Civic Intelligence

Smith Family Legacy Foundation

EIN 20-5002466 • Sarasota, FL

1032 Waterline CourtSarasota, FL 34240
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.10x

Higher debt load relative to assets than 64% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.87x

Higher debt load relative to revenue than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

49th percentile

4.4%

Higher net margin than 49% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

109%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$2,901,990

Up $282,224 (+11%) from 2023

Liabilities

Up

$278,000

Up $278,000 from 2023

Net Assets

Up

$2,623,990

Up $4,224 (+0.2%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin49th percentile

Revenue

Up

$321,234

Up $167,517 (+109%) from 2023

Expenses

Up

$307,124

Up $51,847 (+20%) from 2023

Net Income

Up

$14,110

Up $115,670 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,114,504Liabilities 2010: $0Net Assets 2010: $1,114,5042010Assets 2011: $1,073,098Liabilities 2011: $0Net Assets 2011: $1,073,0982011Assets 2012: $1,030,682Liabilities 2012: $12012Assets 2013: $1,063,497Liabilities 2013: $0Net Assets 2013: $1,063,4972013Assets 2014: $1,471,405Liabilities 2014: $0Net Assets 2014: $1,471,4052014Assets 2015: $1,421,311Liabilities 2015: $0Net Assets 2015: $1,421,3112015Assets 2016: $1,354,532Liabilities 2016: $0Net Assets 2016: $1,354,5322016Assets 2017: $1,302,908Liabilities 2017: $0Net Assets 2017: $1,302,9082017Assets 2018: $2,046,460Liabilities 2018: $0Net Assets 2018: $2,046,4602018Assets 2019: $1,977,533Liabilities 2019: $0Net Assets 2019: $1,977,5332019Assets 2020: $1,926,324Liabilities 2020: $0Net Assets 2020: $1,926,3242020Assets 2021: $2,870,173Liabilities 2021: $0Net Assets 2021: $2,870,1732021Assets 2022: $2,949,102Liabilities 2022: $217,500Net Assets 2022: $2,731,6022022Assets 2023: $2,619,766Liabilities 2023: $0Net Assets 2023: $2,619,7662023Assets 2024: $2,901,990Liabilities 2024: $278,000Net Assets 2024: $2,623,9902024

Highlighted filing

2024

Assets$2,901,990
Liabilities$278,000
Net Assets$2,623,990
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $58,8902010Expenses 2011: $69,8452011Revenue 2012: $33,601Expenses 2012: $75,727Net Income 2012: -$42,1262012Revenue 2013: $106,532Expenses 2013: $73,959Net Income 2013: $32,5732013Revenue 2014: $894,407Expenses 2014: $81,080Net Income 2014: $813,3272014Revenue 2015: $50,850Expenses 2015: $100,944Net Income 2015: -$50,0942015Revenue 2016: $45,863Expenses 2016: $112,642Net Income 2016: -$66,7792016Revenue 2017: $67,978Expenses 2017: $109,911Net Income 2017: -$41,9332017Revenue 2018: $1,100,560Expenses 2018: $121,954Net Income 2018: $978,6062018Revenue 2019: $86,541Expenses 2019: $145,854Net Income 2019: -$59,3132019Revenue 2020: $134,526Expenses 2020: $181,256Net Income 2020: -$46,7302020Revenue 2021: $1,972,685Expenses 2021: $190,091Net Income 2021: $1,782,5942021Revenue 2022: $134,053Expenses 2022: $262,656Net Income 2022: -$128,6032022Revenue 2023: $153,717Expenses 2023: $255,277Net Income 2023: -$101,5602023Revenue 2024: $321,234Expenses 2024: $307,124Net Income 2024: $14,1102024

Highlighted filing

2024

Revenue$321,234
Expenses$307,124
Net Income$14,110
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,901,990
Liabilities
$278,000
Net assets
$2,623,990
Revenue
$321,234
Expenses
$307,124
Net income
$14,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.90$0.28$2.62$0.32$0.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.15$0.26$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.22$2.73$0.13$0.26$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$1.97$0.19$1.78
2020Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.13$0.18$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.09$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.10$0.12$0.98
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.07$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.05$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.05$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.89$0.08$0.81
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.07$0.03
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$0.03$0.08$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES A SMITHPresident-$0--
PAULA E RIGGIVice Preside-$0--
KAYVON RIGGIDirector-$0--
KAYLEE RIGGIDirector-$0--
MARIAH RIGGISecr/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Smith Family Legacy Foundation
EIN
20-5002466
Phone
3013014465
Address
1032 WATERLINE COURT, SARASOTA, FL 34240

Signing Officer

Name
Charles a Smith
Title
President
Signed
2025-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Fisher Spiegel Kunkle & Gerber Pllc
Address
4625 BECKLEY RD BLDG 400, BATTLE CREEK, MI 49015
Preparer
Doris J Kunkle
Phone
2699794102
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66VEEVA SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WELLS FARGO 5.625% PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WYNDHAM HOTELS & RESORTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ZSCALER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SCHWAB FTSE DEV EX-US ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SCHWAB FTSE EMERGING ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SPDR GOLD TRUST (COLLECTIBLE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VANGUARD ENERGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD TOTAL BOND MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77AFFILIATED MAN 5.85%PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78OLD NATIONAL 7%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79WEYERHAEUSER
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