Civic Intelligence

Smith Agency

990 • Fiscal year 2019 • EIN 84-1198543

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 14, 2020

Organization ProfileN/A

View Organization Page

14364 E Evans AvenueAurora, CO 80014

(303) 696-1154

Siviq Scores

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

Liabilities / Assets

27th percentile

0.05x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.07x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$168,595

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

1.1%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$18,339,522

Up $2,174,229 (+13%) from 2018

Net Assets

Up

$17,459,707

Up $2,000,638 (+13%) from 2018

Liabilities

Up

$879,815

Up $173,591 (+25%) from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin75th percentile

Revenue

Up

$13,232,004

Up $140,650 (+1.1%) from 2018

Expenses

Up

$11,231,366

Up $683,637 (+6.5%) from 2018

Net Income

Down

$2,000,638

Down $542,987 (-21%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$40M$30M$20M$10M$0Assets 2011: $4,937,685Liabilities 2011: $1,942,212Net Assets 2011: $2,995,4732011Assets 2012: $4,595,218Liabilities 2012: $349,409Net Assets 2012: $4,245,8092012Assets 2013: $5,894,990Liabilities 2013: $398,953Net Assets 2013: $5,496,0372013Assets 2014: $7,762,924Liabilities 2014: $516,403Net Assets 2014: $7,246,5212014Assets 2015: $9,934,505Liabilities 2015: $528,072Net Assets 2015: $9,406,4332015Assets 2016: $12,011,733Liabilities 2016: $499,082Net Assets 2016: $11,512,6512016Assets 2017: $13,503,303Liabilities 2017: $587,859Net Assets 2017: $12,915,4442017Assets 2018: $16,165,293Liabilities 2018: $706,224Net Assets 2018: $15,459,0692018Assets 2019: $18,339,522Liabilities 2019: $879,815Net Assets 2019: $17,459,7072019Assets 2020: $23,089,628Liabilities 2020: $2,369,807Net Assets 2020: $20,719,8212020Assets 2021: $25,654,604Liabilities 2021: $642,305Net Assets 2021: $25,012,2992021Assets 2022: $29,095,309Liabilities 2022: $1,016,012Net Assets 2022: $28,079,2972022Assets 2023: $33,523,776Liabilities 2023: $663,089Net Assets 2023: $32,860,6872023

Highlighted filing

2019

Assets$18,339,522
Liabilities$879,815
Net Assets$17,459,707
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

$30M$20M$10M$0Revenue 2011: $7,591,788Expenses 2011: $6,862,624Net Income 2011: $729,1642011Revenue 2012: $8,368,789Expenses 2012: $7,118,453Net Income 2012: $1,250,3362012Revenue 2013: $8,802,820Expenses 2013: $7,552,592Net Income 2013: $1,250,2282013Revenue 2014: $10,060,148Expenses 2014: $8,309,664Net Income 2014: $1,750,4842014Revenue 2015: $10,747,672Expenses 2015: $8,587,760Net Income 2015: $2,159,9122015Revenue 2016: $11,515,386Expenses 2016: $9,409,168Net Income 2016: $2,106,2182016Revenue 2017: $11,649,363Expenses 2017: $10,246,570Net Income 2017: $1,402,7932017Revenue 2018: $13,091,354Expenses 2018: $10,547,729Net Income 2018: $2,543,6252018Revenue 2019: $13,232,004Expenses 2019: $11,231,366Net Income 2019: $2,000,6382019Revenue 2020: $15,814,007Expenses 2020: $12,553,893Net Income 2020: $3,260,1142020Revenue 2021: $17,358,773Expenses 2021: $13,066,295Net Income 2021: $4,292,4782021Revenue 2022: $18,577,149Expenses 2022: $15,510,151Net Income 2022: $3,066,9982022Revenue 2023: $22,618,512Expenses 2023: $17,837,122Net Income 2023: $4,781,3902023

Highlighted filing

2019

Revenue$13,232,004
Expenses$11,231,366
Net Income$2,000,638
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Gross Receipts
$13,645,079
Mission and Program Overview

