Civic Intelligence

Smith Family Foundation

990PF • Fiscal year 2017 • EIN 20-4957281

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 04, 2018

287 Lake Shore RoadGrosse Pointe Farms, MI 48236

(313) 640-9200

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

44th percentile

-0.7%

Faster asset growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1756%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$291,101

Down $1,959 (-0.7%) from 2016

Net Assets

Down

$291,101

Down $1,959 (-0.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$97,404

Up $92,155 (+1756%) from 2016

Expenses

Up

$46,326

Up $23,430 (+102%) from 2016

Net Income

Up

$51,078

Up $68,725 (+389%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $196,241Liabilities 2010: $02010Assets 2011: $184,691Liabilities 2011: $0Net Assets 2011: $184,6912011Assets 2012: $180,588Liabilities 2012: $0Net Assets 2012: $180,5882012Assets 2013: $208,055Liabilities 2013: $0Net Assets 2013: $208,0552013Assets 2014: $309,782Liabilities 2014: $0Net Assets 2014: $309,7822014Assets 2015: $317,492Liabilities 2015: $0Net Assets 2015: $317,4922015Assets 2016: $293,060Liabilities 2016: $0Net Assets 2016: $293,0602016Assets 2017: $291,101Liabilities 2017: $0Net Assets 2017: $291,1012017Assets 2018: $276,900Liabilities 2018: $0Net Assets 2018: $276,9002018Assets 2019: $312,105Liabilities 2019: $0Net Assets 2019: $312,1052019Assets 2020: $442,935Liabilities 2020: $0Net Assets 2020: $442,9352020Assets 2021: $370,881Liabilities 2021: $0Net Assets 2021: $370,8812021Assets 2022: $295,973Liabilities 2022: $0Net Assets 2022: $295,9732022Assets 2023: $605,974Liabilities 2023: $0Net Assets 2023: $605,9742023Assets 2024: $614,550Liabilities 2024: $0Net Assets 2024: $614,5502024

Highlighted filing

2017

Assets$291,101
Liabilities$0
Net Assets$291,101

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: -$12,558Expenses 2010: $26,731Net Income 2010: -$39,2892010Expenses 2011: $13,7562011Expenses 2012: $28,8222012Revenue 2013: $11,533Expenses 2013: $5,342Net Income 2013: $6,1912013Revenue 2014: $134,502Expenses 2014: $9,848Net Income 2014: $124,6542014Revenue 2015: $63,873Expenses 2015: $47,534Net Income 2015: $16,3392015Revenue 2016: $5,249Expenses 2016: $22,896Net Income 2016: -$17,6472016Revenue 2017: $97,404Expenses 2017: $46,326Net Income 2017: $51,0782017Revenue 2018: $76,104Expenses 2018: $43,142Net Income 2018: $32,9622018Revenue 2019: $82,270Expenses 2019: $81,918Net Income 2019: $3522019Revenue 2020: $301,134Expenses 2020: $90,047Net Income 2020: $211,0872020Revenue 2021: $54,463Expenses 2021: $122,197Net Income 2021: -$67,7342021Revenue 2022: $74,421Expenses 2022: $71,411Net Income 2022: $3,0102022Revenue 2023: $894,475Expenses 2023: $194,855Net Income 2023: $699,6202023Revenue 2024: $118,458Expenses 2024: $126,957Net Income 2024: -$8,4992024

Highlighted filing

2017

Revenue$97,404
Expenses$46,326
Net Income$51,078
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 4, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA VALLEE-SMITHPresident/Director-$0--
JEFFREY F SMITHSecretary/Treasurer/Direct-$0--
DENNIS LAPORTEDirector-$0--
GERARD SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Smith Family Foundation
EIN
20-4957281
Phone
3136409200
Address
287 LAKE SHORE ROAD, GROSSE POINTE FARMS, MI 48236

Signing Officer

Name
Jeffrey Smith
Title
Secretary/treasurer
Phone
3136409200
Signed
2018-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Mi Inc
Address
12900 HALL RD STE 510, STERLING HEIGHTS, MI 48313-1153
Preparer
Dennis Laporte
Phone
5862548141
Raw XML Appendix360 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LISA VALLEE-SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFFREY F SMITH
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JEFFREY F SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GROSSE POINTE WOODS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03136409200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt216000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MICHIGAN CANCER RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHRIST CHURCH OF GROSSE POINTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MICHIGAN STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0470 ORLEANS ST 1ST FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12000 TOWNE CENTER ST 2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt261 GROSSE POINTE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34700 S HAGADORN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEAUMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GROSSE POINTE FARMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EAST LANSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348823
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012988
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018938
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018938
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071646
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032935
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032087
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090584
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058497
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04601
OtherDecreasesSchedule/OtherDecreasesDetail/Amt148436
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN (LOSS) ON SECURITIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ADJUSTMENT TO CORPUS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01251
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01251
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JEFFREY SMITH LISA VALLEE-SMITH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0287 LAKESHORE RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0GROSSE POINTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd048236
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03136409200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0204957281
ReturnHeader/Filer/PhoneNum03136409200
ReturnHeader/Filer/USAddress/AddressLine1Txt0287 LAKE SHORE ROAD
ReturnHeader/Filer/USAddress/CityNm0GROSSE POINTE FARMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048236
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId088AECBA76E41701D11085789EBA9A9624B01E452
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.99.101.4
ReturnHeader/FilingSecurityInformation/IPDt02018-06-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:48:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381910111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MI INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012900 HALL RD STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STERLING HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483131153
ReturnHeader/PreparerPersonGrp/PhoneNum05862548141
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS LAPORTE
ReturnHeader/ReturnTs02018-06-12T12:49:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$1.18$1.27$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$8.94$1.95$7.00
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.74$0.71$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.54$1.22$0.68
2020Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$3.01$0.90$2.11
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.82$0.82$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.76$0.43$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.97$0.46$0.51
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.05$0.23$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.64$0.48$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$1.35$0.10$1.25
2013Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.12$0.05$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.29
2011Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.14
2010Summary only. Only limited summary data is available for this year.$1.96$0.00$0.13$0.27$0.39