Civic Intelligence

The Alex Smith Foundation

990EZ • Fiscal year 2020 • EIN 20-4055249

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

91st percentile

144%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

237%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$114,184

Up $67,468 (+144%) from 2019

Net Assets

Up

$114,184

Up $67,468 (+144%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Up

$77,838

Up $54,767 (+237%) from 2019

Expenses

Down

$10,370

Down $98,260 (-90%) from 2019

Net Income

Up

$67,468

Up $153,027 (+179%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2020

Assets$114,184
Liabilities$0
Net Assets$114,184
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$77,838
Expenses$10,370
Net Income$67,468
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$77,838
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.$10,000$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
2021-11-15
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: 62.”

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. Date of gift: 06/30/20. Amount given: 10,000.”

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

“Description: merchant & bank fees. Amount: 360. Description: license & fees. Amount: 10. Total to form 990-ez, line 16: 370.”

Raw XML Appendix160 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/BOYAmt046716
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0114184
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt077776
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt067468
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt077838
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt062
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046716
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114184
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046716
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114184
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/OtherExpensesTotalAmt0370
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/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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/TotalExpensesAmt010370
IRS990EZ/TotalRevenueAmt077838
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALEXSMITHFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt077776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0152122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054357
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0323779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02013
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99380
IRS990ScheduleA/PublicSupportPY170Pct00.99250
IRS990ScheduleA/PublicSupportTotal170Amt0323779
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt077776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021940
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0152122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017584
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0323779
IRS990ScheduleA/TotalSupportAmt0325792
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: 62.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: HELIX HIGH SCHOOL FOUNDATION. GRANTEE ADDRESS: 7323 UNIVERSITY AVE. LA MESA, CA 91942. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/20. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MERCHANT & BANK FEES. AMOUNT: 360. DESCRIPTION: LICENSE & FEES. AMOUNT: 10. TOTAL TO FORM 990-EZ, LINE 16: 370.
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 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09498609892
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM M JOHNSON CPA
ReturnHeader/ReturnTs02021-11-15T17:16:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,184
Liabilities
$0
Net assets
$114,184
Revenue
$77,838
Expenses
$10,370
Net income
$67,468
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