Civic Intelligence

The Smith 5 Private Foundation Nfp

990PF • Fiscal year 2018 • EIN 81-5416072

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
12629 Chiszar DriveMokena, IL 60448

(815) 469-1361

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

$980,744

No earlier filing loaded for comparison.

Net Assets

$977,294

No earlier filing loaded for comparison.

Liabilities

$3,450

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin99th percentile

Revenue

$996,819

No earlier filing loaded for comparison.

Expenses

$15,975

No earlier filing loaded for comparison.

Net Income

$980,844

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2018: $980,744Liabilities 2018: $3,450Net Assets 2018: $977,2942018Assets 2019: $919,558Liabilities 2019: $4,150Net Assets 2019: $915,4082019Assets 2020: $1,079,795Liabilities 2020: $2,253Net Assets 2020: $1,077,5422020Assets 2021: $1,190,534Liabilities 2021: $2,294Net Assets 2021: $1,188,2402021Assets 2022: $925,914Liabilities 2022: $125Net Assets 2022: $925,7892022Assets 2023: $880,269Liabilities 2023: $1,125Net Assets 2023: $879,1442023Assets 2024: $905,755Liabilities 2024: $12,039Net Assets 2024: $893,7162024

Highlighted filing

2018

Assets$980,744
Liabilities$3,450
Net Assets$977,294
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2018: $996,819Expenses 2018: $15,975Net Income 2018: $980,8442018Revenue 2019: $33,897Expenses 2019: $95,783Net Income 2019: -$61,8862019Revenue 2020: -$6,400Expenses 2020: $92,608Net Income 2020: -$99,0082020Revenue 2021: $36,428Expenses 2021: $111,343Net Income 2021: -$74,9152021Revenue 2022: $108,495Expenses 2022: $102,799Net Income 2022: $5,6962022Revenue 2023: $80,587Expenses 2023: $94,280Net Income 2023: -$13,6932023Revenue 2024: $1,088Expenses 2024: $97,905Net Income 2024: -$96,8172024

Highlighted filing

2018

Revenue$996,819
Expenses$15,975
Net Income$980,844
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth D SmithPresident / Executive DirectorPT$0--
Mathew C SmithSecretary-$0--
Douglas C SmithTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Donation to a domestic registered charitable organization.PCMorriss, IL, US$2,000
Paid Grant-Donation to a domestic registered charitable organization.PCMokena, IL, US$2,000
Paid Grant-Donation to a domestic registered charitable organization.PCNew Lenox, IL, US$1,000
Paid Grant-Donation to a domestic registered charitable organization.PCJoliet, IL, US$1,000
Filing and Contact Details

Filer

Filer Name
The Smith 5 Private Foundation NFP
EIN
81-5416072
Phone
8154691361
Address
12629 Chiszar Drive, Mokena, IL 60448

Signing Officer

Name
Kenneth Smith
Title
President
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
1321 Murfreesboro Pike Ste 610, Nashville, TN 37217
Preparer
William G McRay
Phone
6153619445
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kenneth D Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mathew C Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Douglas C Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President / Executive Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1350 East Washington Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23805 E Pine Bluff Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39981 W 190th Street Suite I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New Lenox
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Joliet
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Morriss
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Mokena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060451
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360448
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Not Applicable
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
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/AppliedToCurrentYearAmt01993
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013982
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013982
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015975
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013982
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013982
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Within Sight Foundation
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0740 Paint Horse Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Canton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030115
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0994840
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Kenneth D Smith
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt03550
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0Start Up Expenses
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02017-01
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0Once financially able to repay
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0President
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Licenses, Fees Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1628
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1628
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Within Sight Foundation
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0740 Paint Horse Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Canton
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0GA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd030115
TaxesSchedule/TaxesDetail/Amt0510
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll Tax Expense
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0510
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Smith 5 Private Foundation NFP
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0815416072
ReturnHeader/Filer/PhoneNum08154691361
ReturnHeader/Filer/USAddress/AddressLine1Txt012629 Chiszar Drive
ReturnHeader/Filer/USAddress/CityNm0Mokena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060448
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B90D1BF994BCE47AE241C20D4DA3A55BE7C81AB4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B90D1BF994BCE47AE241C20D4DA3A55BE7C81AB4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.149.108.5
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm000:13:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01321 Murfreesboro Pike Ste 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037217
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William G McRay
ReturnHeader/ReturnTs02019-11-11T06:13:45-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$980,744
Liabilities
$3,450
Net assets
$977,294
Revenue
$996,819
Expenses
$15,975
Net income
$980,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.89$0.00$0.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.11$0.10$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.01$0.09$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.03$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.00$0.02$0.98