Civic Intelligence

Albert and Lillian Small Foundation

EIN 52-1266289 • Bethesda, MD

4800 Hampden Lane Suite 200Bethesda, MD 20814
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

12th percentile

-43%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

11th percentile

-12%

Faster asset growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$0

Down $1,642,708 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $1,642,708 (-100%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin12th percentile

Revenue

Down

$20,132

Down $65,220 (-76%) from 2023

Expenses

Up

$1,662,840

Up $1,314,556 (+377%) from 2023

Net Income

Down

-$1,642,708

Down $1,379,776 (-525%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,932,490Liabilities 2011: $02011Assets 2012: $2,098,065Liabilities 2012: $02012Assets 2013: $2,149,278Liabilities 2013: $02013Assets 2014: $2,126,409Liabilities 2014: $02014Assets 2015: $2,167,415Liabilities 2015: $02015Assets 2019: $1,582,004Liabilities 2019: $02019Assets 2020: $1,271,445Liabilities 2020: $1Net Assets 2020: $1,271,4452020Assets 2021: $2,170,638Liabilities 2021: $1Net Assets 2021: $2,170,6382021Assets 2022: $1,905,640Liabilities 2022: $1Net Assets 2022: $1,905,6402022Assets 2023: $1,642,708Liabilities 2023: $0Net Assets 2023: $1,642,7082023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $122,737Expenses 2011: $283,072Net Income 2011: -$160,3352011Revenue 2012: $454,005Expenses 2012: $288,430Net Income 2012: $165,5752012Revenue 2013: $321,991Expenses 2013: $270,778Net Income 2013: $51,2132013Revenue 2014: $339,465Expenses 2014: $362,334Net Income 2014: -$22,8692014Revenue 2015: $323,963Expenses 2015: $282,957Net Income 2015: $41,0062015Revenue 2019: $352,567Expenses 2019: $580,491Net Income 2019: -$227,9242019Revenue 2020: $592,779Expenses 2020: $903,338Net Income 2020: -$310,5592020Revenue 2021: $1,663,028Expenses 2021: $763,835Net Income 2021: $899,1932021Revenue 2022: $615,496Expenses 2022: $880,494Net Income 2022: -$264,9982022Revenue 2023: $85,352Expenses 2023: $348,284Net Income 2023: -$262,9322023Revenue 2024: $20,132Expenses 2024: $1,662,840Net Income 2024: -$1,642,7082024

Highlighted filing

2024

Revenue$20,132
Expenses$1,662,840
Net Income-$1,642,708
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$20,132
Expenses
$1,662,840
Net income
-$1,642,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$1.66$1.64
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.35$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.62$0.88$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.66$0.76$0.90
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.59$0.90$0.31
2019Summary only. Only limited summary data is available for this year.$1.58$0.00$0.35$0.58$0.23
2015Summary only. Only limited summary data is available for this year.$2.17$0.00$0.32$0.28$0.04
2014Summary only. Only limited summary data is available for this year.$2.13$0.00$0.34$0.36$0.02
2013Summary only. Only limited summary data is available for this year.$2.15$0.00$0.32$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.45$0.29$0.17
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.12$0.28$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Sep 30, 2024
Signed
Feb 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT H SMALL JRPresident-$0--
SHIRLEY SMALLVice Preside-$0--
SUSAN SMALL SAVITSKYAsst. Secret-$0--
ALBERT H SMALL JRTreasurer-$0--
JAMES H SMALLAsst. Secret-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLEPUBLICSEE ATTACHED SCHEDULE, MD, US$1,625,500
Filing and Contact Details

Filer

Filer Name
Albert and Lillian Small Foundation
EIN
52-1266289
Phone
3012157997
Address
4800 HAMPDEN LANE SUITE 200, BETHESDA, MD 20814

Signing Officer

Name
Susan Small Savitsky
Title
Asst. Secretary
Phone
3012157997
Signed
2025-02-05

Preparer

Firm
Hariton Mancuso & Jones Pc
Address
11140 ROCKVILLE PIKE STE 340, NORTH BETHESDA, MD 20852
Preparer
Kevin J Miller
Phone
3019846400
Raw XML Appendix271 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALBERT H SMALL JR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020814
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01625500
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/AppliedToCurrentYearAmt023511
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0215074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0702846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0594070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0728892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0387003
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0387003
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03851881
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01610999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0215074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0702846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0594070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0728892
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01634510
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01610999
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04238884
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02627885
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03866
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt015462
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011596
LiquidationExplanationStmt/ExplanationTxt0ALBERT AND LILLIAN SMALL FOUNDATION, INC. EIN : 52-1266289 TAX YEAR ENDED: 9-30-2024 DURING THE CURRENT YEAR THE FOUNDATION MADE DISTRIBUTIONS AS LISTED IN PART XIV, LINE 3A, IN COMPLETE LIQUIDATION. THESE DISTRIBUTIONS DO CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE FINAL DISTRIBUTION OF ASSETS WAS MADE ON JUNE 20, 2024. THE FOUNDATION SUBSEQUENTLY FILED FOR DISSOLUTION ON SEPTEMBER 30, 2024.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02001
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06003
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08004
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RECOVERY OF MADOFF THEFT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011965
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01303
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01303
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SMALL SAVITSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST. SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03012157997
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT AND LILLIAN SMALL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0521266289
ReturnHeader/Filer/PhoneNum03012157997
ReturnHeader/Filer/USAddress/AddressLine1Txt04800 HAMPDEN LANE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521706411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARITON MANCUSO & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011140 ROCKVILLE PIKE STE 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020852
ReturnHeader/PreparerPersonGrp/PhoneNum03019846400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J MILLER
ReturnHeader/ReturnTs02025-02-10T15:29:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02024

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