Civic Intelligence

Henry J Smith Charitable Trust

990 • Fiscal year 2016 • EIN 37-6338859

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profilehenryjsmithtrust.org
PO Box 12Rantoul, IL 61866

(217) 893-4642

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

211%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,101,570

Up $116,717 (+12%) from 2015

Net Assets

Up

$1,101,570

Up $116,717 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

Up

$271,418

Up $184,005 (+211%) from 2015

Expenses

Up

$154,701

Up $20,835 (+16%) from 2015

Net Income

Up

$116,717

Up $163,170 (+351%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,007,677Liabilities 2011: $0Net Assets 2011: $1,007,6772011Assets 2012: $1,042,194Liabilities 2012: $0Net Assets 2012: $1,042,1942012Assets 2013: $1,051,252Liabilities 2013: $0Net Assets 2013: $1,051,2522013Assets 2014: $1,031,306Liabilities 2014: $0Net Assets 2014: $1,031,3062014Assets 2015: $984,853Liabilities 2015: $0Net Assets 2015: $984,8532015Assets 2016: $1,101,570Liabilities 2016: $0Net Assets 2016: $1,101,5702016Assets 2017: $1,329,110Liabilities 2017: $0Net Assets 2017: $1,329,1102017Assets 2018: $1,952,182Liabilities 2018: $0Net Assets 2018: $1,952,1822018Assets 2019: $2,063,943Liabilities 2019: $0Net Assets 2019: $2,063,9432019Assets 2020: $2,043,518Liabilities 2020: $0Net Assets 2020: $2,043,5182020Assets 2021: $2,053,984Liabilities 2021: $0Net Assets 2021: $2,053,9842021Assets 2022: $1,943,454Liabilities 2022: $0Net Assets 2022: $1,943,4542022Assets 2023: $1,815,073Liabilities 2023: $0Net Assets 2023: $1,815,0732023Assets 2024: $1,730,835Liabilities 2024: $0Net Assets 2024: $1,730,8352024

Highlighted filing

2016

Assets$1,101,570
Liabilities$0
Net Assets$1,101,570
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $167,133Expenses 2011: $44,087Net Income 2011: $123,0462011Expenses 2012: $54,2182012Revenue 2013: $51,799Expenses 2013: $42,741Net Income 2013: $9,0582013Revenue 2014: $51,574Expenses 2014: $71,520Net Income 2014: -$19,9462014Revenue 2015: $87,413Expenses 2015: $133,866Net Income 2015: -$46,4532015Revenue 2016: $271,418Expenses 2016: $154,701Net Income 2016: $116,7172016Revenue 2017: $395,509Expenses 2017: $167,969Net Income 2017: $227,5402017Revenue 2018: $805,820Expenses 2018: $182,748Net Income 2018: $623,0722018Revenue 2019: $294,083Expenses 2019: $182,322Net Income 2019: $111,7612019Revenue 2020: $197,620Expenses 2020: $218,045Net Income 2020: -$20,4252020Revenue 2021: $295,475Expenses 2021: $285,009Net Income 2021: $10,4662021Revenue 2022: $110,928Expenses 2022: $221,458Net Income 2022: -$110,5302022Revenue 2023: $79,850Expenses 2023: $208,231Net Income 2023: -$128,3812023Revenue 2024: $126,261Expenses 2024: $210,499Net Income 2024: -$84,2382024

Highlighted filing

2016

Revenue$271,418
Expenses$154,701
Net Income$116,717
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$569,547
Mission and Program Overview

Mission

The support of education at St. Malachy School in Rantoul, Illinois.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$873,615$890,028▲ $16,413
Savings and Temporary Cash Investments$111,238$211,418▲ $100,180
Prepaid Expenses and Deferred Charges-$124-
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$984,853$1,101,570▲ $116,717
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$812,191$926,849▲ $114,658
Permanently Rstr Net Assets$174,159$174,784▲ $625
Temporarily Rstr Net Assets$-1,497$-63▲ $1,434
Total Net Assets Fund Balance$984,853$1,101,570▲ $116,717
Total Liabilities and Net Assets / Fund Balance$984,853$1,101,570▲ $116,717

