Civic Intelligence

Orlando R Smith Trust

EIN 23-7352670 • 501(c)3 • Westerly, RI

Profile

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

124 Granite StreetWesterly, RI 02891

babcocksmithhouse.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.01x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

114%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$1,130,648

Up $137,813 (+14%) from 2023

Liabilities

Up

$1,879

Up $289 (+18%) from 2023

Net Assets

Up

$1,128,769

Up $137,524 (+14%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Up

$205,653

Up $109,581 (+114%) from 2023

Expenses

Up

$120,362

Up $34,739 (+41%) from 2023

Net Income

Up

$85,291

Up $74,842 (+716%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,130,648
Liabilities$1,879
Net Assets$1,128,769
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$205,653
Expenses$120,362
Net Income$85,291
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,130,648
Liabilities
$1,879
Net assets
$1,128,769
Revenue
$205,653
Expenses
$120,362
Net income
$85,291
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 11, 2025
Return Version
2024v5.2
Gross Receipts
$209,502
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$562,703$636,110▲ $73,407
Land, Buildings, and Equipment, Net$290,291$358,991▲ $68,700
Savings and Temporary Cash Investments$79,090$82,623▲ $3,533
Cash and Non-Interest-Bearing Accounts$43,355$39,042▼ $4,313
Inventories for Sale or Use$10,801$6,952▼ $3,849
Prepaid Expenses and Deferred Charges$6,595$6,930▲ $335
Total Assets$992,835$1,130,648▲ $137,813
Liabilities
Accounts Payable and Accrued Expenses$1,290$1,579▲ $289
Other Liabilities$300$300→ $0
Total Liabilities$1,590$1,879▲ $289
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$987,155$1,124,679▲ $137,524
Net Assets With Donor Restrictions$4,090$4,090→ $0
Total Net Assets Fund Balance$991,245$1,128,769▲ $137,524
Total Liabilities and Net Assets / Fund Balance$992,835$1,130,648▲ $137,813

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$276,586$539,737$816,323
Land$75,205-$75,205
Equipment$7,200$10,548$17,748
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Andrew C RogersChair
Betty-Jo CuginiTrustee
Edward A FazioTrustee
Ellen L MadisonTrustee
Hugh BartonTrustee
Jackie SmithTrustee
John CoduriTrustee
Linda Smith ChafeeTrustee
Susan S BrocatoTrustee
Thomas GulluscioTrustee
Tim BabcockTrustee
Maureen J BjorklandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$162,633
Program Service Revenue
$2,751
Investment Income
$20,566
Other Revenue
$19,703
All Other Contributions
$114,750
Change in Net Assets
$85,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,362
Total Fundraising Expense$9,558
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$20,800$2,600$2,600$26,000
Occupancy$10,791$1,349$1,349$13,489
Insurance$9,365$1,171$1,171$11,707
Fees for Service Investment Mgmnt Fees$3,517$3,517-$7,034
All Other Expenses$4,897$261$401$5,559
Information Technology$2,083$261$261$2,605
Other Expenses$1,280$183$366$1,829
Office Expenses$317$45$90$452
Total Functional Expenses$96,248$14,556$9,558$120,362
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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, Section A, line 6

“Line 6 explanation - Membership categories are indications of level of cash contributions. Members have no involvement in governance or compliance issues.”

Form 990, Part VI, Section B, line 11B

“Line 11 explanation - A minimum of two Trustees reviews Form 990 prior to it's filing. Form 990 is made available to all Trustees for review and comment.”

Form 990, Part VI, Section C, line 19

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

Form 990, Part VIII, Line 10

“Sale of Inventory represents a book that Trustees of the Trust wrote and produced. 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. Lastly, Sale of Inventory includes a second DVD documentary done by the same Trustee called "The Patriot from Kings County" that explores the life and history of Dr. Joshua Babcock who built the original mansion. All proceeds from DVD sales 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
Doing Business As
The Babcock-Smith House

Signing Officer

Name
Andrew Rogers
Title
President
Phone
4015965704
Signed
2025-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Rogers
Formed
1972
Legal Domicile
Ri
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
50

Preparer

Firm
Pucci Greene & Fusaro LLC
Address
110 Airport Road, Westerly, RI 02891
Preparer
Stephen M Greene CPA
Phone
4015961926
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A:

“N/A”

Part III, Line 4:

“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.”

Raw XML AppendixShowing 400 of 452 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
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01579
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IRS990/AllOtherContributionsAmt0114750
IRS990/AllOtherExpensesGrp/FundraisingAmt0401
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0261
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04897
IRS990/AllOtherExpensesGrp/TotalAmt05559
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Andrew Rogers
IRS990/BooksInCareOfDetail/PhoneNum04015965704
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0124 Granite Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Westerly
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002891
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IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt03849
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0162633
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020566
IRS990/CYOtherExpensesAmt0120362
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IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02600
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020800
IRS990/DepreciationDepletionGrp/TotalAmt026000
IRS990/Desc0The Trust is organized to maintain an historic Museum with period furnishings, circa 1734, for the general public (over 1,000 visitors annually) and to provide educational tours for all area fifth grade students and teachers (upwards of 400 visitors each school year). The Trust also provides the Museum and Carriage House as the frequent meeting place for both the Westerly Historical Society (several hundred visitors annually) and the Babcock Smith House Docents (several hundred visitors annually).
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0The Babcock-Smith House
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04090
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04090
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt096248
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03517
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt03517
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07034
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Maureen J Bjorkland
IRS990/Form990PartVIISectionAGrp/PersonNm1Andrew C Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm2Hugh Barton
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan S Brocato
IRS990/Form990PartVIISectionAGrp/PersonNm4Betty-Jo Cugini
IRS990/Form990PartVIISectionAGrp/PersonNm5Edward A Fazio
IRS990/Form990PartVIISectionAGrp/PersonNm6Ellen L Madison
IRS990/Form990PartVIISectionAGrp/PersonNm7Tim Babcock
IRS990/Form990PartVIISectionAGrp/PersonNm8Thomas Gulluscio
IRS990/Form990PartVIISectionAGrp/PersonNm9Linda Smith Chafee
IRS990/Form990PartVIISectionAGrp/PersonNm10John Coduri
IRS990/Form990PartVIISectionAGrp/PersonNm11Jackie Smith
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
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IRS990/FundraisingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossRentsGrp/RealAmt022153
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt00
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IRS990/PrincipalOfficerNm0Andrew Rogers
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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:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III, Line 4:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 6 explanation - Membership categories are indications of level of cash contributions. Members have no involvement in governance or compliance issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 11 explanation - A minimum of two Trustees reviews Form 990 prior to it's filing. Form 990 is made available to all Trustees for review and comment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All documents required to be available to the general public are available to the public upon request of any Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sale of Inventory represents a book that Trustees of the Trust wrote and produced. 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. Lastly, Sale of Inventory includes a second DVD documentary done by the same Trustee called "The Patriot from Kings County" that explores the life and history of Dr. Joshua Babcock who built the original mansion. All proceeds from DVD sales also remain within the Trust.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VIII, Line 10
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