Civic Intelligence

Frank P and Nancy B Smith Charitable Foundation Inc.

990PF • Fiscal year 2021 • EIN 31-1658742

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
1640 Bohns Point RoadWayzata, MN 55391-9310

(330) 952-1243

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

31%

Higher net margin than 74% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

6.2%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

189%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$354,716

Up $20,858 (+6.2%) from 2020

Net Assets

Up

$354,716

Up $20,858 (+6.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin74th percentile

Revenue

Up

$68,809

Up $45,026 (+189%) from 2020

Expenses

Down

$47,613

Down $5,301 (-10%) from 2020

Net Income

Up

$21,196

Up $50,327 (+173%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2013: $428,573Liabilities 2013: $0Net Assets 2013: $428,5732013Assets 2014: $405,737Liabilities 2014: $0Net Assets 2014: $405,7372014Assets 2015: $382,835Liabilities 2015: $0Net Assets 2015: $382,8352015Assets 2016: $368,016Liabilities 2016: $0Net Assets 2016: $368,0162016Assets 2017: $350,307Liabilities 2017: $0Net Assets 2017: $350,3072017Assets 2018: $384,721Liabilities 2018: $0Net Assets 2018: $384,7212018Assets 2019: $361,454Liabilities 2019: $0Net Assets 2019: $361,4542019Assets 2020: $333,858Liabilities 2020: $0Net Assets 2020: $333,8582020Assets 2021: $354,716Liabilities 2021: $0Net Assets 2021: $354,7162021Assets 2022: $331,580Liabilities 2022: $0Net Assets 2022: $331,5802022Assets 2023: $379,503Liabilities 2023: $0Net Assets 2023: $379,5032023Assets 2024: $361,387Liabilities 2024: $0Net Assets 2024: $361,3872024

Highlighted filing

2021

Assets$354,716
Liabilities$0
Net Assets$354,716
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2013: $25,736Expenses 2013: $43,681Net Income 2013: -$17,9452013Revenue 2014: $30,334Expenses 2014: $53,161Net Income 2014: -$22,8272014Revenue 2015: $21,145Expenses 2015: $44,045Net Income 2015: -$22,9002015Revenue 2016: $30,010Expenses 2016: $44,831Net Income 2016: -$14,8212016Revenue 2017: $28,088Expenses 2017: $48,408Net Income 2017: -$20,3202017Revenue 2018: $70,542Expenses 2018: $52,467Net Income 2018: $18,0752018Revenue 2019: $29,870Expenses 2019: $52,712Net Income 2019: -$22,8422019Revenue 2020: $23,783Expenses 2020: $52,914Net Income 2020: -$29,1312020Revenue 2021: $68,809Expenses 2021: $47,613Net Income 2021: $21,1962021Revenue 2022: $30,691Expenses 2022: $54,568Net Income 2022: -$23,8772022Revenue 2023: $109,995Expenses 2023: $61,970Net Income 2023: $48,0252023Revenue 2024: $151,288Expenses 2024: $51,572Net Income 2024: $99,7162024

Highlighted filing

2021

Revenue$68,809
Expenses$47,613
Net Income$21,196
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY B SMITHDirector-$0--
GREGORY L SMITHDirector-$0--
GARY P SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Frank P & Nancy B Smith
EIN
31-1658742
Phone
3309521243
Address
1640 BOHNS POINT ROAD, WAYZATA, MN 55391-9310

Signing Officer

Name
Gregory L Smith
Title
Director
Phone
3309521243
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
DURHAM NUNNERY POYNER & WALTERS CPA'S
Address
PO BOX 444, WAVERLY, TN 37185
Preparer
Christopher F Nunnery CPA
Phone
9312963107
Raw XML Appendix361 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GREGORY SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01640 BOHNS POINT ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAYZATA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0553919310
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04793194730
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FRANK P NANCY B SMITH-1998
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1FRANK P NANCY B SMITH-1999
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE - ATHLETICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE - MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE - MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NWA BOYS & GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NATIONAL WHEELCHAIR BASKETBALL ASSO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GOLF FORE AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHILDREN'S HEARTLINK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02801 WALKER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11130 ELKTON DRIVE SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt232531 N SCOTTSDALE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35075 ARCADIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 37839
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BENTONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd072712
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355436
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4500370839
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt037898
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02320
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02320
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043493
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07648
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03385
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046021
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08123
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045813
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0347
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ENERGY TRS LP - NET TRANS - NO BASIS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND OF ACCOUNT FEES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENERGY TRANSFERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ENERGY TRANFERS LP - 1231
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ENERGY TRANFER LP - ADJ
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0175
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1231
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-3
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt352
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISC ADJ TO MATCH BROKERAGE
TaxesSchedule/TaxesDetail/Amt0318
TaxesSchedule/TaxesDetail/Amt1204
TaxesSchedule/TaxesDetail/CategoryTxt02020 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12021 FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0204
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY L SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03309521243
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK P & NANCY B SMITH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0311658742
ReturnHeader/Filer/PhoneNum03309521243
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 BOHNS POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0WAYZATA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0553919310
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621210415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DURHAM NUNNERY POYNER & WALTERS CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 444
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAVERLY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037185
ReturnHeader/PreparerPersonGrp/PhoneNum09312963107
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER F NUNNERY CPA
ReturnHeader/ReturnTs02022-05-10T14:30:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$354,716
Liabilities
$0
Net assets
$354,716
Revenue
$68,809
Expenses
$47,613
Net income
$21,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$1.51$0.52$1.00
2023Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$1.10$0.62$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.31$0.55$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.69$0.48$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.24$0.53$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.30$0.53$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.71$0.52$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.28$0.48$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.30$0.45$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.21$0.44$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.30$0.53$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.26$0.44$0.18