Civic Intelligence

Dick and Judy Smith Family Foundation

990PF • Fiscal year 2024 • EIN 84-4230415

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

Organization Profile
1701 Timberlake DriveFairfield, IA 52556

(641) 472-5229

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.0%

Faster asset growth than 42% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

208%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,078,716

Up $10,299 (+1.0%) from 2023

Net Assets

Up

$1,078,716

Up $10,299 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin66th percentile

Revenue

Up

$65,239

Up $44,051 (+208%) from 2023

Expenses

Up

$54,940

Up $1,987 (+3.8%) from 2023

Net Income

Up

$10,299

Up $42,064 (+132%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2019: -$1Liabilities 2019: $0Net Assets 2019: -$12019Assets 2020: $1,042,022Liabilities 2020: $0Net Assets 2020: $1,042,0222020Assets 2021: $1,176,778Liabilities 2021: $0Net Assets 2021: $1,176,7782021Assets 2022: $1,100,182Liabilities 2022: $0Net Assets 2022: $1,100,1822022Assets 2023: $1,068,417Liabilities 2023: $0Net Assets 2023: $1,068,4172023Assets 2024: $1,078,716Liabilities 2024: $0Net Assets 2024: $1,078,7162024

Highlighted filing

2024

Assets$1,078,716
Liabilities$0
Net Assets$1,078,716
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $0Expenses 2019: $1Net Income 2019: -$12019Revenue 2020: $1,043,452Expenses 2020: $1,430Net Income 2020: $1,042,0222020Revenue 2021: $184,177Expenses 2021: $49,421Net Income 2021: $134,7562021Revenue 2022: -$22,079Expenses 2022: $54,517Net Income 2022: -$76,5962022Revenue 2023: $21,188Expenses 2023: $52,953Net Income 2023: -$31,7652023Revenue 2024: $65,239Expenses 2024: $54,940Net Income 2024: $10,2992024

Highlighted filing

2024

Revenue$65,239
Expenses$54,940
Net Income$10,299
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH M SMITHDirector-$0--
RICHARD K SMITHDirector-$0--
BRIAN R SMITHDirector-$0--
LORI A SMITH-SCHAEFERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dick and Judy Smith
EIN
84-4230415
Phone
6414725229
Address
1701 TIMBERLAKE DRIVE, FAIRFIELD, IA 52556

Signing Officer

Name
Judith M Smith
Title
Director
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
2109 WEST JEFFERSON AVENUE, FAIRFIELD, IA 52556
Preparer
Jodi R Kerr CPA
Phone
6414726171
Raw XML Appendix267 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/PersonNm0JUDITH M SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD K SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIAN R SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LORI A SMITH-SCHAEFER
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt01904
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt049084
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054952
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050988
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt053048
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049084
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02964
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH M SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DICK AND JUDY SMITH
ReturnHeader/Filer/BusinessNameControlTxt0DICK
ReturnHeader/Filer/EIN0844230415
ReturnHeader/Filer/PhoneNum06414725229
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 TIMBERLAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052556
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TDT CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02109 WEST JEFFERSON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052556
ReturnHeader/PreparerPersonGrp/PhoneNum06414726171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODI R KERR CPA
ReturnHeader/ReturnTs02025-05-01T17:46:45-04:00
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
$1,078,716
Liabilities
$0
Net assets
$1,078,716
Revenue
$65,239
Expenses
$54,940
Net income
$10,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.05$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.18$0.05$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.04$0.00$1.04
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Peer Organizations

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