Civic Intelligence

William Harold Smith Charitable Trust

990PF • Fiscal year 2015 • EIN 56-6526359

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile
1105 Airport RoadMarion, NC 28752

(828) 652-9443

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

17th percentile

0.00x

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

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Net Margin

10th percentile

-19%

Higher net margin than 10% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

38th percentile

$30,487

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2015 filings • NTEE B • $1M-$5M nonprofits • Source year 2015

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-9.7%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,601,885

Down $53,704 (-1.2%) from 2014

Net Assets

$4,601,885

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Down

$285,876

Down $30,772 (-9.7%) from 2014

Expenses

Up

$339,580

Up $26,306 (+8.4%) from 2014

Net Income

Down

-$53,704

Down $57,078 (-1692%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,785,902Liabilities 2011: $02011Assets 2012: $4,659,399Liabilities 2012: $02012Assets 2013: $4,652,215Liabilities 2013: $02013Assets 2014: $4,655,589Liabilities 2014: $02014Assets 2015: $4,601,885Liabilities 2015: $0Net Assets 2015: $4,601,8852015Assets 2016: $4,552,363Liabilities 2016: $0Net Assets 2016: $4,552,3632016Assets 2017: $4,501,421Liabilities 2017: $0Net Assets 2017: $4,501,4212017Assets 2019: $4,469,112Liabilities 2019: $02019Assets 2020: $4,450,819Liabilities 2020: $0Net Assets 2020: $4,450,8192020Assets 2021: $5,213,332Liabilities 2021: $0Net Assets 2021: $5,213,3322021Assets 2022: $5,404,742Liabilities 2022: $0Net Assets 2022: $5,404,7422022Assets 2023: $4,815,302Liabilities 2023: $0Net Assets 2023: $4,815,3022023Assets 2024: $4,881,483Liabilities 2024: $0Net Assets 2024: $4,881,4832024

Highlighted filing

2015

Assets$4,601,885
Liabilities$0
Net Assets$4,601,885
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

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

$400K$200K$0-$200KRevenue 2011: $286,855Expenses 2011: $294,254Net Income 2011: -$7,3992011Revenue 2012: $185,153Expenses 2012: $311,656Net Income 2012: -$126,5032012Revenue 2013: $301,562Expenses 2013: $308,746Net Income 2013: -$7,1842013Revenue 2014: $316,648Expenses 2014: $313,274Net Income 2014: $3,3742014Revenue 2015: $285,876Expenses 2015: $339,580Net Income 2015: -$53,7042015Revenue 2016: $273,685Expenses 2016: $323,207Net Income 2016: -$49,5222016Revenue 2017: $278,035Expenses 2017: $328,977Net Income 2017: -$50,9422017Revenue 2019: $313,112Expenses 2019: $317,857Net Income 2019: -$4,7452019Revenue 2020: $250,939Expenses 2020: $269,232Net Income 2020: -$18,2932020Revenue 2021: $271,003Expenses 2021: $231,388Net Income 2021: $39,6152021Revenue 2022: $283,513Expenses 2022: $168,685Net Income 2022: $114,8282022Revenue 2023: $199,001Expenses 2023: $149,652Net Income 2023: $49,3492023Revenue 2024: $229,388Expenses 2024: $174,888Net Income 2024: $54,5002024

Highlighted filing

2015

Revenue$285,876
Expenses$339,580
Net Income-$53,704
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT SMITHTrusteePT$30,487-$30,487
Filing and Contact Details

Filer

Filer Name
William Harold Smith Charitable
EIN
56-6526359
Phone
8286529443
Address
1105 AIRPORT ROAD, MARION, NC 28752

Signing Officer

Name
Matt Smith
Title
Trustee
Phone
8286529443
Signed
2016-05-05

Preparer

Firm
Alfred M Shiver CPA Pa
Address
260 EAST COURT STREET, MARION, NC 28752
Preparer
Alfred M Shiver CPA
Phone
8286527319
Raw XML Appendix300 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128752
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0269100
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/AppliedToCurrentYearAmt0251357
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0251357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0190151
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt070620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031780
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0321977
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt070620
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0190151
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0119531
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL HOUSES MCDOWELL CO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5RENTAL HOUSE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BROCHURE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03537
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15954
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09352
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18251
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09352
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13537
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25954
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38251
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4100
TaxesSchedule/TaxesDetail/Amt08424
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt08424
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08286529443
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM HAROLD SMITH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0566526359
ReturnHeader/Filer/PhoneNum08286529443
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 AIRPORT ROAD
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028752
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561319330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALFRED M SHIVER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 EAST COURT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028752
ReturnHeader/PreparerPersonGrp/PhoneNum08286527319
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED M SHIVER CPA
ReturnHeader/ReturnTs02016-05-10T10:28:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,601,885
Liabilities
$0
Net assets
$4,601,885
Revenue
$285,876
Expenses
$339,580
Net income
-$53,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.23$0.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.20$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.28$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.27$0.23$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.25$0.27$0.02
2019Summary only. Only limited summary data is available for this year.$4.47$0.00$0.31$0.32$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.28$0.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.27$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.29$0.34$0.05
2014Summary only. Only limited summary data is available for this year.$4.66$0.00$0.32$0.31$0.00
2013Summary only. Only limited summary data is available for this year.$4.65$0.00$0.30$0.31$0.01
2012Summary only. Only limited summary data is available for this year.$4.66$0.00$0.19$0.31$0.13
2011Summary only. Only limited summary data is available for this year.$4.79$0.00$0.29$0.29$0.01