Civic Intelligence

Trust U/Will of Orlando R Smith

990 • Fiscal year 2013 • EIN 23-7352670

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 30, 2014

Organization Profilebabcocksmithhouse.org
124 Granite Street02891

(401) 596-5704

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

91st percentile

57%

Faster asset growth than 91% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$812,938

Up $294,494 (+57%) from 2012

Net Assets

Up

$811,914

Up $293,470 (+57%) from 2012

Liabilities

Up

$1,024

Up $1,024 from 2012

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

$328,365

No earlier filing loaded for comparison.

Expenses

Down

$69,576

Down $11,976 (-15%) from 2012

Net Income

$258,789

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $515,903Liabilities 2011: $0Net Assets 2011: $515,9032011Assets 2012: $518,444Liabilities 2012: $0Net Assets 2012: $518,4442012Assets 2013: $812,938Liabilities 2013: $1,024Net Assets 2013: $811,9142013Assets 2014: $811,511Liabilities 2014: $7,018Net Assets 2014: $804,4932014Assets 2015: $791,752Liabilities 2015: $1,052Net Assets 2015: $790,7002015Assets 2016: $815,516Liabilities 2016: $2,103Net Assets 2016: $813,4132016Assets 2017: $847,102Liabilities 2017: $2,693Net Assets 2017: $844,4092017Assets 2018: $846,487Liabilities 2018: $2,586Net Assets 2018: $843,9012018Assets 2019: $897,324Liabilities 2019: $3,592Net Assets 2019: $893,7322019Assets 2020: $948,101Liabilities 2020: $2,396Net Assets 2020: $945,7052020Assets 2021: $1,025,899Liabilities 2021: $1,786Net Assets 2021: $1,024,1132021Assets 2022: $919,592Liabilities 2022: $2,047Net Assets 2022: $917,5452022Assets 2023: $992,835Liabilities 2023: $1,590Net Assets 2023: $991,2452023Assets 2024: $1,130,648Liabilities 2024: $1,879Net Assets 2024: $1,128,7692024

Highlighted filing

2013

Assets$812,938
Liabilities$1,024
Net Assets$811,914
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $70,6892011Expenses 2012: $81,5522012Revenue 2013: $328,365Expenses 2013: $69,576Net Income 2013: $258,7892013Revenue 2014: $83,628Expenses 2014: $99,895Net Income 2014: -$16,2672014Revenue 2015: $74,413Expenses 2015: $80,172Net Income 2015: -$5,7592015Revenue 2016: $83,705Expenses 2016: $79,074Net Income 2016: $4,6312016Revenue 2017: $79,879Expenses 2017: $86,435Net Income 2017: -$6,5562017Revenue 2018: $117,110Expenses 2018: $89,887Net Income 2018: $27,2232018Revenue 2019: $79,063Expenses 2019: $96,252Net Income 2019: -$17,1892019Revenue 2020: $73,687Expenses 2020: $77,601Net Income 2020: -$3,9142020Revenue 2021: $95,155Expenses 2021: $74,790Net Income 2021: $20,3652021Revenue 2022: $83,285Expenses 2022: $83,068Net Income 2022: $2172022Revenue 2023: $96,072Expenses 2023: $85,623Net Income 2023: $10,4492023Revenue 2024: $205,653Expenses 2024: $120,362Net Income 2024: $85,2912024

Highlighted filing

2013

Revenue$328,365
Expenses$69,576
Net Income$258,789
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 30, 2014
Return Version
2013v3.1
Gross Receipts
$331,829
Mission and Program Overview

Mission

To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$220,654$255,390▲ $34,736
Land, Buildings, and Equipment, Net$240,941$220,541▼ $20,400
Savings and Temporary Cash Investments$36,377$202,251▲ $165,874
Pledges and Grants Receivable$2,200$97,029▲ $94,829
Cash and Non-Interest-Bearing Accounts$8,337$11,642▲ $3,305
Inventories for Sale or Use$9,935$6,471▼ $3,464
Prepaid Expenses and Deferred Charges-$4,722-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$518,444$812,938▲ $294,494
Other Assets Total-$14,892-
Liabilities
Accounts Payable and Accrued Expenses-$1,024-
Total Liabilities$0$1,024▲ $1,024
Net Assets / Fund Balance
Unrestricted Net Assets$514,354$807,824▲ $293,470
Permanently Rstr Net Assets$4,090$4,090→ $0
Total Net Assets Fund Balance$518,444$811,914▲ $293,470
Total Liabilities and Net Assets / Fund Balance$518,444$812,938▲ $294,494

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$188,375$173,730$362,105
Other Land Buildings$31,276$112,955$144,231
Land$890-$890
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John B CoduriPresident
Betty-Jo CuginiTrustee
Edward A FazioTrustee
Ellen L MadisonTrustee
Jacqueline F BrennanTrustee
Linda Smith ChafeeTrustee
Stephen M GreeneTrustee
Isaac G Smith JrTrustee Emerit.
Susan S BrocatoSecretary
Maureen J BjorklandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$296,875
Program Service Revenue
$2,729
Investment Income
$5,003
Other Revenue
$23,758
All Other Contributions
$279,404
Change in Net Assets
$258,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,576
Total Fundraising Expense$8,110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$16,320$2,040$2,040$20,400
Occupancy$9,868$1,234$1,234$12,336
All Other Expenses$5,172$619$1,499$7,290
Insurance$3,881$485$485$4,851
Other Expenses$2,674$382$764$3,820
Fees for Service Investment Mgmnt Fees$2,545$283-$2,828
Office Expenses$1,007$144$288$1,439
Advertising$1,030-$257$1,287
Information Technology$300$38$38$376
Total Functional Expenses$55,246$6,220$8,110$69,576
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Membership categories are indications of level of cash contributions. Members have no involvement in governance or compliance issues.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A minimum of two Trustees review Form 990 prior to it's filing. Form 990 is made available to all Trustees for comment.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All documents required to be available to the general public are available to the public upon request of any Trustee.”

