Civic Intelligence

Smile and Using Money Wisely Inc

990 • Fiscal year 2019 • EIN 62-1762726

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 05, 2022

21900 St Clair AvenueEuclid, OH 44117-1036

(216) 254-2612

Siviq Scores

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

Liabilities / Assets

79th percentile

0.62x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.11x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

44th percentile

1.5%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

14th percentile

$36,450

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

60th percentile

6.5%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

35%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,571,432

Up $156,865 (+6.5%) from 2018

Net Assets

Up

$976,174

Up $207,987 (+27%) from 2018

Liabilities

Down

$1,595,258

Down $51,122 (-3.1%) from 2018

Revenue

Up

$13,914,623

Up $3,620,042 (+35%) from 2018

Expenses

Up

$13,706,636

Up $3,834,111 (+39%) from 2018

Net Income

Down

$207,987

Down $214,069 (-51%) from 2018

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $29,958Liabilities 2010: $25,192Net Assets 2010: $4,7662010Assets 2011: $18,079Liabilities 2011: $175,752Net Assets 2011: -$157,6732011Assets 2012: $487,858Liabilities 2012: $467,441Net Assets 2012: $20,4172012Assets 2013: $499,230Liabilities 2013: $468,341Net Assets 2013: $30,8892013Assets 2014: $715,961Liabilities 2014: $475,224Net Assets 2014: $240,7382014Assets 2015: $1,816,518Liabilities 2015: $1,659,462Net Assets 2015: $157,0562015Assets 2016: $1,883,959Liabilities 2016: $1,780,924Net Assets 2016: $103,0332016Assets 2017: $2,010,568Liabilities 2017: $1,664,437Net Assets 2017: $346,1312017Assets 2018: $2,414,567Liabilities 2018: $1,646,380Net Assets 2018: $768,1872018Assets 2019: $2,571,432Liabilities 2019: $1,595,258Net Assets 2019: $976,1742019Assets 2020: $3,180,333Liabilities 2020: $1,580,346Net Assets 2020: $1,599,9872020Assets 2021: $3,743,051Liabilities 2021: $1,622,388Net Assets 2021: $2,120,6632021Assets 2022: $5,056,452Liabilities 2022: $2,371,643Net Assets 2022: $2,684,8092022Assets 2023: $4,950,846Liabilities 2023: $2,613,300Net Assets 2023: $2,337,5462023Assets 2024: $2,842,424Liabilities 2024: $341,376Net Assets 2024: $2,501,0482024

Highlighted filing

2019

Assets$2,571,432
Liabilities$1,595,258
Net Assets$976,174

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $252,838Expenses 2010: $248,072Net Income 2010: $4,7662010Revenue 2011: $914,585Expenses 2011: $914,024Net Income 2011: $5612011Revenue 2012: $2,755,622Expenses 2012: $2,740,532Net Income 2012: $15,0902012Revenue 2013: $4,642,507Expenses 2013: $4,632,035Net Income 2013: $10,4722013Revenue 2014: $6,666,625Expenses 2014: $6,448,978Net Income 2014: $217,6472014Revenue 2015: $12,669,183Expenses 2015: $12,512,127Net Income 2015: $157,0562015Revenue 2016: $11,752,503Expenses 2016: $11,649,470Net Income 2016: $103,0332016Revenue 2017: $11,153,526Expenses 2017: $10,910,428Net Income 2017: $243,0982017Revenue 2018: $10,294,581Expenses 2018: $9,872,525Net Income 2018: $422,0562018Revenue 2019: $13,914,623Expenses 2019: $13,706,636Net Income 2019: $207,9872019Revenue 2020: $15,214,943Expenses 2020: $14,591,130Net Income 2020: $623,8132020Revenue 2021: $17,647,081Expenses 2021: $17,126,405Net Income 2021: $520,6762021Revenue 2022: $17,593,442Expenses 2022: $17,029,296Net Income 2022: $564,1462022Revenue 2023: $18,370,625Expenses 2023: $18,717,888Net Income 2023: -$347,2632023Revenue 2024: $19,159,258Expenses 2024: $18,995,756Net Income 2024: $163,5022024

Highlighted filing

2019

Revenue$13,914,623
Expenses$13,706,636
Net Income$207,987
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 5, 2022
Return Version
2019v5.1
Gross Receipts
$13,914,623
Mission and Program Overview

