Civic Intelligence

Smith-Lemli -Opitz Rsh Foundation

990 • Fiscal year 2023 • EIN 23-2635206

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

PO Box 10598Fargo, ND 58106

(701) 367-1976

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$20,800

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2023 filings • NTEE A • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

245%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • NTEE A • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$197,358

Up $30,554 (+18%) from 2022

Net Assets

Up

$196,172

Up $30,012 (+18%) from 2022

Liabilities

Up

$1,186

Up $542 (+84%) from 2022

Revenue

Up

$205,034

Up $145,660 (+245%) from 2022

Expenses

Up

$177,048

Up $128,567 (+265%) from 2022

Net Income

Up

$27,986

Up $17,093 (+157%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $84,588Liabilities 2011: $0Net Assets 2011: $84,5882011Assets 2012: $95,914Liabilities 2012: $0Net Assets 2012: $95,9142012Assets 2013: $79,130Liabilities 2013: $0Net Assets 2013: $79,1302013Assets 2014: $135,612Liabilities 2014: $0Net Assets 2014: $135,6122014Assets 2015: $134,583Liabilities 2015: $0Net Assets 2015: $134,5832015Assets 2016: $172,587Liabilities 2016: $0Net Assets 2016: $172,5872016Assets 2017: $131,681Liabilities 2017: $0Net Assets 2017: $131,6812017Assets 2018: $98,137Liabilities 2018: $0Net Assets 2018: $98,1372018Assets 2019: $74,355Net Assets 2019: $74,3552019Assets 2020: $126,078Net Assets 2020: $126,0782020Assets 2021: $155,267Net Assets 2021: $155,2672021Assets 2022: $166,804Liabilities 2022: $644Net Assets 2022: $166,1602022Assets 2023: $197,358Liabilities 2023: $1,186Net Assets 2023: $196,1722023Assets 2024: $228,547Liabilities 2024: $1,186Net Assets 2024: $227,3612024

Highlighted filing

2023

Assets$197,358
Liabilities$1,186
Net Assets$196,172

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $19,472Expenses 2011: $73,162Net Income 2011: -$53,6902011Expenses 2012: $34,3462012Revenue 2013: $61,300Expenses 2013: $78,084Net Income 2013: -$16,7842013Revenue 2014: $66,737Expenses 2014: $10,255Net Income 2014: $56,4822014Revenue 2015: $55,475Expenses 2015: $56,504Net Income 2015: -$1,0292015Revenue 2016: $54,510Expenses 2016: $16,506Net Income 2016: $38,0042016Revenue 2017: $14,344Expenses 2017: $55,250Net Income 2017: -$40,9062017Revenue 2018: $30,507Expenses 2018: $64,051Net Income 2018: -$33,5442018Revenue 2019: $78,588Expenses 2019: $102,121Net Income 2019: -$23,5332019Revenue 2020: $63,861Expenses 2020: $12,138Net Income 2020: $51,7232020Revenue 2021: $62,150Expenses 2021: $32,961Net Income 2021: $29,1892021Revenue 2022: $59,374Expenses 2022: $48,481Net Income 2022: $10,8932022Revenue 2023: $205,034Expenses 2023: $177,048Net Income 2023: $27,9862023Revenue 2024: $116,865Expenses 2024: $85,676Net Income 2024: $31,1892024

Highlighted filing

2023

Revenue$205,034
Expenses$177,048
Net Income$27,986
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$205,034
Mission and Program Overview

Mission

Primary exempt purpose raise funds to provide research grants for study of slo syndrome and provide support services and information to families affected by smith-lemli-opitz syndrome.

