Civic Intelligence

Stephen B Smith Charitable Founfation Inc.

990PF • Fiscal year 2021 • EIN 62-1793679

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 10, 2022

7065 Moores Lane 300Brentwood, TN 37027

(615) 383-9070

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

19th percentile

-16%

Faster asset growth than 19% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-31%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$53,858

Down $10,581 (-16%) from 2020

Net Assets

Down

$53,858

Down $10,581 (-16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$67,640

Down $30,635 (-31%) from 2020

Expenses

Down

$78,221

Down $3,233 (-4.0%) from 2020

Net Income

Down

-$10,581

Down $27,402 (-163%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $5,586Liabilities 2012: $02012Assets 2013: $2,096Liabilities 2013: $0Net Assets 2013: $2,0962013Assets 2014: $160,570Liabilities 2014: $0Net Assets 2014: $160,5702014Assets 2015: $32,516Liabilities 2015: $0Net Assets 2015: $32,5162015Assets 2016: $47,869Liabilities 2016: $0Net Assets 2016: $47,8692016Assets 2017: $18,299Liabilities 2017: $0Net Assets 2017: $18,2992017Assets 2018: $79,236Liabilities 2018: $0Net Assets 2018: $79,2362018Assets 2019: $87,276Liabilities 2019: $0Net Assets 2019: $87,2762019Assets 2020: $64,439Liabilities 2020: $0Net Assets 2020: $64,4392020Assets 2021: $53,858Liabilities 2021: $0Net Assets 2021: $53,8582021Assets 2022: $36,798Liabilities 2022: $0Net Assets 2022: $36,7982022Assets 2023: $32,236Liabilities 2023: $0Net Assets 2023: $32,2362023Assets 2024: $23,610Liabilities 2024: $12024Assets 2025: $39,430Liabilities 2025: $0Net Assets 2025: $39,4302025

Highlighted filing

2021

Assets$53,858
Liabilities$0
Net Assets$53,858

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $53,000Expenses 2012: $48,065Net Income 2012: $4,9352012Expenses 2013: $34,9902013Revenue 2014: $483,217Expenses 2014: $154,876Net Income 2014: $328,3412014Revenue 2015: $84,119Expenses 2015: $173,643Net Income 2015: -$89,5242015Revenue 2016: $49,912Expenses 2016: $34,552Net Income 2016: $15,3602016Revenue 2017: $75Expenses 2017: $29,645Net Income 2017: -$29,5702017Revenue 2018: $94,902Expenses 2018: $40,022Net Income 2018: $54,8802018Revenue 2019: $1,678Expenses 2019: $35Net Income 2019: $1,6432019Revenue 2020: $98,275Expenses 2020: $81,454Net Income 2020: $16,8212020Revenue 2021: $67,640Expenses 2021: $78,221Net Income 2021: -$10,5812021Revenue 2022: $320,334Expenses 2022: $337,394Net Income 2022: -$17,0602022Revenue 2023: $4,683Expenses 2023: $14,245Net Income 2023: -$9,5622023Revenue 2024: $256,670Expenses 2024: $265,296Net Income 2024: -$8,6262024Revenue 2025: $330,555Expenses 2025: $282,499Net Income 2025: $48,0562025

Highlighted filing

2021

Revenue$67,640
Expenses$78,221
Net Income-$10,581
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 10, 2022
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
-Trustee-$0--
-PresidentPT$0--
-SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Stephen B Smith Charitable Foundation
EIN
62-1793679
Phone
6153839070
Address
7065 MOORES LANE 300, Brentwood, TN 37027

Signing Officer

Name
Stephen B Smith
Title
President
Signed
2022-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
575 Market Street Suite 3300, San Francisco, CA 94105-5829
Preparer
Diane Brown
Phone
4155761100
Raw XML AppendixShowing 400 of 431 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Stephen B Smith
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Program Support- Women's Basketball Team
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Program Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Program Support- Baseball Team
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Montgomery Bell Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Blue Raider Athletic Association
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MTSU Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Rocketown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Belfast Horse Show
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Vanderbilt University Gridiron
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8TWHBEA Youth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Homes for Homes
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04001 Harding Pike
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1MTSU Box 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2MTSU Box 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3MTSU Box 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4601 Fourth Avenue South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5250 N Ellington Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62201 West End Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7MTSU Box 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8250 N Ellington Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 2651
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10MTSU Box 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Nashville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Murfreesboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Murfreesboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Murfreesboro
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Lewisburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Nashville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Murfreesboro
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Murfreesboro
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137133
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd337133
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd437210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd537091
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd637235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd737132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd837091
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd937024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1037132
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022438
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022438
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt068589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032481
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032481
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0188981
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt068589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028384
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077270
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054832
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0221462
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0166630
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0License Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$3.31$2.82$0.48
2024Summary only. Only limited summary data is available for this year.$0.24$0.00$2.57$2.65$0.09
2023Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.05$0.14$0.10
2022Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$3.20$3.37$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.68$0.78$0.11
2020Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.98$0.81$0.17
2019Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.02$0.00$0.02
2018Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.95$0.40$0.55
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.00$0.30$0.30
2016Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.50$0.35$0.15
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$0.84$1.74$0.90
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$4.83$1.55$3.28
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.35
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.53$0.48$0.05