Civic Intelligence

David Bruce Smith Foundation Inc.

990PF • Fiscal year 2022 • EIN 46-4159215

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

Organization Profile
2345 Crystal Drive 1101Arlington, VA 22202

(703) 769-1023

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

100th percentile

2169%

Faster asset growth than 100% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

2157%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,030,520

Up $8,632,612 (+2169%) from 2021

Net Assets

Up

$9,030,520

Up $8,632,612 (+2169%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin97th percentile

Revenue

Up

$8,664,476

Up $8,280,629 (+2157%) from 2021

Expenses

Down

$28,823

Down $276,957 (-91%) from 2021

Net Income

Up

$8,635,653

Up $8,557,586 (+10962%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$10M$5.0M$0Assets 2013: $149,380Liabilities 2013: $02013Assets 2014: $197,922Liabilities 2014: $0Net Assets 2014: $197,9222014Assets 2015: $204,389Liabilities 2015: $0Net Assets 2015: $204,3892015Assets 2016: $206,916Liabilities 2016: $0Net Assets 2016: $206,9162016Assets 2017: $221,490Liabilities 2017: $0Net Assets 2017: $221,4902017Assets 2018: $285,636Liabilities 2018: $0Net Assets 2018: $285,6362018Assets 2019: $306,663Liabilities 2019: $0Net Assets 2019: $306,6632019Assets 2020: $319,841Liabilities 2020: $0Net Assets 2020: $319,8412020Assets 2021: $397,908Liabilities 2021: $0Net Assets 2021: $397,9082021Assets 2022: $9,030,520Liabilities 2022: $0Net Assets 2022: $9,030,5202022Assets 2023: $9,308,735Liabilities 2023: $0Net Assets 2023: $9,308,7352023Assets 2024: $9,412,660Liabilities 2024: $0Net Assets 2024: $9,412,6602024

Highlighted filing

2022

Assets$9,030,520
Liabilities$0
Net Assets$9,030,520
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

$10M$5.0M$0Revenue 2013: $149,380Expenses 2013: $0Net Income 2013: $149,3802013Revenue 2014: $52,407Expenses 2014: $3,865Net Income 2014: $48,5422014Revenue 2015: $34,918Expenses 2015: $28,451Net Income 2015: $6,4672015Revenue 2016: $7,180Expenses 2016: $4,653Net Income 2016: $2,5272016Revenue 2017: $278,058Expenses 2017: $263,484Net Income 2017: $14,5742017Revenue 2018: $330,473Expenses 2018: $266,327Net Income 2018: $64,1462018Revenue 2019: $251,169Expenses 2019: $230,142Net Income 2019: $21,0272019Revenue 2020: $251,421Expenses 2020: $238,243Net Income 2020: $13,1782020Revenue 2021: $383,847Expenses 2021: $305,780Net Income 2021: $78,0672021Revenue 2022: $8,664,476Expenses 2022: $28,823Net Income 2022: $8,635,6532022Revenue 2023: $318,354Expenses 2023: $43,207Net Income 2023: $275,1472023Revenue 2024: $299,773Expenses 2024: $195,848Net Income 2024: $103,9252024

Highlighted filing

2022

Revenue$8,664,476
Expenses$28,823
Net Income$8,635,653
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BRUCE SMITHDirector, President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSUPREME COURT HISTORICAL SOCIETYDONATIONPCNEW YORK, NY, US$12,000
Paid GrantCHESAPEAKE ORCHESTRAINCDONATIONPCLEONARDTOWN, MD, US$5,000
Paid GrantUNIVERSITY OF MD COLLEGE PARK FOUNDATIONDONATIONPCCOLLEGE PARK, MD, US$3,000
Paid GrantHABERMAN INSTITUTE FOR JEWISH STUDIESDONATIONPCROCKVILLE, MD, US$2,500
Paid GrantFEDERATION OF STATE HUMANITIES COUNCILSDONATIONPCARLINGTON, VA, US$500
Filing and Contact Details

Filer

Filer Name
David Bruce Smith Foundation Inc
EIN
46-4159215
Phone
7037691023
Address
2345 CRYSTAL DRIVE 1101, ARLINGTON, VA 22202

Signing Officer

Name
David Bruce Smith
Title
President
Phone
7037691023
Signed
2023-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
8219 LEESBURG PIKE SUITE 800, TYSONS, VA 22182
Preparer
Jaime Lawson
Phone
7039238300
Raw XML Appendix357 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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLLEGE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420742
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023000
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/AppliedToCurrentYearAmt018677
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0282910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0216720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0220063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0237632
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0237632
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0725516
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0282910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0216720
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0220063
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05823
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0963148
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0957325
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CLARICE R SMITH MARITAL DEDUCTION TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DAVID BRUCE SMITH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05 BURNING TREE COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12345 CRYSTAL DRIVE SUITE 1101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BETHESDA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ARLINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020817
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd122202
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt032500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt18637100
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt08637100
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ASSIGNMENT OF PROMISSORY NOTE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NOTE RECEIVABLE - DAVID BRUCE SMITH LIFETIME TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt08637100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt08637100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03041
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0988
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0988
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID BRUCE SMITH
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1CLARICE R SMITH
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2CLARICE R SMITH MARITAL DEDUCTION T
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05 BURNING TREE COURT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11200 CRYSTAL DRIVE APT NO PH018
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt22345 CRYSTAL DRIVE SUITE 1101
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BETHESDA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1ARLINGTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2ARLINGTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd020817
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd122202
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd222202
TaxesSchedule/TaxesDetail/Amt01835
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BRUCE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07037691023
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID BRUCE SMITH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0464159215
ReturnHeader/Filer/PhoneNum07037691023
ReturnHeader/Filer/USAddress/AddressLine1Txt02345 CRYSTAL DRIVE 1101
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08219 LEESBURG PIKE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYSONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022182
ReturnHeader/PreparerPersonGrp/PhoneNum07039238300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAIME LAWSON
ReturnHeader/ReturnTs02023-11-09T13:21:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRUCE SMITH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,030,520
Liabilities
$0
Net assets
$9,030,520
Revenue
$8,664,476
Expenses
$28,823
Net income
$8,635,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.30$0.20$0.10
2023Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.32$0.04$0.28
2022Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$8.66$0.03$8.64
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.38$0.31$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.25$0.24$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.25$0.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.33$0.27$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.28$0.26$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.03$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.05$0.00$0.05
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.00$0.15