Civic Intelligence

Harold B Smith Foundation

990PF • Fiscal year 2024 • EIN 83-2726056

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

Organization Profile
Briar Hall 333 W Wacker Dr Ste 2500Chicago, IL 60606

(312) 676-0300

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.

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

100th percentile

1720%

Faster asset growth than 100% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

3903%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$71,429,970

Up $68,324,662 (+2200%) from 2022

Net Assets

Up

$71,429,970

Up $68,324,662 (+2200%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin99th percentile

Revenue

Up

$67,514,245

Up $67,427,125 (+77396%) from 2022

Expenses

Up

$8,995

Up $4,639 (+106%) from 2022

Net Income

Up

$67,505,250

Up $67,422,486 (+81464%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$80M$60M$40M$20M$0Assets 2020: $4,256,187Liabilities 2020: $0Net Assets 2020: $4,256,1872020Assets 2021: $3,022,544Liabilities 2021: $0Net Assets 2021: $3,022,5442021Assets 2022: $3,105,308Liabilities 2022: $0Net Assets 2022: $3,105,3082022Assets 2024: $71,429,970Liabilities 2024: $0Net Assets 2024: $71,429,9702024

Highlighted filing

2024

Assets$71,429,970
Liabilities$0
Net Assets$71,429,970
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2020: $2,109,952Expenses 2020: $1,681,978Net Income 2020: $427,9742020Revenue 2021: $103,553Expenses 2021: $1,818,274Net Income 2021: -$1,714,7212021Revenue 2022: $87,120Expenses 2022: $4,356Net Income 2022: $82,7642022Revenue 2024: $67,514,245Expenses 2024: $8,995Net Income 2024: $67,505,2502024

Highlighted filing

2024

Revenue$67,514,245
Expenses$8,995
Net Income$67,505,250
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie Smith ChooTrustee-$0--
Carrie Smith GrantTrustee-$0--
Cynthia Smith DouglassTrustee-$0--
Emily Smith ReedyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harold B Smith Foundation
EIN
83-2726056
In Care Of
% BRIAR HALL LLC
Phone
3126760300
Address
Briar Hall 333 W Wacker Dr Ste 2500, Chicago, IL 60606

Signing Officer

Name
Carrie Smith Grant
Title
Trustee
Phone
3126760300
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
3 Parkway North Blvd Suite 200, Deerfield, IL 60015
Preparer
David M Schmitt
Phone
8472055000
Raw XML Appendix278 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stephanie Smith Choo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carrie Smith Grant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Cynthia Smith Douglass
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Emily Smith Reedy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3c/o Briar Hall LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0333 W Wacker Drive Suite 2500
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01568585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0318376
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF HAROLD B SMITH JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0Briar Hall 333 W Wacker Drive Suite
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Chicago
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060606
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt066783062
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt056067905
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1715157
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0304,895 SHARES OF ILLINOIS TOOL WORKS INC STOCK (ITW)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc18,237 SHARES OF NORTHERN TR CORP STOCK (NTRS)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-09-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-09-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01931
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03861
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ESTATE OF HAROLD B SMITH JR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0Briar Hall 333 W Wacker Drive Suite
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Chicago
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd060606
TaxesSchedule/TaxesDetail/Amt02934
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE SMITH GRANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126760300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harold B Smith Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0832726056
ReturnHeader/Filer/InCareOfNm0% BRIAR HALL LLC
ReturnHeader/Filer/PhoneNum03126760300
ReturnHeader/Filer/USAddress/AddressLine1Txt0Briar Hall 333 W Wacker Dr Ste 2500
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 Parkway North Blvd Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David M Schmitt
ReturnHeader/ReturnTs02025-11-12T15:06:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$71,429,970
Liabilities
$0
Net assets
$71,429,970
Revenue
$67,514,245
Expenses
$8,995
Net income
$67,505,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$67.5$0.01$67.5
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.09$0.00$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.10$1.82$1.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$2.11$1.68$0.43