Civic Intelligence

Frank P and Nancy B Smith Charitable Foundation Inc.

990PF • Fiscal year 2022 • EIN 31-1658742

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-78%

Higher net margin than 10% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

36th percentile

-6.5%

Faster asset growth than 36% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-55%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$331,580

Down $23,136 (-6.5%) from 2021

Net Assets

Down

$331,580

Down $23,136 (-6.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Down

$30,691

Down $38,118 (-55%) from 2021

Expenses

Up

$54,568

Up $6,955 (+15%) from 2021

Net Income

Down

-$23,877

Down $45,073 (-213%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2022

Assets$331,580
Liabilities$0
Net Assets$331,580
Open 2022 Filing

Operations Trend

Revenue Growth11th 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

2022

Revenue$30,691
Expenses$54,568
Net Income-$23,877
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY B SMITH DECEASED 2122023Director-$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
2023-05-01
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 Appendix354 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12RMR GROUP INC (33)
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE - MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GOLF FORE AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WORLD VISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt032531 N SCOTTSDALE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt134834 WEYERHAEUSER WAY S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27272 GREENVILLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FEDERAL WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1980019520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275231
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051000
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/AppliedToCurrentYearAmt041524
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041524
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03385
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03385
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050580
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08123
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07648
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051996
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010472
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053965
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043493
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ETP - EXESS BUS INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1379
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENERGY TRANSFERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENERGY TRANFERS LP - 1231
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ENERGY TRANFER LP - ADJ
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-561
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt224
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0741
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ENERGY TRS LP-RPT LOSS & EXP NO BASIS
TaxesSchedule/TaxesDetail/Amt0929
TaxesSchedule/TaxesDetail/Amt1203
TaxesSchedule/TaxesDetail/CategoryTxt02021 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12022 FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0203
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY L SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03309521243
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER F NUNNERY CPA
ReturnHeader/ReturnTs02023-05-02T12:21:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,580
Liabilities
$0
Net assets
$331,580
Revenue
$30,691
Expenses
$54,568
Net income
-$23,877
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