Civic Intelligence

A O Smith Foundation Inc.

990PF • Fiscal year 2021 • EIN 39-6076924

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 26, 2022

Organization Profile
PO Box 245008 Attn Tax DeptMilwaukee, WI 53224-9508

(414) 359-4105

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

69th percentile

30%

Higher net margin than 69% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

58th percentile

11%

Faster asset growth than 58% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

53%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,094,759

Up $713,233 (+11%) from 2020

Net Assets

Up

$7,094,759

Up $713,233 (+11%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin69th percentile

Revenue

Up

$2,243,480

Up $780,439 (+53%) from 2020

Expenses

Down

$1,581,347

Down $82,724 (-5.0%) from 2020

Net Income

Up

$662,133

Up $863,163 (+429%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$10M$5.0M$0Assets 2011: $3,938,101Liabilities 2011: $02011Assets 2012: $3,897,093Liabilities 2012: $02012Assets 2013: $4,378,695Liabilities 2013: $02013Assets 2014: $4,920,215Liabilities 2014: $6,7852014Assets 2015: $5,194,495Liabilities 2015: $02015Assets 2019: $6,346,329Liabilities 2019: $02019Assets 2020: $6,381,526Liabilities 2020: $1Net Assets 2020: $6,381,5262020Assets 2021: $7,094,759Liabilities 2021: $1Net Assets 2021: $7,094,7592021Assets 2022: $7,912,879Liabilities 2022: $1Net Assets 2022: $7,912,8792022Assets 2023: $8,641,294Liabilities 2023: $12023Assets 2024: $9,263,351Liabilities 2024: $0Net Assets 2024: $9,263,3512024

Highlighted filing

2021

Assets$7,094,759
Liabilities$1
Net Assets$7,094,759
Open 2021 Filing

Operations Trend

Revenue Growth74th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,257,307Expenses 2011: $1,285,538Net Income 2011: -$28,2312011Revenue 2012: $1,235,044Expenses 2012: $1,276,052Net Income 2012: -$41,0082012Revenue 2013: $1,935,629Expenses 2013: $1,454,027Net Income 2013: $481,6022013Revenue 2014: $2,039,291Expenses 2014: $1,504,556Net Income 2014: $534,7352014Revenue 2015: $2,052,327Expenses 2015: $1,900,465Net Income 2015: $151,8622015Revenue 2019: $1,933,396Expenses 2019: $1,588,483Net Income 2019: $344,9132019Revenue 2020: $1,463,041Expenses 2020: $1,664,071Net Income 2020: -$201,0302020Revenue 2021: $2,243,480Expenses 2021: $1,581,347Net Income 2021: $662,1332021Revenue 2022: $2,545,030Expenses 2022: $1,796,645Net Income 2022: $748,3852022Revenue 2023: $2,485,635Expenses 2023: $1,757,220Net Income 2023: $728,4152023Revenue 2024: $2,698,304Expenses 2024: $2,076,247Net Income 2024: $622,0572024

Highlighted filing

2021

Revenue$2,243,480
Expenses$1,581,347
Net Income$662,133
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 26, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE M SMITHPresident-$0--
MARK A PETRARCASecretary-$0--
CHARLES T LAUBERTreasurer-$0--
PATRICIA K ACKERMANAssistant Treasurer-$0--
ROGER S SMITHDirector-$0--
KEVIN J WHEELERDirector-$0--
Filing and Contact Details

Filer

Filer Name
A O Smith Foundation Inc
EIN
39-6076924
In Care Of
% Charles Lauber
Phone
4143594105
Address
PO Box 245008 Attn Tax Dept, Milwaukee, WI 53224-9508

Signing Officer

Name
Charles Lauber
Title
Treasurer
Phone
4143594000
Signed
2022-07-26
Raw XML Appendix321 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/PersonNm1MARK A PETRARCA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLES T LAUBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PATRICIA K ACKERMAN
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Mark A Petrarca
IRS990PF/StatementsRegardingActyGrp/PhoneNum04143594000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.aosmith.com
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A letter indicating a copy of the IRS exempt status determination
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARK A PETRARCA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04143594000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt011270 W Park Place
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053224
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Limited to charitable scientific literary and educational orgs
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01569703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DETAILS AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 245008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053224
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01569703
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/AppliedToCurrentYearAmt0469066
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0469066
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01269453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01221423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01225556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01314700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01368375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01368375
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06131769
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01100637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01269453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01221423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01225556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01314700
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01569703
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01100637
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07500144
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06399507
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0A O Smith Corporation
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 245008 Attn Tax Dept
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Milwaukee
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0532249508
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05415
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04771
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04771
OtherIncreasesSchedule/OtherIncreasesDetail/Amt051100
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Current Year Capital Gain
TaxesSchedule/TaxesDetail/Amt011644
TaxesSchedule/TaxesDetail/CategoryTxt0Provision for Excise Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES LAUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04143594000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A O Smith Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0AOSM
ReturnHeader/Filer/EIN0396076924
ReturnHeader/Filer/InCareOfNm0% Charles Lauber
ReturnHeader/Filer/PhoneNum04143594105
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 245008 Attn Tax Dept
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532249508
ReturnHeader/ReturnTs02022-07-26T08:33:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAUBER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,094,759
Liabilities
$1
Net assets
$7,094,759
Revenue
$2,243,480
Expenses
$1,581,347
Net income
$662,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.26$0.00$9.26$2.70$2.08$0.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$0.00$2.49$1.76$0.73
2022Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$2.55$1.80$0.75
2021Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$2.24$1.58$0.66
2020Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$1.46$1.66$0.20
2019Summary only. Only limited summary data is available for this year.$6.35$0.00$1.93$1.59$0.34
2015Summary only. Only limited summary data is available for this year.$5.19$0.00$2.05$1.90$0.15
2014Summary only. Only limited summary data is available for this year.$4.92$0.01$2.04$1.50$0.53
2013Summary only. Only limited summary data is available for this year.$4.38$0.00$1.94$1.45$0.48
2012Summary only. Only limited summary data is available for this year.$3.90$0.00$1.24$1.28$0.04
2011Summary only. Only limited summary data is available for this year.$3.94$0.00$1.26$1.29$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $5M-$10M nonprofits