Civic Intelligence

C D Smith Foundation

990PF • Fiscal year 2017 • EIN 39-1972533

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
889 Johnson StreetFond Du Lac, WI 54936

(920) 924-2900

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-3867%

Higher net margin than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

19th percentile

-5.8%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$813,083

Down $50,270 (-5.8%) from 2016

Net Assets

Down

$813,083

Down $50,270 (-5.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin1st percentile

Revenue

Down

$1,300

Down $945 (-42%) from 2016

Expenses

Up

$51,570

Up $50,468 (+4580%) from 2016

Net Income

Down

-$50,270

Down $51,413 (-4498%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,106,235Liabilities 2010: $0Net Assets 2010: $1,106,2352010Assets 2011: $855,546Liabilities 2011: $0Net Assets 2011: $855,5462011Assets 2012: $860,843Liabilities 2012: $0Net Assets 2012: $860,8432012Assets 2013: $861,910Liabilities 2013: $1Net Assets 2013: $861,9102013Assets 2014: $862,083Liabilities 2014: $1Net Assets 2014: $862,0832014Assets 2015: $862,210Liabilities 2015: $1Net Assets 2015: $862,2102015Assets 2016: $863,353Liabilities 2016: $0Net Assets 2016: $863,3532016Assets 2017: $813,083Liabilities 2017: $0Net Assets 2017: $813,0832017Assets 2018: $813,666Liabilities 2018: $0Net Assets 2018: $813,6662018Assets 2019: $766,678Liabilities 2019: $1Net Assets 2019: $766,6782019Assets 2020: $716,446Liabilities 2020: $1Net Assets 2020: $716,4462020Assets 2021: $553,969Liabilities 2021: $1Net Assets 2021: $553,9692021Assets 2022: $553,329Liabilities 2022: $1Net Assets 2022: $553,3292022Assets 2023: $560,348Liabilities 2023: $1Net Assets 2023: $560,3482023Assets 2024: $567,473Liabilities 2024: $0Net Assets 2024: $567,4732024

Highlighted filing

2017

Assets$813,083
Liabilities$0
Net Assets$813,083
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $410,0302010Expenses 2011: $260,7702011Expenses 2012: $7902012Revenue 2013: $1,897Expenses 2013: $830Net Income 2013: $1,0672013Revenue 2014: $1,077Expenses 2014: $904Net Income 2014: $1732014Revenue 2015: $1,077Expenses 2015: $950Net Income 2015: $1272015Revenue 2016: $2,245Expenses 2016: $1,102Net Income 2016: $1,1432016Revenue 2017: $1,300Expenses 2017: $51,570Net Income 2017: -$50,2702017Revenue 2018: $2,435Expenses 2018: $1,852Net Income 2018: $5832018Revenue 2019: $4,728Expenses 2019: $51,716Net Income 2019: -$46,9882019Revenue 2020: $1,536Expenses 2020: $51,768Net Income 2020: -$50,2322020Revenue 2021: $705Expenses 2021: $163,182Net Income 2021: -$162,4772021Revenue 2022: $1,960Expenses 2022: $2,600Net Income 2022: -$6402022Revenue 2023: $9,879Expenses 2023: $2,860Net Income 2023: $7,0192023Revenue 2024: $11,285Expenses 2024: $4,160Net Income 2024: $7,1252024

Highlighted filing

2017

Revenue$1,300
Expenses$51,570
Net Income-$50,270
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS D BAKERDirector-$0--
MARY LOU SMITHDirector-$0--
THOMAS J BAKERVice-President/Director-$0--
ROBERT BAKERTreasurer/Director - Thru 9/2017-$0--
MIKE P FORTUNEDirector-$0--
PATRICK S SMITHSecretary-$0--
JUSTIN SMITHPresident/Director-$0--
ROBERT SEIBELTreasuer/Director - As Of 9/2017-$0--
Filing and Contact Details

Filer

Filer Name
Cd Smith Foundation Inc
EIN
39-1972533
In Care Of
% ROBERT BAKER
Phone
9209242900
Address
889 JOHNSON STREET, FOND DU LAC, WI 54936

Signing Officer

Name
Robert Seibel
Title
Treasurer/Director
Phone
9209242900
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton LLP
Address
100 E WISCONSIN AVE, MILWAUKEE, WI 53202
Preparer
Michelle L Weber
Phone
4142898200
Raw XML Appendix310 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/PersonNm0THOMAS D BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY LOU SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS J BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT BAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MIKE P FORTUNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PATRICK S SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JUSTIN SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7ROBERT SEIBEL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE-PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/DIR. - THRU 9/2017
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0889 E JOHNSON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FOND DU LAC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054936
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT BAKER
IRS990PF/StatementsRegardingActyGrp/PhoneNum09209242900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Fond Du Lac Family YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt090 W 2nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fond du Lac
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054935
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041781
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041781
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09009
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09009
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050790
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09009
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09009
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SEIBEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer/Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09209242900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CD SMITH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CDSM
ReturnHeader/Filer/EIN0391972533
ReturnHeader/Filer/InCareOfNm0% ROBERT BAKER
ReturnHeader/Filer/PhoneNum09209242900
ReturnHeader/Filer/USAddress/AddressLine1Txt0889 JOHNSON STREET
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054936
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0208C1D5D7EA9F8CC38C2CCDEF1B90B9652B4EFEE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBB5A1BB300CE7347E9A562499B28AD7099757F8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039417220181305000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.220.64.52
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grant Thornton LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142898200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle L Weber
ReturnHeader/ReturnTs02018-05-10T15:55:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$813,083
Liabilities
$0
Net assets
$813,083
Revenue
$1,300
Expenses
$51,570
Net income
-$50,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.01$0.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.00$0.16$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00$0.05$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.00$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.26
2010Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.41