Civic Intelligence

Edwin O Smith Foundation Inc.

990 • Fiscal year 2021 • EIN 20-3956129

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

13th percentile

-14%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

67th percentile

19%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-3.6%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,282,967

Up $208,131 (+19%) from 2020

Net Assets

Up

$1,282,967

Up $208,131 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin13th percentile

Revenue

Down

$42,714

Down $1,588 (-3.6%) from 2020

Expenses

Down

$48,829

Down $28,587 (-37%) from 2020

Net Income

Up

-$6,115

Up $26,999 (+82%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2021

Assets$1,282,967
Liabilities$0
Net Assets$1,282,967
Open 2021 Filing

Operations Trend

Revenue Growth27th 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

2021

Revenue$42,714
Expenses$48,829
Net Income-$6,115
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$42,714
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$1,048,433$1,239,073▲ $190,640
Cash and Non-Interest-Bearing Accounts$26,403$43,894▲ $17,491
Total Assets$1,074,836$1,282,967▲ $208,131
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$895,299$1,061,401▲ $166,102
Net Assets With Donor Restrictions$179,537$221,566▲ $42,029
Total Net Assets Fund Balance$1,074,836$1,282,967▲ $208,131
Total Liabilities and Net Assets / Fund Balance$1,074,836$1,282,967▲ $208,131

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$928,051$2,000▲ $192,344-$1,122,395
2019$916,025$5,000▲ $7,026-$928,051
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Rick BernsteinChairman
Sandra ChafouleusVice President
Allison SalazarDirector
Bart WoodmanseeDirector
Brad EarnestDirector
Cassandra RowettDirector
Gail BruhnDirector
Julie HughesDirector
Matthew RaynorDirector
Shawn SantasiereDirector
Steven FerrignoDirector
Christina MailhosExecutive Director
Lou DeloretoEx Officio
Sharon CournoyerEx-Officio
Melissa BraySecretary
Lisa DrzewieckiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,543
Program Service Revenue
$0
Investment Income
$29,171
Other Revenue
$0
All Other Contributions
$13,543
Change in Net Assets
$-6,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,059
Grants and Similar Amounts Paid$20,770
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,770--$11,770
Fees for Service Investment Mgmnt Fees$0$9,777$0$9,777
Grants to Domestic Individuals$9,000--$9,000
Other Expenses$4,683$0$0$4,683
Fees for Services Accounting$0$1,100$0$1,100
Insurance$0$834$0$834
Office Expenses$0$735$0$735
Total Functional Expenses$36,054$12,775$0$48,829
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
EO Smith High SchoolStorrs Mansfield, CT-Support$11,770
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 35% controlled entity
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
Rick Bernstein
Title
Chairman
Phone
8604871862
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Bernstein
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 statements are available to the public upon request.”

Pt XI

“Return of Capital”

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/ProgramServicesAmt34683
IRS990/OtherExpensesGrp/TotalAmt0170
IRS990/OtherExpensesGrp/TotalAmt1159
IRS990/OtherExpensesGrp/TotalAmt210601
IRS990/OtherExpensesGrp/TotalAmt34683
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Rick Bernstein
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/ExpenseAmt027054
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011770
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020230
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt056544
IRS990/PYInvestmentIncomeAmt024072
IRS990/PYOtherExpensesAmt020872
IRS990/PYRevenuesLessExpensesAmt0-33114
IRS990/PYTotalExpensesAmt077416
IRS990/PYTotalRevenueAmt044302
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-6115
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt079428
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026858
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026898
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0131266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt075668
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026858
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024267
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0131266
IRS990ScheduleA/InvestmentIncomeCYPct00.45840
IRS990ScheduleA/InvestmentIncomePYPct00.38620
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.54160
IRS990ScheduleA/PublicSupportPY509Pct00.61380
IRS990ScheduleA/PublicSupportTotal509Amt0155096
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028901
IRS990ScheduleA/Total509Grp/TotalAmt0155096
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0286362
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0928051
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01122395
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0192344
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0916025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0928051
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07026
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0812560
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0916025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt04500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt097965
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0756913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0812560
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0709582
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0756913
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt03600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050431
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/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/RecipientTable/CashGrantAmt011770
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 statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Return of Capital
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,282,967
Liabilities
$0
Net assets
$1,282,967
Revenue
$42,714
Expenses
$48,829
Net income
-$6,115
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
2021Detailed filing. Detailed filing data is available for this year.$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