Civic Intelligence

Martin V and Martha K Smith Foundation

EIN 77-0048451 • 501(c)3 • Camarillo, CA

Profile

To enhance the quality of life for the residents of ventura county, with a preference for serving the oxnard plains.

4001 Mission Oaks Blvd Suite ACamarillo, CA 93012

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

1st percentile

-1481%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$0

Down $6,863 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $6,863 (-100%) from 2022

Operations
Liabilities / Revenue6th percentileNet Margin1st percentile

Revenue

Down

$162

Down $532,239 (-100%) from 2022

Expenses

Down

$7,025

Down $8,411,702 (-100%) from 2022

Net Income

Up

-$6,863

Up $7,879,463 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth1st percentile

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

$15M$10M$5.0M$0Assets 2010: $12,603,748Liabilities 2010: $2,897,008Net Assets 2010: $9,706,7402010Assets 2011: $10,837,574Liabilities 2011: $1,612,713Net Assets 2011: $9,224,8612011Assets 2012: $10,621,094Liabilities 2012: $859,605Net Assets 2012: $9,761,4892012Assets 2013: $10,936,363Liabilities 2013: $425,000Net Assets 2013: $10,511,3632013Assets 2014: $11,137,446Liabilities 2014: $123,750Net Assets 2014: $11,013,6962014Assets 2015: $10,188,761Liabilities 2015: $56,250Net Assets 2015: $10,132,5112015Assets 2016: $10,444,700Liabilities 2016: $81,250Net Assets 2016: $10,363,4502016Assets 2017: $11,157,026Liabilities 2017: $136,250Net Assets 2017: $11,020,7762017Assets 2018: $11,110,351Liabilities 2018: $125,200Net Assets 2018: $10,985,1512018Assets 2019: $10,726,134Liabilities 2019: $116,250Net Assets 2019: $10,609,8842019Assets 2020: $11,298,025Liabilities 2020: $10,400Net Assets 2020: $11,287,6252020Assets 2021: $13,107,884Liabilities 2021: $3,542,816Net Assets 2021: $9,565,0682021Assets 2022: $6,863Liabilities 2022: $0Net Assets 2022: $6,8632022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $913,2252010Revenue 2011: $664,970Expenses 2011: $602,575Net Income 2011: $62,3952011Expenses 2012: $718,7992012Expenses 2013: $530,9032013Revenue 2014: $1,101,402Expenses 2014: $552,325Net Income 2014: $549,0772014Revenue 2015: $587,254Expenses 2015: $604,668Net Income 2015: -$17,4142015Revenue 2016: $359,581Expenses 2016: $545,540Net Income 2016: -$185,9592016Revenue 2017: $285,664Expenses 2017: $584,121Net Income 2017: -$298,4572017Revenue 2018: $1,092,910Expenses 2018: $576,091Net Income 2018: $516,8192018Revenue 2019: $1,439,761Expenses 2019: $604,731Net Income 2019: $835,0302019Revenue 2020: $270,319Expenses 2020: $138,633Net Income 2020: $131,6862020Revenue 2021: $1,460,523Expenses 2021: $4,154,635Net Income 2021: -$2,694,1122021Revenue 2022: $532,401Expenses 2022: $8,418,727Net Income 2022: -$7,886,3262022Revenue 2023: $162Expenses 2023: $7,025Net Income 2023: -$6,8632023

Highlighted filing

2023

Revenue$162
Expenses$7,025
Net Income-$6,863
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$162
Expenses
$7,025
Net income
-$6,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.53$8.42$7.89
2021Detailed filing. Detailed filing data is available for this year.$13.1$3.54$9.57$1.46$4.15$2.69
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.01$11.3$0.27$0.14$0.13
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.12$10.6$1.44$0.60$0.84
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.13$11.0$1.09$0.58$0.52
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.14$11.0$0.29$0.58$0.30
2016Detailed filing. Detailed filing data is available for this year.$10.4$0.08$10.4$0.36$0.55$0.19
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.06$10.1$0.59$0.60$0.02
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.12$11.0$1.10$0.55$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.43$10.5$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.86$9.76$0.72
2011Summary only. Only limited summary data is available for this year.$10.8$1.61$9.22$0.66$0.60$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$2.90$9.71$0.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 17, 2024
Return Version
2022v5.0
Gross Receipts
$162
Mission and Program Overview

