Civic Intelligence

Smith Foundation Inc.

990PF • Fiscal year 2018 • EIN 41-6021792

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 31, 2018

PO Box 25841Woodbury, MN 55125

(651) 463-7660

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-549%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-3.2%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$436,390

Up $1,045 (+0.2%) from 2017

Net Assets

Up

$436,390

Up $1,045 (+0.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$4,310

Down $141 (-3.2%) from 2017

Expenses

Down

$27,959

Down $2,742 (-8.9%) from 2017

Net Income

Up

-$23,649

Up $2,601 (+9.9%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $468,577Liabilities 2011: $0Net Assets 2011: $468,5772011Assets 2012: $446,851Liabilities 2012: $0Net Assets 2012: $446,8512012Assets 2013: $452,804Liabilities 2013: $0Net Assets 2013: $452,8042013Assets 2014: $460,697Liabilities 2014: $0Net Assets 2014: $460,6972014Assets 2015: $463,553Liabilities 2015: $0Net Assets 2015: $463,5532015Assets 2016: $432,919Liabilities 2016: $0Net Assets 2016: $432,9192016Assets 2017: $435,345Liabilities 2017: $0Net Assets 2017: $435,3452017Assets 2018: $436,390Liabilities 2018: $0Net Assets 2018: $436,3902018Assets 2019: $424,043Liabilities 2019: $0Net Assets 2019: $424,0432019Assets 2020: $366,162Liabilities 2020: $0Net Assets 2020: $366,1622020Assets 2021: $482,904Liabilities 2021: $0Net Assets 2021: $482,9042021Assets 2022: $501,147Liabilities 2022: $12022Assets 2023: $460,711Liabilities 2023: $0Net Assets 2023: $460,7112023Assets 2024: $488,726Liabilities 2024: $12024Assets 2025: $478,915Liabilities 2025: $0Net Assets 2025: $478,9152025

Highlighted filing

2018

Assets$436,390
Liabilities$0
Net Assets$436,390

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $25,9812011Expenses 2012: $30,4422012Expenses 2013: $25,4022013Revenue 2014: $4,710Expenses 2014: $38,979Net Income 2014: -$34,2692014Revenue 2015: $5,342Expenses 2015: $24,938Net Income 2015: -$19,5962015Revenue 2016: $51,785Expenses 2016: $29,931Net Income 2016: $21,8542016Revenue 2017: $4,451Expenses 2017: $30,701Net Income 2017: -$26,2502017Revenue 2018: $4,310Expenses 2018: $27,959Net Income 2018: -$23,6492018Revenue 2019: $5,183Expenses 2019: $29,597Net Income 2019: -$24,4142019Revenue 2020: $5,548Expenses 2020: $25,621Net Income 2020: -$20,0732020Revenue 2021: $5,181Expenses 2021: $28,278Net Income 2021: -$23,0972021Revenue 2022: $3,778Expenses 2022: $19,735Net Income 2022: -$15,9572022Revenue 2023: $6,204Expenses 2023: $28,434Net Income 2023: -$22,2302023Revenue 2024: $7,665Expenses 2024: $36,698Net Income 2024: -$29,0332024Revenue 2025: $6,775Expenses 2025: $33,814Net Income 2025: -$27,0392025

Highlighted filing

2018

Revenue$4,310
Expenses$27,959
Net Income-$23,649
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 31, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erik HansonDirector-$0--
Peter GeierTreasurer-$0--
Margee Johnson FauncePresident-$0--
Steve SigmondDirector-$0--
Donna HansonVice President-$0--
Michael JohnsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Smith Foundation Inc
EIN
41-6021792
Phone
6514637660
Address
PO Box 25841, Woodbury, MN 55125

Signing Officer

Name
Michael Johnson
Title
Director
Signed
2018-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Christina M Jandro CPA
Address
16740 FRANCHISE AVE W, ROSEMOUNT, MN 55068-1924
Preparer
Christina Jandro CPA
Phone
9528912373
Raw XML Appendix370 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/PersonNm1Peter Geier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Margee Johnson Faunce
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Steve Sigmond
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Donna Hanson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Michael Johnson
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14415 Abbott Avenue South
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Michael T Johnson
IRS990PF/StatementsRegardingActyGrp/PhoneNum06517835680
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUEST GUIDELINES1.Directors will request a proposal from an identified organization that meets the special interests of the Foundation in a given year.2.All requests should be submitted by April 20 for review in June.The Smith Foundation will send out letters of response by August 1.3.Because the Smith Foundation employs no professional staff, no follow-up letters or phone calls will acknowledge receipt of requests for funds.4.All organizations requesting funds must complete a Summary Request Form. Six copies of the Summary Request Form are to be submitted to the Smith Foundation.5.Organizations applying to the Smith Foundation for the first time, or previously funded organizations seeking funds for new projects must also submit one copy of the grant proposal. The proposal must include the following information:a.Statement of need;b.Description of the proposed project and how it meets the stated need;c.Qualifications of the responsible personnel;d.Description of the organization whic
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Smith Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06517835680
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 25841
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Woodbury
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055125
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt01.The Smith Foundation prefers to fund a limited number of projects where the Directors are personally involved.2.The Smith Foundation prefers to fund projects that support education, social concerns, health and the arts.3.The Smith Foundation has a special focus to support projects that deliver services to youth,families and people with special needs.4.The Smith Foundation prefers not to fund building projects.5.No grants are made either to individuals or to private foundations.6.The Smith Foundation reviews grants annually. The proposal deadline is April 20.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Fund Early Childhood Education Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Funds Returned from Prior Year for Function that Did Not Occur
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarships
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Funds to Provide Legal Services to At Risk Women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Scholarships
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Opportunity Neighborhood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Weavers Guild of Minnesota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2True Friends
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Kauai Academy of Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Great River School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Elpis Enterprises
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Stonebridge World School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01449 10th Street NW 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13000 University Avenue SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210509 108th Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41326 Energy Park Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5550 Vandalia Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64530 Lyndale Avenue South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New Brighton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Annandale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Lihue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4St Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5St Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3HI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd655419
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021285
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02960
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02960
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041046
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016005
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027404
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06119
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044006
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037887
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0State of MN Registration
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt025
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Annual Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO Box Rental
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt184
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Smith Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0416021792
ReturnHeader/Filer/PhoneNum06514637660
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 25841
ReturnHeader/Filer/USAddress/CityNm0Woodbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411960733
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTINA M JANDRO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016740 FRANCHISE AVE W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEMOUNT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550681924
ReturnHeader/PreparerPersonGrp/PhoneNum09528912373
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina Jandro CPA
ReturnHeader/ReturnTs02018-08-31T10:28:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.07$0.34$0.27
2024Summary only. Only limited summary data is available for this year.$4.89$0.00$0.08$0.37$0.29
2023Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.06$0.28$0.22
2022Summary only. Only limited summary data is available for this year.$5.01$0.00$0.04$0.20$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.05$0.28$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.06$0.26$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.05$0.30$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.04$0.28$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.00$4.35$0.04$0.31$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.52$0.30$0.22
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.05$0.25$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.05$0.39$0.34
2013Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.25
2012Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.30
2011Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.26