Civic Intelligence

Louis and Dora Smith Foundation Inc

EIN 31-1704982 • Bethesda, MD

5502 Beech AvenueBethesda, MD 20814
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-132%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-3.2%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$0

Down $1,433,115 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $1,433,115 (-100%) from 2022

Operations
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Down

$248

Down $36,029 (-99%) from 2022

Expenses

Up

$1,433,363

Up $1,349,133 (+1602%) from 2022

Net Income

Down

-$1,433,115

Down $1,385,162 (-2889%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,466,214Liabilities 2013: $0Net Assets 2013: $1,466,2142013Assets 2014: $1,474,321Liabilities 2014: $0Net Assets 2014: $1,474,3212014Assets 2016: $1,460,507Liabilities 2016: $43,645Net Assets 2016: $1,416,8622016Assets 2017: $1,527,973Liabilities 2017: $0Net Assets 2017: $1,527,9732017Assets 2018: $1,509,771Liabilities 2018: $0Net Assets 2018: $1,509,7712018Assets 2019: $1,500,734Liabilities 2019: $0Net Assets 2019: $1,500,7342019Assets 2020: $1,511,679Liabilities 2020: $0Net Assets 2020: $1,511,6792020Assets 2021: $1,481,068Liabilities 2021: $0Net Assets 2021: $1,481,0682021Assets 2022: $1,433,115Liabilities 2022: $0Net Assets 2022: $1,433,1152022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $67,639Expenses 2013: $77,394Net Income 2013: -$9,7552013Revenue 2014: $84,044Expenses 2014: $75,937Net Income 2014: $8,1072014Revenue 2016: $72,385Expenses 2016: $71,872Net Income 2016: $5132016Revenue 2017: $285,228Expenses 2017: $71,902Net Income 2017: $213,3262017Revenue 2018: $57,613Expenses 2018: $75,815Net Income 2018: -$18,2022018Revenue 2019: $70,053Expenses 2019: $79,090Net Income 2019: -$9,0372019Revenue 2020: $91,636Expenses 2020: $80,691Net Income 2020: $10,9452020Revenue 2021: $52,008Expenses 2021: $82,619Net Income 2021: -$30,6112021Revenue 2022: $36,277Expenses 2022: $84,230Net Income 2022: -$47,9532022Revenue 2023: $248Expenses 2023: $1,433,363Net Income 2023: -$1,433,1152023

Highlighted filing

2023

Revenue$248
Expenses$1,433,363
Net Income-$1,433,115
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$248
Expenses
$1,433,363
Net income
-$1,433,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.43$1.43
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.04$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.29$0.07$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.04$1.42$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.08$0.08$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.07$0.08$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY SMITH SAGORPresident-$0--
JAMES M SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Louis and Dora Smith Foundation Inc
EIN
31-1704982
Phone
4435770517
Address
5502 BEECH AVENUE, BETHESDA, MD 20814

Signing Officer

Name
James Smith
Title
President
Phone
4435770517
Signed
2024-04-16
Discuss with paid preparer
Yes

Preparer

Firm
French Shepley & Strong LLC
Address
11350 MCCORMICK RD EP 3 STE 300, HUNT VALLEY, MD 21031
Preparer
Lisa Strong
Phone
4433918580
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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/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt073686
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION CONTRIBUTED ALL OF ITS ASSETS TO THE SCHWAB CHARITABLE FUND. THE INITIAL DISTRIBUTION, WHICH CONSTITUTED THE BULK OF THE ASSETS, OCCURED IN MARCH 2023. THE FINAL DISTRIBUTION OCCURED IN OCTOBER 2023.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04435770517
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUIS AND DORA SMITH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0311704982
ReturnHeader/Filer/PhoneNum04435770517
ReturnHeader/Filer/USAddress/AddressLine1Txt05502 BEECH AVENUE
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830564535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRENCH SHEPLEY & STRONG LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011350 MCCORMICK RD EP 3 STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNT VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021031
ReturnHeader/PreparerPersonGrp/PhoneNum04433918580
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA STRONG
ReturnHeader/ReturnTs02024-04-16T12:44:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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