Civic Intelligence

Trust U/Will of Orlando R Smith

990 • Fiscal year 2014 • EIN 23-7352670

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 01, 2015

Organization Profilebabcocksmithhouse.org
124 Granite StreetWesterly, RI 02891

(401) 596-5704

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.08x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

13th percentile

-19%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$811,511

Down $1,427 (-0.2%) from 2013

Net Assets

Down

$804,493

Down $7,421 (-0.9%) from 2013

Liabilities

Up

$7,018

Up $5,994 (+585%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin13th percentile

Revenue

Down

$83,628

Down $244,737 (-75%) from 2013

Expenses

Up

$99,895

Up $30,319 (+44%) from 2013

Net Income

Down

-$16,267

Down $275,056 (-106%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2014

Assets$811,511
Liabilities$7,018
Net Assets$804,493
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

2014

Revenue$83,628
Expenses$99,895
Net Income-$16,267
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$89,882
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
Land, Buildings, and Equipment, Net$220,541$454,736▲ $234,195
Investments in Publicly Traded Securities$255,390$222,097▼ $33,293
Pledges and Grants Receivable$97,029$53,507▼ $43,522
Savings and Temporary Cash Investments$202,251$49,467▼ $152,784
Cash and Non-Interest-Bearing Accounts$11,642$20,120▲ $8,478
Inventories for Sale or Use$6,471$6,586▲ $115
Prepaid Expenses and Deferred Charges$4,722$4,998▲ $276
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$812,938$811,511▼ $1,427
Other Assets Total$14,892$0▼ $14,892
Liabilities
Accounts Payable and Accrued Expenses$1,024$7,018▲ $5,994
Total Liabilities$1,024$7,018▲ $5,994
Net Assets / Fund Balance
Unrestricted Net Assets$807,824$800,403▼ $7,421
Permanently Rstr Net Assets$4,090$4,090→ $0
Total Net Assets Fund Balance$811,914$804,493▼ $7,421
Total Liabilities and Net Assets / Fund Balance$812,938$811,511▼ $1,427

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$452,123$225,484$677,607
Other Land Buildings$1,723$81,601$83,324
Land$890-$890
Compensation and Service Providers
Top Officer Pay47th 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
$48,048
Program Service Revenue
$2,182
Investment Income
$6,972
Other Revenue
$26,426
All Other Contributions
$21,341
Change in Net Assets
$-16,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,895
Total Fundraising Expense$7,833
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$10,026$1,253$1,253$12,532
Insurance$6,779$847$847$8,473
Other Expenses$2,946$421$842$4,209
Fees for Service Investment Mgmnt Fees$2,652$295-$2,947
All Other Expenses$17$470$1,464$1,951
Advertising$1,163-$291$1,454
Office Expenses$907$130$260$1,297
Information Technology$807$101$101$1,009
Total Functional Expenses$85,144$6,918$7,833$99,895
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. Sale of Inventory also includes a DVD documentary done by one Trustee called "Carved From Stone" that also reflects the history of the Granite Industry at that time and over the same region. All proceeds also remain within the Trust.”

Filing and Contact Details

Filer

Filer Name
Orlando R Smith Trust
EIN
23-7352670
Phone
4015965704
Address
124 Granite Street, Westerly, RI 02891

Signing Officer

Name
Stephen M Greene
Title
Trustee
Signed
2015-10-01
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

Firm
Pucci Greene & Fusaro LLC
Address
110 Airport Rd Suite 104, Westerly, RI 02891-3434
Preparer
Stephen M Greene
Phone
4015961926
Supplemental Narrative

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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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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IRS990/OtherExpensesGrp/Desc0Carved From Stone/Built From S
IRS990/OtherExpensesGrp/Desc1Lawn Care / Snow Removal
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IRS990/OtherExpensesGrp/Desc3Printing and Publications
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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

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$811,511
Liabilities
$7,018
Net assets
$804,493
Revenue
$83,628
Expenses
$99,895
Net income
-$16,267
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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
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