Civic Intelligence

Thelma C Smith Trust

990PF • Fiscal year 2021 • EIN 25-6911052

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

800 Philadelphia StreetIndiana, PA 15701

(724) 465-1441

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

80th percentile

39%

Higher net margin than 80% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$5,599

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

4.1%

Faster asset growth than 51% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

401%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$450,252

Up $17,786 (+4.1%) from 2020

Net Assets

Up

$450,252

Up $17,786 (+4.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$45,881

Up $36,726 (+401%) from 2020

Expenses

Up

$28,096

Up $4,657 (+20%) from 2020

Net Income

Up

$17,785

Up $32,069 (+225%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $460,074Liabilities 2017: $0Net Assets 2017: $460,0742017Assets 2018: $472,780Liabilities 2018: $0Net Assets 2018: $472,7802018Assets 2019: $446,577Liabilities 2019: $0Net Assets 2019: $446,5772019Assets 2020: $432,466Liabilities 2020: $0Net Assets 2020: $432,4662020Assets 2021: $450,252Liabilities 2021: $0Net Assets 2021: $450,2522021Assets 2022: $433,278Liabilities 2022: $0Net Assets 2022: $433,2782022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$450,252
Liabilities$0
Net Assets$450,252

Operations Trend

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

$500K$0-$500KRevenue 2017: $42,629Expenses 2017: $27,875Net Income 2017: $14,7542017Revenue 2018: $41,481Expenses 2018: $28,775Net Income 2018: $12,7062018Revenue 2019: $6,028Expenses 2019: $32,565Net Income 2019: -$26,5372019Revenue 2020: $9,155Expenses 2020: $23,439Net Income 2020: -$14,2842020Revenue 2021: $45,881Expenses 2021: $28,096Net Income 2021: $17,7852021Revenue 2022: $12,626Expenses 2022: $29,199Net Income 2022: -$16,5732022Revenue 2023: $11,563Expenses 2023: $444,875Net Income 2023: -$433,3122023

Highlighted filing

2021

Revenue$45,881
Expenses$28,096
Net Income$17,785
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
S T WEALTH MANAGEMENTTrustee-$5,599-$5,599
Filing and Contact Details

Filer

Filer Name
Thelma C Smith Fund
EIN
25-6911052
Phone
7244651441
Address
800 PHILADELPHIA STREET, INDIANA, PA 15701

Signing Officer

Name
S T Wealth Management
Title
Trustee
Phone
7244651441
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Wessel & Company Cpas
Address
215 MAIN STREET, JOHNSTOWN, PA 15901
Preparer
Amy J Edmiston CPA
Phone
8145367864
Raw XML Appendix328 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd016214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd216630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd415260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd515697
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd685017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01116
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020584
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022561
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020584
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0250
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0424460
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0414452
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0496564
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME ACCRUALS
TaxesSchedule/TaxesDetail/Amt0147
TaxesSchedule/TaxesDetail/Amt1175
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF PY BAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0147
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1175
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0S T WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07244651441
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THELMA C SMITH FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O S & T WEALTH MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0THEL
ReturnHeader/Filer/EIN0256911052
ReturnHeader/Filer/PhoneNum07244651441
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 PHILADELPHIA STREET
ReturnHeader/Filer/USAddress/CityNm0INDIANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251390233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESSEL & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015901
ReturnHeader/PreparerPersonGrp/PhoneNum08145367864
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY J EDMISTON CPA
ReturnHeader/ReturnTs02022-05-17T06:53:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEALTH MANAGEMENT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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