Civic Intelligence

Albert and Lillian Small Foundation

990PF • Fiscal year 2021 • EIN 52-1266289

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization Profile
7501 Wisconsin Avenue Suite 1103EBethesda, MD 20814

(301) 215-7997

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

85th percentile

54%

Higher net margin than 85% 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

92nd percentile

71%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

90th percentile

181%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,170,638

Up $899,193 (+71%) from 2020

Net Assets

Up

$2,170,638

Up $899,193 (+71%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

Up

$1,663,028

Up $1,070,249 (+181%) from 2020

Expenses

Down

$763,835

Down $139,503 (-15%) from 2020

Net Income

Up

$899,193

Up $1,209,752 (+390%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$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: $0Net 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

2021

Assets$2,170,638
Liabilities$0
Net Assets$2,170,638
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$1,663,028
Expenses$763,835
Net Income$899,193
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT H SMALLPresident-$0--
SHIRLEY SMALLVice Preside-$0--
SUSAN SMALL SAVITSKYAsst. Secret-$0--
ALBERT H SMALL JRTreasurer-$0--
JAMES H SMALLAsst. Secret-$0--
Filing and Contact Details

Filer

Filer Name
Albert and Lillian Small Foundation
EIN
52-1266289
Phone
3012157997
Address
7501 WISCONSIN AVENUE SUITE 1103E, BETHESDA, MD 20814

Signing Officer

Name
Albert H Small Jr
Title
Treasurer
Phone
3012157997
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Hariton Mancuso & Jones Pc
Address
11140 ROCKVILLE PIKE STE 340, NORTH BETHESDA, MD 20852
Preparer
John J Schofield
Phone
3019846400
Raw XML Appendix354 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHIRLEY SMALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN SMALL SAVITSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ALBERT H SMALL JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES H SMALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASST. SECRET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALBERT H SMALL JR
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020814
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03012157997
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER EXPLAINING PURPOSE OR REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ALBERT H SMALL JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03012157997
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1103E
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BETHESDA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd020814
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS OR LIMITATIONS ON AWARDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALBERT H SMALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0728496
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020814
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0728496
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/AppliedToCurrentYearAmt0136427
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0728892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0387003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0264202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0189926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0105520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0105520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02164093
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0594070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0728892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0387003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0264202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0189926
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0730497
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0594070
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02269613
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01675543
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALBERT H SMALL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07116 GLENBROOK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BETHESDA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020814
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0501162
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0250502
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1250660
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03,835 UNITS OF CAP. WORLD GROWTH
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13,810 UNITS OF AME. NEW PERSPECT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-06-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-06-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PASSTHROUGH-PORTFOLIO DEDUCTI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0178
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01985
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt114273
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2718
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3355
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01985
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2718
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3533
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER PORTFOLIO INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RECOVERY OF MADOFF THEFT
OtherIncomeSchedule2/OtherIncomeDetail/Desc2MISC INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OTHER ORDINARY LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11321
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-4
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt126660
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21321
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-4
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ALBERT H SMALL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt07116 GLENBROOK ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BETHESDA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd020814
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/Amt112262
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt098
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt112262
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT H SMALL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03012157997
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT AND LILLIAN SMALL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0521266289
ReturnHeader/Filer/PhoneNum03012157997
ReturnHeader/Filer/USAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1103E
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020814
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/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J SCHOFIELD
ReturnHeader/ReturnTs02022-11-03T14:55:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALBERT H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMALL JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,170,638
Liabilities
$0
Net assets
$2,170,638
Revenue
$1,663,028
Expenses
$763,835
Net income
$899,193
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