Civic Intelligence

H Smith Richardson Charitable Trust

990PF • 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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.03x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

90th percentile

68%

Higher net margin than 90% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

52nd percentile

10%

Faster asset growth than 52% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

33%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$74,178,453

Up $7,001,092 (+10%) from 2020

Net Assets

Up

$73,840,006

Up $6,959,508 (+10%) from 2020

Liabilities

Up

$338,447

Up $41,584 (+14%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin90th percentile

Revenue

Up

$10,172,312

Up $2,507,116 (+33%) from 2020

Expenses

Up

$3,212,804

Up $13,524 (+0.4%) from 2020

Net Income

Up

$6,959,508

Up $2,493,592 (+56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2021

Assets$74,178,453
Liabilities$338,447
Net Assets$73,840,006
Open 2021 Filing

Operations Trend

Revenue Growth70th percentile

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

Highlighted filing

2021

Revenue$10,172,312
Expenses$3,212,804
Net Income$6,959,508
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C GERHARD ANDERSON IIITrustee-$0--
JOHN P RICHARDSON JRTrustee-$0--
TYLER B RICHARDSONTrustee-$0--
NICOLAS L RICHARDSONTrustee-$0--
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 AppendixShowing 400 of 471 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO BE USED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE H. SMITH RICHARDSON CHARITABLE TRUST (EIN 23-7245123) OWNS AN APPROXIMATELY 8.19% INTEREST IN MOORINGS CAPITAL LLC (EIN 56-2280118). MOORINGS CAPITAL LLC'S ADDRESS IS 701 GREEN VALLEY ROAD, SUITE 306, GREENSBORO, NC 27408. SOME OF THE OTHER LLC MEMBERS SHARE COMMON TRUSTEES WITH THE H. SMITH RICHARDSON CHARITABLE TRUST. WHEN THE TRUST'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS COMBINED WITH THE OTHER LLC MEMBERS, THE TRUST COULD BE CONSIDERED TO OWN A CONTROLLED ENTITY. DURING THE 2021 TAX YEAR, THE H. SMITH RICHARDSON CHARITABLE TRUST DID NOT RECEIVE ANY SPECIFIED PAYMENTS FROM MOORINGS CAPITAL LLC WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 512(B)(13)(A).ALSO, THE H. SMITH RICHARDSON CHARITABLE TRUST'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS NOT AN EXCESS BUSINESS HOLDING UNDER INTERNAL REVENUE CODE SECTION 4943.MOORINGS CAPITAL LLC IS A PARTNERSHIP FOR FEDERAL INCOME TAX PURPOSES, AND IT HAS FOUR PARTNERS/LLC MEMBERS. ALL OF THE MEMBERS ARE TAX EXEMPT ENTITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).THIS LLC WAS FORMED FOR THE PURPOSE OF POOLING EACH INDIVIDUAL TAX EXEMPT ENTITY'S SEPARATE INVESTMENTS INTO ONE LARGER INVESTMENT POOL. THIS POOLING OF INVESTMENTS PROVIDES MANY BENEFITS TO THE PARTNERS/MEMBERS WHICH INCLUDE LOWER INVESTMENT MANAGEMENT FEES AND ACCESS TO INVESTMENTS NOT OTHERWISE AVAILABLE. MOORINGS CAPITAL LLC DOES NOT HAVE ANY EMPLOYEES AND ITS ONLY ASSETS ARE THE INVESTMENTS IN LOWER TIER INVESTMENT PARTNERSHIPS. MOORINGS CAPITAL DOES NOT HAVE A CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENT PARTNERSHIPS THAT IT OWNS. ALSO, NEITHER H. SMITH RICHARDSON CHARITABLE TRUST NOR ANY OTHER PARTNER/LLC MEMBER HAS ANY CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENTS THAT ARE OWNED BY MOORINGS CAPITAL LLC.DURING THE 2021 TAX YEAR THE H. SMITH RICHARDSON CHARITABLE TRUST RECEIVED $3,110,000 OF CAPITAL DISTRIBUTIONS FROM MOORINGS CAPITAL LLC.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FLOW THROUGH GRANT - FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GREENS FARMS ACADEMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAILING FOUNDATION OF THE YACHT CLUB OF SEA ISLE CITY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SMITH RICHARDSON FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WESTON VOLUNTEER FIRE DEPARTMENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt035 BEACHSIDE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1730 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24487 VENICEAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3701 GREEN VALLEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt456 NORTHFIELD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTPOINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SEA ISLE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREENSBORO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03052788
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03343004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt088627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt088627
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt088627
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03052788
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt088627
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0201589
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt013768
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1REFUNDABLE FEDERAL EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt014534
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt014534
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt024915
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12816
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12597
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt014583
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-7212
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2452497
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-867668
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt42271441
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt566371
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt644338
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt7-39326
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt8-32428
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME FROM FLOW THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NET RENTAL REAL ESTATE INCOME FROM FLOW THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER INVESTMENT GAIN/(LOSS) FROM FLOW THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc3PORTFOLIO DEDUCTIONS FROM FLOW THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc4GAAP ADJUSTMENTS FROM FLOW THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc5ORDINARY BUSINESS INCOME FROM FLOW THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc6CANCELLATION OF DEBT FROM FLOW THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc7SECTION 1231 LOSS FROM FLOW THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc8UBI LOSSES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014462
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-2281
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2442033
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt30
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt40
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt561504
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt644338
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt7-43452
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014583
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-7212
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2452497
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-867668
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt42271441
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt566371
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt644338
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt7-39326
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt8-32428

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$74,178,453
Liabilities
$338,447
Net assets
$73,840,006
Revenue
$10,172,312
Expenses
$3,212,804
Net income
$6,959,508
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
2021Detailed filing. Detailed filing data is available for this year.$74.2$0.34$73.8$10.2$3.21$6.96
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