Civic Intelligence

William H & Patricia M Smith Foundation

990PF • Fiscal year 2015 • EIN 38-3213042

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 23, 2015

26479 GreythorneFarmington Hills, MI 48334

(248) 474-0497

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

53rd percentile

0.8%

Faster asset growth than 53% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-38%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,688,369

Up $14,157 (+0.8%) from 2014

Net Assets

Up

$1,688,369

Up $14,157 (+0.8%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue

Down

$66,842

Down $41,406 (-38%) from 2014

Expenses

Down

$52,685

Down $36,109 (-41%) from 2014

Net Income

Down

$14,157

Down $5,297 (-27%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,906,024Liabilities 2010: $0Net Assets 2010: $1,906,0242010Assets 2011: $1,737,960Liabilities 2011: $0Net Assets 2011: $1,737,9602011Assets 2012: $1,458,334Liabilities 2012: $0Net Assets 2012: $1,458,3342012Assets 2013: $1,654,758Liabilities 2013: $1Net Assets 2013: $1,654,7582013Assets 2014: $1,674,212Liabilities 2014: $1Net Assets 2014: $1,674,2122014Assets 2015: $1,688,369Liabilities 2015: $1Net Assets 2015: $1,688,3692015Assets 2016: $1,698,729Liabilities 2016: $02016Assets 2020: $4,511,938Liabilities 2020: $02020Assets 2021: $5,100,539Liabilities 2021: $1Net Assets 2021: $5,100,5392021Assets 2022: $6,002,504Liabilities 2022: $1Net Assets 2022: $6,002,5042022Assets 2023: $5,813,471Liabilities 2023: $1Net Assets 2023: $5,813,4712023Assets 2024: $6,972,064Liabilities 2024: $1Net Assets 2024: $6,972,0642024Assets 2025: $6,922,591Liabilities 2025: $0Net Assets 2025: $6,922,5912025

Highlighted filing

2015

Assets$1,688,369
Liabilities$1
Net Assets$1,688,369

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $190,2872010Expenses 2011: $146,9492011Expenses 2012: $305,2222012Revenue 2013: $285,245Expenses 2013: $88,821Net Income 2013: $196,4242013Revenue 2014: $108,248Expenses 2014: $88,794Net Income 2014: $19,4542014Revenue 2015: $66,842Expenses 2015: $52,685Net Income 2015: $14,1572015Revenue 2016: $75,878Expenses 2016: $65,518Net Income 2016: $10,3602016Revenue 2020: $1,068,217Expenses 2020: $345,542Net Income 2020: $722,6752020Revenue 2021: $945,454Expenses 2021: $359,668Net Income 2021: $585,7862021Revenue 2022: $1,327,712Expenses 2022: $423,680Net Income 2022: $904,0322022Revenue 2023: $255,008Expenses 2023: $444,041Net Income 2023: -$189,0332023Revenue 2024: $1,580,680Expenses 2024: $422,087Net Income 2024: $1,158,5932024Revenue 2025: $399,106Expenses 2025: $448,579Net Income 2025: -$49,4732025

Highlighted filing

2015

Revenue$66,842
Expenses$52,685
Net Income$14,157
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 23, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H SMITHPres / Trustee-$0--
SCOTT D SMITHTrustee-$0--
WENDY A KUBITSKEYSec / Treas-$0--
KENDALL A SMITHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CARMEL FOUNDATIONUNRESTRICTED USE BY GRANTEE501(C)(3)CARMEL, CA, US$10,000
Paid GrantWRCJ DETROIT PUBLIC RADIOUNRESTRICTED USE BY GRANTEE501(C)(3)DETROIT, MI, US$10,000
Paid GrantFOCUS HOPEUNRESTRICTED USE BY GRANTEE501(C)(3)DETROIT, MI, US$3,000
Paid GrantUNIVERSITY UNITARIAN CHURCHUNRESTRICTED USE BY GRANTEE501(C)(3)SEATTLE, WA, US$2,000
Paid GrantANGELA HOSPICEUNRESTRICTED USE BY GRANTEE501(C)(3)LIVONIA, MI, US$1,000
Filing and Contact Details

Filer

Filer Name
The William H and Patricia M Smith Foundation
EIN
38-3213042
Phone
2484740497
Address
26479 GREYTHORNE, FARMINGTON HILLS, MI 48334

Signing Officer

Name
William Smith
Title
President / Trustee
Phone
2484740497
Signed
2015-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
39300 W TWELVE MILE RD SUITE 100, FARMINGTON HILLS, MI 48331-2989
Preparer
Tony Divito CPA
Phone
2485791100
Raw XML Appendix357 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM H SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SCOTT D SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WENDY A KUBITSKEY
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM H SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FARMINGTON HILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048334
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02484740497
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM H SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED USE BY GRANTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED USE BY GRANTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED USE BY GRANTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED USE BY GRANTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED USE BY GRANTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANGELA HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE CARMEL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY UNITARIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WRCJ DETROIT PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FOCUS HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014100 NEWBURGH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26556 35TH AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3123 SELDEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41200 OAKMAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LIVONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CARMEL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DETROIT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048154
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd448238
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0108134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0176479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt060675
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0108134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0149218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0149218
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0149218
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0257352
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023042
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023042
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt1873
TaxesSchedule/TaxesDetail/CategoryTxt0MI ANNUAL REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT / TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02484740497
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM H AND PATRICIA M SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0383213042
ReturnHeader/Filer/PhoneNum02484740497
ReturnHeader/Filer/USAddress/AddressLine1Txt026479 GREYTHORNE
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048334
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039300 W TWELVE MILE RD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483312989
ReturnHeader/PreparerPersonGrp/PhoneNum02485791100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONY DIVITO CPA
ReturnHeader/ReturnTs02015-10-27T07:21:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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