector
Shawn SantasiereDirector
Steven FerrignoDirector
Brad EarnestExecutive Director
Christina MailhosExecutive Director
Jill KriegerEx Officio
Lou DeloretaEx Officio
Lisa DrzewieckiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,324
Program Service Revenue
$0
Investment Income
$50,551
Other Revenue
$0
All Other Contributions
$22,034
Change in Net Assets
$44,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,643
Grants and Similar Amounts Paid$22,910
Total Fundraising Expense$4,108
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,910--$22,910
Fees for Service Investment Mgmnt Fees$0$9,117$0$9,117
Other Expenses$3,446$0$3,447$6,893
Fees for Services Accounting$0$1,100$0$1,100
Office Expenses$0$451$0$451
Total Functional Expenses$30,981$13,464$4,108$48,553
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 FoundationInc
EIN
20-3956129
Phone
8604871862
Address
PO Box 39, Storrs Mansfield, CT 06268

Signing Officer

Name
Michael Gergler
Title
Chairman
Phone
8604871862
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Gergler
Formed
2006
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
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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IRS990/OtherExpensesGrp/TotalAmt25286
IRS990/OtherExpensesGrp/TotalAmt36893
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt089889
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt099889
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Michael Gergler
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Direct Support to E.O. Smith High School for the purchase of classroom supplies, equipment and programs to promote student learning.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt020874
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012803
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050099
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt022587
IRS990/PYInvestmentIncomeAmt056180
IRS990/PYOtherExpensesAmt033626
IRS990/PYRevenuesLessExpensesAmt050066
IRS990/PYTotalExpensesAmt056213
IRS990/PYTotalRevenueAmt0106279
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt044322
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09051
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09263
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt036102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0120345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026858
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026898
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019662
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0116765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt096197
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026858
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024267
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0116765
IRS990ScheduleA/InvestmentIncomeCYPct00.35030
IRS990ScheduleA/InvestmentIncomePYPct00.31800
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.64970
IRS990ScheduleA/PublicSupportPY509Pct00.68200
IRS990ScheduleA/PublicSupportTotal509Amt0216542
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt051017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044202
IRS990ScheduleA/Total509Grp/TotalAmt0216542
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333307
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0812560
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0916025
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt097965
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0756913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0812560
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060147
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0709582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0756913
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050431
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0650082
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0709582
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0647886
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt011000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0650082
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6304
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/BOYAmt068413
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt079742
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,121,792
Liabilities
$5,255
Net assets
$1,116,537
Revenue
$92,875
Expenses
$48,553
Net income
$44,322
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
2019Detailed filing. Detailed filing data is available for this year.$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