Civic Intelligence

Mike and Jackie Smith Foundation Inc

990PF • Fiscal year 2017 • EIN 59-3539820

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization Profile
3838 Tamiami Trail NorthNaples, FL 34103

(239) 403-3000

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

96th percentile

74%

Higher net margin than 96% 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

84th percentile

39%

Faster asset growth than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$161,015

Up $45,209 (+39%) from 2016

Net Assets

Up

$161,015

Up $45,209 (+39%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$61,163

Up $85,894 (+347%) from 2016

Expenses

Up

$15,954

Up $5,978 (+60%) from 2016

Net Income

Up

$45,209

Up $79,916 (+230%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$200K$150K$100K$50K$0Assets 2011: $140,094Liabilities 2011: $02011Assets 2012: $143,619Liabilities 2012: $02012Assets 2013: $151,064Liabilities 2013: $1Net Assets 2013: $151,0642013Assets 2014: $163,459Liabilities 2014: $1Net Assets 2014: $163,4592014Assets 2015: $151,776Liabilities 2015: $1Net Assets 2015: $151,7762015Assets 2016: $115,806Liabilities 2016: $0Net Assets 2016: $115,8062016Assets 2017: $161,015Liabilities 2017: $0Net Assets 2017: $161,0152017Assets 2018: $164,356Liabilities 2018: $0Net Assets 2018: $164,3562018Assets 2019: $161,340Liabilities 2019: $1Net Assets 2019: $161,3402019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$161,015
Liabilities$0
Net Assets$161,015
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $12,563Expenses 2011: $3,035Net Income 2011: $9,5282011Revenue 2012: $9,557Expenses 2012: $5,982Net Income 2012: $3,5752012Revenue 2013: $18,756Expenses 2013: $10,902Net Income 2013: $7,8542013Revenue 2014: $19,933Expenses 2014: $6,312Net Income 2014: $13,6212014Revenue 2015: $8,146Expenses 2015: $18,167Net Income 2015: -$10,0212015Revenue 2016: -$24,731Expenses 2016: $9,976Net Income 2016: -$34,7072016Revenue 2017: $61,163Expenses 2017: $15,954Net Income 2017: $45,2092017Revenue 2018: $7,347Expenses 2018: $3,911Net Income 2018: $3,4362018Revenue 2019: $6,409Expenses 2019: $9,425Net Income 2019: -$3,0162019Revenue 2020: -$82Expenses 2020: $14,566Net Income 2020: -$14,6482020

Highlighted filing

2017

Revenue$61,163
Expenses$15,954
Net Income$45,209
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E A SMITHDirector-$0--
JEFFREY E SMITHDirector-$0--
JILL A CARMICHAELDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSamaritan's PurseUnrestrictedPublicBoone, NC, US$5,000
Paid GrantShriner's Hospital for ChildrenUnrestrictedPublicTampa, FL, US$1,500
Paid GrantAvow HospiceUnrestrictedPublicNaples, FL, US$1,000
Paid GrantNeighborhood Health ClinicUnrestrictedPublicNaples, FL, US$1,000
Paid GrantSt Matthews HouseUnrestrictedPublicNaples, FL, US$1,000
Paid GrantUnited Way of Collier CountyUnrestrictedPublicNaples, FL, US$1,000
Paid GrantCaring BridgeUnrestrictedPublicAlbert Lea, MN, US$1,000
Paid GrantCancer Alliance of NaplesUnrestrictedPublicBonita Springs, FL, US$1,000
Paid GrantAlzheimer's AssnUnrestrictedPublicChicago, IL, US$500
Paid GrantChristian Business Care FoundationUnrestrictedPublicBrecksville, OH, US$500
Paid GrantMake a Wish FoundationUnrestrictedPublicBonita Springs, FL, US$200
Paid GrantNational Foundation for Cancer ResearchUnrestrictedPublicRockville, MD, US$100
Paid GrantHumane SocietyUnrestrictedPublicNaples, FL, US$100
Paid GrantHarry Chapin Food BankUnrestrictedPublicNaples, FL, US$100
Paid GrantVFWUnrestrictedPublicTopeka, KS, US$100
Paid GrantNational Rifle Association of AmericaUnrestrictedPublicFairfax, VA, US$100
Paid GrantSpecial OlympicsUnrestrictedPublicNaples, FL, US$50
Paid GrantMarine Toys for Tots FoundationUnrestrictedPublicTriangle, VA, US$50
Filing and Contact Details

Filer

Filer Name
Mike and Jackie Smith Foundation Inc
EIN
59-3539820
Phone
2394033000
Address
3838 Tamiami Trail North, Naples, FL 34103

Signing Officer

Name
Ea Smith
Title
President
Phone
2394033000
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Goodman Breen
Address
3838 TAMIAMI TRL N STE 300, Naples, FL 34103-3586
Preparer
Kenneth D Goodman
Phone
2394033000
Raw XML AppendixShowing 400 of 430 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/BusinessNameLine1Txt0Avow Hospice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1National Foundation for Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Alzheimer's Assn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Neighborhood Health Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Special Olympics
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Marine Toys for Tots Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Shriner's Hospital for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8St Matthews House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Harry Chapin Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10United Way of Collier County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Samaritan's Purse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Make a Wish Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13VFW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Caring Bridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Christian Business Care Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Cancer Alliance of Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17National Rifle Association of America
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01095 Whippoorwill Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15515 Security Line 1105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 N Michigan Ave Fl 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3121 Goodlette-Frank Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42663 Airport-Pulling Rd S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5370 Airport Pulling Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt618251 Quantico Gateway Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72900 N Rocky Point Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82601 Airport Pulling Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92221 Corporate Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt109015 Strada Court 204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO Box 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt123655 Bonita Beach Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 8958
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO Box 632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1510020 Brecksville Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt163384 Woods Edge Circle 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1711250 Waples Mill Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rockville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Triangle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Tampa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Boone
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Bonita Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Topeka
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Albert Lea
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Brecksville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16Bonita Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17Fairfax
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434112
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733607
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1722030
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010095
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039615
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010095
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014300
IRS990PF/UndistributedIncomeGrp/Taxable2Amt06047
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039615
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025315
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06718
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06047
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07436
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt195
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital Gain Distribution
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Advisor's fee rebate
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07436
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt195
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07436
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt195
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt054
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt150
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt295
TaxesSchedule/TaxesDetail/Amt054
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/Amt295
TaxesSchedule/TaxesDetail/CategoryTxt0Checks
TaxesSchedule/TaxesDetail/CategoryTxt1Advisor's Quaterly Fees
TaxesSchedule/TaxesDetail/CategoryTxt2Morgan Stanley Transfer Fee
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt054
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt295
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0EA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

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
$161,015
Liabilities
$0
Net assets
$161,015
Revenue
$61,163
Expenses
$15,954
Net income
$45,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.15$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.07$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.61$0.16$0.45
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.25$0.10$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.20$0.06$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.19$0.11$0.08
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$0.10$0.06$0.04
2011Summary only. Only limited summary data is available for this year.$1.40$0.00$0.13$0.03$0.10