Civic Intelligence

William Harold Smith Charitable Trust

990PF • Fiscal year 2017 • EIN 56-6526359

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

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

16th percentile

0.00x

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

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

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

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Net Margin

9th percentile

-18%

Higher net margin than 9% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$28,727

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2017 filings • NTEE B • $1M-$5M nonprofits • Source year 2017

Asset Growth

29th percentile

-1.1%

Faster asset growth than 29% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

1.6%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$4,501,421

Down $50,942 (-1.1%) from 2016

Net Assets

Down

$4,501,421

Down $50,942 (-1.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin9th percentile

Revenue

Up

$278,035

Up $4,350 (+1.6%) from 2016

Expenses

Up

$328,977

Up $5,770 (+1.8%) from 2016

Net Income

Down

-$50,942

Down $1,420 (-2.9%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2017

Assets$4,501,421
Liabilities$0
Net Assets$4,501,421
Open 2017 Filing

Operations Trend

Revenue Growth41st 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

2017

Revenue$278,035
Expenses$328,977
Net Income-$50,942
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT SMITHTrusteePT$28,727-$28,727
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
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Alfred M Shiver CPA Pa
Address
260 EAST COURT STREET, MARION, NC 28752
Preparer
Alfred M Shiver CPA
Phone
8286527319
Raw XML Appendix332 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/SummaryOfDirectChrtblActyGrp/Description1Txt0INDIVIDUALS AND MCDOWELL TECHNICAL COMMUNITY COLLEGE WERE GIVEN SCHOLARSHIPS AMOUNTING TO 263,400 ADMINISTRATIVE EXPENSES 44,252
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0307652
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED APPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MATT SMITH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08286529443
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01105 AIRPORT RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MARION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028752
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED APPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 2 EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0173000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt190400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MCDOWELL TECHNICAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt154 COLLEGE DRIVE
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/TotalGrantOrContriPdDurYrAmt0263400
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/AppliedToCurrentYearAmt0250427
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0250427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt062691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt070620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt031780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0278287
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057225
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt062691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt070620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045618
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0307652
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057225
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0310067
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0252842
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/Desc6INTERNET TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01574
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19462
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2804
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08647
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112678
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08647
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11574
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt29462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt312678
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4804
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08286529443
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05D01F9B9CFC0AF7CA4E8C2E1BA0E9B1F3B9E671F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE2DD42387BB6EE883EA6929C773998C216C1607
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.49.182.250
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:58:47
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/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED M SHIVER CPA
ReturnHeader/ReturnTs02018-05-09T10:58:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,501,421
Liabilities
$0
Net assets
$4,501,421
Revenue
$278,035
Expenses
$328,977
Net income
-$50,942
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