Civic Intelligence

Alice Smith Marsh Charitable Trust

990PF • Fiscal year 2019 • EIN 20-6948170

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

516 South Elm StreetMarshville, NC 28103

(704) 289-5168

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-98%

Higher net margin than 26% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Top Officer Pay

96th percentile

$3,600

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-7.2%

Faster asset growth than 38% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

101%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$443,228

Down $34,491 (-7.2%) from 2018

Net Assets

Down

$443,228

Down $34,491 (-7.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$35,118

Up $17,686 (+101%) from 2018

Expenses

Up

$69,609

Up $13,663 (+24%) from 2018

Net Income

Up

-$34,491

Up $4,023 (+10%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $563,435Liabilities 2011: $02011Assets 2012: $536,127Liabilities 2012: $02012Assets 2013: $514,837Liabilities 2013: $02013Assets 2014: $552,516Liabilities 2014: $02014Assets 2015: $518,283Liabilities 2015: $0Net Assets 2015: $518,2832015Assets 2017: $516,233Liabilities 2017: $0Net Assets 2017: $516,2332017Assets 2018: $477,719Liabilities 2018: $0Net Assets 2018: $477,7192018Assets 2019: $443,228Liabilities 2019: $0Net Assets 2019: $443,2282019Assets 2020: $398,285Liabilities 2020: $0Net Assets 2020: $398,2852020Assets 2021: $425,437Liabilities 2021: $0Net Assets 2021: $425,4372021Assets 2022: $375,574Liabilities 2022: $0Net Assets 2022: $375,5742022Assets 2023: $320,959Liabilities 2023: $0Net Assets 2023: $320,9592023Assets 2024: $297,752Liabilities 2024: $0Net Assets 2024: $297,7522024

Highlighted filing

2019

Assets$443,228
Liabilities$0
Net Assets$443,228

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $19,760Expenses 2011: $73,060Net Income 2011: -$53,3002011Revenue 2012: $55,593Expenses 2012: $82,901Net Income 2012: -$27,3082012Revenue 2013: $43,786Expenses 2013: $64,744Net Income 2013: -$20,9582013Revenue 2014: $114,930Expenses 2014: $77,251Net Income 2014: $37,6792014Revenue 2015: $31,285Expenses 2015: $65,518Net Income 2015: -$34,2332015Revenue 2017: $73,339Expenses 2017: $57,222Net Income 2017: $16,1172017Revenue 2018: $17,432Expenses 2018: $55,946Net Income 2018: -$38,5142018Revenue 2019: $35,118Expenses 2019: $69,609Net Income 2019: -$34,4912019Revenue 2020: $1,401Expenses 2020: $46,344Net Income 2020: -$44,9432020Revenue 2021: $74,663Expenses 2021: $47,511Net Income 2021: $27,1522021Revenue 2022: -$1,701Expenses 2022: $48,162Net Income 2022: -$49,8632022Revenue 2023: -$3,303Expenses 2023: $51,312Net Income 2023: -$54,6152023Revenue 2024: $14,701Expenses 2024: $37,908Net Income 2024: -$23,2072024

Highlighted filing

2019

Revenue$35,118
Expenses$69,609
Net Income-$34,491
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY B SMITH JRTrusteePT$3,600-$3,600
HARRIET HELMS SMITHTrustee-$0--
H ALLISON SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alice Smith Marsh Charitable Trust
EIN
20-6948170
Phone
7042895168
Address
516 SOUTH ELM STREET, MARSHVILLE, NC 28103

Signing Officer

Name
Larry B Smith Jr
Title
Trustee
Phone
7042543637
Signed
2020-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Glover & Company PLLC
Address
2602 W Roosevelt Blvd Suite 200, Monroe, NC 28110
Preparer
Jan M Glover
Phone
7044404622
Raw XML AppendixShowing 400 of 430 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/PersonNm0LARRY B SMITH JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29232 VENDOME DRIVE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE TRUST REQUIRES A GRANT PROPOSAL AND HAS PROCEDURES IN PLACE FOR OVERSIGHT OF DISTRIBUTIONS TO ENSURE THAT ANY GRANTS ARE USED TO FURTHER THE TRUST'S CHARITABLE PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LARRY B SMITH JR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HELP PREGNANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EAST CAROLINA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NC STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TURNING POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MARSHVILLE MUSEUM AND CULTURAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNION COUNTY COMMUNITY SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7HEALTHQUEST OF UNION COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8UNION COUNTY CRISIS ASSISTANCE MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SECOND HARVEST FOOD BANK OF METROLINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10APPALACHIAN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11UNION CO PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Austin Grove Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0480 HELP STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1E 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22220 HILLSBOROUGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3530 PATTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201N ELM ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5160 MEADOW ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6902 SUMTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7415 E FRANKLIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81333 W ROOSEVELT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9500-B SPRATT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10287 RIVER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11316 E WINSOR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125919 Austin Grove Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONROE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONROE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MARSHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MONROE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MONROE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MONROE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11MONROE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Marshville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd629208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd828110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1028608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1128112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1228103
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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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/AppliedToCurrentYearAmt024067
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035441
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035441
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0128253
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025455
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034533
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0163694
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0129161
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04909

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