Civic Intelligence

William P Smith Jr Charitable 36-1272-30

990PF • Fiscal year 2024 • EIN 25-5443581

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 21, 2025

Organization Profile
200 Bellevue Pkwy Suite 500Wilmington, DE 19809

(302) 798-2160

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

82nd percentile

38%

Higher net margin than 82% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$12,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,005,252

Up $21,070 (+2.1%) from 2022

Net Assets

Up

$1,005,252

Up $21,070 (+2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Up

$95,077

Up $3,584 (+3.9%) from 2022

Expenses

Up

$59,305

Up $13,438 (+29%) from 2022

Net Income

Down

$35,772

Down $9,854 (-22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2020: $1,001,252Liabilities 2020: $0Net Assets 2020: $1,001,2522020Assets 2021: $938,366Liabilities 2021: $0Net Assets 2021: $938,3662021Assets 2022: $984,182Liabilities 2022: $0Net Assets 2022: $984,1822022Assets 2024: $1,005,252Liabilities 2024: $0Net Assets 2024: $1,005,2522024

Highlighted filing

2024

Assets$1,005,252
Liabilities$0
Net Assets$1,005,252
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$200K$100K$0-$100K-$200KRevenue 2020: -$12,736Expenses 2020: $143,951Net Income 2020: -$156,6872020Revenue 2021: $91,353Expenses 2021: $147,919Net Income 2021: -$56,5662021Revenue 2022: $91,493Expenses 2022: $45,867Net Income 2022: $45,6262022Revenue 2024: $95,077Expenses 2024: $59,305Net Income 2024: $35,7722024

Highlighted filing

2024

Revenue$95,077
Expenses$59,305
Net Income$35,772
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
William P Smith Jr Charitable
EIN
25-5443581
Phone
3027982160
Address
200 BELLEVUE PKWY SUITE 500, WILMINGTON, DE 19809

Signing Officer

Name
Shawn Wilson
Title
Trustee
Phone
3027982160
Signed
2025-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Lyle J Mohler
Phone
6892065200
Raw XML Appendix294 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01000. WELLS FARGO & COMPANY NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11000. WELLS FARGO & COMPANY NEW
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050404
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038525
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0517
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0517
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0351
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043652
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt043652
TaxesSchedule/TaxesDetail/Amt0590
TaxesSchedule/TaxesDetail/Amt11296
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03027982160
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM P SMITH JR CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0255443581
ReturnHeader/Filer/PhoneNum03027982160
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 BELLEVUE PKWY SUITE 500
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019809
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum06892065200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-05-05T14:01:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,005,252
Liabilities
$0
Net assets
$1,005,252
Revenue
$95,077
Expenses
$59,305
Net income
$35,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.10$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.09$0.05$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.09$0.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.01$0.14$0.16