Civic Intelligence

The Smith Family Foundation Inc

EIN 35-2015637 • Carmel, IN

Pub. 78 Eligible
11711 North Meridian Street 600Carmel, IN 46032-4534
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2025

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2025

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

152%

Faster revenue growth than 92% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$43,716,199

Up $5,374,467 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$43,716,199

Up $5,374,467 (+14%) from 2024

Operations
Liabilities / Revenue16th percentileNet Margin86th percentile

Revenue

Up

$11,328,256

Up $6,832,200 (+152%) from 2024

Expenses

Up

$5,953,789

Up $1,690,342 (+40%) from 2024

Net Income

Up

$5,374,467

Up $5,141,858 (+2211%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$60M$40M$20M$0Assets 2012: $1,031,675Liabilities 2012: $0Net Assets 2012: $1,031,6752012Assets 2013: $6,971,178Liabilities 2013: $0Net Assets 2013: $6,971,1782013Assets 2014: $6,739,247Liabilities 2014: $0Net Assets 2014: $6,739,2472014Assets 2015: $8,871,832Liabilities 2015: $0Net Assets 2015: $8,871,8322015Assets 2016: $12,161,846Liabilities 2016: $0Net Assets 2016: $12,161,8462016Assets 2017: $13,239,457Liabilities 2017: $0Net Assets 2017: $13,239,4572017Assets 2018: $17,012,792Liabilities 2018: $0Net Assets 2018: $17,012,7922018Assets 2019: $24,909,193Liabilities 2019: $0Net Assets 2019: $24,909,1932019Assets 2020: $25,218,964Liabilities 2020: $0Net Assets 2020: $25,218,9642020Assets 2021: $27,455,352Liabilities 2021: $0Net Assets 2021: $27,455,3522021Assets 2022: $31,510,793Liabilities 2022: $0Net Assets 2022: $31,510,7932022Assets 2023: $38,109,123Liabilities 2023: $0Net Assets 2023: $38,109,1232023Assets 2024: $38,341,732Liabilities 2024: $0Net Assets 2024: $38,341,7322024Assets 2025: $43,716,199Liabilities 2025: $0Net Assets 2025: $43,716,1992025

Highlighted filing

2025

Assets$43,716,199
Liabilities$0
Net Assets$43,716,199
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $68,2142012Expenses 2013: $175,3612013Revenue 2014: $35,166Expenses 2014: $267,097Net Income 2014: -$231,9312014Revenue 2015: $2,572,849Expenses 2015: $440,264Net Income 2015: $2,132,5852015Revenue 2016: $3,876,728Expenses 2016: $586,714Net Income 2016: $3,290,0142016Revenue 2017: $1,933,738Expenses 2017: $856,127Net Income 2017: $1,077,6112017Revenue 2018: $5,178,222Expenses 2018: $1,424,887Net Income 2018: $3,753,3352018Revenue 2019: $9,977,498Expenses 2019: $2,081,097Net Income 2019: $7,896,4012019Revenue 2020: $2,832,809Expenses 2020: $2,523,038Net Income 2020: $309,7712020Revenue 2021: $4,775,290Expenses 2021: $2,538,902Net Income 2021: $2,236,3882021Revenue 2022: $7,633,773Expenses 2022: $3,578,332Net Income 2022: $4,055,4412022Revenue 2023: $9,836,925Expenses 2023: $3,238,595Net Income 2023: $6,598,3302023Revenue 2024: $4,496,056Expenses 2024: $4,263,447Net Income 2024: $232,6092024Revenue 2025: $11,328,256Expenses 2025: $5,953,789Net Income 2025: $5,374,4672025

Highlighted filing

2025

Revenue$11,328,256
Expenses$5,953,789
Net Income$5,374,467
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,716,199
Liabilities
$0
Net assets
$43,716,199
Revenue
$11,328,256
Expenses
$5,953,789
Net income
$5,374,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$11.3$5.95$5.37
2024Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$4.50$4.26$0.23
2023Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$9.84$3.24$6.60
2022Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$7.63$3.58$4.06
2021Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$4.78$2.54$2.24
2020Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$2.83$2.52$0.31
2019Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$9.98$2.08$7.90
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$5.18$1.42$3.75
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.93$0.86$1.08
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$3.88$0.59$3.29
2015Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$2.57$0.44$2.13
2014Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.04$0.27$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.18
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 4, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LONNIE M SMITHDirector/President-$0--
CHERYL D SMITHDirector/Vice-President-$0--
JEFFREY H THOMASSONDirector/Secretary & Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Smith Family Foundation Inc
EIN
35-2015637
Phone
3178435678
Address
11711 NORTH MERIDIAN STREET 600, CARMEL, IN 46032-4534

Signing Officer

Name
Jeffrey H Thomasson
Title
Director, Secretary & Treasurer
Phone
3178055044
Signed
2025-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Mather & Co Cpas LLC
Address
9100 SHELBYVILLE ROAD SUITE 200, LOUISVILLE, KY 40222
Preparer
Patricia D Wicke CPA
Phone
5024290800
Raw XML AppendixShowing 400 of 942 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERICAN BEACON AHL MNGD FUTURES - 3,264.1070 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BAILLIE GIFFORD EMNERG MKTS - 308.7650 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DFA GLOBAL REAL ESTATE SEC PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3NUANCE CONCENTRATED VAL LG SHT INSTIT - -3358.63.10 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4OAKMARK INTERNATIONAL CL - 1,363.2180 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PZENA EMERGING MRKTS FOCUSED VAL INST - 640.8230 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD 500 INDEX ADMIRAL - 34.4540 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7INTUITIVE SURGICAL INC - 20000.000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CORENERGY INFRASTRUCTURE TR - 225.000 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-10-23
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT OF PATHWAY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT OF PATHWAY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26GENERAL SUPPORT OF REFUGEES WELCOME FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31GENERAL SUPPORT OF HUMANITARIAN FUND, FAMILY SEARCH AND PERPETURAL EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34GENERAL SUPPORT OF CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49GENERAL SUPPORT OF CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt51GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt52GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt53GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt54GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt55GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt56GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt57GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt58GENERAL SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt59GENERAL SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt60GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt61GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt62GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt63GENERAL SUPPORT OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OPERATION SECOND CHANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALS THERAPY DEVELOPMENT INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BREAST CANCER RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BYU PATHWAY WORLDWIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOYS AND GIRLS COUNTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CONVOY OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BRIGHAM YOUNG UNIVERSITY-IDAHO

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