Part VIII Revenue, Line 10

“Sale of Inventory represents a book that Trustees of the Trust wrote, produced and sold during the year. The publication, "Built From Stone", focuses entirely on the history of the Granite Industry in the geographic region over a 100 year period. All proceeds remain within the Trust.”

Filing and Contact Details

Filer

EIN
23-7352670
Phone
4015965704

Signing Officer

Name
Stephen M Greene
Title
Trustee
Signed
2014-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John B Coduri
Formed
1972
Legal Domicile
Ri
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
25

Preparer

Preparer
Stephen M Greene
Phone
4015961926
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“32 Page Book Project: Column (A) - Total = $132; Column (B) - Program Services = $132; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Dues & Fees: Column (A) - Total = $425; Column (B) - Program Services = $382; Column (C) - Management & General = $43; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Mansion Air Conditioning: Column (A) - Total = $552; Column (B) - Program Services = $552; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Miscellaneous: Column (A) - Total = $1163; Column (B) - Program Services = $699; Column (C) - Management & General = $232; Column (D) - Fundraising = $232”

Form 990, Part IX, Line 24E: Other Expenses

“Museum History Project: Column (A) - Total = $168; Column (B) - Program Services = $168; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $882; Column (B) - Program Services = $0; Column (C) - Management & General = $88; Column (D) - Fundraising = $794”

Form 990, Part IX, Line 24E: Other Expenses

“Program Expenses: Column (A) - Total = $393; Column (B) - Program Services = $393; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Safe Deposit Box: Column (A) - Total = $65; Column (B) - Program Services = $58; Column (C) - Management & General = $7; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Supplies: Column (A) - Total = $246; Column (B) - Program Services = $196; Column (C) - Management & General = $25; Column (D) - Fundraising = $25”

Form 990, Part IX, Line 24E: Other Expenses

“Telephone: Column (A) - Total = $1803; Column (B) - Program Services = $1263; Column (C) - Management & General = $180; Column (D) - Fundraising = $360”

Form 990, Part IX, Line 24E: Other Expenses

“Textile Collection: Column (A) - Total = $1020; Column (B) - Program Services = $1020; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Web Hosting: Column (A) - Total = $441; Column (B) - Program Services = $309; Column (C) - Management & General = $44; Column (D) - Fundraising = $88”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“N/A”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The Trust owns period furnishings from the 18th and 19th centuries displayed throughout the Museum building to support the mission of providing an historic Museum (circa 1734) for educational purposes and for the general public.The Trust also owns extensive Granite Industry documentation from the 19th and 20th centuries of great research value that is available for public use and is in fact used by the public on an increasing basis.”

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IRS990/MembersOrStockholdersInd0true
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/FundraisingAmt01234
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IRS990/OccupancyGrp/TotalAmt012336
IRS990/OfficeExpensesGrp/FundraisingAmt0288
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IRS990/OfficeExpensesGrp/TotalAmt01439
IRS990/OfficerMailingAddressInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt014892
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Lawn Care / Snow Removal
IRS990/OtherExpensesGrp/Desc1Uncollectible Pledges
IRS990/OtherExpensesGrp/Desc2Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc3Printing and Publications
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IRS990/OtherExpensesGrp/FundraisingAmt11000
IRS990/OtherExpensesGrp/FundraisingAmt2764
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1490
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2382
IRS990/OtherExpensesGrp/ProgramServicesAmt04038
IRS990/OtherExpensesGrp/ProgramServicesAmt14000
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IRS990/OtherExpensesGrp/TotalAmt15000
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IRS990/OtherRevenueTotalAmt0391
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04090
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04090
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02200
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04722
IRS990/PrincipalOfficerNm0John B Coduri
IRS990/PriorPeriodAdjustmentsAmt02369
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IRS990/ProgramServiceRevenueGrp/Desc0Admissions
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01732
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1997
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt038116
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03993
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt081552
IRS990/PYOtherRevenueAmt024835
IRS990/PYProgramServiceRevenueAmt02002
IRS990/PYRevenuesLessExpensesAmt0-12606
IRS990/PYTotalExpensesAmt081552
IRS990/PYTotalRevenueAmt068946
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0258789
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt023153
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036377
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0202251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0296875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt038116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0471509
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028761
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017317
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027632
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042615
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IRS990ScheduleA/TotalSupportAmt0604667
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0188375
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0173730
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0362105
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0890
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0890
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt031276
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0112955
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0144231
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Trust owns period furnishings from the 18th and 19th centuries displayed throughout the Museum building to support the mission of providing an historic Museum (circa 1734) for educational purposes and for the general public.The Trust also owns extensive Granite Industry documentation from the 19th and 20th centuries of great research value that is available for public use and is in fact used by the public on an increasing basis.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$812,938
Liabilities
$1,024
Net assets
$811,914
Revenue
$328,365
Expenses
$69,576
Net income
$258,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.21$0.12$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.10$0.09$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.08$0.08$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.02$0.10$0.07$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.07$0.08$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.89$0.08$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.84$0.12$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.84$0.08$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.81$0.08$0.08$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.08$0.10$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.33$0.07$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.07
Peer Organizations

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