Civic Intelligence

Mcgregor and Elizabeth Wilson Smith Foundation Inc.

990PF • Fiscal year 2017 • EIN 59-1038572

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 11, 2018

Organization Profile
9120 Ridgeland DriveCutler Bay, FL 33157-8859

(305) 431-5400

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

3rd percentile

-487%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$339,415

Down $328,528 (-49%) from 2015

Net Assets

Down

$339,415

Down $327,392 (-49%) from 2015

Liabilities

Down

$0

Down $1,136 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$59,400

Up $20,467 (+53%) from 2015

Expenses

Up

$348,899

Up $244,476 (+234%) from 2015

Net Income

Down

-$289,499

Down $224,009 (-342%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$1.0M$500K$0Assets 2011: $814,025Liabilities 2011: $1,6442011Assets 2012: $749,292Liabilities 2012: $1,644Net Assets 2012: $747,6482012Assets 2013: $679,654Liabilities 2013: $96Net Assets 2013: $679,5582013Assets 2014: $732,297Liabilities 2014: $0Net Assets 2014: $732,2972014Assets 2015: $667,943Liabilities 2015: $1,136Net Assets 2015: $666,8072015Assets 2017: $339,415Liabilities 2017: $0Net Assets 2017: $339,4152017Assets 2018: $804,489Liabilities 2018: $0Net Assets 2018: $804,4892018Assets 2019: $722,806Liabilities 2019: $0Net Assets 2019: $722,8062019Assets 2020: $710,658Liabilities 2020: $0Net Assets 2020: $710,6582020Assets 2021: $692,671Liabilities 2021: $0Net Assets 2021: $692,6712021Assets 2022: $682,038Liabilities 2022: $61Net Assets 2022: $681,9772022Assets 2023: $683,752Liabilities 2023: $0Net Assets 2023: $683,7522023

Highlighted filing

2017

Assets$339,415
Liabilities$0
Net Assets$339,415
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $49,725Expenses 2011: $148,685Net Income 2011: -$98,9602011Expenses 2012: $108,2142012Revenue 2013: $40,946Expenses 2013: $117,036Net Income 2013: -$76,0902013Revenue 2014: $173,781Expenses 2014: $121,042Net Income 2014: $52,7392014Revenue 2015: $38,933Expenses 2015: $104,423Net Income 2015: -$65,4902015Revenue 2017: $59,400Expenses 2017: $348,899Net Income 2017: -$289,4992017Revenue 2018: $815,980Expenses 2018: $350,908Net Income 2018: $465,0722018Revenue 2019: $0Expenses 2019: $81,683Net Income 2019: -$81,6832019Revenue 2020: $0Expenses 2020: $12,148Net Income 2020: -$12,1482020Revenue 2021: $0Expenses 2021: $17,987Net Income 2021: -$17,9872021Revenue 2022: $0Expenses 2022: $10,694Net Income 2022: -$10,6942022Revenue 2023: $9,000Expenses 2023: $7,225Net Income 2023: $1,7752023

Highlighted filing

2017

Revenue$59,400
Expenses$348,899
Net Income-$289,499
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORIE S LARSONP/DPT$0--
JUDY L SMITHVP/DPT$0--
JACQUELINE C SMITHS/T/DPT$0--
Filing and Contact Details

Filer

Filer Name
The Mcgregor Smith Foundation
EIN
59-1038572
Phone
3054315400
Address
9120 RIDGELAND DRIVE, CUTLER BAY, FL 33157-8859

Signing Officer

Name
Lorie S Larson
Title
P/d
Phone
3054315400
Signed
2018-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Gramling & Haya CPA Pa
Address
PO BOX 290069, TAMPA, FL 33687
Preparer
Daniel Haya
Phone
8139889171
Raw XML Appendix288 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THIS FOUNDATION IS REGISTERED IN FLORIDA AND IS NOT REQUIRED TO SEND COPIES OF THIS RETURN TO THE ATTORNEY GENERAL OR OTHER FLORIDA GOVERNMENT ENTITIES SINCE IT DOES NOT SOLICIT CONTRIBUTIONS.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0THE NORTHERN TRUST COMPANY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1THE NORTHERN TRUST COMPANY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt016968
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1305262
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt139082
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0109108
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACQUELINE C SMITH
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MCGREGOR SMITH FOUNDATION
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FOUNDATION'S FOCUS IS THE STATE OF FLORIDA AND CONSERVATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019042
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02945
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02945
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021987
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0COURT ORDERED FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0342208
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0342208
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0191
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01983
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IFEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01983
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt04681
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06221
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06221
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORIE S LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0P/D
ReturnHeader/BusinessOfficerGrp/PhoneNum03054315400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MCGREGOR SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCGR
ReturnHeader/Filer/EIN0591038572
ReturnHeader/Filer/PhoneNum03054315400
ReturnHeader/Filer/USAddress/AddressLine1Txt09120 RIDGELAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0CUTLER BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0331578859
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08E982A90C8C71398FBA4567B34F99D54F3CAA4F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08E982A90C8C71398FBA4567B34F99D54F3CAA4F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.199.243.55
ReturnHeader/FilingSecurityInformation/IPDt02018-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:05:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591891796
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAMLING & HAYA CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 290069
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033687
ReturnHeader/PreparerPersonGrp/PhoneNum08139889171
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL HAYA
ReturnHeader/ReturnTs02018-10-12T17:05:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$339,415
Liabilities
$0
Net assets
$339,415
Revenue
$59,400
Expenses
$348,899
Net income
-$289,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$0.09$0.07$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.00$6.82$0.00$0.11$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.93$0.00$6.93$0.00$0.18$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.00$0.12$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.00$7.23$0.00$0.82$0.82
2018Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$8.16$3.51$4.65
2017Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.59$3.49$2.89
2015Detailed filing. Detailed filing data is available for this year.$6.68$0.01$6.67$0.39$1.04$0.65
2014Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$1.74$1.21$0.53
2013Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.41$1.17$0.76
2012Detailed filing. Detailed filing data is available for this year.$7.49$0.02$7.48$1.08
2011Summary only. Only limited summary data is available for this year.$8.14$0.02$0.50$1.49$0.99