Civic Intelligence

Roy E Smith Educational Trust

990PF • Fiscal year 2015 • EIN 26-6488374

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 25, 2016

Organization Profile
1191 High School StGardnerville, NV 89410

(775) 782-8788

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

5.4%

Faster asset growth than 61% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

263%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$387,752

Up $19,956 (+5.4%) from 2014

Net Assets

Up

$387,752

Up $19,956 (+5.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Up

$39,000

Up $28,252 (+263%) from 2014

Expenses

Down

$19,044

Down $301 (-1.6%) from 2014

Net Income

Up

$19,956

Up $28,553 (+332%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2010: $414,912Liabilities 2010: $0Net Assets 2010: $414,9122010Assets 2011: $397,951Liabilities 2011: $0Net Assets 2011: $397,9512011Assets 2012: $385,615Liabilities 2012: $0Net Assets 2012: $385,6152012Assets 2014: $367,796Liabilities 2014: $0Net Assets 2014: $367,7962014Assets 2015: $387,752Liabilities 2015: $0Net Assets 2015: $387,7522015Assets 2016: $377,244Liabilities 2016: $0Net Assets 2016: $377,2442016Assets 2017: $365,889Liabilities 2017: $0Net Assets 2017: $365,8892017Assets 2018: $353,113Liabilities 2018: $0Net Assets 2018: $353,1132018Assets 2019: $351,600Liabilities 2019: $0Net Assets 2019: $351,6002019Assets 2020: $348,094Liabilities 2020: $0Net Assets 2020: $348,0942020Assets 2021: $342,773Liabilities 2021: $0Net Assets 2021: $342,7732021Assets 2022: $336,563Liabilities 2022: $0Net Assets 2022: $336,5632022Assets 2023: $334,415Liabilities 2023: $0Net Assets 2023: $334,4152023Assets 2024: $335,177Liabilities 2024: $0Net Assets 2024: $335,1772024

Highlighted filing

2015

Assets$387,752
Liabilities$0
Net Assets$387,752
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$40K$20K$0-$20KExpenses 2010: $7,6002010Expenses 2011: $25,8212011Expenses 2012: $19,5732012Revenue 2014: $10,748Expenses 2014: $19,345Net Income 2014: -$8,5972014Revenue 2015: $39,000Expenses 2015: $19,044Net Income 2015: $19,9562015Revenue 2016: $10,600Expenses 2016: $21,108Net Income 2016: -$10,5082016Revenue 2017: $9,909Expenses 2017: $21,264Net Income 2017: -$11,3552017Revenue 2018: $7,768Expenses 2018: $20,122Net Income 2018: -$12,3542018Revenue 2019: $17,569Expenses 2019: $19,082Net Income 2019: -$1,5132019Revenue 2020: $15,252Expenses 2020: $18,758Net Income 2020: -$3,5062020Revenue 2021: $14,377Expenses 2021: $19,698Net Income 2021: -$5,3212021Revenue 2022: $13,565Expenses 2022: $19,775Net Income 2022: -$6,2102022Revenue 2023: $16,372Expenses 2023: $18,520Net Income 2023: -$2,1482023Revenue 2024: $17,164Expenses 2024: $16,402Net Income 2024: $7622024

Highlighted filing

2015

Revenue$39,000
Expenses$19,044
Net Income$19,956
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 25, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane LommelTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roy E Smith Educational Trust
EIN
26-6488374
Phone
7757828788
Address
1191 HIGH SCHOOL ST, GARDNERVILLE, NV 89410

Signing Officer

Name
Jane Lommel
Title
Trustee
Signed
2016-03-25
Discuss with paid preparer
Yes

Preparer

Firm
B Jane Lommel CPA
Address
1191 High School St Ste B, Gardnerville, NV 89410-5178
Preparer
B Jane Lommel
Phone
7757828788
Raw XML Appendix330 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/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0377410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0365134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0343340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0383263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0393589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0406867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt017791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234046
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017684
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017791
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0107
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017791
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01191 HIGH SCHOOL ST B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GARDNERVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd089410
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JANE LOMMEL
IRS990PF/StatementsRegardingActyGrp/PhoneNum07757828788
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017791
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0112
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0112
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017791
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0112
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0861
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUNDED SCHOOL SCHOLARSHIP COMM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt013000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0721
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1250
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt023
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Lommel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROY E SMITH EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROYE
ReturnHeader/Filer/EIN0266488374
ReturnHeader/Filer/PhoneNum07757828788
ReturnHeader/Filer/USAddress/AddressLine1Txt01191 HIGH SCHOOL ST
ReturnHeader/Filer/USAddress/CityNm0GARDNERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089410
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0B Jane Lommel CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01191 High School St Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardnerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0894105178
ReturnHeader/PreparerPersonGrp/PhoneNum07757828788
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B Jane Lommel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-25T17:55:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,752
Liabilities
$0
Net assets
$387,752
Revenue
$39,000
Expenses
$19,044
Net income
$19,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.17$0.16$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$0.16$0.19$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.14$0.20$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.00$3.43$0.14$0.20$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.15$0.19$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$0.18$0.19$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.08$0.20$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.10$0.21$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.11$0.21$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.39$0.19$0.20
2014Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.11$0.19$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.20
2011Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.26
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.00$4.15$0.08