Civic Intelligence

Roger B Smith Family Charitable Trust

990PF • Fiscal year 2020 • EIN 58-6331843

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
3560 Ambassador DriveWellington, FL 33414

(561) 383-8407

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-80%

Higher net margin than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-2.0%

Faster asset growth than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-36%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,153,199

Down $24,008 (-2.0%) from 2019

Net Assets

$1,153,199

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$32,195

Down $18,279 (-36%) from 2019

Expenses

Down

$57,863

Down $61,571 (-52%) from 2019

Net Income

Up

-$25,668

Up $43,292 (+63%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,395,891Liabilities 2011: $02011Assets 2012: $1,392,932Liabilities 2012: $02012Assets 2013: $1,436,823Liabilities 2013: $02013Assets 2014: $1,621,400Liabilities 2014: $02014Assets 2015: $1,534,606Liabilities 2015: $02015Assets 2018: $1,246,049Liabilities 2018: $0Net Assets 2018: $1,246,0492018Assets 2019: $1,177,207Liabilities 2019: $12019Assets 2020: $1,153,199Liabilities 2020: $0Net Assets 2020: $1,153,1992020Assets 2021: $1,439,097Liabilities 2021: $0Net Assets 2021: $1,439,0972021Assets 2022: $1,391,070Liabilities 2022: $0Net Assets 2022: $1,391,0702022Assets 2023: $1,742,286Liabilities 2023: $12023Assets 2024: $1,835,936Liabilities 2024: $0Net Assets 2024: $1,835,9362024

Highlighted filing

2020

Assets$1,153,199
Liabilities$0
Net Assets$1,153,199
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $50,619Expenses 2011: $30,250Net Income 2011: $20,3692011Revenue 2012: $65,406Expenses 2012: $68,365Net Income 2012: -$2,9592012Revenue 2013: $107,484Expenses 2013: $63,593Net Income 2013: $43,8912013Revenue 2014: $313,106Expenses 2014: $122,990Net Income 2014: $190,1162014Revenue 2015: -$1,025Expenses 2015: $100,377Net Income 2015: -$101,4022015Revenue 2018: $92,820Expenses 2018: $77,110Net Income 2018: $15,7102018Revenue 2019: $50,474Expenses 2019: $119,434Net Income 2019: -$68,9602019Revenue 2020: $32,195Expenses 2020: $57,863Net Income 2020: -$25,6682020Revenue 2021: $380,608Expenses 2021: $96,349Net Income 2021: $284,2592021Revenue 2022: $52,657Expenses 2022: $102,340Net Income 2022: -$49,6832022Revenue 2023: $408,677Expenses 2023: $58,649Net Income 2023: $350,0282023Revenue 2024: $158,557Expenses 2024: $65,622Net Income 2024: $92,9352024

Highlighted filing

2020

Revenue$32,195
Expenses$57,863
Net Income-$25,668
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER B SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roger B Smith Family Charitable Trust
EIN
58-6331843
Phone
5613838407
Address
3560 AMBASSADOR DRIVE, WELLINGTON, FL 33414

Signing Officer

Name
Roger B Smith
Title
Trustee
Phone
5613838407
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
ONE TOWN CENTER ROAD SUITE 400, BOCA RATON, FL 33486
Preparer
Scott F Berger CPA
Phone
5613945100
Raw XML Appendix346 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/RecipientBusinessName/BusinessNameLine1Txt3ST DAVID EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4USHJA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 26115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1RADNOR CORPORATE CENTER 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2210 MELROSE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3465 W FOREST HILL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44047 IRONWORKS PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TRYON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WELLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228782
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333414
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd440511
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053650
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02067
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040284
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027479
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012805
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042351
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061821
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01660
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt0763
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05613838407
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER B SMITH FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0586331843
ReturnHeader/Filer/PhoneNum05613838407
ReturnHeader/Filer/USAddress/AddressLine1Txt03560 AMBASSADOR DRIVE
ReturnHeader/Filer/USAddress/CityNm0WELLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033414
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591818353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFMAN ROSSIN & COPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE TOWN CENTER ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033486
ReturnHeader/PreparerPersonGrp/PhoneNum05613945100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT F BERGER CPA
ReturnHeader/ReturnTs02021-11-10T06:25:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,153,199
Liabilities
$0
Net assets
$1,153,199
Revenue
$32,195
Expenses
$57,863
Net income
-$25,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.16$0.07$0.09
2023Summary only. Only limited summary data is available for this year.$1.74$0.00$0.41$0.06$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.05$0.10$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.38$0.10$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.03$0.06$0.03
2019Summary only. Only limited summary data is available for this year.$1.18$0.00$0.05$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.09$0.08$0.02
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$0.00$0.10$0.10
2014Summary only. Only limited summary data is available for this year.$1.62$0.00$0.31$0.12$0.19
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$0.11$0.06$0.04
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.07$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$1.40$0.00$0.05$0.03$0.02