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$172,663$1,825▲ $2,233-$174,721
2015$171,502$3,275▲ $1,889-$172,663
2014$167,310$4,655▲ $1,540-$171,502
2013$168,103$6,440▲ $1,776-$167,310
2012$158,722$12,750▲ $1,331-$168,103
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Debbie SchmidtTrustee
John GrahamTrustee
Kathleen FinneyTrustee
Richard HumphreyTrustee
Carolyn TaylorTrustee-Secy/Tr
Revenue and Support

Revenue Composition

Contributions and Grants
$207,369
Program Service Revenue
$0
Investment Income
$64,049
Other Revenue
$0
All Other Contributions
$207,369
Change in Net Assets
$116,717

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$107,552Estimated Fair Market Value (FMV)
Total Noncash Contributions7$107,552-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,600
Other Expenses$9,101
Total Fundraising Expense$1,427
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$139,000--$139,000
Grants to Domestic Individuals$6,600--$6,600
Fees for Services Accounting-$4,875-$4,875
Fees for Services Legal-$2,137-$2,137
Advertising--$648$648
Office Expenses-$174-$174
Other Expenses$162$119$423$119
All Other Expenses-$8-$8
Total Functional Expenses$145,762$7,512$1,427$154,701
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Malachy SchoolRantoul, IL-School operating support$85,000
St Malachy SchoolRantoul, IL-Tuition assistance for students$54,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Henry Smith Trust engages a certified public accounting firm to assist with thepreparation of the Form 990. The accounting firm mailed a draft copy of the Form 990, including applicable attachments, to the members of the governing board for their review.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Henry J Smith Charitable Trust
EIN
37-6338859
Phone
2178934642
Address
PO Box 12, Rantoul, IL 61866

Signing Officer

Name
Carolyn Taylor
Title
Trustee/Secy-Treas.
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Firm
Striegel Knobloch & Company LLC CPAs
Address
115 W Jefferson Suite 200, Bloomington, IL 61701-3946
Preparer
David A Klimas
Phone
3098294303
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Tuition scholarships, awarded on the basis of character and leadership, for students of St. Malachy Catholic Grade School in memory of Fr. Michael Bies - $2,000. OTHER PROGRAM SERVICES 5: Tuition scholarships, awarded on the basis of financial need, by the Walter Tatar Endowment Fund - $0. OTHER PROGRAM SERVICES 6: Tuition support for St. Malachy School under the Centennial Grant Program”