Mission

Housing and schooling for disabled individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,649,376$13,201,903▲ $2,552,527
Land, Buildings, and Equipment, Net$3,446,387$3,207,531▼ $238,856
Accounts Receivable$1,406,148$1,392,226▼ $13,922
Cash and Non-Interest-Bearing Accounts$599,535$475,977▼ $123,558
Prepaid Expenses and Deferred Charges$63,847$61,885▼ $1,962
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$16,165,293$18,339,522▲ $2,174,229
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$706,224$879,815▲ $173,591
Total Liabilities$706,224$879,815▲ $173,591
Net Assets / Fund Balance
Unrestricted Net Assets$15,459,069$17,459,707▲ $2,000,638
Total Net Assets Fund Balance$15,459,069$17,459,707▲ $2,000,638
Total Liabilities and Net Assets / Fund Balance$16,165,293$18,339,522▲ $2,174,229

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,826,412$749,952$3,576,364
Equipment$171,947$365,480$537,427
Leasehold Improvements$153,262$167,088$320,350
Other Land Buildings$55,910$103,875$159,785
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William W Smith JrExecutive DirectorFT$168,595$168,595
Ginger MunroeTreasurerFT$129,945$129,945
Mary T WeeksPresidentPT$80,047$80,047
Susan GallagherSecretaryPT$58,312$58,312

Board Members and Trustees

NameTitle
Jim WeeksTrustee
Joseph MillerTrustee
Marnie MartinTrustee
Ron MartinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$27,971
Program Service Revenue
$12,827,969
Investment Income
$375,907
Other Revenue
$157
All Other Contributions
$27,971
Change in Net Assets
$2,000,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,516,556
Other Expenses$4,714,810
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,257,465$60,584-$5,318,049
All Other Expenses$626,788$10,153-$636,941
Current Officers, Directors, Trustees, and Key Employees$431,922$4,977-$436,899
Payroll Taxes$414,390$4,587-$418,977
Other Employee Benefits$333,746$8,885-$342,631
Other Expenses$272,571$5,319-$277,890
Depreciation Depletion$181,300$20,144-$201,444
Insurance$144,540$1,845-$146,385
Office Expenses$111,153$5,247-$116,400
Total Functional Expenses$11,102,528$128,838$0$11,231,366
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
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Two married couples serve on the board of directors.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's accountant/treasurer carefully reviews the form 990 and discusses it with the tax preparer. The board has the opportunity to review it prior to filing and discuss it further with the accountant/treasurer and the tax preparer, if necessary.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The three independent board members monitor and approve any conflict of interest transaction.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The independent board members recommend and approve the executive director's compensation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The independent board members recommend and approve all officer compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“These documents are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Smith Agency
EIN
84-1198543
Phone
3036961154
Address
14364 E EVANS AVENUE, AURORA, CO 80014

Signing Officer

Name
Ginger Munroe
Title
Treasurer
Signed
2020-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ginger Munroe
Formed
1992
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
3
Employees
246
Volunteers
5

Preparer

Firm
Rita Kay Gilbert PC
Address
2004 S Owens Ct, Lakewood, CO 80227
Preparer
Rita Kay Gilbert
Phone
3037262267
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: foster care division.”

