Civic Intelligence

Flora Bernice Smith Foundation

990PF • Fiscal year 2021 • EIN 51-0181016

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

440 South Warren Street Suite 400Syracuse, NY 13202

(315) 474-7571

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

78th percentile

40%

Higher net margin than 78% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

5.6%

Faster asset growth than 46% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-7.2%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,929,975

Up $154,240 (+5.6%) from 2020

Net Assets

Up

$2,929,975

Up $154,240 (+5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$382,854

Down $29,710 (-7.2%) from 2020

Expenses

Up

$228,614

Up $4,562 (+2.0%) from 2020

Net Income

Down

$154,240

Down $34,272 (-18%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,654,623Liabilities 2011: $02011Assets 2012: $2,514,641Liabilities 2012: $02012Assets 2013: $2,621,086Liabilities 2013: $02013Assets 2014: $2,861,593Liabilities 2014: $02014Assets 2015: $2,774,120Liabilities 2015: $02015Assets 2019: $2,587,223Liabilities 2019: $02019Assets 2020: $2,775,735Liabilities 2020: $0Net Assets 2020: $2,775,7352020Assets 2021: $2,929,975Liabilities 2021: $0Net Assets 2021: $2,929,9752021Assets 2022: $2,881,654Liabilities 2022: $0Net Assets 2022: $2,881,6542022Assets 2023: $2,759,514Liabilities 2023: $0Net Assets 2023: $2,759,5142023Assets 2024: $2,679,617Liabilities 2024: $0Net Assets 2024: $2,679,6172024

Highlighted filing

2021

Assets$2,929,975
Liabilities$0
Net Assets$2,929,975

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $134,574Expenses 2011: $196,806Net Income 2011: -$62,2322011Revenue 2012: $177,410Expenses 2012: $317,393Net Income 2012: -$139,9832012Revenue 2013: $293,296Expenses 2013: $186,851Net Income 2013: $106,4452013Revenue 2014: $447,570Expenses 2014: $207,063Net Income 2014: $240,5072014Revenue 2015: $116,389Expenses 2015: $203,862Net Income 2015: -$87,4732015Revenue 2019: $147,714Expenses 2019: $179,456Net Income 2019: -$31,7422019Revenue 2020: $412,564Expenses 2020: $224,052Net Income 2020: $188,5122020Revenue 2021: $382,854Expenses 2021: $228,614Net Income 2021: $154,2402021Revenue 2022: $146,311Expenses 2022: $194,632Net Income 2022: -$48,3212022Revenue 2023: $79,739Expenses 2023: $201,879Net Income 2023: -$122,1402023Revenue 2024: $129,187Expenses 2024: $209,084Net Income 2024: -$79,8972024

Highlighted filing

2021

Revenue$382,854
Expenses$228,614
Net Income$154,240
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANNE CODYTrustee-$0--
ANNE RUFFERTrustee-$0--
EDWARD SPENCERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Flora Bernice Smith Foundation
EIN
51-0181016
Phone
3154747571
Address
440 SOUTH WARREN STREET SUITE 400, SYRACUSE, NY 13202

Signing Officer

Name
Mary Anne Cody
Title
Trustee
Phone
3152338239
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Mackenzie Hughes Llp
Address
440 S WARREN STREET STE 400, SYRACUSE, NY 13202
Preparer
Mary Anne Cody
Phone
3154747571
Raw XML AppendixShowing 400 of 421 raw XML fields

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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR ADDICTION TREATMENT FACILITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CAPITAL CAMPAIGN FOR EXPANSION OF MENTAL HEALTH SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CAPITAL IMPROVEMENTS TO GROUP HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CAPITAL IMPROVEMENTS AND MAINTENANCE, INTERNET UPGRADES, APPLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SEMINARY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7STAFF BREAKROOM COSTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ELMCREST CHIDLREN'S CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ST JOSEPH'S HEALTH FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5JORDAN ROAD
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt027
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAL FEES + INV MGMT FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034315
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0924
TaxesSchedule/TaxesDetail/Amt17859
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0924
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17859
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANNE CODY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03152338239
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORA BERNICE SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0510181016

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