Civic Intelligence

The Phillip Smith Foundation

990PF • Fiscal year 2017 • EIN 31-1469256

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 08, 2018

Organization Profile
2900 Carew Tower 441 Vine StreetCincinnati, OH 45202

(513) 579-1414

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

4th percentile

-134%

Higher net margin than 4% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

23rd percentile

-4.3%

Faster asset growth than 23% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

25%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$600,595

Down $26,882 (-4.3%) from 2016

Net Assets

Down

$600,595

Down $26,882 (-4.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin4th percentile

Revenue

Up

$20,171

Up $3,981 (+25%) from 2016

Expenses

Up

$47,251

Up $2,982 (+6.7%) from 2016

Net Income

Up

-$27,080

Up $999 (+3.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $681,820Liabilities 2011: $0Net Assets 2011: $681,8202011Assets 2012: $674,320Liabilities 2012: $0Net Assets 2012: $674,3202012Assets 2013: $672,596Liabilities 2013: $0Net Assets 2013: $672,5962013Assets 2014: $683,627Liabilities 2014: $0Net Assets 2014: $683,6272014Assets 2015: $655,972Liabilities 2015: $0Net Assets 2015: $655,9722015Assets 2016: $627,477Liabilities 2016: $0Net Assets 2016: $627,4772016Assets 2017: $600,595Liabilities 2017: $0Net Assets 2017: $600,5952017Assets 2018: $644,153Liabilities 2018: $0Net Assets 2018: $644,1532018Assets 2019: $819,314Liabilities 2019: $0Net Assets 2019: $819,3142019Assets 2020: $833,129Liabilities 2020: $0Net Assets 2020: $833,1292020Assets 2021: $929,381Liabilities 2021: $0Net Assets 2021: $929,3812021Assets 2022: $973,063Liabilities 2022: $0Net Assets 2022: $973,0632022Assets 2023: $994,083Liabilities 2023: $0Net Assets 2023: $967,7822023Assets 2024: $1,040,673Liabilities 2024: $0Net Assets 2024: $1,040,6732024

Highlighted filing

2017

Assets$600,595
Liabilities$0
Net Assets$600,595
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50KExpenses 2011: $51,2402011Expenses 2012: $49,4672012Revenue 2013: $45,462Expenses 2013: $47,271Net Income 2013: -$1,8092013Revenue 2014: $63,956Expenses 2014: $53,002Net Income 2014: $10,9542014Revenue 2015: $22,764Expenses 2015: $49,773Net Income 2015: -$27,0092015Revenue 2016: $16,190Expenses 2016: $44,269Net Income 2016: -$28,0792016Revenue 2017: $20,171Expenses 2017: $47,251Net Income 2017: -$27,0802017Revenue 2018: $84,885Expenses 2018: $40,766Net Income 2018: $44,1192018Revenue 2019: $58,813Expenses 2019: $50,475Net Income 2019: $8,3382019Revenue 2020: $41,156Expenses 2020: $45,946Net Income 2020: -$4,7902020Revenue 2021: $42,944Expenses 2021: $42,099Net Income 2021: $8452021Revenue 2022: $26,135Expenses 2022: $45,093Net Income 2022: -$18,9582022Revenue 2023: $28,899Expenses 2023: $47,900Net Income 2023: -$19,0012023Revenue 2024: $49,426Expenses 2024: $59,836Net Income 2024: -$10,4102024

Highlighted filing

2017

Revenue$20,171
Expenses$47,251
Net Income-$27,080
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard M SchwartzTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Phillip Smith Foundation
EIN
31-1469256
Phone
5135791414
Address
2900 Carew Tower 441 Vine Street, Cincinnati, OH 45202

Signing Officer

Name
Richard M Schwartz
Title
Trustee
Signed
2018-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Schmidt Cpas & Associates Inc
Address
50 E-Business Way Ste 170, Cincinnati, OH 45241
Preparer
Brian M Schmidt
Phone
5133515707
Raw XML Appendix327 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard M Schwartz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0441 Vine St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Support needy children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6COUNSELING AND FAMILY SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Ronald McDonald House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Cincinnati Dreams Come True
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Big BrothersBig Sisters Mentoring
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Neediest Kids of All
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Shriners Hospital for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ProKids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Jewish Family Service
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0350 Erkenbrecher Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 42890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28487 Ridge Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 3426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43229 Burnet Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52605 Burnet Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt68487 Ridge Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd545219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd645236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037000
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/AppliedToCurrentYearAmt0683
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036317
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037697
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt037014
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036317
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0957
OtherDecreasesSchedule/OtherDecreasesDetail/Amt141
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCRUED INCOME 12/31/16
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OTHER
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONTAXABLE DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0204
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01196
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INCOME 12/31/16
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08366
TaxesSchedule/TaxesDetail/Amt0112
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/Amt2400
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Ohio Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard M Schwartz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Phillip Smith Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Richard M Schwartz Trustee
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0311469256
ReturnHeader/Filer/PhoneNum05135791414
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 Carew Tower 441 Vine Street
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453865675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHMIDT CPAS & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 E-Business Way Ste 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045241
ReturnHeader/PreparerPersonGrp/PhoneNum05133515707
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian M Schmidt
ReturnHeader/ReturnTs02018-08-08T11:00:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$600,595
Liabilities
$0
Net assets
$600,595
Revenue
$20,171
Expenses
$47,251
Net income
-$27,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.97$0.03$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.08$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.02$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.02$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05$0.05$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.05