Civic Intelligence

Smith Family Foundation Trust

990T • Fiscal year 2020 • EIN 42-1281184

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 02, 2021

1506 N 7th Ave WNewton, IA 50208

(641) 521-5109

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $276,394Liabilities 2010: $0Net Assets 2010: $276,3942010Assets 2011: $269,909Liabilities 2011: $02011Assets 2012: $294,486Liabilities 2012: $02012Assets 2013: $281,424Liabilities 2013: $02013Assets 2014: $358,927Liabilities 2014: $02014Assets 2015: $352,780Liabilities 2015: $02015Assets 2017: $365,949Liabilities 2017: $0Net Assets 2017: $365,9492017Assets 2018: $418,346Liabilities 2018: $0Net Assets 2018: $418,3462018Assets 2019: $403,115Liabilities 2019: $0Net Assets 2019: $403,1152019Assets 2020: $494,378Liabilities 2020: $0Net Assets 2020: $494,3782020Assets 2021: $404,141Liabilities 2021: $0Net Assets 2021: $404,1412021Assets 2022: $413,458Liabilities 2022: $0Net Assets 2022: $413,4582022Assets 2023: $416,812Liabilities 2023: $0Net Assets 2023: $416,8122023Assets 2024: $447,081Liabilities 2024: $0Net Assets 2024: $447,0812024

Latest loaded filing

2024

Assets$447,081
Liabilities$0
Net Assets$447,081

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $57,1332010Revenue 2011: $73,088Expenses 2011: $79,573Net Income 2011: -$6,4852011Revenue 2012: $101,612Expenses 2012: $94,392Net Income 2012: $7,2202012Revenue 2013: $208,112Expenses 2013: $121,643Net Income 2013: $86,4692013Revenue 2014: $87,678Expenses 2014: $126,788Net Income 2014: -$39,1102014Revenue 2015: $101,404Expenses 2015: $100,414Net Income 2015: $9902015Revenue 2017: $164,865Expenses 2017: $154,991Net Income 2017: $9,8742017Revenue 2018: $164,426Expenses 2018: $144,290Net Income 2018: $20,1362018Revenue 2019: $188,660Expenses 2019: $143,856Net Income 2019: $44,8042019Revenue 2020: $175,156Expenses 2020: $143,554Net Income 2020: $31,6022020Revenue 2021: $35,106Expenses 2021: $35,651Net Income 2021: -$5452021Revenue 2022: $35,549Expenses 2022: $6,992Net Income 2022: $28,5572022Revenue 2023: $12,417Expenses 2023: $11,549Net Income 2023: $8682023Revenue 2024: $29,675Expenses 2024: $22,080Net Income 2024: $7,5952024

Latest loaded filing

2024

Revenue$29,675
Expenses$22,080
Net Income$7,595
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Smith Family Foundation Trust
EIN
42-1281184
Phone
6415215109
Address
1506 N 7TH AVE W, NEWTON, IA 50208

Signing Officer

Name
Walter W Smith
Title
Trustee
Phone
6415215109
Signed
2021-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Otto Law Office Pllc
Address
123 W 2ND ST N, NEWTON, IA 50208
Preparer
Mark A Otto
Phone
6417927000
Raw XML Appendix71 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.

Path#Value
IRS990T/BalanceDueAmt024
IRS990T/BooksInCareOfDetail/PersonNm0WALTER W SMITH
IRS990T/BooksInCareOfDetail/PhoneNum06415215109
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01506 N 7TH AVE W
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEWTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd050208
IRS990T/BookValueAssetsEOYAmt0494378
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/GroupExemptionNum00000
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/OtherDeductionsAmt02368
IRS990TScheduleA/OtherIncomeAmt02484
IRS990TScheduleA/PrincipalBusinessActivityCd0211110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt02368
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02484
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02484
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0OIL & GAS
IRS990TScheduleA/UBIBeforeNOLDedAmt0116
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0116
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt024
IRS990T/TaxLessCreditsAmt024
IRS990T/TotalTaxAmt024
IRS990T/TotalTaxComputationAmt024
IRS990T/TotalUBTIAmt0116
IRS990T/TotalUBTIBeforeNOLSpecificAmt0116
IRS990T/TotalUBTIBeforeSection199AAmt0116
IRS990T/TotalUBTIComputedAmt0116
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER W SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06415215109
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH FAMILY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0421281184
ReturnHeader/Filer/PhoneNum06415215109
ReturnHeader/Filer/USAddress/AddressLine1Txt01506 N 7TH AVE W
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OTTO LAW OFFICE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 W 2ND ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050208
ReturnHeader/PreparerPersonGrp/PhoneNum06417927000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark A Otto
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-04T13:30:17-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.30$0.22$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.12$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.36$0.07$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.35$0.36$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$1.75$1.44$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.89$1.44$0.45
2018Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.64$1.44$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$1.65$1.55$0.10
2015Summary only. Only limited summary data is available for this year.$3.53$0.00$1.01$1.00$0.01
2014Summary only. Only limited summary data is available for this year.$3.59$0.00$0.88$1.27$0.39
2013Summary only. Only limited summary data is available for this year.$2.81$0.00$2.08$1.22$0.86
2012Summary only. Only limited summary data is available for this year.$2.94$0.00$1.02$0.94$0.07
2011Summary only. Only limited summary data is available for this year.$2.70$0.00$0.73$0.80$0.06
2010Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.57