Civic Intelligence

Albert and Lillian Small Foundation

990PF • Fiscal year 2023 • EIN 52-1266289

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile
4800 Hampden Lane Suite 200Bethesda, 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

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-308%

Higher net margin than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,642,708

Down $262,932 (-14%) from 2022

Net Assets

Down

$1,642,708

Down $262,932 (-14%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$85,352

Down $530,144 (-86%) from 2022

Expenses

Down

$348,284

Down $532,210 (-60%) from 2022

Net Income

Up

-$262,932

Up $2,066 (+0.8%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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: $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

2023

Assets$1,642,708
Liabilities$0
Net Assets$1,642,708
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$85,352
Expenses$348,284
Net Income-$262,932
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

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--
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
2024-05-01

Preparer

Firm
Hariton Mancuso & Jones Pc
Address
11140 ROCKVILLE PIKE STE 340, NORTH BETHESDA, MD 20852
Preparer
Kevin J Miller
Phone
3019846400
Raw XML Appendix307 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt014396
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01418194
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01418194
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt028194
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-262932
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21645000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21645000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc075,000 BOSSIER PARISH RDMPTN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150,000 US TREASURY NT .125% RDMPTN
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01642708
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029001
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt053205
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALBERT H SMALL JR
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASST. SECRET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4ASST. SECRET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07311 ARROWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17116 GLENBROOK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27628 WHEATCROFT COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37311 ARROWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45807 MADAKET ROAD
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALBERT H SMALL JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020814
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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/AddressLine1Txt04800 HAMPDEN LANE SUITE 200
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 DECEASED 10032021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
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/TotalGrantOrContriPdDurYrAmt0300000
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/AppliedToCurrentYearAmt094649
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt094649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0702846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0594070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0728892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0387003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0264202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0264202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02627885
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0215074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0702846
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0594070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0728892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0387003
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0309723
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0215074
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02892087
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02677013
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04707
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018830
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt014123
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0217
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0651
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0868
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RECOVERY OF MADOFF THEFT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0137
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0137
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15698
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09391
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SMALL SAVITSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST. SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03012157997
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
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/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J MILLER
ReturnHeader/ReturnTs02024-05-08T13:56:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN SMALL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAVITSKY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,642,708
Liabilities
$0
Net assets
$1,642,708
Revenue
$85,352
Expenses
$348,284
Net income
-$262,932
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