Mission

The nbsp;organization nbsp;serves nbsp;as nbsp;representative nbsp;payee nbsp;bill nbsp;payment nbsp;and nbsp;money nbsp;manager nbsp;for nbsp;persons nbsp;who nbsp;receive nbsp;government nbsp;or nbsp;retirement nbsp;benefits nbsp;work nbsp;wages nbsp;as nbsp;well nbsp;as nbsp;representative nbsp;payee nbsp;for nbsp;those nbsp;who nbsp;may nbsp;need nbsp;an nbsp;alternative nbsp;payee

Smile payee services provides representative payee bill payment and money management services for people receiving government or retirement benefits work wages or those who may have a need for an alternative payee. Smile is currently operating in the states of ohio and maryland.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,211,735$2,374,871▲ $163,136
Rtn Earn Endowment Incm Other Fnds$768,187$976,174▲ $207,987
Land, Buildings, and Equipment, Net$202,832$196,561▼ $6,271
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,414,567$2,571,432▲ $156,865
Liabilities
Escrow Account Liability$1,467,428$1,422,257▼ $45,171
Mortgage Notes Payable Secured by Investment Property$149,806$145,312▼ $4,494
Accounts Payable and Accrued Expenses$29,146$27,689▼ $1,457
Total Liabilities$1,646,380$1,595,258▼ $51,122
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$768,187$976,174▲ $207,987
Total Liabilities and Net Assets / Fund Balance$2,414,567$2,571,432▲ $156,865

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$196,561$47,377-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda MitchellEmployeeFT$36,450$36,450
Michael YoungEmployeeFT$36,450$36,450
-Accountant-$36,450$36,450
Pamela SwailsEmployeePT$12,350$12,350
Rickie CarleyEmployeePT$5,840$5,840
Marcus MitchellEmployee-$700$700
---$700$700

Board Members and Trustees

NameTitle
Lawrence L Sharp IiiChairman/CEO
Bridget SharpCo Chairperson
Robert J SlaughterCo Chairperson
Mia SharpSecretary
Tracy L JacksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,914,623
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$207,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,614,847
Salaries, Compensation, and Employee Benefits$91,789
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$13,476,297--$13,476,297
Other Salaries and Wages$91,789--$91,789
Fees for Services Other$49,477--$49,477
Information Technology$19,819--$19,819
Insurance$17,638--$17,638
Travel$13,877--$13,877
Fees for Services Management$11,409--$11,409
Payroll Taxes$7,968--$7,968
Office Expenses$6,716--$6,716
Depreciation Depletion$6,271--$6,271
Fees for Services Legal$5,375--$5,375
Total Functional Expenses$13,706,636$0$0$13,706,636
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 2

Per related party/interested party disclosures among board members 1. Bridget c. Sharp (co-chairperson) is a former wife of the board chair mr. Lawrence l sharp iii. 2. Mia sharp (board secretary) is the eldest daughter of board chair mr. Lawrence l. Sharp iii. 3. Robert j. Slaughter (co-chairperson) is the first cousin of board chair mr. Lawrence l. Sharp iii.

Part VI, Section B, Line 11

Form 990 is initially provided to the provide to the chairman and ceo for review and initial approval. Following this step it is then presented to the board for its review and approval prior to being signed off on and approved for transmission to the irs and the necessary state revenue agencies.

Part VI, Section B, Line 12C

The board meets regularly. During its meetings adhere to company policies and procedures is discussed to ensure no matters have occurred or arisen outside of them. The ceo also monitors daily activities to ensure everything occurs in accord with company policies and procedures as well as industry regulations.

Part VI, Section B, Line 15A

The compensation of all officers is determined by the board drawing reference to employment contracts, company policies and procedures, industry standards, industry regulations, and available employment surveys regarding compensation of similar entities.

Part VI, Section C, Line 19

The governing documents of the entity along with its conflict of interest policy and financial statements are available on request for the ceo. The same documents are also made available to the public via the companys web site annually.

