Civic Intelligence

David Wallace Smith and Joan Stowell Smith Charitable Foundation

990PF • Fiscal year 2020 • EIN 83-1462984

Jan 01, 2020 to Dec 31, 2020 • Filed on May 01, 2021

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

100th percentile

198179600%

Faster asset growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

199415700%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,981,797

Up $1,981,797 from 2019

Net Assets

Up

$1,981,797

Up $1,981,797 from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Up

$1,994,158

Up $1,994,158 from 2019

Expenses

Up

$12,361

Up $12,361 from 2019

Net Income

Up

$1,981,797

Up $1,981,797 from 2019

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $1,981,797Liabilities 2020: $0Net Assets 2020: $1,981,7972020Assets 2021: $2,243,390Liabilities 2021: $0Net Assets 2021: $2,243,3902021Assets 2022: $2,211,755Liabilities 2022: $0Net Assets 2022: $2,211,7552022Assets 2024: $2,113,778Liabilities 2024: $0Net Assets 2024: $2,113,7782024

Highlighted filing

2020

Assets$1,981,797
Liabilities$0
Net Assets$1,981,797
Open 2020 Filing

Operations Trend

Revenue Growth100th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $1,994,158Expenses 2020: $12,361Net Income 2020: $1,981,7972020Revenue 2021: $379,775Expenses 2021: $118,182Net Income 2021: $261,5932021Revenue 2022: $167,200Expenses 2022: $198,835Net Income 2022: -$31,6352022Revenue 2024: $85,361Expenses 2024: $148,989Net Income 2024: -$63,6282024

Highlighted filing

2020

Revenue$1,994,158
Expenses$12,361
Net Income$1,981,797
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce W SmithDir, Pres-$0--
David S SmithDir, VP, Sec-$0--
Leslie W SmithDir, Treas-$0--
Filing and Contact Details

Filer

Filer Name
David Wallace Smith and Joan Stowell Smith
EIN
83-1462984
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Bruce W Smith
Title
President
Phone
8008391754
Signed
2021-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix344 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bruce W Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David S Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Leslie W Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Pres
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0David W Smith Joan S Smith CRT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o McNair Law Firm PO Drawer 3
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IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum61
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum71
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum81
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum91
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum101
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum111
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum121
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum131
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum141
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0186
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1118638
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2430170
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt349660
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt43040
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5101256
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt6371
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7418047
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt8152112
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt9208
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt10132048
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11190916
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1272970
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt13212260
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1451368
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ADVANSIX INC ASIX, 20 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1AMGEN INC AMGN, 500 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2APPLE INC AAPL, 1500 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3BRISTOL-MYERS SQUIBB CO BMY, 800 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4BMY CONTINGENT VALUE RIGHTS BMYRT, 800 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5CVS CAREMARK CORP CVS, 1600 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6RESIDEO TECHNOLOGIESINC COM REZI, 83 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7S&P GLOBAL INC COM SPGI, 1400 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8STRYKER CORPORATION SYK, 800 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc9GARRETT MOTION INC GTXMQ, 50 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc10GILEAD SCIENCES INC GILD, 1600 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11HOME DEPOT INC HD, 860 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc12HONEYWELL INTL HON, 500 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc13HUNT J B JBHT, 2000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14INTERNATIONAL BUSINESS MACHINES IBM, 400 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt102020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt112020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt122020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt132020-04-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt142020-04-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08383
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08383
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03428
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03428
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0David W Smith Joan S Smith CRT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0c/o McNair Law Firm PO Drawer 3
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Hilton Head Island
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0SC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd029938
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE W SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David Wallace Smith and Joan Stowell Smith
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0831462984
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-05-11T09:24:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,981,797
Liabilities
$0
Net assets
$1,981,797
Revenue
$1,994,158
Expenses
$12,361
Net income
$1,981,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.09$0.15$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.17$0.20$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.38$0.12$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.99$0.01$1.98
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits