Civic Intelligence

Stephen B Smith Charitable Founfation Inc.

990PF • Fiscal year 2023 • EIN 62-1793679

Apr 01, 2022 to Mar 31, 2023 • Filed on Aug 15, 2023

Organization Profile
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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-204%

Higher net margin than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-12%

Faster asset growth than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-99%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$32,236

Down $4,562 (-12%) from 2022

Net Assets

Down

$32,236

Down $4,562 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin6th percentile

Revenue

Down

$4,683

Down $315,651 (-99%) from 2022

Expenses

Down

$14,245

Down $323,149 (-96%) from 2022

Net Income

Up

-$9,562

Up $7,498 (+44%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

2023

Assets$32,236
Liabilities$0
Net Assets$32,236
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

2023

Revenue$4,683
Expenses$14,245
Net Income-$9,562
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Aug 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

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
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
575 Market Street Suite 3300, San Francisco, CA 94105-5829
Preparer
Diane Kirmaci
Phone
4155761100
Raw XML Appendix342 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/BusinessNameLine1Txt1Matthew C Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Stephen B Smith
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07065 MOORES LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Brentwood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037027
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06153839070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Stephen Smith President
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT - Veteran Enrichment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MTSU FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MTSU FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MTSU BOX 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1MTSU BOX 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MURFREESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MURFREESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137132
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06020
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0310053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt068589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037176
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03326
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0433474
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0310053
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt068589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06020
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0467324
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0470650
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/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Expense Recovery
TaxesSchedule/TaxesDetail/Amt08200
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen B Smith Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0621793679
ReturnHeader/Filer/PhoneNum06153839070
ReturnHeader/Filer/USAddress/AddressLine1Txt07065 MOORES LANE 300
ReturnHeader/Filer/USAddress/CityNm0Brentwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350921680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 Market Street Suite 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941055829
ReturnHeader/PreparerPersonGrp/PhoneNum04155761100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane Kirmaci
ReturnHeader/ReturnTs02023-08-15T15:30:13+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,236
Liabilities
$0
Net assets
$32,236
Revenue
$4,683
Expenses
$14,245
Net income
-$9,562
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
2023Detailed filing. Detailed filing 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
2021Summary only. Only limited summary 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits