Civic Intelligence

Smith How Tua Fund United Methodist Foundation Trustee

990PF • Fiscal year 2016 • EIN 62-6404185

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization Profile
304 S Perimeter Park Drive Suite 3Nashville, TN 37211-4161

(615) 259-2008

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-458%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$2,046

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-17%

Faster asset growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$334,225

Down $67,792 (-17%) from 2015

Net Assets

Down

$334,225

Down $67,792 (-17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Down

$14,814

Down $10,504 (-41%) from 2015

Expenses

Up

$82,606

Up $25,745 (+45%) from 2015

Net Income

Down

-$67,792

Down $36,249 (-115%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,054,919Liabilities 2011: $02011Assets 2012: $464,769Liabilities 2012: $02012Assets 2013: $462,071Liabilities 2013: $02013Assets 2014: $433,560Liabilities 2014: $12014Assets 2015: $402,017Liabilities 2015: $0Net Assets 2015: $402,0172015Assets 2016: $334,225Liabilities 2016: $0Net Assets 2016: $334,2252016Assets 2017: $339,996Liabilities 2017: $0Net Assets 2017: $339,9962017Assets 2018: $282,080Liabilities 2018: $0Net Assets 2018: $282,0802018Assets 2019: $256,378Liabilities 2019: $0Net Assets 2019: $256,3782019Assets 2020: $232,019Liabilities 2020: $0Net Assets 2020: $232,0192020Assets 2021: $205,299Liabilities 2021: $0Net Assets 2021: $205,2992021Assets 2022: $187,363Liabilities 2022: $0Net Assets 2022: $187,3632022

Highlighted filing

2016

Assets$334,225
Liabilities$0
Net Assets$334,225
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $50,111Expenses 2011: $33,708Net Income 2011: $16,4032011Revenue 2012: $140,674Expenses 2012: $730,824Net Income 2012: -$590,1502012Revenue 2013: $27,982Expenses 2013: $30,680Net Income 2013: -$2,6982013Revenue 2014: $49,036Expenses 2014: $77,547Net Income 2014: -$28,5112014Revenue 2015: $25,318Expenses 2015: $56,861Net Income 2015: -$31,5432015Revenue 2016: $14,814Expenses 2016: $82,606Net Income 2016: -$67,7922016Revenue 2017: $45,194Expenses 2017: $39,423Net Income 2017: $5,7712017Revenue 2018: $19,758Expenses 2018: $77,674Net Income 2018: -$57,9162018Revenue 2019: $11,157Expenses 2019: $36,859Net Income 2019: -$25,7022019Revenue 2020: $13,450Expenses 2020: $37,809Net Income 2020: -$24,3592020Revenue 2021: $30,482Expenses 2021: $57,202Net Income 2021: -$26,7202021Revenue 2022: $4,890Expenses 2022: $22,826Net Income 2022: -$17,9362022

Highlighted filing

2016

Revenue$14,814
Expenses$82,606
Net Income-$67,792
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
UNITED METHODIST FOUNDATIONTrustee-$2,046-$2,046
Filing and Contact Details

Filer

Filer Name
Smith How Tua Fund
EIN
62-6404185
Phone
6152592008
Address
304 S PERIMETER PARK DRIVE SUITE 3, NASHVILLE, TN 37211-4161

Signing Officer

Name
Dr Philip Jamieson
Title
President
Phone
6152592008
Signed
2017-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Kraftcpas Pllc
Address
555 GREAT CIRCLE ROAD, NASHVILLE, TN 37228
Preparer
Jennifer a Donelson CPA
Phone
6152427351
Raw XML Appendix291 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0525
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0525
AppliedToPriorYearElection/ElectionDesc0ELECTION IS MADE TO APPLY CURRENT YEAR QUALIFYING DISTRIBUTIONS TO YEARS PRIOR TO 2011 IN THE AMOUNT OF $28,597 TO THE TAX YEAR 2010.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0334225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CAP GROUP ADVISORS COMMON A/C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0373757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0748534
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058862
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030652
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0597585
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078213
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058862
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0748534
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0689672
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01914
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01914
TaxesSchedule/TaxesDetail/Amt0420
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR PHILIP JAMIESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06152592008
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH HOW TUA FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNITED METHODIST FOUNDATION TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0626404185
ReturnHeader/Filer/PhoneNum06152592008
ReturnHeader/Filer/USAddress/AddressLine1Txt0304 S PERIMETER PARK DRIVE SUITE 3
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0372114161
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F64233D5B1B88CDEF59DA82201E524DB0A604B17
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C567CBC539E8E36B780B334685E659E89E7F5346
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.128.78.96
ReturnHeader/FilingSecurityInformation/IPDt02017-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:44:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620713250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRAFTCPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 GREAT CIRCLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037228
ReturnHeader/PreparerPersonGrp/PhoneNum06152427351
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER A DONELSON CPA
ReturnHeader/ReturnTs02017-05-04T14:25:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,225
Liabilities
$0
Net assets
$334,225
Revenue
$14,814
Expenses
$82,606
Net income
-$67,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$0.00$0.02$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.03$0.06$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.01$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.01$0.04$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.02$0.08$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.08$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03$0.06$0.03
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$0.05$0.08$0.03
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.03$0.03$0.00
2012Summary only. Only limited summary data is available for this year.$0.46$0.00$0.14$0.73$0.59
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.05$0.03$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits