Civic Intelligence

The Alex Smith Foundation

990EZ • Fiscal year 2018 • EIN 20-4055249

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.ALEXSMITHFOUNDATION.ORG
4665 Gaviota CourtBonita, CA 91902-1533

(619) 479-1507

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$132,275

Up $131,425 (+15462%) from 2012

Net Assets

Up

$132,275

Up $131,425 (+15462%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

Up

$152,910

Up $130,719 (+589%) from 2012

Expenses

Down

$23,439

Down $17,862 (-43%) from 2012

Net Income

Up

$129,471

Up $148,581 (+778%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $69,542Liabilities 2010: $0Net Assets 2010: $69,5422010Assets 2011: $19,960Liabilities 2011: $0Net Assets 2011: $19,9602011Assets 2012: $850Liabilities 2012: $0Net Assets 2012: $8502012Assets 2018: $132,275Liabilities 2018: $0Net Assets 2018: $132,2752018Assets 2019: $46,716Liabilities 2019: $0Net Assets 2019: $46,7162019Assets 2020: $114,184Liabilities 2020: $0Net Assets 2020: $114,1842020Assets 2021: $138,563Liabilities 2021: $0Net Assets 2021: $138,5632021

Highlighted filing

2018

Assets$132,275
Liabilities$0
Net Assets$132,275
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $234,8172010Revenue 2011: $44,983Expenses 2011: $94,565Net Income 2011: -$49,5822011Revenue 2012: $22,191Expenses 2012: $41,301Net Income 2012: -$19,1102012Revenue 2018: $152,910Expenses 2018: $23,439Net Income 2018: $129,4712018Revenue 2019: $23,071Expenses 2019: $108,630Net Income 2019: -$85,5592019Revenue 2020: $77,838Expenses 2020: $10,370Net Income 2020: $67,4682020Revenue 2021: $34,764Expenses 2021: $10,385Net Income 2021: $24,3792021

Highlighted filing

2018

Revenue$152,910
Expenses$23,439
Net Income$129,471
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$152,910
Mission and Program Overview

Mission

The alex smith foundation provides foster teens with the tools and resources needed to transition to successful adulthood.

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIP GRANTS AND OTHER SUPPORT SUCH AS ROOM AND BOARD TO FORMER FOSTER YOUTH SEEKING FURTHER EDUCATION THROUGH THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION.$15,000$0
PROVIDED SCHOLARSHIP GRANTS AND OTHER SUPPORT TO HELIX HIGH SCHOOL STUDENTS.$8,000$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEX SMITHPresident-$0--
ABBEY SMITHSecretary-$0--
DOUG SMITHTreasurer-$0--
PAM SMITHExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
The Alex Smith Foundation
EIN
20-4055249
Phone
6194791507
Address
4665 GAVIOTA COURT, BONITA, CA 91902-1533

Signing Officer

Name
Pam Smith
Title
Exec Director
Phone
9498609892
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jlk Rosenberger Llp
Address
2601 MAIN STREET STE 580, IRVINE, CA 92614
Preparer
Tim M Johnson CPA
Phone
9498609892
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 788.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants. Grantee name: central missouri foster care & adoption. Grantee address: 809 swifts highway jefferson city, mo 65101. Property description: cash. Amount given: 15,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grants. Grantee name: helix high school foundation. Grantee address: 7323 university ave. La mesa, ca 91942. Property description: cash. Amount given: 8,000. Total included on form 990-ez, line 10: 23,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: merchant & bank fees. Amount: 439.”

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0PAM SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum06199803469
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04665 GAVIOTA COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BONITA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0929021533
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02804
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0132275
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0152122
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0129471
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt023000
IRS990EZ/GrossReceiptsAmt0152910
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0788
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02804
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0132275
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02804
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0132275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEX SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ABBEY SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOUG SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0439
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ALEX SMITH FOUNDATION PROVIDES FOSTER TEENS WITH THE TOOLS AND RESOURCES NEEDED TO TRANSITION TO SUCCESSFUL ADULTHOOD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIP GRANTS AND OTHER SUPPORT SUCH AS ROOM AND BOARD TO FORMER FOSTER YOUTH SEEKING FURTHER EDUCATION THROUGH THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED SCHOLARSHIP GRANTS AND OTHER SUPPORT TO HELIX HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023439
IRS990EZ/TotalRevenueAmt0152910
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALEXSMITHFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0152122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0266014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0842
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99680
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt0266014
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0152122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017584
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027216
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0266014
IRS990ScheduleA/TotalSupportAmt0266856
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: CENTRAL MISSOURI FOSTER CARE & ADOPTION. GRANTEE ADDRESS: 809 SWIFTS HIGHWAY JEFFERSON CITY, MO 65101. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: HELIX HIGH SCHOOL FOUNDATION. GRANTEE ADDRESS: 7323 UNIVERSITY AVE. LA MESA, CA 91942. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 8,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 23,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MERCHANT & BANK FEES. AMOUNT: 439.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09498609892
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALEX SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0204055249
ReturnHeader/Filer/PhoneNum06194791507
ReturnHeader/Filer/USAddress/AddressLine1Txt04665 GAVIOTA COURT
ReturnHeader/Filer/USAddress/CityNm0BONITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0919021533
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0182B07AAE2D2135E8717FDE87C92A10260DAA0CF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0182B07AAE2D2135E8717FDE87C92A10260DAA0CF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.174.152.146
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:32:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271532099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JLK ROSENBERGER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 MAIN STREET STE 580
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498609892
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM M JOHNSON CPA
ReturnHeader/ReturnTs02019-11-15T16:46:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$132,275
Liabilities
$0
Net assets
$132,275
Revenue
$152,910
Expenses
$23,439
Net income
$129,471
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.35$0.10$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.78$0.10$0.67
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.23$1.09$0.86
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.53$0.23$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.22$0.41$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.45$0.95$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$2.35