The slo foundation works to improve the quality of life for the people with smith-lemli-opitz syndrome though education, family support, awareness, and funding research into the disorder.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$166,160$196,172▲ $30,012
Cash and Non-Interest-Bearing Accounts$164,826$144,462▼ $20,364
Investments in Publicly Traded Securities-$51,754-
Land, Buildings, and Equipment, Net$1,978$1,142▼ $836
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$166,804$197,358▲ $30,554
Other Assets Total-$0-
Liabilities
Other Liabilities$644$1,186▲ $542
Total Liabilities$644$1,186▲ $542
Net Assets / Fund Balance
Total Net Assets Fund Balance$166,160$196,172▲ $30,012
Total Liabilities and Net Assets / Fund Balance$166,804$197,358▲ $30,554

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,142$17,712$18,854
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gretchen NoahPresidentPT$20,800$20,800
Kate DurenVice PresidentPT$10,400$10,400

Board Members and Trustees

NameTitle
Amy DinunzioBoard Member
Carola GutierrezDirector
Kayleigh KempsterDirector
Michael CohenDirector
Mili Mazzziotti IrigoyenDirector
Kelly NoahSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$205,034
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$205,034
Change in Net Assets
$27,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,742
Salaries, Compensation, and Employee Benefits$34,306
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$112,218--$112,218
Current Officers, Directors, Trustees, and Key Employees$31,200--$31,200
All Other Expenses$3,216$360-$3,576
Payroll Taxes$3,106--$3,106
Other Expenses$5,090$2,466-$2,466
Advertising$2,157--$2,157
Fees for Services Other$1,918--$1,918
Fees for Services Accounting-$1,875-$1,875
Depreciation Depletion$836--$836
Insurance$647--$647
Total Functional Expenses$169,536$7,512$0$177,048
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
loan from Gretchen$1,186
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Gretchen noah and kelly noah are related nuclear family members.

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Smith-lemli-opitz Foundation
EIN
23-2635206
Phone
7013671976
Address
PO BOX 10598, FARGO, ND 58106

Signing Officer

Name
Gretchen Noah
Title
President
Signed
2024-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gretchen Noah
Legal Domicile
Nd
Voting Board Members
8
Independent Board Members
6
Employees
2
Volunteers
30

Preparer

Firm
Hattrup and Associates Ps
Address
10130 Edmonds Way, Edmonds, WA 98020
Preparer
David Ballard Ea
Phone
4257718239
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt027986
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0205034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0430193
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0430193
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0205034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0430193
IRS990ScheduleA/TotalSupportAmt0430193
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01142
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017712
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018854
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt06
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt051755
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0loan from Gretchen
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01142
IRS990ScheduleD/TotalLiabilityAmt01186
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRETCHEN NOAH AND KELLY NOAH ARE RELATED NUCLEAR FAMILY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/StatesWhereCopyOfReturnIsFldCd1ND
IRS990/StatesWhereCopyOfReturnIsFldCd2PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0166804
IRS990/TotalAssetsEOYAmt0197358
IRS990/TotalAssetsGrp/BOYAmt0166804
IRS990/TotalAssetsGrp/EOYAmt0197358
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0205034
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07512
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0169536
IRS990/TotalFunctionalExpensesGrp/TotalAmt0177048
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0644
IRS990/TotalLiabilitiesEOYAmt01186
IRS990/TotalLiabilitiesGrp/BOYAmt0644
IRS990/TotalLiabilitiesGrp/EOYAmt01186
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0166160
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0196172
IRS990/TotalProgramServiceExpensesAmt0169536
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt031200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205034
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0166804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0197358
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 10598
IRS990/USAddress/CityNm0FARGO
IRS990/USAddress/StateAbbreviationCd0ND
IRS990/USAddress/ZIPCd058106
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0SMITHLEMLIOPITZ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETCHEN NOAH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH-LEMLI-OPITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0232635206
ReturnHeader/Filer/PhoneNum07013671976
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10598
ReturnHeader/Filer/USAddress/CityNm0FARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320184712
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HATTRUP AND ASSOCIATES PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010130 Edmonds Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edmonds
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098020
ReturnHeader/PreparerPersonGrp/PhoneNum04257718239
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BALLARD EA
ReturnHeader/ReturnTs02024-11-14T09:42:08-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.01$2.27$1.17$0.86$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$2.05$1.77$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.01$1.66$0.59$0.48$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$1.55$0.62$0.33$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$1.26$0.64$0.12$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.74$0.79$1.02$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.31$0.64$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.14$0.55$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.55$0.17$0.38
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.55$0.57$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.67$0.10$0.56
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.61$0.78$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.34
2011Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.19$0.73$0.54