Civic Intelligence

Smidt Family Foundation

990PF • Fiscal year 2021 • EIN 77-0507427

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

107 N Reino Rd 343Newbury Park, CA 91320

(805) 963-1837

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.00x

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

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

61st percentile

20%

Higher net margin than 61% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

21st percentile

$75,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

22nd percentile

1.4%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

21%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Assets

Up

$69,750,078

Up $967,124 (+1.4%) from 2020

Net Assets

Up

$69,750,078

Up $967,124 (+1.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$4,896,207

Up $840,151 (+21%) from 2020

Expenses

Up

$3,929,083

Up $1,461,815 (+59%) from 2020

Net Income

Down

$967,124

Down $621,664 (-39%) from 2020

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $1,170,087Liabilities 2011: $12011Assets 2012: $1,180,090Liabilities 2012: $02012Assets 2013: $1,129,651Liabilities 2013: $02013Assets 2014: $1,106,623Liabilities 2014: $02014Assets 2015: $1,072,816Liabilities 2015: $0Net Assets 2015: $1,072,8162015Assets 2016: $1,012,444Liabilities 2016: $0Net Assets 2016: $1,012,4442016Assets 2017: $28,161,467Liabilities 2017: $0Net Assets 2017: $28,161,4672017Assets 2018: $26,890,671Liabilities 2018: $0Net Assets 2018: $26,890,6712018Assets 2019: $67,194,166Liabilities 2019: $0Net Assets 2019: $67,194,1662019Assets 2020: $68,782,954Liabilities 2020: $0Net Assets 2020: $68,782,9542020Assets 2021: $69,750,078Liabilities 2021: $0Net Assets 2021: $69,750,0782021Assets 2022: $65,900,676Liabilities 2022: $0Net Assets 2022: $65,900,6762022Assets 2023: $64,748,862Liabilities 2023: $0Net Assets 2023: $64,748,8622023Assets 2024: $69,154,506Liabilities 2024: $0Net Assets 2024: $69,154,5062024

Highlighted filing

2021

Assets$69,750,078
Liabilities$0
Net Assets$69,750,078

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $565,041Expenses 2011: $81,695Net Income 2011: $483,3462011Revenue 2012: $57,138Expenses 2012: $47,134Net Income 2012: $10,0042012Revenue 2013: $83,099Expenses 2013: $133,538Net Income 2013: -$50,4392013Revenue 2014: $30,326Expenses 2014: $53,354Net Income 2014: -$23,0282014Revenue 2015: $18,503Expenses 2015: $52,310Net Income 2015: -$33,8072015Revenue 2016: $34,628Expenses 2016: $95,000Net Income 2016: -$60,3722016Revenue 2017: $31,004,015Expenses 2017: $3,854,992Net Income 2017: $27,149,0232017Revenue 2018: $655,831Expenses 2018: $1,926,627Net Income 2018: -$1,270,7962018Revenue 2019: $41,945,409Expenses 2019: $1,408,673Net Income 2019: $40,536,7362019Revenue 2020: $4,056,056Expenses 2020: $2,467,268Net Income 2020: $1,588,7882020Revenue 2021: $4,896,207Expenses 2021: $3,929,083Net Income 2021: $967,1242021Revenue 2022: $2,955,854Expenses 2022: $6,805,256Net Income 2022: -$3,849,4022022Revenue 2023: $1,999,703Expenses 2023: $3,151,517Net Income 2023: -$1,151,8142023Revenue 2024: $7,030,373Expenses 2024: $2,394,383Net Income 2024: $4,635,9902024

Highlighted filing

2021

Revenue$4,896,207
Expenses$3,929,083
Net Income$967,124
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYA V SMIDTFoundation Manager/TrusteePT$75,000-$75,000
ROSS SOBELTrusteePT$75,000-$75,000
ENA SOBELTrusteePT$75,000-$75,000
CHRISTIAN MEJIATrusteePT$75,000-$75,000
NATHAN SOBELTrusteePT$75,000-$75,000
Filing and Contact Details

Filer

Filer Name
Smidt Family Foundation
EIN
77-0507427
Phone
8059631837
Address
107 N REINO RD 343, NEWBURY PARK, CA 91320

Signing Officer

Name
Nathan Sobel
Title
Trustee
Phone
8059631837
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Hutchinson & Bloodgood Llp
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Raw XML AppendixShowing 400 of 975 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/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4125000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4640000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4775000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4850000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5240000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56200000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt59100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6360000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt643000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHILDREN'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt48IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt49IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$7.03$2.39$4.64
2023Detailed filing. Detailed filing data is available for this year.$64.7$0.00$64.7$2.00$3.15$1.15
2022Detailed filing. Detailed filing data is available for this year.$65.9$0.00$65.9$2.96$6.81$3.85
2021Detailed filing. Detailed filing data is available for this year.$69.8$0.00$69.8$4.90$3.93$0.97
2020Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$4.06$2.47$1.59
2019Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$41.9$1.41$40.5
2018Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$0.66$1.93$1.27
2017Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$31.0$3.85$27.1
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.02$0.05$0.03
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$0.03$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$0.08$0.13$0.05
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.06$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$0.57$0.08$0.48