Civic Intelligence

The Alex Smith Foundation

990EZ • Fiscal year 2019 • EIN 20-4055249

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-371%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

6th percentile

-65%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$46,716

Down $85,559 (-65%) from 2018

Net Assets

Down

$46,716

Down $85,559 (-65%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$23,071

Down $129,839 (-85%) from 2018

Expenses

Up

$108,630

Up $85,191 (+363%) from 2018

Net Income

Down

-$85,559

Down $215,030 (-166%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2019

Assets$46,716
Liabilities$0
Net Assets$46,716
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

2019

Revenue$23,071
Expenses$108,630
Net Income-$85,559
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$23,071
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 UNIVERSITY OF UTAH SCHOLARSHIP PROGRAMS.$100,000$0
PROVIDED SCHOLARSHIP GRANTS AND OTHER SUPPORT TO HELIX HIGH SCHOOL STUDENTS.$8,210$0
Compensation and Service Providers
Top Officer Pay77th 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
2020-11-13
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: 1,131.”

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: 8,210.”

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

“Activity classification: grants. Grantee name: the university of utah. Grantee address: 201 presidents circle salt lake city, ut 84112. Property description: cash. Amount given: 100,000. Total included on form 990-ez, line 10: 108,210.”

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

“Description: merchant & bank fees. Amount: 360. Description: license & fees. Amount: 60. Total to form 990-ez, line 16: 420.”

Raw XML Appendix167 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/BOYAmt0132275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046716
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt021940
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-85559
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132275
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046716
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0108210
IRS990EZ/GrossReceiptsAmt023071
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01131
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132275
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046716
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132275
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046716
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/OtherExpensesTotalAmt0420
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 UNIVERSITY OF UTAH SCHOLARSHIP PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED SCHOLARSHIP GRANTS AND OTHER SUPPORT TO HELIX HIGH SCHOOL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18210
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/TotalExpensesAmt0108630
IRS990EZ/TotalRevenueAmt023071
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALEXSMITHFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0152122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0260738
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01958
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99250
IRS990ScheduleA/PublicSupportPY170Pct00.99680
IRS990ScheduleA/PublicSupportTotal170Amt0260738
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021940
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0152122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017584
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014735
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0260738
IRS990ScheduleA/TotalSupportAmt0262696
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: 1,131.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: HELIX HIGH SCHOOL FOUNDATION. GRANTEE ADDRESS: 7323 UNIVERSITY AVE. LA MESA, CA 91942. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 8,210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: THE UNIVERSITY OF UTAH. GRANTEE ADDRESS: 201 PRESIDENTS CIRCLE SALT LAKE CITY, UT 84112. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 100,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 108,210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MERCHANT & BANK FEES. AMOUNT: 360. DESCRIPTION: LICENSE & FEES. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 420.
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09498609892
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
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/AtSubmissionCreationDeviceId001D10445870B6F0BCE3358E321CA37138E97DD77
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D33B06109811D381897C7592C805497D482E5401
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.174.152.146
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:53:25
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/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM M JOHNSON CPA
ReturnHeader/ReturnTs02020-11-16T13:26:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$46,716
Liabilities
$0
Net assets
$46,716
Revenue
$23,071
Expenses
$108,630
Net income
-$85,559
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