Civic Intelligence

Marlene a Smith Foundation

990PF • Fiscal year 2018 • EIN 47-5603437

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

Organization Profile
30355 Akerson StLindstrom, MN 55045

(651) 257-5980

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

32%

Faster asset growth than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$174,342

Up $42,548 (+32%) from 2017

Net Assets

Up

$174,342

Up $42,548 (+32%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Down

$46,515

Down $26,533 (-36%) from 2017

Expenses

Up

$3,824

Up $291 (+8.2%) from 2017

Net Income

Down

$42,691

Down $26,824 (-39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$600K$400K$200K$0Assets 2017: $131,794Liabilities 2017: $0Net Assets 2017: $131,7942017Assets 2018: $174,342Liabilities 2018: $0Net Assets 2018: $174,3422018Assets 2019: $235,713Liabilities 2019: $0Net Assets 2019: $235,7132019Assets 2020: $260,023Liabilities 2020: $0Net Assets 2020: $260,0232020Assets 2021: $365,352Liabilities 2021: $0Net Assets 2021: $365,3522021Assets 2022: $370,349Liabilities 2022: $0Net Assets 2022: $370,3492022Assets 2023: $459,005Liabilities 2023: $0Net Assets 2023: $459,0052023Assets 2024: $524,562Liabilities 2024: $0Net Assets 2024: $524,5622024Assets 2025: $553,174Liabilities 2025: $0Net Assets 2025: $553,1742025

Highlighted filing

2018

Assets$174,342
Liabilities$0
Net Assets$174,342
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0Revenue 2017: $73,048Expenses 2017: $3,533Net Income 2017: $69,5152017Revenue 2018: $46,515Expenses 2018: $3,824Net Income 2018: $42,6912018Revenue 2019: $71,580Expenses 2019: $8,869Net Income 2019: $62,7112019Revenue 2020: $47,067Expenses 2020: $10,689Net Income 2020: $36,3782020Revenue 2021: $69,282Expenses 2021: $12,932Net Income 2021: $56,3502021Revenue 2022: $69,123Expenses 2022: $14,785Net Income 2022: $54,3382022Revenue 2023: $128,670Expenses 2023: $36,182Net Income 2023: $92,4882023Revenue 2024: $83,551Expenses 2024: $34,698Net Income 2024: $48,8532024Revenue 2025: $42,931Expenses 2025: $40,514Net Income 2025: $2,4172025

Highlighted filing

2018

Revenue$46,515
Expenses$3,824
Net Income$42,691
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES MARK DAVIDSONPresident-$0--
TRICIA ANN WILMOTSecretary-$0--
REBECCA ANN ERICKSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Marlene a Smith Foundation
EIN
47-5603437
Phone
6512575980
Address
30355 AKERSON ST, LINDSTROM, MN 55045

Signing Officer

Name
Rebecca Erickson
Title
Treasurer
Phone
6512575980
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Redpath and Company Ltd
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley C Rehn CPA
Phone
6514267000
Raw XML Appendix344 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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TYLER FISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt027860 LACY AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHISAGO CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055013
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
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/AppliedToCurrentYearAmt0588
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02575
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03163
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06523
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02575
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PLASTIC PRODUCTS CO INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt030355 AKERSON STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LINDSTROM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055045
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt027080
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0143
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MN ATTORNEY GENERAL REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0PLASTIC PRODUCTS CO INC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt030355 AKERSON STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LINDSTROM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd055045
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/CategoryTxt0TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06512575980
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARLENE A SMITH FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0% REBECCA ERICKSON
ReturnHeader/Filer/BusinessNameControlTxt0MARL
ReturnHeader/Filer/EIN0475603437
ReturnHeader/Filer/PhoneNum06512575980
ReturnHeader/Filer/USAddress/AddressLine1Txt030355 AKERSON ST
ReturnHeader/Filer/USAddress/CityNm0LINDSTROM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055045
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BFDFC22C2A427B3DA11E79102F9C8CEF98ED4593
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0967318B790B1455EE694363059DB49B3290921CA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.224.170.94
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:14:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410975573
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDPATH AND COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04810 WHITE BEAR PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE BEAR LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055110
ReturnHeader/PreparerPersonGrp/PhoneNum06514267000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY C REHN CPA
ReturnHeader/ReturnTs02018-11-09T14:07:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,342
Liabilities
$0
Net assets
$174,342
Revenue
$46,515
Expenses
$3,824
Net income
$42,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.43$0.41$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$0.84$0.35$0.49
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$1.29$0.36$0.92
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$0.69$0.15$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.69$0.13$0.56
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.47$0.11$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.72$0.09$0.63
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.47$0.04$0.43
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.73$0.04$0.70