Raw XML AppendixShowing 400 of 497 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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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0342631
IRS990/OtherExpensesGrp/Desc0CARE PROVIDERS
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2BUILDING LEASE EXPENSE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07097
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15319
IRS990/OtherExpensesGrp/ProgramServicesAmt02658758
IRS990/OtherExpensesGrp/ProgramServicesAmt1384758
IRS990/OtherExpensesGrp/ProgramServicesAmt2285137
IRS990/OtherExpensesGrp/ProgramServicesAmt3272571
IRS990/OtherExpensesGrp/TotalAmt02658758
IRS990/OtherExpensesGrp/TotalAmt1391855
IRS990/OtherExpensesGrp/TotalAmt2285137
IRS990/OtherExpensesGrp/TotalAmt3277890
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0157
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0157
IRS990/OtherRevenueTotalAmt0157
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt060584
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05257465
IRS990/OtherSalariesAndWagesGrp/TotalAmt05318049
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04587
IRS990/PayrollTaxesGrp/ProgramServicesAmt0414390
IRS990/PayrollTaxesGrp/TotalAmt0418977
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt063847
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061885
IRS990/PrincipalOfficerNm0GINGER MUNROE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CHRP
IRS990/ProgramServiceRevenueGrp/Desc1COUNTY REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2HOME & COMMUNITY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3SCHOOL DISTRICTS
IRS990/ProgramServiceRevenueGrp/Desc4SSI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0283060
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11936038
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26971705
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33208307
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4428859
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0283060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11936038
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26971705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33208307
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4428859
IRS990/ProgSrvcAccomActy2Grp/Desc0SMITH AGENCY PROVIDES A LEARNING ENVIRONMENT FOR DEVELOPMENTALLY DISABLED CHILDREN THAT CAN NOT FUNCTION IN A REGULAR SCHOOL ENVIRONMENT.
IRS990/ProgSrvcAccomActy3Grp/Desc0SMITH AGENCY PROVIDES AN ADULT DAY PROGRAM, AND ROOM AND BOARD IN A LOVING HOME ENVIRONMENT, FOR DEVELOPMENTALLY DISABLED ADULTS. THE PROGRAM PROVIDES A SAFE ENVIRONMENT FOR THE ADULTS TO LEARN LIFE SKILLS AND APPROPRIATE SOCIAL INTERACTION WITH PEERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt040525
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt033670
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04794704
IRS990/PYOtherRevenueAmt010181
IRS990/PYProgramServiceRevenueAmt013006978
IRS990/PYRevenuesLessExpensesAmt02543625
IRS990/PYSalariesCompEmpBnftPaidAmt05753025
IRS990/PYTotalExpensesAmt010547729
IRS990/PYTotalRevenueAmt013091354
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02000638
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010649376
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013201903
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039645
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0177645
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0222282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024344
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013230
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0259856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012827969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013017159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011602763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011479253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010708027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059635171
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0222282
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024344
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0259856
IRS990ScheduleA/InvestmentIncomeCYPct00.00430
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0157
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01157
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99570
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt059812816
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012855940
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013057684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011636134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011515386
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010747672
IRS990ScheduleA/Total509Grp/TotalAmt059812816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013078379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013083028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011649364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011515386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010747672
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060073829
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02826412
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0749952
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03576364
IRS990ScheduleD/EquipmentGrp/BookValueAmt0171947
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0365480
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0537427
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0153262
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0167088
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0320350
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt055910
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0103875
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0159785
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03207531
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0168595
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM W SMITH JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,339,522
Liabilities
$879,815
Net assets
$17,459,707
Revenue
$13,232,004
Expenses
$11,231,366
Net income
$2,000,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$33.5$0.66$32.9$22.6$17.8$4.78
2022Summary only. Only limited summary data is available for this year.$29.1$1.02$28.1$18.6$15.5$3.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$0.64$25.0$17.4$13.1$4.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$2.37$20.7$15.8$12.6$3.26
2019Detailed filing. Detailed filing data is available for this year.$18.3$0.88$17.5$13.2$11.2$2.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.71$15.5$13.1$10.5$2.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.59$12.9$11.6$10.2$1.40
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.50$11.5$11.5$9.41$2.11
2015Detailed filing. Detailed filing data is available for this year.$9.93$0.53$9.41$10.7$8.59$2.16
2014Summary only. Only limited summary data is available for this year.$7.76$0.52$7.25$10.1$8.31$1.75
2013Summary only. Only limited summary data is available for this year.$5.89$0.40$5.50$8.80$7.55$1.25
2012Summary only. Only limited summary data is available for this year.$4.60$0.35$4.25$8.37$7.12$1.25
2011Summary only. Only limited summary data is available for this year.$4.94$1.94$3.00$7.59$6.86$0.73