Civic Intelligence

The Scott & Karen Smith Foundation

EIN 45-5100756 • Menlo Park, CA

800 Oak Grove Avenue Suite 200Menlo Park, CA 94025
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-10042%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,008,140 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $1,008,140 (-100%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$10,039

Down $1,001,971 (-99%) from 2019

Expenses

Up

$1,018,188

Up $1,003,886 (+7019%) from 2019

Net Income

Down

-$1,008,149

Down $2,005,857 (-201%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2012: $5,750Liabilities 2012: $02012Assets 2013: -$4,389Liabilities 2013: $1Net Assets 2013: -$4,3892013Assets 2014: $31,536Liabilities 2014: $1Net Assets 2014: $31,5362014Assets 2015: $17,237Liabilities 2015: $1Net Assets 2015: $17,2372015Assets 2016: $15,204Liabilities 2016: $15,037Net Assets 2016: $1672016Assets 2017: $8,681Liabilities 2017: $0Net Assets 2017: $8,6812017Assets 2018: $10,432Liabilities 2018: $0Net Assets 2018: $10,4322018Assets 2019: $1,008,140Liabilities 2019: $0Net Assets 2019: $1,008,1402019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $40,003Expenses 2012: $34,253Net Income 2012: $5,7502012Revenue 2013: $355,001Expenses 2013: $365,140Net Income 2013: -$10,1392013Revenue 2014: $4,390,000Expenses 2014: $4,354,075Net Income 2014: $35,9252014Revenue 2015: $350,001Expenses 2015: $364,300Net Income 2015: -$14,2992015Revenue 2016: $100,032Expenses 2016: $117,102Net Income 2016: -$17,0702016Revenue 2017: $102,901Expenses 2017: $94,387Net Income 2017: $8,5142017Revenue 2018: $52,773Expenses 2018: $51,022Net Income 2018: $1,7512018Revenue 2019: $1,012,010Expenses 2019: $14,302Net Income 2019: $997,7082019Revenue 2020: $10,039Expenses 2020: $1,018,188Net Income 2020: -$1,008,1492020

Highlighted filing

2020

Revenue$10,039
Expenses$1,018,188
Net Income-$1,008,149
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$10,039
Expenses
$1,018,188
Net income
-$1,008,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.02$1.01
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.01$0.01$1.00
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.05$0.05$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.10$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.00$0.10$0.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.35$0.36$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$4.39$4.35$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.36$0.37$0.01
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.04$0.03$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT M SMITHDirector-$0--
KAREN P SMITHDirector-$0--
SCOTT M MCCULLOUGHDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Scott & Karen Smith Foundation
EIN
45-5100756
Phone
6503282758
Address
800 OAK GROVE AVENUE SUITE 200, MENLO PARK, CA 94025

Signing Officer

Name
Scott Smith
Title
Director
Phone
6503282758
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Karuna Advisors
Address
800 OAK GROVE AVE STE 200, MENLO PARK, CA 94025
Preparer
Janine Bisharat
Phone
6503282758
Raw XML Appendix307 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/SupplementaryInformationGrp/ContributingManagerNm0SCOTT M SMITH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KAREN P SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01012082
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAKS BERYLLIUM FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0OFFICER'S DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012212
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01012082
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02002
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02002
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt090669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0113180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0364300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0364300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01251256
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01010080
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt090669
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0113180
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01012082
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01010080
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01615556
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0605476
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION WAS TERMINATED AND LIQUIDATED AT THE BEGINNING OF 2020. ALL CASH, THE ONLY ASSET OF THE FOUNDATION AT DISSOLUTION, WAS DISTRIBUTED ON JANUARY 13, 2020 AND MAY 21, 2020 TO THE S.A.K.S. BERYLLIUM FUND.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06503282758
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCOTT & KAREN SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0455100756
ReturnHeader/Filer/PhoneNum06503282758
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 OAK GROVE AVENUE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815353214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KARUNA ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 OAK GROVE AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENLO PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094025
ReturnHeader/PreparerPersonGrp/PhoneNum06503282758
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANINE BISHARAT
ReturnHeader/ReturnTs02021-05-17T16:19:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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