Filing and Contact Details

Filer

Filer Name
Smile and Using Money Wisely Inc
EIN
62-1762726
Phone
2162542612
Address
21900 ST CLAIR AVENUE, EUCLID, OH 44117-1036
Doing Business As
Smile Payee Services

Signing Officer

Name
Lawrence L Sharp Iii
Title
CEO
Phone
2162175549
Signed
2022-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence L Sharp Iii
Formed
1998
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
3
Employees
5
Volunteers
1

Preparer

Firm
Alexander Fitzgerald Associates LLC
Address
12461 VETERANS MEMORIAL HWY, SUITE 682, DOUGLASVILLE, GA 30134
Preparer
Alexander F Ming
Phone
4702078717
Supplemental Narrative

Financial Statement Notes

Part IV, line 1B

The organization serves as representative payee bill payment and money manager for persons who receive government or retirement benefits work wages as well as representative payee for those who may need an alternative payee. The balances reported related to sums held for the benefit of those persons.

Part IV, line 2B

The organization provides representative payee bill payment and money management servcies for persons who receive government or retirement benefits work wages or those who may need an alternative payee. The balances reported represent sums held for the benefit of those persons.

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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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IRS990/PYExcessBenefitTransInd00
IRS990/PYOtherExpensesAmt09783870
IRS990/PYProgramServiceRevenueAmt010294581
IRS990/PYRevenuesLessExpensesAmt0422056
IRS990/PYSalariesCompEmpBnftPaidAmt088655
IRS990/PYTotalExpensesAmt09872525
IRS990/PYTotalRevenueAmt010294581
IRS990/QuidProQuoContributionsInd00
IRS990/QuidProQuoContriDisclInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0207987
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013914623
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0768187
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0976174
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013914623
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010294581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011153526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011752503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012669183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059784416
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt059784416
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013914623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010294581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011153526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011752503
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012669183
IRS990ScheduleA/Total509Grp/TotalAmt059784416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013914623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010294581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011153526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011752503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012669183
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt059784416
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt0178491
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt01467428
IRS990ScheduleD/BuildingsGrp/BookValueAmt0196561
IRS990ScheduleD/BuildingsGrp/DepreciationAmt047377
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0243938
IRS990ScheduleD/DistributionsDuringYearAmt0223662
IRS990ScheduleD/EndingBalanceAmt01422257
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SERVES AS REPRESENTATIVE PAYEE BILL PAYMENT AND MONEY MANAGER FOR PERSONS WHO RECEIVE GOVERNMENT OR RETIREMENT BENEFITS WORK WAGES AS WELL AS REPRESENTATIVE PAYEE FOR THOSE WHO MAY NEED AN ALTERNATIVE PAYEE. THE BALANCES REPORTED RELATED TO SUMS HELD FOR THE BENEFIT OF THOSE PERSONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES REPRESENTATIVE PAYEE BILL PAYMENT AND MONEY MANAGEMENT SERVCIES FOR PERSONS WHO RECEIVE GOVERNMENT OR RETIREMENT BENEFITS WORK WAGES OR THOSE WHO MAY NEED AN ALTERNATIVE PAYEE. THE BALANCES REPORTED REPRESENT SUMS HELD FOR THE BENEFIT OF THOSE PERSONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, line 1B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IV, line 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0196561
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt036450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt136450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt212350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt35840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0MICHAEL YOUNG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1LINDA MITCHELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2PAMELA SWAILS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt3CARLEY RICKIE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt4MARCUS MITCHELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Accountant
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt036450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt136450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt212350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt35840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt4700
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PER RELATED PARTY/INTERESTED PARTY DISCLOSURES AMONG BOARD MEMBERS 1. BRIDGET C. SHARP (CO-CHAIRPERSON) IS A FORMER WIFE OF THE BOARD CHAIR MR. LAWRENCE L SHARP III. 2. MIA SHARP (BOARD SECRETARY) IS THE ELDEST DAUGHTER OF BOARD CHAIR MR. LAWRENCE L. SHARP III. 3. ROBERT J. SLAUGHTER (CO-CHAIRPERSON) IS THE FIRST COUSIN OF BOARD CHAIR MR. LAWRENCE L. SHARP III.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS INITIALLY PROVIDED TO THE PROVIDE TO THE CHAIRMAN AND CEO FOR REVIEW AND INITIAL APPROVAL. FOLLOWING THIS STEP IT IS THEN PRESENTED TO THE BOARD FOR ITS REVIEW AND APPROVAL PRIOR TO BEING SIGNED OFF ON AND APPROVED FOR TRANSMISSION TO THE IRS AND THE NECESSARY STATE REVENUE AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEETS REGULARLY. DURING ITS MEETINGS ADHERE TO COMPANY POLICIES AND PROCEDURES IS DISCUSSED TO ENSURE NO MATTERS HAVE OCCURRED OR ARISEN OUTSIDE OF THEM. THE CEO ALSO MONITORS DAILY ACTIVITIES TO ENSURE EVERYTHING OCCURS IN ACCORD WITH COMPANY POLICIES AND PROCEDURES AS WELL AS INDUSTRY REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF ALL OFFICERS IS DETERMINED BY THE BOARD DRAWING REFERENCE TO EMPLOYMENT CONTRACTS, COMPANY POLICIES AND PROCEDURES, INDUSTRY STANDARDS, INDUSTRY REGULATIONS, AND AVAILABLE EMPLOYMENT SURVEYS REGARDING COMPENSATION OF SIMILAR ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS OF THE ENTITY ALONG WITH ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST FOR THE CEO. THE SAME DOCUMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC VIA THE COMPANYS WEB SITE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DE
IRS990/StatesWhereCopyOfReturnIsFldCd1TN
IRS990/StatesWhereCopyOfReturnIsFldCd2OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02414567
IRS990/TotalAssetsEOYAmt02571432
IRS990/TotalAssetsGrp/BOYAmt02414567
IRS990/TotalAssetsGrp/EOYAmt02571432
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013706636
IRS990/TotalFunctionalExpensesGrp/TotalAmt013706636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01646380
IRS990/TotalLiabilitiesEOYAmt01595258
IRS990/TotalLiabilitiesGrp/BOYAmt01646380
IRS990/TotalLiabilitiesGrp/EOYAmt01595258
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0768187
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0976174
IRS990/TotalProgramServiceExpensesAmt013706636
IRS990/TotalProgramServiceRevenueAmt013914623
IRS990/TotalReportableCompFromOrgAmt091789
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013914623
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02414567
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02571432
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/ProgramServicesAmt013877
IRS990/TravelGrp/TotalAmt013877
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05601 Wyncreek Circle SW
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030331
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.smilepayee.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE L SHARP III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02162175549
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMILE AND USING MONEY WISELY INC
ReturnHeader/Filer/BusinessNameControlTxt0SMIL
ReturnHeader/Filer/EIN0621762726
ReturnHeader/Filer/PhoneNum02162542612
ReturnHeader/Filer/USAddress/AddressLine1Txt021900 ST CLAIR AVENUE
ReturnHeader/Filer/USAddress/CityNm0EUCLID
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441171036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474535252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER FITZGERALD ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012461 VETERANS MEMORIAL HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0SUITE 682
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DOUGLASVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030134
ReturnHeader/PreparerPersonGrp/PhoneNum04702078717

