Civic Intelligence

Joseph H Smith Sr Memorial Scholarship Foundation Inc

EIN 68-0608610 • 501(c)3 • Duarte, CA

Pub. 78 Eligible990-N CoverageNTEE B82

Profile

scholarships to high school students

P O Box 762Duarte, CA 91009

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

NTEE B • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

NTEE B • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

52%

Faster asset growth than 79% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

204%

Faster revenue growth than 92% of similar nonprofits.

NTEE B • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$2,821

Up $969 (+52%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$2,821

Up $969 (+52%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$6,330

Up $4,250 (+204%) from 2023

Expenses

Up

$5,361

Up $2,500 (+87%) from 2023

Net Income

Up

$969

Up $1,750 (+224%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0K$2.0K$1.0K$0Assets 2023: $1,852Net Assets 2023: $1,8522023Assets 2024: $2,821Net Assets 2024: $2,8212024

Highlighted filing

2024

Assets$2,821
Liabilities-
Net Assets$2,821
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0K$6.0K$4.0K$2.0K$0-$2.0KRevenue 2023: $2,080Expenses 2023: $2,861Net Income 2023: -$7812023Revenue 2024: $6,330Expenses 2024: $5,361Net Income 2024: $9692024

Highlighted filing

2024

Revenue$6,330
Expenses$5,361
Net Income$969
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,821
Liabilities
-
Net assets
$2,821
Revenue
$6,330
Expenses
$5,361
Net income
$969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,821$2,821$6,330$5,361$969
2023Detailed filing. Detailed filing data is available for this year.$1,852$1,852$2,080$2,861$781
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$6,330
Mission and Program Overview

Mission

scholarships to high school students

Program Services

DescriptionGrantsExpenses
Scholarship to high school students-$5,250
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS GASTONSecretary-$0--
CHARLENE R SMITHCFO-$0--
JAMES HARVEYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Joseph H Smith Sr Memorial Scholarship
EIN
68-0608610
Phone
6268276732
Address
P O BOX 762, DUARTE, CA 91009

Signing Officer

Name
Lois Gaston
Title
Secretary
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Grant & Smith Llp
Address
333 HEGENBERGER ROAD SUITE 325, OAKLAND, CA 94621
Preparer
Charlene R Smith CPA
Phone
5108320257
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Scholarship Award | Donee's Name: VARIOUS SCHOLARSHIPS | Donee's Address: CALIFORNIA DUARTE CA 91009 | Relationship of Donee: NONE | Cash Amount Given: $5250”

Other Expenses.1002

“Office Expenses $82”

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JHS SR MEMORIAL SCHOLARFOUND
IRS990EZ/BooksInCareOfDetail/PhoneNum06263585430
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 762
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUARTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0910090762
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01852
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02821
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06330
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0969
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01852
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02821
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05250
IRS990EZ/GrossReceiptsAmt06330
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01852
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02821
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01852
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02821
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOIS GASTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLENE R SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES HARVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0scholarships to high school students
IRS990EZ/PrintingPublicationsPostageAmt029
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship to high school students
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05361
IRS990EZ/TotalProgramServiceExpensesAmt05250
IRS990EZ/TotalRevenueAmt06330
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt011800
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011800
IRS990ScheduleA/TotalSupportAmt011800
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Scholarship Award | Donee's Name: VARIOUS SCHOLARSHIPS | Donee's Address: CALIFORNIA DUARTE CA 91009 | Relationship of Donee: NONE | Cash Amount Given: $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $82
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS GASTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH H SMITH SR MEMORIAL SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0680608610
ReturnHeader/Filer/PhoneNum06268276732
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 762
ReturnHeader/Filer/USAddress/CityNm0DUARTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943169649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT & SMITH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 HEGENBERGER ROAD SUITE 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094621
ReturnHeader/PreparerPersonGrp/PhoneNum05108320257
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charlene R Smith CPA
ReturnHeader/ReturnTs02025-09-15T11:15:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE B82 • <$500k nonprofits