Civic Intelligence

Gordon V & Helen C Smith Foundation

EIN 52-1440846 • Potomac, MD

8716 Crider Brook WayPotomac, MD 20854
Siviq Scores

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

Liabilities / Assets

55th percentile

0.04x

Higher debt load relative to assets than 55% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

3.58x

Higher debt load relative to revenue than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-390%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$52,727

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2020

Asset Growth

19th percentile

-5.8%

Faster asset growth than 19% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

151%

Faster revenue growth than 93% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,322,475

Down $267,800 (-5.8%) from 2023

Liabilities

Down

$158,274

Down $95,538 (-38%) from 2023

Net Assets

$4,164,201

No earlier filing loaded for comparison.

Revenue

Up

$44,197

Up $26,571 (+151%) from 2023

Expenses

Up

$216,459

Up $37,523 (+21%) from 2023

Net Income

Down

-$172,262

Down $10,952 (-6.8%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $16,337,337Liabilities 2010: $1,215,287Net Assets 2010: $15,122,0502010Assets 2011: $13,839,293Liabilities 2011: $1,168,715Net Assets 2011: $12,670,5782011Assets 2012: $11,631,382Liabilities 2012: $1,600,465Net Assets 2012: $10,030,9172012Assets 2013: $10,475,091Liabilities 2013: $1,656,427Net Assets 2013: $8,818,6642013Assets 2014: $9,797,258Liabilities 2014: $2,110,454Net Assets 2014: $7,754,4642014Assets 2015: $9,647,752Liabilities 2015: $1,775,4412015Assets 2016: $7,678,105Liabilities 2016: $1,756,968Net Assets 2016: $5,921,1372016Assets 2017: $7,614,412Liabilities 2017: $1,918,924Net Assets 2017: $5,695,4882017Assets 2019: $2,819,651Liabilities 2019: $133,0862019Assets 2020: $4,471,368Liabilities 2020: $115,855Net Assets 2020: $4,355,5132020Assets 2021: $4,601,251Liabilities 2021: $117,987Net Assets 2021: $4,483,2642021Assets 2022: $4,614,352Liabilities 2022: $253,812Net Assets 2022: $4,360,5402022Assets 2023: $4,590,275Liabilities 2023: $253,8122023Assets 2024: $4,322,475Liabilities 2024: $158,274Net Assets 2024: $4,164,2012024

Highlighted filing

2024

Assets$4,322,475
Liabilities$158,274
Net Assets$4,164,201

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $3,746,8052010Expenses 2011: $3,362,4722011Expenses 2012: $2,119,6772012Revenue 2013: $676,376Expenses 2013: $1,878,158Net Income 2013: -$1,201,7822013Revenue 2014: $693,191Expenses 2014: $1,756,193Net Income 2014: -$1,063,0022014Revenue 2015: $833,755Expenses 2015: $642,077Net Income 2015: $191,6782015Revenue 2016: $816,426Expenses 2016: $2,697,794Net Income 2016: -$1,881,3682016Revenue 2017: $319,309Expenses 2017: $518,013Net Income 2017: -$198,7042017Revenue 2019: $718,844Expenses 2019: $2,391,223Net Income 2019: -$1,672,3792019Revenue 2020: $2,378,805Expenses 2020: $709,857Net Income 2020: $1,668,9482020Revenue 2021: $313,874Expenses 2021: $186,123Net Income 2021: $127,7512021Revenue 2022: $28,325Expenses 2022: $317,902Net Income 2022: -$289,5772022Revenue 2023: $17,626Expenses 2023: $178,936Net Income 2023: -$161,3102023Revenue 2024: $44,197Expenses 2024: $216,459Net Income 2024: -$172,2622024

Highlighted filing

2024

Revenue$44,197
Expenses$216,459
Net Income-$172,262

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.16$4.16$0.04$0.22$0.17
2023Summary only. Only limited summary data is available for this year.$4.59$0.25$0.02$0.18$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.25$4.36$0.03$0.32$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.12$4.48$0.31$0.19$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.12$4.36$2.38$0.71$1.67
2019Summary only. Only limited summary data is available for this year.$2.82$0.13$0.72$2.39$1.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$1.92$5.70$0.32$0.52$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$1.76$5.92$0.82$2.70$1.88
2015Summary only. Only limited summary data is available for this year.$9.65$1.78$0.83$0.64$0.19
2014Detailed filing. Detailed filing data is available for this year.$9.80$2.11$7.75$0.69$1.76$1.06
2013Detailed filing. Detailed filing data is available for this year.$10.5$1.66$8.82$0.68$1.88$1.20
2012Detailed filing. Detailed filing data is available for this year.$11.6$1.60$10.0$2.12
2011Detailed filing. Detailed filing data is available for this year.$13.8$1.17$12.7$3.36
2010Detailed filing. Detailed filing data is available for this year.$16.3$1.22$15.1$3.75
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA J SKARBEKVice President-$52,727-$52,727
GORDON V SMITHTreasurer-$0--
HELEN C SMITHPresident-$0--
BRUCE G SMITHDirector-$0--
DOUGLAS I SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Gordon V & Helen C Smith Foundation
EIN
52-1440846
In Care Of
% MN BLUM LLC
Phone
3014698597
Address
8716 CRIDER BROOK WAY, POTOMAC, MD 20854

Signing Officer

Name
Gordon Smith
Title
President
Phone
3013373300
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
MN BLUM LLC - Maral Nakashian
Address
1395 PICCARD DRIVE SUITE 240, ROCKVILLE, MD 20850
Preparer
Maral Nakashian
Phone
3013373300
Raw XML AppendixShowing 400 of 435 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2905411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31786534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4270000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DPI INVESTORS I AND II LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MILLER & SMITH AT BRAMBLET. VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MS RICHMOND INVESTOR LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PATAGONIA PARTNERS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4TSKI BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt042892
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01188689
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01188689
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DPI INVESTORS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DPI INVESTORS II LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MILLER & SMITH AT DULLES PARKWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MILLER & SMITH AT BRAMBLETON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01146105
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRUCE G SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DOUGLAS I SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CYNTHIA J SKARBEK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2220 BUXTON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32800 PINE HOLLOW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42810 AVENUE OF THE WOODS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10general support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11general support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WESLEY THEOLOGICAL SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6AMERICAN FRIENDS OF THE SCHOOL OF ST JUDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Opportunity International
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11UMCPE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt817595 Harvard Avenue
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt071732
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02212557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0562653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0112599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0251197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0209395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0209395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03717615
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0578609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02212557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0562653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0112599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0251197
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0650341
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0578609
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03927010
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03348401
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0100
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OPPORTUNITY MICROFINANCE BANK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAXES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1REDUCTION OF BOOK VALUE OF ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LOSS - MILLER & SMITH AT DULLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0815
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0815
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income - Patagonia Partners
OtherIncomeSchedule2/OtherIncomeDetail/Desc1income- dpi investor llc
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01188689
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01188689
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0103601
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN FROM MILLER AND SMITH
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0103601
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0225000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0NR - TSKI

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