Civic Intelligence

David W Smith Fund Inc

990 • Fiscal year 2021 • EIN 47-5584806

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profilewww.dwsmith.org
100 Acacia WayCoronado, CA 92118

(619) 435-1282

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

47th percentile

8.0%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-0.1%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$718,682

Up $53,372 (+8.0%) from 2020

Net Assets

Up

$718,682

Up $53,372 (+8.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Down

$56,467

Down $67 (-0.1%) from 2020

Expenses

Down

$3,095

Down $10,888 (-78%) from 2020

Net Income

Up

$53,372

Up $10,821 (+25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2017: $339,758Net Assets 2017: $339,7582017Assets 2018: $438,504Net Assets 2018: $438,5042018Assets 2019: $569,529Liabilities 2019: $0Net Assets 2019: $569,5292019Assets 2020: $665,310Liabilities 2020: $0Net Assets 2020: $665,3102020Assets 2021: $718,682Liabilities 2021: $0Net Assets 2021: $718,6822021Assets 2022: $730,750Liabilities 2022: $0Net Assets 2022: $730,7502022Assets 2023: $893,821Liabilities 2023: $0Net Assets 2023: $893,8212023Assets 2024: $1,037,082Liabilities 2024: $0Net Assets 2024: $1,037,0822024

Highlighted filing

2021

Assets$718,682
Liabilities$0
Net Assets$718,682
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$200K$150K$100K$50K$0Revenue 2017: $84,222Expenses 2017: $25,408Net Income 2017: $58,8142017Revenue 2018: $118,919Expenses 2018: $20,173Net Income 2018: $98,7462018Revenue 2019: $101,666Expenses 2019: $24,442Net Income 2019: $77,2242019Revenue 2020: $56,534Expenses 2020: $13,983Net Income 2020: $42,5512020Revenue 2021: $56,467Expenses 2021: $3,095Net Income 2021: $53,3722021Revenue 2022: $40,577Expenses 2022: $29,880Net Income 2022: $10,6972022Revenue 2023: $129,831Expenses 2023: $5,621Net Income 2023: $124,2102023Revenue 2024: $165,276Expenses 2024: $34,136Net Income 2024: $131,1402024

Highlighted filing

2021

Revenue$56,467
Expenses$3,095
Net Income$53,372
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.0
Gross Receipts
$56,467
Mission and Program Overview

Mission

The David W. Smith Workshop on Malformations and Morphogenesis, which began in 1980, serves as a unique forum for elucidating the mechanisms of human malformations and morphogenesis. The goal of the Smith Workshop is to bring together a diverse group of clinicians and scientists to advance our general understanding of human morphogenesis, both normal and abnormal.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$665,310$718,682▲ $53,372
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$665,310$718,682▲ $53,372
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$665,310$718,682▲ $53,372
Total Net Assets Fund Balance$665,310$718,682▲ $53,372
Total Liabilities and Net Assets / Fund Balance$665,310$718,682▲ $53,372
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Ian D KrantzPresident
Kenneth L JonesVice President
Chad Haldemann-EnglertDirector
Cynthia J CurryDirector
Karen W GrippDirector
Melanie ManningDirector
Robert LipinskiDirector
Margaret AdamSecretary
Lynne M BirdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,446
Program Service Revenue
$0
Investment Income
$21
Other Revenue
$0
All Other Contributions
$56,446
Change in Net Assets
$53,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,095
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$1,545-$1,545
Insurance-$1,386-$1,386
Other Expenses$164--$164
Total Functional Expenses$164$2,931$0$3,095
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the Form 990 was provided to the officers and directors for review and comment prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Upon engagement, election, or hiring, directors, officers, and key employees agree to comply with the conflict of interest policy and to disclose any conflicts of interest, which are then handled in accordance with the conflict of interest policy.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Other organizational documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
David W Smith Fund
EIN
47-5584806
Phone
6194351282
Address
100 Acacia Way, Coronado, CA 92118

Signing Officer

Name
Lynne Bird
Title
Treasurer
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynne Bird
Formed
2015
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
For Purpose Law Group
Address
408 Nutmeg Street, San Diego, CA 92103
Preparer
May L Harris Esq
Phone
6197803839
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the Form 990 was provided to the officers and directors for review and comment prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon engagement, election, or hiring, directors, officers, and key employees agree to comply with the conflict of interest policy and to disclose any conflicts of interest, which are then handled in accordance with the conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other organizational documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0www.dwsmith.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynne Bird
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David W Smith Fund
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0475584806
ReturnHeader/Filer/PhoneNum06194351282
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Acacia Way
ReturnHeader/Filer/USAddress/CityNm0Coronado
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843635268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0For Purpose Law Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 Nutmeg Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092103
ReturnHeader/PreparerPersonGrp/PhoneNum06197803839
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0May L Harris Esq
ReturnHeader/ReturnTs02022-05-11T17:42:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lynne

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$718,682
Liabilities
$0
Net assets
$718,682
Revenue
$56,467
Expenses
$3,095
Net income
$53,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.17$0.03$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.13$0.01$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.06$0.00$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.06$0.01$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.10$0.02$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.12$0.02$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.08$0.03$0.06