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.34$2.50$19.2$19.0$0.16
2023Summary only. Only limited summary data is available for this year.$4.95$2.61$2.34$18.4$18.7$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$2.37$2.68$17.6$17.0$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$1.62$2.12$17.6$17.1$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$1.58$1.60$15.2$14.6$0.62
2019Detailed filing. Detailed filing data is available for this year.$2.57$1.60$0.98$13.9$13.7$0.21
2018Summary only. Only limited summary data is available for this year.$2.41$1.65$0.77$10.3$9.87$0.42
2017Summary only. Only limited summary data is available for this year.$2.01$1.66$0.35$11.2$10.9$0.24
2016Summary only. Only limited summary data is available for this year.$1.88$1.78$0.10$11.8$11.6$0.10
2015Summary only. Only limited summary data is available for this year.$1.82$1.66$0.16$12.7$12.5$0.16
2014Summary only. Only limited summary data is available for this year.$0.72$0.48$0.24$6.67$6.45$0.22
2013Summary only. Only limited summary data is available for this year.$0.50$0.47$0.03$4.64$4.63$0.01
2012Summary only. Only limited summary data is available for this year.$0.49$0.47$0.02$2.76$2.74$0.02
2011Summary only. Only limited summary data is available for this year.$0.02$0.18$0.16$0.91$0.91$0.00
2010Summary only. Only limited summary data is available for this year.$0.03$0.03$0.00$0.25$0.25$0.00