Civic Intelligence

Alexander and Anne Smith Family Foundation

990PF • Fiscal year 2017 • EIN 46-3857755

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 15, 2018

Organization Profile
35 Watergate Drive Suite 1204Sarasota, FL 34236

(817) 252-8200

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

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

Asset Growth

47th percentile

1.5%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$779,349

Up $11,746 (+1.5%) from 2016

Net Assets

Up

$779,349

Up $11,746 (+1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin97th percentile

Revenue

Up

$14,221

Up $1,453 (+11%) from 2016

Expenses

Down

$2,475

Down $57,876 (-96%) from 2016

Net Income

Up

$11,746

Up $59,329 (+125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.0M$500K$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $868,841Liabilities 2014: $0Net Assets 2014: $868,8412014Assets 2015: $815,186Liabilities 2015: $02015Assets 2016: $767,603Liabilities 2016: $0Net Assets 2016: $767,6032016Assets 2017: $779,349Liabilities 2017: $0Net Assets 2017: $779,3492017Assets 2018: $970,335Liabilities 2018: $0Net Assets 2018: $970,3352018Assets 2019: $964,217Liabilities 2019: $0Net Assets 2019: $964,2172019Assets 2020: $940,133Liabilities 2020: $0Net Assets 2020: $940,1332020Assets 2022: $885,787Liabilities 2022: $0Net Assets 2022: $885,7872022Assets 2023: $875,036Liabilities 2023: $0Net Assets 2023: $875,0362023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$779,349
Liabilities$0
Net Assets$779,349
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $892,997Expenses 2014: $24,156Net Income 2014: $868,8412014Revenue 2015: $11,348Expenses 2015: $65,003Net Income 2015: -$53,6552015Revenue 2016: $12,768Expenses 2016: $60,351Net Income 2016: -$47,5832016Revenue 2017: $14,221Expenses 2017: $2,475Net Income 2017: $11,7462017Revenue 2018: $231,186Expenses 2018: $40,200Net Income 2018: $190,9862018Revenue 2019: $46,382Expenses 2019: $52,500Net Income 2019: -$6,1182019Revenue 2020: $23,916Expenses 2020: $48,000Net Income 2020: -$24,0842020Revenue 2022: $18,364Expenses 2022: $63,700Net Income 2022: -$45,3362022Revenue 2023: $45,669Expenses 2023: $55,700Net Income 2023: -$10,0312023Revenue 2024: $18,263Expenses 2024: $1,195,415Net Income 2024: -$1,177,1522024

Highlighted filing

2017

Revenue$14,221
Expenses$2,475
Net Income$11,746
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER W SMITHTrustee-$0--
ANNE SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alexander and Anne Smith
EIN
46-3857755
Phone
8172528200
Address
35 WATERGATE DRIVE SUITE 1204, SARASOTA, FL 34236

Signing Officer

Name
Alexander Smith
Title
Trustee
Phone
8172528200
Signed
2018-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
2821 W 7TH STREET SUITE 700, FORT WORTH, TX 76107
Preparer
Frank D Thompson
Phone
8173327905
Raw XML Appendix299 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/PersonNm0ALEXANDER W SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNE SMITH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01737
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01840
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01737
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025227
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08172528200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEXANDER AND ANNE SMITH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0463857755
ReturnHeader/Filer/PhoneNum08172528200
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ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CFA1FC084670AE751803CD09C2EF27BE71D6BD31
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D3FF7383A107CFC6EBE6BFC276914DBC23DBCFD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.47.139.16
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:10:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02821 W 7TH STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum08173327905
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK D THOMPSON
ReturnHeader/ReturnTs02018-03-05T14:44:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$779,349
Liabilities
$0
Net assets
$779,349
Revenue
$14,221
Expenses
$2,475
Net income
$11,746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$1.20$1.18
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.02$0.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.23$0.04$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.01$0.06$0.05
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$0.01$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.89$0.02$0.87
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00