Civic Intelligence

Wellington-Smith Foundation Inc.

990PF • Fiscal year 2017 • EIN 65-0395143

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
14255 US Hwy 1 Rm/Ste 2175Juno Beach, FL 33408

(561) 630-0257

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

62nd percentile

8.8%

Higher net margin than 62% 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

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$72,477

Up $432 (+0.6%) from 2016

Net Assets

Up

$72,477

Up $432 (+0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin62nd percentile

Revenue

Up

$4,928

Up $694 (+16%) from 2016

Expenses

Down

$4,496

Down $331 (-6.9%) from 2016

Net Income

Up

$432

Up $1,025 (+173%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$80K$60K$40K$20K$0Assets 2010: $75,673Liabilities 2010: $0Net Assets 2010: $75,6732010Assets 2011: $72,044Liabilities 2011: $0Net Assets 2011: $72,0442011Assets 2012: $70,501Liabilities 2012: $0Net Assets 2012: $70,5012012Assets 2013: $70,999Liabilities 2013: $0Net Assets 2013: $70,9992013Assets 2014: $73,157Liabilities 2014: $0Net Assets 2014: $73,1572014Assets 2015: $72,638Liabilities 2015: $0Net Assets 2015: $72,6382015Assets 2016: $72,045Liabilities 2016: $0Net Assets 2016: $72,0452016Assets 2017: $72,477Liabilities 2017: $0Net Assets 2017: $72,4772017Assets 2018: $78,904Liabilities 2018: $0Net Assets 2018: $78,9042018Assets 2019: $77,168Liabilities 2019: $112Net Assets 2019: $77,0562019Assets 2020: $62,360Liabilities 2020: $0Net Assets 2020: $62,3602020Assets 2021: $59,075Liabilities 2021: $0Net Assets 2021: $59,0752021Assets 2022: $55,648Liabilities 2022: $60Net Assets 2022: $55,5882022Assets 2023: $52,215Liabilities 2023: $60Net Assets 2023: $52,1552023Assets 2024: $48,659Liabilities 2024: $60Net Assets 2024: $48,5992024

Highlighted filing

2017

Assets$72,477
Liabilities$0
Net Assets$72,477
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$20K$10K$0-$10K-$20KExpenses 2010: $4,5592010Expenses 2011: $4,1982011Expenses 2012: $4,1562012Revenue 2013: $4,810Expenses 2013: $4,312Net Income 2013: $4982013Revenue 2014: $7,022Expenses 2014: $4,864Net Income 2014: $2,1582014Revenue 2015: $4,644Expenses 2015: $5,163Net Income 2015: -$5192015Revenue 2016: $4,234Expenses 2016: $4,827Net Income 2016: -$5932016Revenue 2017: $4,928Expenses 2017: $4,496Net Income 2017: $4322017Revenue 2018: $11,318Expenses 2018: $4,891Net Income 2018: $6,4272018Revenue 2019: $2,669Expenses 2019: $4,517Net Income 2019: -$1,8482019Revenue 2020: -$10,499Expenses 2020: $4,197Net Income 2020: -$14,6962020Revenue 2021: $6Expenses 2021: $3,291Net Income 2021: -$3,2852021Revenue 2022: -$46Expenses 2022: $3,441Net Income 2022: -$3,4872022Revenue 2023: -$287Expenses 2023: $3,146Net Income 2023: -$3,4332023Revenue 2024: $1,145Expenses 2024: $4,701Net Income 2024: -$3,5562024

Highlighted filing

2017

Revenue$4,928
Expenses$4,496
Net Income$432
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA SMITHPres/Sec/Tre-$0--
SEAN SMITHDirector-$0--
STACEY SMITH MCNAMARADirector-$0--
CHRISTOPHER SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wellington-smith Foundation
EIN
65-0395143
Phone
5616300257
Address
14255 US HWY 1 RM/STE 2175, JUNO BEACH, FL 33408

Signing Officer

Name
Sean Smith
Title
Director
Phone
5613600257
Signed
2018-04-30

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
4295 OKEMOS RD STE 200, OKEMOS, MI 48864-6201
Preparer
Carrie L Hindmon
Phone
5177060800
Raw XML Appendix283 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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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt072932
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SEAN SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STACEY SMITH MCNAMARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHRISTOPHER SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/SEC/TRE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JUNO BEACH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FOR THE HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FEED THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LORD'S PLACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02808 N AUSTRALIAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12501 SW 32ND TER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PEMBROKE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03200
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/AppliedToCurrentYearAmt023
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03177
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03550
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03527
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03177
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MERRILL LYNCH FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt195
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/Amt1124
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05613600257
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLINGTON-SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0650395143
ReturnHeader/Filer/PhoneNum05616300257
ReturnHeader/Filer/USAddress/AddressLine1Txt014255 US HWY 1 RM/STE 2175
ReturnHeader/Filer/USAddress/CityNm0JUNO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033408
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId080068F944CACDA910C931033D0123EB22FEB5640
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F96481C5B530990C7F638757D70C235DB316E18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:20:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383133790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREWS HOOPER PAVLIK PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04295 OKEMOS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKEMOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0488646201
ReturnHeader/PreparerPersonGrp/PhoneNum05177060800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE L HINDMON
ReturnHeader/ReturnTs02018-05-15T10:20:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,477
Liabilities
$0
Net assets
$72,477
Revenue
$4,928
Expenses
$4,496
Net income
$432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$48.7$0.06$48.6$1.15$4.70$3.56
2023Detailed filing. Detailed filing data is available for this year.$52.2$0.06$52.2$0.29$3.15$3.43
2022Detailed filing. Detailed filing data is available for this year.$55.6$0.06$55.6$0.05$3.44$3.49
2021Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$0.01$3.29$3.29
2020Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$10.5$4.20$14.7
2019Detailed filing. Detailed filing data is available for this year.$77.2$0.11$77.1$2.67$4.52$1.85
2018Detailed filing. Detailed filing data is available for this year.$78.9$0.00$78.9$11.3$4.89$6.43
2017Detailed filing. Detailed filing data is available for this year.$72.5$0.00$72.5$4.93$4.50$0.43
2016Detailed filing. Detailed filing data is available for this year.$72.0$0.00$72.0$4.23$4.83$0.59
2015Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$4.64$5.16$0.52
2014Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$7.02$4.86$2.16
2013Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$4.81$4.31$0.50
2012Detailed filing. Detailed filing data is available for this year.$70.5$0.00$70.5$4.16
2011Detailed filing. Detailed filing data is available for this year.$72.0$0.00$72.0$4.20
2010Detailed filing. Detailed filing data is available for this year.$75.7$0.00$75.7$4.56