Civic Intelligence

David W Smith Fund Inc

990 • Fiscal year 2023 • EIN 47-5584806

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

220%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$893,821

Up $163,071 (+22%) from 2022

Net Assets

Up

$893,821

Up $163,071 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin99th percentile

Revenue

Up

$129,831

Up $89,254 (+220%) from 2022

Expenses

Down

$5,621

Down $24,259 (-81%) from 2022

Net Income

Up

$124,210

Up $113,513 (+1061%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$893,821
Liabilities$0
Net Assets$893,821
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$129,831
Expenses$5,621
Net Income$124,210
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$129,831
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.

The organization's mission is to support the annual workshop on birth defects, the David W Smith Workshop on Malformations and Morphogenesis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$872,649-
Savings and Temporary Cash Investments$730,750$19,202▼ $711,548
Cash and Non-Interest-Bearing Accounts-$1,970-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$730,750$893,821▲ $163,071
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$730,750$893,821▲ $163,071
Total Net Assets Fund Balance$730,750$893,821▲ $163,071
Total Liabilities and Net Assets / Fund Balance$730,750$893,821▲ $163,071
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$48,770
Program Service Revenue
$35,747
Investment Income
$45,314
Other Revenue
$0
All Other Contributions
$48,770
Change in Net Assets
$124,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,621
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-$3,040-$3,040
Insurance-$1,385-$1,385
Other Expenses$1,000--$1,000
Information Technology-$188-$188
Office Expenses-$8-$8
Total Functional Expenses$1,000$4,621$0$5,621
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“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, Section C, Line 19

“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
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynne Bird
Formed
2015
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0101103
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt045314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt065690
IRS990ScheduleA/InvestmentIncomeCYPct00.17060
IRS990ScheduleA/InvestmentIncomePYPct00.05450
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82940
IRS990ScheduleA/PublicSupportPY509Pct00.94550
IRS990ScheduleA/PublicSupportTotal509Amt0319339
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084517
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt081300
IRS990ScheduleA/Total509Grp/TotalAmt0319339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0129831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101629
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0385029
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0730750
IRS990/TotalAssetsEOYAmt0893821
IRS990/TotalAssetsGrp/BOYAmt0730750
IRS990/TotalAssetsGrp/EOYAmt0893821
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048770
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01000
IRS990/TotalFunctionalExpensesGrp/TotalAmt05621
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0730750
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0893821
IRS990/TotalProgramServiceExpensesAmt01000
IRS990/TotalProgramServiceRevenueAmt035747
IRS990/TotalRevenueGrp/ExclusionAmt045314
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035747
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129831
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0730750
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0893821
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.dwsmith.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynne Bird
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452079664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0For Purpose Law Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 Nutmeg Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$893,821
Liabilities
$0
Net assets
$893,821
Revenue
$129,831
Expenses
$5,621
Net income
$124,210
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