Raw XML AppendixShowing 400 of 524 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The support of education at St. Malachy School in Rantoul, Illinois.
IRS990/AdvertisingGrp/FundraisingAmt0648
IRS990/AdvertisingGrp/TotalAmt0648
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0207369
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08
IRS990/AllOtherExpensesGrp/TotalAmt08
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Carolyn Taylor
IRS990/BooksInCareOfDetail/PhoneNum02178934642
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0376 Gibbs Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Rantoul
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd061866
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0207369
IRS990/CYGrantsAndSimilarPaidAmt0145600
IRS990/CYInvestmentIncomeAmt064049
IRS990/CYOtherExpensesAmt09101
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0116717
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0154701
IRS990/CYTotalFundraisingExpenseAmt01427
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0271418
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Support of St. Malachy School teachers, students, and parents by supporting the operational budget of the St. Malachy Catholic Grade School.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt085000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04875
IRS990/FeesForServicesAccountingGrp/TotalAmt04875
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02137
IRS990/FeesForServicesLegalGrp/TotalAmt02137
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Richard Humphrey
IRS990/Form990PartVIISectionAGrp/PersonNm1John Graham
IRS990/Form990PartVIISectionAGrp/PersonNm2Kathleen Finney
IRS990/Form990PartVIISectionAGrp/PersonNm3Carolyn Taylor
IRS990/Form990PartVIISectionAGrp/PersonNm4Debbie Schmidt
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee-Secy/Tr
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt030999
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt085000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06600
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06600
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0139000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0139000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0329128
IRS990/GrossReceiptsAmt0569547
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt033050
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033050
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0873615
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0890028
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0298129
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The support of education at St. Malachy School in Rantoul, Illinois.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0984853
IRS990/NetAssetsOrFundBalancesEOYAmt01101570
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt030999
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030999
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0107552
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0174
IRS990/OfficeExpensesGrp/TotalAmt0174
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Public Relations
IRS990/OtherExpensesGrp/Desc1Website Costs
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Foreign Taxes Paid-Mutual Fds
IRS990/OtherExpensesGrp/FundraisingAmt0356
IRS990/OtherExpensesGrp/FundraisingAmt1423
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1119
IRS990/OtherExpensesGrp/ProgramServicesAmt0162
IRS990/OtherExpensesGrp/TotalAmt0518
IRS990/OtherExpensesGrp/TotalAmt1423
IRS990/OtherExpensesGrp/TotalAmt2199
IRS990/OtherExpensesGrp/TotalAmt3119
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0174159
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0174784
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0124
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Tuition support for St. Malachy School under the Centennial Grant Program
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt052000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt052000
IRS990/ProgSrvcAccomActy3Grp/Desc0Employees of St. Malachy Catholic Grade School were recognized at a luncheon and awarded 26 indivdiual grants totaling $6,600.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06600
IRS990/ProgSrvcAccomActy3Grp/GrantAmt06600
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050418
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0121100
IRS990/PYInvestmentIncomeAmt036995
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt012466
IRS990/PYRevenuesLessExpensesAmt0-46453
IRS990/PYSalariesCompEmpBnftPaidAmt0300
IRS990/PYTotalExpensesAmt0133866
IRS990/PYTotalRevenueAmt087413
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0116717
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0111238
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0211418
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt031063
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt014614
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0247
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt030816
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt014614
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt031063
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt014614
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt014614
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt033652
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt033652
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt012422
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt033652
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt033652
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt033652
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0145600
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0145600
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt080883
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0114535
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0226483
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0145600
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt080883
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0114535
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0139000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt033652
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt06600
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0139000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0145600
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Henry Smith Trust and the St. Malachy School have maintained a historic and continuous working relationship. The chief executive officer of St. Malachy School, the pastor of St. Malachy Church, attends the board meetings of the Henry Smith Charitable Trust and engages in dialogue as necessary. In this manner the trustees are informed of the needs of St. Malachy School and the St. Malachy School is informed of trust matters.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Employees of the St. Malachy School were recognized at a luncheon and awarded grants based on their employemnt at the school.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Trust's support of the St. Malachy School, totaling $139,000 in 2016, is the result of St. Malachy School administration's request to curb the effects of decreased school enrollment. Without the Trust's support, St. Malachy School could not maintain the current level of educational effort.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Section D, Line 6: Other Distributions
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01027595
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0961480
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0158229
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0121664
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0869366
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0839816
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01027595
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0961480
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt035966
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt033652
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01027595
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0961480
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt035966
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt033652
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0370744660
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0145762
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0StMalachy School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0145762
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0172663
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01825
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0174721
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02233
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0171502
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03275
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0172663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01889
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0167310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04655
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0171502
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01540
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt09
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0168103
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06440
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0167310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt09000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,101,570
Liabilities
$0
Net assets
$1,101,570
Revenue
$271,418
Expenses
$154,701
Net income
$116,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.13$0.21$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.08$0.21$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.11$0.22$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.00$2.05$0.30$0.29$0.01
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.04$0.00$2.04$0.20$0.22$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.29$0.18$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.81$0.18$0.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.40$0.17$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.27$0.15$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.09$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.05
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.17$0.04$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits