Civic Intelligence

Phyllis and Irving Smith Foundation

990PF • Fiscal year 2023 • EIN 22-2506212

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 22, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

21st percentile

-21%

Higher net margin than 21% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

37th percentile

-0.9%

Faster asset growth than 37% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$3,546,985

Flat from 2023

Net Assets

$3,546,985

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin21st percentile

Revenue

Flat

$157,889

Flat from 2023

Expenses

Flat

$190,350

Flat from 2023

Net Income

Flat

-$32,461

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th 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: $0Net Assets 2023: $3,546,9852023Assets 2023: $3,546,985Liabilities 2023: $12023Assets 2024: $3,507,693Liabilities 2024: $0Net Assets 2024: $3,507,6932024

Highlighted filing

2023

Assets$3,546,985
Liabilities$0
Net Assets$3,546,985
Open 2023 Filing

Operations Trend

Revenue Growth60th 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 2023: $157,889Expenses 2023: $190,350Net Income 2023: -$32,4612023Revenue 2024: $154,108Expenses 2024: $193,400Net Income 2024: -$39,2922024

Highlighted filing

2023

Revenue$157,889
Expenses$190,350
Net Income-$32,461
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 22, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay46th 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
Debra Fishman
Title
President
Phone
2157407057
Signed
2024-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Paul Morgenlander CPA
Address
PO BOX 7058, DELRAY BEACH, FL 33482
Preparer
Paul Morgenlander
Phone
5613033167
Raw XML Appendix244 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/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0420206
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1314 ROSEMARY LANE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PENN VALLEY
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IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0834
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02157407057
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS & IRVING SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0222506212
ReturnHeader/Filer/PhoneNum02157407057
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ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133912097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL MORGENLANDER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7058
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELRAY BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033482
ReturnHeader/PreparerPersonGrp/PhoneNum05613033167
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MORGENLANDER
ReturnHeader/ReturnTs02024-03-13T11:16:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISHMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,546,985
Liabilities
$0
Net assets
$3,546,985
Revenue
$157,889
Expenses
$190,350
Net income
-$32,461
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
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.16$0.19$0.03
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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