Civic Intelligence

H Smith Richardson Charitable Trust

990T • Fiscal year 2021 • EIN 23-7245123

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
701 Green Valley Rd 306Greensboro, NC 27408-7096

(336) 379-8600

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80M$60M$40M$20M$0Assets 2020: $67,177,361Liabilities 2020: $296,863Net Assets 2020: $66,880,4982020Assets 2021: $74,178,453Liabilities 2021: $338,447Net Assets 2021: $73,840,0062021Assets 2022: $62,685,495Liabilities 2022: $191,022Net Assets 2022: $62,494,4732022Assets 2023: $66,823,674Liabilities 2023: $301,716Net Assets 2023: $66,521,9582023Assets 2024: $68,165,106Liabilities 2024: $276,791Net Assets 2024: $67,888,3152024

Latest loaded filing

2024

Assets$68,165,106
Liabilities$276,791
Net Assets$67,888,315
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10M-$20MRevenue 2020: $7,665,196Expenses 2020: $3,199,280Net Income 2020: $4,465,9162020Revenue 2021: $10,172,312Expenses 2021: $3,212,804Net Income 2021: $6,959,5082021Revenue 2022: -$7,558,409Expenses 2022: $3,787,124Net Income 2022: -$11,345,5332022Revenue 2023: $6,703,742Expenses 2023: $2,676,257Net Income 2023: $4,027,4852023Revenue 2024: $5,725,289Expenses 2024: $4,358,932Net Income 2024: $1,366,3572024

Latest loaded filing

2024

Revenue$5,725,289
Expenses$4,358,932
Net Income$1,366,357
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
H Smith Richardson Charitable Trust
EIN
23-7245123
Phone
3363798600
Address
701 GREEN VALLEY RD 306, GREENSBORO, NC 27408-7096

Signing Officer

Name
Ross Hemphill
Title
CFO
Phone
3363798600
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
230 N ELM ST STE 1100, GREENSBORO, NC 27401
Preparer
Garrick L Martin
Phone
3362724551
Raw XML Appendix85 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.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt0777199
IRS990T/BooksInCareOfDetail/PersonNm0ROSS HEMPHILL
IRS990T/BooksInCareOfDetail/PhoneNum03363798600
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 GREEN VALLEY ROAD SUITE 306
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GREENSBORO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0274087096
IRS990T/BookValueAssetsEOYAmt074178453
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0166875
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENT
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSS HEMPHILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03363798600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H SMITH RICHARDSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HSMI
ReturnHeader/Filer/EIN0237245123
ReturnHeader/Filer/PhoneNum03363798600
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 GREEN VALLEY RD 306
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0274087096
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 N ELM ST STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027401
ReturnHeader/PreparerPersonGrp/PhoneNum03362724551
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRICK L MARTIN
ReturnHeader/ReturnTs02022-11-14T12:55:58-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEMPHILL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.2$0.28$67.9$5.73$4.36$1.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.8$0.30$66.5$6.70$2.68$4.03
2022Detailed filing. Detailed filing data is available for this year.$62.7$0.19$62.5$7.56$3.79$11.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.2$0.34$73.8$10.2$3.21$6.96
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.2$0.30$66.9$7.67$3.20$4.47