Civic Intelligence

Thelma C Smith Trust

990PF • Fiscal year 2020 • EIN 25-6911052

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-156%

Higher net margin than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$4,814

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 52.6% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-3.2%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$432,466

Down $14,111 (-3.2%) from 2019

Net Assets

Down

$432,466

Down $14,111 (-3.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$9,155

Up $3,127 (+52%) from 2019

Expenses

Down

$23,439

Down $9,126 (-28%) from 2019

Net Income

Up

-$14,284

Up $12,253 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2020

Assets$432,466
Liabilities$0
Net Assets$432,466
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

2020

Revenue$9,155
Expenses$23,439
Net Income-$14,284
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
S T WEALTH MANAGEMENTTrustee-$4,814-$4,814
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
2021-05-07
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 Appendix329 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/TotalGrantOrContriPdDurYrAmt018000
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/AppliedToCurrentYearAmt01382
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016618
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020584
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016618
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0417389
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0424460
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0443415
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11983
OtherIncomeSchedule2/OtherIncomeDetail/Desc0990 PF REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1GRANT RETURNED
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11983
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0173
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME ACCRUALS
TaxesSchedule/TaxesDetail/Amt0175
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0S T WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07244651441
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
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/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY J EDMISTON CPA
ReturnHeader/ReturnTs02021-05-11T10:09:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEALTH MANAGEMENT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$432,466
Liabilities
$0
Net assets
$432,466
Revenue
$9,155
Expenses
$23,439
Net income
-$14,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.12$4.45$4.33
2022Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.13$0.29$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.46$0.28$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.09$0.23$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.06$0.33$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.41$0.29$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.43$0.28$0.15