Civic Intelligence

Phyllis and Irving Smith Foundation

990PF • Fiscal year 2020 • EIN 22-2506212

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profile
888 We Street Unit 2002San Diego, CA 92101-6020

(215) 740-7057

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-135%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

23rd percentile

-3.1%

Faster asset growth than 23% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,627,025

Down $116,391 (-3.1%) from 2019

Net Assets

$3,627,025

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$86,289

Down $3,442,275 (-98%) from 2019

Expenses

Up

$202,680

Up $186,716 (+1170%) from 2019

Net Income

Down

-$116,391

Down $3,628,991 (-103%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $214,339Liabilities 2011: $02011Assets 2012: $227,373Liabilities 2012: $02012Assets 2013: $227,984Liabilities 2013: $02013Assets 2014: $223,938Liabilities 2014: $02014Assets 2015: $218,267Liabilities 2015: $02015Assets 2019: $3,743,416Liabilities 2019: $02019Assets 2020: $3,627,025Liabilities 2020: $0Net Assets 2020: $3,627,0252020Assets 2021: $3,647,927Liabilities 2021: $12021Assets 2022: $3,579,446Liabilities 2022: $0Net Assets 2022: $3,579,4462022Assets 2023: $3,546,985Liabilities 2023: $12023Assets 2024: $3,507,693Liabilities 2024: $0Net Assets 2024: $3,507,6932024

Highlighted filing

2020

Assets$3,627,025
Liabilities$0
Net Assets$3,627,025
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $17,474Expenses 2011: $3,614Net Income 2011: $13,8602011Revenue 2012: $15,849Expenses 2012: $2,815Net Income 2012: $13,0342012Revenue 2013: $10,945Expenses 2013: $10,334Net Income 2013: $6112013Revenue 2014: $18,930Expenses 2014: $22,976Net Income 2014: -$4,0462014Revenue 2015: $14,516Expenses 2015: $20,187Net Income 2015: -$5,6712015Revenue 2019: $3,528,564Expenses 2019: $15,964Net Income 2019: $3,512,6002019Revenue 2020: $86,289Expenses 2020: $202,680Net Income 2020: -$116,3912020Revenue 2021: $217,065Expenses 2021: $196,163Net Income 2021: $20,9022021Revenue 2022: $138,916Expenses 2022: $207,397Net Income 2022: -$68,4812022Revenue 2023: $157,889Expenses 2023: $190,350Net Income 2023: -$32,4612023Revenue 2024: $154,108Expenses 2024: $193,400Net Income 2024: -$39,2922024

Highlighted filing

2020

Revenue$86,289
Expenses$202,680
Net Income-$116,391
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA FISHMANPresident-$0--
LINDA KIVITZV Pres-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis & Irving Smith Foundation
EIN
22-2506212
Phone
2157407057
Address
888 WE STREET UNIT 2002, SAN DIEGO, CA 92101-6020

Signing Officer

Name
Linda Kivitz
Title
V Pres
Phone
2157407057
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Paul Morgenlander CPA
Address
900 WALT WHITMAN RD STE 308, MELVILLE, NY 11747
Preparer
Paul Morgenlander
Phone
5613033167
Raw XML Appendix275 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/PersonNm1LINDA KIVITZ
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05617
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0202406
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016953
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062910
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045957
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0123
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1123
TaxesSchedule/TaxesDetail/Amt0253
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NEW JERSEY TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0253
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt130
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA KIVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum02157407057
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS & IRVING SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0222506212
ReturnHeader/Filer/PhoneNum02157407057
ReturnHeader/Filer/USAddress/AddressLine1Txt0888 WE STREET UNIT 2002
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921016020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133912097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL MORGENLANDER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 WALT WHITMAN RD STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum05613033167
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MORGENLANDER
ReturnHeader/ReturnTs02021-11-15T08:15:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIVITZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,627,025
Liabilities
$0
Net assets
$3,627,025
Revenue
$86,289
Expenses
$202,680
Net income
-$116,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.15$0.19$0.04
2023Summary only. Only limited summary data is available for this year.$3.55$0.00$0.16$0.19$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.14$0.21$0.07
2021Summary only. Only limited summary data is available for this year.$3.65$0.00$0.22$0.20$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.09$0.20$0.12
2019Summary only. Only limited summary data is available for this year.$3.74$0.00$3.53$0.02$3.51
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.01$0.02$0.01
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$0.02$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.02$0.00$0.01