Civic Intelligence

Bill & Lois Smith Family Foundation

EIN 38-3472742 • Allegan, MI

1104 Lincoln RoadAllegan, MI 49010
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-6.1%

Higher net margin than 28% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.7%

Faster asset growth than 36% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

32%

Faster revenue growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,405,364

Down $31,513 (-0.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$4,405,364

Down $31,513 (-0.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin28th percentile

Revenue

Up

$341,871

Up $82,938 (+32%) from 2023

Expenses

Up

$362,890

Up $31,413 (+9.5%) from 2023

Net Income

Up

-$21,019

Up $51,525 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,672,798Liabilities 2011: $02011Assets 2012: $2,614,352Liabilities 2012: $02012Assets 2013: $2,590,489Liabilities 2013: $1Net Assets 2013: $2,590,4892013Assets 2014: $2,637,371Liabilities 2014: $1Net Assets 2014: $2,637,3712014Assets 2015: $2,601,496Liabilities 2015: $1Net Assets 2015: $2,601,4962015Assets 2016: $2,504,136Liabilities 2016: $0Net Assets 2016: $2,504,1362016Assets 2017: $2,464,717Liabilities 2017: $0Net Assets 2017: $2,464,7172017Assets 2018: $2,589,670Liabilities 2018: $0Net Assets 2018: $2,589,6702018Assets 2019: $2,698,925Liabilities 2019: $1Net Assets 2019: $2,698,9252019Assets 2020: $2,571,776Liabilities 2020: $1Net Assets 2020: $2,571,7762020Assets 2021: $4,120,440Liabilities 2021: $1Net Assets 2021: $4,120,4402021Assets 2022: $4,511,820Liabilities 2022: $1Net Assets 2022: $4,511,8202022Assets 2023: $4,436,877Liabilities 2023: $1Net Assets 2023: $4,436,8772023Assets 2024: $4,405,364Liabilities 2024: $0Net Assets 2024: $4,405,3642024

Highlighted filing

2024

Assets$4,405,364
Liabilities$0
Net Assets$4,405,364
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $27,343Expenses 2011: $163,415Net Income 2011: -$136,0722011Revenue 2012: $77,171Expenses 2012: $155,798Net Income 2012: -$78,6272012Revenue 2013: $129,291Expenses 2013: $173,773Net Income 2013: -$44,4822013Revenue 2014: $210,021Expenses 2014: $182,513Net Income 2014: $27,5082014Revenue 2015: $138,551Expenses 2015: $190,542Net Income 2015: -$51,9912015Revenue 2016: $70,112Expenses 2016: $188,164Net Income 2016: -$118,0522016Revenue 2017: $123,806Expenses 2017: $181,550Net Income 2017: -$57,7442017Revenue 2018: $583,162Expenses 2018: $203,646Net Income 2018: $379,5162018Revenue 2019: $317,381Expenses 2019: $197,130Net Income 2019: $120,2512019Revenue 2020: $91,258Expenses 2020: $217,207Net Income 2020: -$125,9492020Revenue 2021: $1,792,290Expenses 2021: $243,626Net Income 2021: $1,548,6642021Revenue 2022: $682,105Expenses 2022: $290,725Net Income 2022: $391,3802022Revenue 2023: $258,933Expenses 2023: $331,477Net Income 2023: -$72,5442023Revenue 2024: $341,871Expenses 2024: $362,890Net Income 2024: -$21,0192024

Highlighted filing

2024

Revenue$341,871
Expenses$362,890
Net Income-$21,019
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,405,364
Liabilities
$0
Net assets
$4,405,364
Revenue
$341,871
Expenses
$362,890
Net income
-$21,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.34$0.36$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.26$0.33$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.68$0.29$0.39
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$1.79$0.24$1.55
2020Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.09$0.22$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.32$0.20$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.58$0.20$0.38
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.12$0.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.07$0.19$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.14$0.19$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.21$0.18$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.13$0.17$0.04
2012Summary only. Only limited summary data is available for this year.$2.61$0.00$0.08$0.16$0.08
2011Summary only. Only limited summary data is available for this year.$2.67$0.00$0.03$0.16$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 22, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESLEY H SMITHPresident, T-$0--
LOIS J SMITHVice Preside-$0--
CASSANDRA J ATKINSSecretary, T-$0--
WESLEY H SMITHTreasurer, T-$0--
Filing and Contact Details

Filer

Filer Name
Bill & Lois Smith Family Foundation
EIN
38-3472742
Phone
2696941810
Address
1104 LINCOLN ROAD, ALLEGAN, MI 49010

Signing Officer

Name
Wesley H Smith
Title
President, Trustee
Phone
2693703501
Signed
2025-07-22

Preparer

Firm
Tkh Group Pc
Address
900 DIX STREET SUITE 100, OTSEGO, MI 49078
Preparer
Timothy K Hutchens CPA
Phone
2696941810
Raw XML AppendixShowing 400 of 572 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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