Civic Intelligence

Edwin O Smith Foundation Inc.

990 • Fiscal year 2022 • EIN 20-3956129

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 29, 2022

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

41st percentile

$11,756

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

22nd percentile

-8.6%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

157%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,173,231

Down $109,736 (-8.6%) from 2021

Net Assets

Down

$1,173,231

Down $109,736 (-8.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$109,868

Up $67,154 (+157%) from 2021

Expenses

Up

$130,514

Up $81,685 (+167%) from 2021

Net Income

Down

-$20,646

Down $14,531 (-238%) from 2021

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

2022

Assets$1,173,231
Liabilities$0
Net Assets$1,173,231

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

2022

Revenue$109,868
Expenses$130,514
Net Income-$20,646
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 29, 2022
Return Version
2021v4.1
Gross Receipts
$109,868
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$1,239,073$1,139,655▼ $99,418
Cash and Non-Interest-Bearing Accounts$43,894$33,576▼ $10,318
Total Assets$1,282,967$1,173,231▼ $109,736
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,061,401$925,895▼ $135,506
Net Assets With Donor Restrictions$221,566$247,336▲ $25,770
Total Net Assets Fund Balance$1,282,967$1,173,231▼ $109,736
Total Liabilities and Net Assets / Fund Balance$1,282,967$1,173,231▼ $109,736

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,134,865$15,814▼ $45,693-$1,104,986
2020$928,051$2,000▲ $204,814-$1,134,865
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Christina MailhosExecutive DirectorPT$11,756$11,756

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$76,597
Program Service Revenue
$0
Investment Income
$33,271
Other Revenue
$0
All Other Contributions
$76,597
Change in Net Assets
$-20,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,651
Grants and Similar Amounts Paid$35,863
Total Fundraising Expense$12,511
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,363--$23,363
Grants to Domestic Individuals$12,500--$12,500
Other Expenses$2,939$0$8,817$11,756
Fees for Service Investment Mgmnt Fees$0$10,414$0$10,414
Office Expenses$0$1,401$0$1,401
Fees for Services Accounting$0$1,100$0$1,100
Insurance$0$859$0$859
Total Functional Expenses$104,229$13,774$12,511$130,514
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
EO Smith High SchoolStorrs Mansfield, CT-Support$23,362
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
2022-12-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Bernstein
Formed
2006
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
18

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/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Annual Appeals Exp
IRS990/OtherExpensesGrp/Desc1HS Program Support
IRS990/OtherExpensesGrp/Desc2Director Fee
IRS990/OtherExpensesGrp/FundraisingAmt03694
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt28817
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt165427
IRS990/OtherExpensesGrp/ProgramServicesAmt22939
IRS990/OtherExpensesGrp/TotalAmt03694
IRS990/OtherExpensesGrp/TotalAmt165427
IRS990/OtherExpensesGrp/TotalAmt211756
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/ExpenseAmt091729
IRS990/ProgSrvcAccomActy2Grp/GrantAmt023363
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013543
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020770
IRS990/PYInvestmentIncomeAmt029171
IRS990/PYOtherExpensesAmt028059
IRS990/PYRevenuesLessExpensesAmt0-6115
IRS990/PYTotalExpensesAmt048829
IRS990/PYTotalRevenueAmt042714
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-20646
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0138293
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029171
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024267
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0137639
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59570
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0202792
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt07585
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt020290
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt036624
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt064499
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020230
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050099
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0202792
IRS990ScheduleA/TotalSupportAmt0340431
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01134865
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt015814
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01104986
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-45693
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0928051
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01134865
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0204814
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0916025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0928051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07026
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0812560
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0916025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt097965
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0756913
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0812560
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt04500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060147
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/CashGrantAmt023362
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
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01282967
IRS990/TotalAssetsEOYAmt01173231

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2022Detailed filing. Detailed filing data is available for this year.$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