Mission

To enhance the quality of life for the residents of ventura county, with a preference for serving the oxnard plains.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,863$0▼ $6,863
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,863$0▼ $6,863
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,863$0▼ $6,863
Total Net Assets Fund Balance$6,863$0▼ $6,863
Total Liabilities and Net Assets / Fund Balance$6,863$0▼ $6,863
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Marjorie TeglandCo-chair
Stacy CannonCo-chair
Doug ShawDirector
Jack E NeelyDirector
Richard L FaussetDirector
Robert B EnglandDirector
Stephen ShinskyDirector
Brando PozziSecretary
Nicholas JosephTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$162
Other Revenue
$0
Change in Net Assets
$-6,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,025
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,025--$7,025
Total Functional Expenses$7,025$0$0$7,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ventura County Community FoundationCamarillo, CA501(c)3Distribution of Final Assets Per Dissolution Agreement$7,025
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Four board directors are related family members. Marjorie tegland (co-chair) is the aunt of brando pozzi (secretary), stacy cannon (co-chair), and nicholas joseph (treasurer), who are all cousins.”

Form 990, Part VI, Section A, Line 3

“Smith foundation is a supporting organization of the ventura county community foundation. Ventura county community foundation provides grantmaking services, accounting services and management oversight for the smith foundation.”

Form 990, Part VI, Section B, Line 11B

“The 990 is provided via email to and reviewed by the cfo and ceo/president of ventura county community foundation and the governing board of the smith foundation prior to filing the form 990 with the irs. The 990 is made available to the public upon request.”

Form 990, Part VI, Section B, Line 12C

“The board regularly monitors the conflict of interest policy on an annual basis. Members are required to comply with a sign off on the policy. The chairman of the board of both the foundation and ventura county community foundation (the supported organization) meet to review the contracts for any conflicts. If a conflict is found to exist, the person with the conflict is asked to recluse him/herself from any voting on related matters.”

Form 990, Part VI, Section C, Line 19

“The form 1023, governing documents, financial statements and all policies currently in place are available upon request. The 990 is available upon request and is provided via the web on guidestar.”

Filing and Contact Details

Filer

Filer Name
Martin V and Martha K Smith Foundation
EIN
77-0048451
Phone
8059880196
Address
4001 MISSION OAKS BLVD SUITE A, CAMARILLO, CA 93012

Signing Officer

Name
Marjorie Tegland
Title
Co-chair
Phone
8059880196
Signed
2024-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie Tegland
Formed
1994
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“The organization ceased operation and dissolved as of 09/30/23.”

