Civic Intelligence

Tom C Smith Charitable Trust

990PF • Fiscal year 2022 • EIN 55-0570334

Apr 01, 2021 to Mar 31, 2022 • Filed on Feb 02, 2023

PO Box 1216Huntington, WV 25714

(304) 523-3424

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

84th percentile

40%

Higher net margin than 84% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

62nd percentile

6.1%

Faster asset growth than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

29%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$332,720

Up $19,176 (+6.1%) from 2021

Net Assets

Up

$332,720

Up $19,176 (+6.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$48,147

Up $10,958 (+29%) from 2021

Expenses

Down

$28,971

Down $11,353 (-28%) from 2021

Net Income

Up

$19,176

Up $22,311 (+712%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $84,190Liabilities 2012: $6052012Assets 2013: $84,504Liabilities 2013: $4452013Assets 2014: $93,441Liabilities 2014: $520Net Assets 2014: $92,9212014Assets 2015: $89,761Liabilities 2015: $314Net Assets 2015: $89,4472015Assets 2016: $97,672Liabilities 2016: $526Net Assets 2016: $97,1462016Assets 2017: $106,818Liabilities 2017: $391Net Assets 2017: $106,4272017Assets 2018: $117,821Liabilities 2018: $452Net Assets 2018: $117,3692018Assets 2019: $134,551Liabilities 2019: $576Net Assets 2019: $133,9752019Assets 2020: $523,679Liabilities 2020: $207,000Net Assets 2020: $316,6792020Assets 2021: $313,544Liabilities 2021: $0Net Assets 2021: $313,5442021Assets 2022: $332,720Liabilities 2022: $0Net Assets 2022: $332,7202022Assets 2023: $329,501Liabilities 2023: $0Net Assets 2023: $329,5012023Assets 2024: $316,889Liabilities 2024: $0Net Assets 2024: $316,8892024Assets 2025: $311,871Liabilities 2025: $0Net Assets 2025: $311,8712025

Highlighted filing

2022

Assets$332,720
Liabilities$0
Net Assets$332,720

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $68,181Expenses 2012: $67,671Net Income 2012: $5102012Revenue 2013: $72,419Expenses 2013: $71,945Net Income 2013: $4742013Revenue 2014: $73,202Expenses 2014: $64,340Net Income 2014: $8,8622014Revenue 2015: $65,756Expenses 2015: $69,221Net Income 2015: -$3,4652015Revenue 2016: $70,459Expenses 2016: $62,760Net Income 2016: $7,6992016Revenue 2017: $68,584Expenses 2017: $59,303Net Income 2017: $9,2812017Revenue 2018: $66,092Expenses 2018: $55,150Net Income 2018: $10,9422018Revenue 2019: $69,617Expenses 2019: $53,011Net Income 2019: $16,6062019Revenue 2020: $252,141Expenses 2020: $69,437Net Income 2020: $182,7042020Revenue 2021: $37,189Expenses 2021: $40,324Net Income 2021: -$3,1352021Revenue 2022: $48,147Expenses 2022: $28,971Net Income 2022: $19,1762022Revenue 2023: $48,872Expenses 2023: $52,091Net Income 2023: -$3,2192023Revenue 2024: $48,692Expenses 2024: $61,304Net Income 2024: -$12,6122024Revenue 2025: $50,076Expenses 2025: $55,094Net Income 2025: -$5,0182025

Highlighted filing

2022

Revenue$48,147
Expenses$28,971
Net Income$19,176
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Feb 2, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED WOOD JRTrustee-$0--
RONNIE MAYNARDTrustee-$0--
JAMES CONN JRTrustee-$0--
HAROLD BARETrustee-$0--
CHRIS MCGUFFINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tom C Smith Charitable Trust
EIN
55-0570334
Phone
3045233424
Address
PO BOX 1216, HUNTINGTON, WV 25714

Signing Officer

Name
Fred Wood Jr
Title
Trustee
Phone
3045233424
Signed
2023-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Trainer Wright & Paterno
Address
PO BOX 2608, HUNTINGTON, WV 25726
Preparer
Todd M Williams CPA
Phone
3046977083
Raw XML Appendix321 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0104813
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRED WOOD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RONNIE MAYNARD
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013382
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS POOR NEEDY OF CHESAPEAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0OHIO AND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HUNTINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025714
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013382
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF ELKS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0FRATERNAL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0TRUSTEES OF ELKS ARE SAME AS TOM C SMITH CHARITABLE TRUST
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010440
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07784
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0349
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013382
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02942
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07784
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04842
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Deposits
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office supplies & expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Utilities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Repairs & maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Contract labor
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04284
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11394
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41676
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11394
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41676
TaxesSchedule/TaxesDetail/Amt01405
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01405
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED WOOD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03045233424
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOM C SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TOMC
ReturnHeader/Filer/EIN0550570334
ReturnHeader/Filer/PhoneNum03045233424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1216
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025714
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550554030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRAINER WRIGHT & PATERNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2608
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025726
ReturnHeader/PreparerPersonGrp/PhoneNum03046977083
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD M WILLIAMS CPA
ReturnHeader/ReturnTs02023-02-10T15:13:38-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOOD JR
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.50$0.55$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.49$0.61$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.49$0.52$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.48$0.29$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.37$0.40$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$2.07$3.17$2.52$0.69$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.01$1.34$0.70$0.53$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.17$0.66$0.55$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.06$0.69$0.59$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.70$0.63$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.89$0.66$0.69$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.93$0.73$0.64$0.09
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.72$0.72$0.00
2012Summary only. Only limited summary data is available for this year.$0.84$0.01$0.68$0.68$0.01