Civic Intelligence

John & Blanch Smarsh Trust

990PF • Fiscal year 2021 • EIN 23-6797771

May 01, 2020 to Apr 30, 2021 • Filed on Aug 16, 2021

Organization Profile
Bny Mellon Na - PO Box 185Pittsburgh, PA 15230-0185

(888) 805-5689

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-54%

Higher net margin than 12% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,733

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 42.1% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.4%

Faster asset growth than 35% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-42%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$141,235

Down $3,511 (-2.4%) from 2020

Net Assets

Down

$141,235

Down $3,511 (-2.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin12th percentile

Revenue

Down

$6,498

Down $4,737 (-42%) from 2020

Expenses

Up

$10,009

Up $236 (+2.4%) from 2020

Net Income

Down

-$3,511

Down $4,973 (-340%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$150K$100K$50K$0Assets 2020: $144,746Liabilities 2020: $0Net Assets 2020: $144,7462020Assets 2021: $141,235Liabilities 2021: $0Net Assets 2021: $141,2352021Assets 2022: $144,188Liabilities 2022: $0Net Assets 2022: $144,1882022Assets 2023: $147,336Liabilities 2023: $0Net Assets 2023: $147,3362023Assets 2024: $140,438Liabilities 2024: $0Net Assets 2024: $140,4382024Assets 2025: $144,837Liabilities 2025: $0Net Assets 2025: $144,8372025

Highlighted filing

2021

Assets$141,235
Liabilities$0
Net Assets$141,235
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

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

$20K$10K$0-$10KRevenue 2020: $11,235Expenses 2020: $9,773Net Income 2020: $1,4622020Revenue 2021: $6,498Expenses 2021: $10,009Net Income 2021: -$3,5112021Revenue 2022: $12,961Expenses 2022: $10,032Net Income 2022: $2,9292022Revenue 2023: $14,444Expenses 2023: $11,218Net Income 2023: $3,2262023Revenue 2024: $3,767Expenses 2024: $10,630Net Income 2024: -$6,8632024Revenue 2025: $9,300Expenses 2025: $4,927Net Income 2025: $4,3732025

Highlighted filing

2021

Revenue$6,498
Expenses$10,009
Net Income-$3,511
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Aug 16, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,733-$2,733
Filing and Contact Details

Filer

Filer Name
Smarsh Blanche B Tw Frey
EIN
23-6797771
Phone
8888055689
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
Signed
2021-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix283 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/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0398
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08334
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0202
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03495
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03293
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMARSH BLANCHE B TW FREY
ReturnHeader/Filer/BusinessNameControlTxt0SMAR
ReturnHeader/Filer/EIN0236797771
ReturnHeader/Filer/PhoneNum08888055689
ReturnHeader/Filer/USAddress/AddressLine1Txt0BNY MELLON NA - PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-09T09:00:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,235
Liabilities
$0
Net assets
$141,235
Revenue
$6,498
Expenses
$10,009
Net income
-$3,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09$0.05$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.04$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.14$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.13$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.06$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11$0.10$0.01