Civic Intelligence

Roy E Smith Educational Trust

990PF • Fiscal year 2018 • EIN 26-6488374

Jan 01, 2018 to Dec 31, 2018 • Filed on May 27, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-159%

Higher net margin than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$3,699

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 47.6% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$353,113

Down $12,776 (-3.5%) from 2017

Net Assets

Down

$353,113

Down $12,776 (-3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$7,768

Down $2,141 (-22%) from 2017

Expenses

Down

$20,122

Down $1,142 (-5.4%) from 2017

Net Income

Down

-$12,354

Down $999 (-8.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2018

Assets$353,113
Liabilities$0
Net Assets$353,113
Open 2018 Filing

Operations Trend

Revenue Growth22nd 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

2018

Revenue$7,768
Expenses$20,122
Net Income-$12,354
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 27, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane LommelTrustee-$3,699-$3,699
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
2019-05-27
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 Appendix293 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/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/AppliedToCurrentYearAmt016895
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0577
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04636
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02333
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0577
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019228
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02333
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04636
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02303
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUNDED SCHOOL SCHOLARSHIP COMM
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0303
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13699
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13329
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0228
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1370
ReasonableCauseExplanation/ExplanationTxt0THIS RETURN COMPLETED IN EARLY FEBRUARY. AFTER RECEIVING A CORRECTED FORM 1099, IT WAS WITHHELD FROM FILING FOR AN UPDATE AND WAS NOT PROPERLY LOGGED IN THE SYSTEM AS INCOMPLETE. THE ERROR WAS NOT DETECTED UNTIL FILES WERE BEING RESORTED POST TAX SEASON. REQUESTING ABATEMENT FOR FIRST TIME FAILURE TO FILE TIMELY.
TaxesSchedule/TaxesDetail/Amt079
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt079
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jane Lommel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-27
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/PreparerFirmEIN0880275728
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/ReturnTs02019-05-27T16:03:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,113
Liabilities
$0
Net assets
$353,113
Revenue
$7,768
Expenses
$20,122
Net income
-$12,354
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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