Raw XML AppendixShowing 400 of 429 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0VENTURA COUNTY COMMUNITY FOUNDATION
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt07025
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07025
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DISTRIBUTION OF FINAL ASSETS PER DISSOLUTION AGREEMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VENTURA COUNTY COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0770165029
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0HISTORICALLY, ON BEHALF OF SMITH FOUNDATION, VCCF STAFF RUNS THE COMPETITIVE GRANT PROCESS AND PROVIDES MATRIX FOR THE SMITH ALLOCATIONS COMMITTEE AND BOARD TO VOTE ON WHAT GRANTS WILL BE MADE. IN ADDITION, ALL GRANTS ARE APROVED BY THE VCCF BOARD OF DIRECTORS. WE PERFORM DUE DILIGENCE WORK TO CONFIRM A GRANTEE'S GOOD STANDING WITH THE ATTORNEY GENERAL REPORTING REQUIREMENTS AND STATUS WITH THE IRS. ALL GRANTEES RECEIVE A LETTER IDENTIFYING THE GRANT PURPOSE WHICH FURTHER EXPLAINS THAT CASHING OF THE CHECK CONFIRMS THEIR COMPLIANCE WITH THE DESIGNATED PURPOSE. MOST GRANTS REQUIRE ANNUAL REPORTING BACK TO THE SMITH FOUNDATION. DURING THE FISCAL YEAR ENDING 9.30.2022, THE SMITH FOUNDATION BOARD VOTED TO DISTRIBUTE SUBSTANTIALLY ALL THEIR ASSETS BETWEEN THE CALIFORNIA STATE UNIVERSITY AT CHANNEL ISLANDS, AND TWO FUNDS HELD AT VCCF. THE VCCF BOARD APPROVED THE RECOMMENDATION. VCCF STAFF PERFORMED THE TYPICAL DUE DILIGENCE ON THE GRANT TO THE UNIVERSITY, AND ENGAGED LEGAL COUNSEL TO CREATE AGREEMENTS FOR THE FUNDS COMING TO VCCF. DURING THE FISCAL YEAR ENDED 9.30.23, THE SMITH FOUNDATION DISTRIBUTED IT'S REMAINING ASSETS OF $7,025 TO VCCF.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleN/EmployeeOfSuccessorInd00
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0GRANTS EXPENSE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0VENTURA COUNTY COMMUNITY FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-09-30
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL COST
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IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: NAME OF PERSON INVOLVED: BRANDO POZZI
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: EXPLANATION OF INVOLVEMENT: BRANDO POZZI WAS A DIRECTOR OF THE SMITH FOUNDATION. HE HAS SINCE BECOME A DIRECTOR OF VENTURA COUNTY COMMUNITY FOUNDATION, EFFECTIVE DECEMBER 2023.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CEASED OPERATION AND DISSOLVED AS OF 09/30/23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOUR BOARD DIRECTORS ARE RELATED FAMILY MEMBERS. MARJORIE TEGLAND (CO-CHAIR) IS THE AUNT OF BRANDO POZZI (SECRETARY), STACY CANNON (CO-CHAIR), AND NICHOLAS JOSEPH (TREASURER), WHO ARE ALL COUSINS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SMITH FOUNDATION IS A SUPPORTING ORGANIZATION OF THE VENTURA COUNTY COMMUNITY FOUNDATION. VENTURA COUNTY COMMUNITY FOUNDATION PROVIDES GRANTMAKING SERVICES, ACCOUNTING SERVICES AND MANAGEMENT OVERSIGHT FOR THE SMITH FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS PROVIDED VIA EMAIL TO AND REVIEWED BY THE CFO AND CEO/PRESIDENT OF VENTURA COUNTY COMMUNITY FOUNDATION AND THE GOVERNING BOARD OF THE SMITH FOUNDATION PRIOR TO FILING THE FORM 990 WITH THE IRS. THE 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REGULARLY MONITORS THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. MEMBERS ARE REQUIRED TO COMPLY WITH A SIGN OFF ON THE POLICY. THE CHAIRMAN OF THE BOARD OF BOTH THE FOUNDATION AND VENTURA COUNTY COMMUNITY FOUNDATION (THE SUPPORTED ORGANIZATION) MEET TO REVIEW THE CONTRACTS FOR ANY CONFLICTS. IF A CONFLICT IS FOUND TO EXIST, THE PERSON WITH THE CONFLICT IS ASKED TO RECLUSE HIM/HERSELF FROM ANY VOTING ON RELATED MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 1023, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND ALL POLICIES CURRENTLY IN PLACE ARE AVAILABLE UPON REQUEST. THE 990 IS AVAILABLE UPON REQUEST AND IS PROVIDED VIA THE WEB ON GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0VENTURA COUNTY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1VENTURA COUNTY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0VENTURA COUNTY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1VCCF COMPLEX ASSET SUPPORTING ORGANIZATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE OPERATING SUPPORT FOR NONPROFITS & GRANTS FOR LOCAL NEEDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1COMPLEX ASSET MANAGEMENT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12A, I
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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