Civic Intelligence

Rexarc Family Foundation

990PF • Fiscal year 2021 • EIN 31-1603487

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 19, 2022

Organization Profile
400 E Westbrook RdBrookville, OH 45309

(937) 456-1946

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

71%

Higher net margin than 91% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

8.2%

Faster asset growth than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

18%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,308,128

Up $174,709 (+8.2%) from 2020

Net Assets

Up

$2,308,128

Up $174,709 (+8.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

Up

$245,936

Up $37,376 (+18%) from 2020

Expenses

Up

$71,143

Up $38,138 (+116%) from 2020

Net Income

Down

$174,793

Down $762 (-0.4%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,661,633Liabilities 2010: $0Net Assets 2010: $1,661,6332010Assets 2011: $1,781,424Liabilities 2011: $0Net Assets 2011: $1,781,4242011Assets 2012: $1,819,559Liabilities 2012: $0Net Assets 2012: $1,819,5592012Assets 2013: $1,870,569Liabilities 2013: $0Net Assets 2013: $1,870,5692013Assets 2014: $1,932,958Liabilities 2014: $0Net Assets 2014: $1,932,9582014Assets 2020: $2,133,419Liabilities 2020: $0Net Assets 2020: $2,133,4192020Assets 2021: $2,308,128Liabilities 2021: $0Net Assets 2021: $2,308,1282021Assets 2022: $2,300,652Liabilities 2022: $0Net Assets 2022: $2,300,6522022Assets 2023: $2,252,080Liabilities 2023: $0Net Assets 2023: $2,252,0802023Assets 2024: $2,181,876Liabilities 2024: $0Net Assets 2024: $2,181,8762024

Highlighted filing

2021

Assets$2,308,128
Liabilities$0
Net Assets$2,308,128
Open 2021 Filing

Operations Trend

Revenue Growth54th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $101,5942010Expenses 2011: $96,0762011Expenses 2012: $136,7162012Revenue 2013: $183,799Expenses 2013: $132,789Net Income 2013: $51,0102013Revenue 2014: $167,743Expenses 2014: $105,354Net Income 2014: $62,3892014Revenue 2020: $208,560Expenses 2020: $33,005Net Income 2020: $175,5552020Revenue 2021: $245,936Expenses 2021: $71,143Net Income 2021: $174,7932021Revenue 2022: $55,167Expenses 2022: $62,257Net Income 2022: -$7,0902022Revenue 2023: $61,349Expenses 2023: $109,089Net Income 2023: -$47,7402023Revenue 2024: $83,929Expenses 2024: $154,065Net Income 2024: -$70,1362024

Highlighted filing

2021

Revenue$245,936
Expenses$71,143
Net Income$174,793
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 19, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J MOYERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Smith Family Foundation
EIN
31-1603487
Phone
9374561946
Address
400 E WESTBROOK RD, BROOKVILLE, OH 45309

Signing Officer

Name
Robert J Moyer
Title
Trustee
Phone
9375338004
Signed
2022-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Candace Varner CPA
Phone
9133382727
Raw XML Appendix313 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/AddressLine1Txt1722 S FRANKLIN ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145320
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
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/AppliedToCurrentYearAmt065000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0121119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt028560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028560
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt028560
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028560
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027559
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt084
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-1307
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ESB AUSTIN LANDING FUND, LLC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1307
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05088
TaxesSchedule/TaxesDetail/Amt01055
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01055
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J MOYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09375338004
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0311603487
ReturnHeader/Filer/PhoneNum09374561946
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 E WESTBROOK RD
ReturnHeader/Filer/USAddress/CityNm0BROOKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE VARNER CPA
ReturnHeader/ReturnTs02022-07-19T11:36:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOYER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,308,128
Liabilities
$0
Net assets
$2,308,128
Revenue
$245,936
Expenses
$71,143
Net income
$174,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.08$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.06$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.25$0.07$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.21$0.03$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.18$0.13$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.10