Civic Intelligence

Dorothy & Chester Smith Charitable Foundation

990PF • Fiscal year 2015 • EIN 47-2385678

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 24, 2016

Organization Profile
26043 Coronado CTValencia, CA 91355

(661) 713-4421

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

55th percentile

1.2%

Faster asset growth than 55% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-2.6%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,030,677

Up $11,989 (+1.2%) from 2014

Net Assets

$1,022,199

No earlier filing loaded for comparison.

Liabilities

Up

$8,478

Up $8,478 from 2014

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin97th percentile

Revenue

Down

$991,758

Down $26,930 (-2.6%) from 2014

Expenses

Up

$63,272

Up $63,272 from 2014

Net Income

Down

$928,486

Down $90,202 (-8.9%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,018,688Liabilities 2014: $02014Assets 2015: $1,030,677Liabilities 2015: $8,478Net Assets 2015: $1,022,1992015Assets 2016: $976,584Liabilities 2016: $0Net Assets 2016: $976,5842016Assets 2017: $945,009Liabilities 2017: $0Net Assets 2017: $945,0092017Assets 2019: $985,918Liabilities 2019: $0Net Assets 2019: $985,9182019Assets 2020: $899,185Liabilities 2020: $0Net Assets 2020: $899,1852020Assets 2021: $2,016,606Liabilities 2021: $12021Assets 2022: $1,936,133Liabilities 2022: $0Net Assets 2022: $1,936,1332022Assets 2023: $1,544,644Liabilities 2023: $12023Assets 2024: $1,525,260Liabilities 2024: $0Net Assets 2024: $1,525,2602024

Highlighted filing

2015

Assets$1,030,677
Liabilities$8,478
Net Assets$1,022,199
Open 2015 Filing

Operations Trend

Revenue Growth37th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,018,688Expenses 2014: $0Net Income 2014: $1,018,6882014Revenue 2015: $991,758Expenses 2015: $63,272Net Income 2015: $928,4862015Revenue 2016: $5,652Expenses 2016: $73,359Net Income 2016: -$67,7072016Revenue 2017: $13,149Expenses 2017: $66,635Net Income 2017: -$53,4862017Revenue 2019: $110,254Expenses 2019: $48,222Net Income 2019: $62,0322019Revenue 2020: $33,586Expenses 2020: $112,207Net Income 2020: -$78,6212020Revenue 2021: $1,268,241Expenses 2021: $188,857Net Income 2021: $1,079,3842021Revenue 2022: $25,357Expenses 2022: $136,116Net Income 2022: -$110,7592022Revenue 2023: -$91,642Expenses 2023: $361,408Net Income 2023: -$453,0502023Revenue 2024: $35,124Expenses 2024: $98,939Net Income 2024: -$63,8152024

Highlighted filing

2015

Revenue$991,758
Expenses$63,272
Net Income$928,486
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 24, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT R SMITHTrustee-$0--
VALERIE S TIPPYTrustee-$0--
DOROTHY SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dorothy & Chester Smith
EIN
47-2385678
Phone
6617134421
Address
26043 CORONADO CT, VALENCIA, CA 91355

Signing Officer

Name
Robert R Smith
Title
Trustee
Signed
2016-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Renee N Azrieli CPA
Address
102 EL CAMINO TESOROS, SEDONA, AZ 86336-5058
Preparer
Renee N Azrieli
Phone
9282030300
Raw XML Appendix305 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT REGARDING CAPITAL GAINS AND LOSSES============================================THE FUNDING FOR THE FOUNDATION WAS THROUGH DONATION OF MEDTRONIC STOCK BY TRUSTEE DOROTHY SMITH. THE TAX BASIS TO THE FOUNDATION OF THE MEDTRONIC STOCK IS THE CARRYOVER BASIS FROM DOROTHY SMITH. THE FORMS 1099 ISSUED DID NOT USE THE CARRYOVER BASIS BUT USED FMV AT DATE OF CONTRIBUTION. ACCORDINGLY, COST REPORTED ON THE FORMS 1099 IS INCORRECT. THE CORRECT COST BASIS IS REPORTED ON THE RETURN.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT R SMITH
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt026043 CORONADO CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VALENCIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091355
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT R SMITH
IRS990PF/StatementsRegardingActyGrp/PhoneNum06617134421
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DOROTHY SMITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050443
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SINGLE MOTHERS OUTREACH OF SANTA CL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt023780 NEWHALL AVENUE SUITE 203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWHALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091321
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050443
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040515
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02062
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07866
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07866
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050443
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07866
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07866
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02062
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03910
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03910
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010178
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1935772
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK FEDERAL TAX EXPENSE NOT ON RETURN
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK/TAX DIFFERENCES ON SALES OF STOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010286
OtherIncreasesSchedule/OtherIncreasesDetail/Amt110689
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK DIVIDEND NOT REPORTABLE FOR TAX PURPOSES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1DIVIDEND INCOME INCLUDED LINE 27(B)
TaxesSchedule/TaxesDetail/Amt01010
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT R SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY & CHESTER SMITH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0472385678
ReturnHeader/Filer/PhoneNum06617134421
ReturnHeader/Filer/USAddress/AddressLine1Txt026043 CORONADO CT
ReturnHeader/Filer/USAddress/CityNm0VALENCIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RENEE N AZRIELI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 EL CAMINO TESOROS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEDONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0863365058
ReturnHeader/PreparerPersonGrp/PhoneNum09282030300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE N AZRIELI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-24T12:38:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,030,677
Liabilities
$8,478
Net assets
$1,022,199
Revenue
$991,758
Expenses
$63,272
Net income
$928,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.10$0.06
2023Summary only. Only limited summary data is available for this year.$1.54$0.00$0.09$0.36$0.45
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.03$0.14$0.11
2021Summary only. Only limited summary data is available for this year.$2.02$0.00$1.27$0.19$1.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.03$0.11$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.11$0.05$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.01$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.01$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.99$0.06$0.93
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.00$1.02