Civic Intelligence

The Rodney and Mary Barton Smith Family Foundation

EIN 85-1721049 • Carmel, CA

2393 San Antonio AvenueCarmel, CA 93923
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-413%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Down

$4,464,062

Down $5,263,967 (-54%) from 2021

Liabilities

Up

$1,298,654

Up $1,287,515 (+11559%) from 2021

Net Assets

Down

$3,165,408

Down $6,551,482 (-67%) from 2021

Revenue

Down

-$25,519

Down $16,263,478 (-100%) from 2021

Expenses

Down

$5,264,989

Down $43,791 (-0.8%) from 2021

Net Income

Down

-$5,290,508

Down $16,219,687 (-148%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2020: $4,885,001Liabilities 2020: $1,105Net Assets 2020: $4,883,8962020Assets 2021: $9,728,029Liabilities 2021: $11,139Net Assets 2021: $9,716,8902021Assets 2022: $4,464,062Liabilities 2022: $1,298,654Net Assets 2022: $3,165,4082022

Highlighted filing

2022

Assets$4,464,062
Liabilities$1,298,654
Net Assets$3,165,408

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2020: $5,153,837Expenses 2020: $333,034Net Income 2020: $4,820,8032020Revenue 2021: $16,237,959Expenses 2021: $5,308,780Net Income 2021: $10,929,1792021Revenue 2022: -$25,519Expenses 2022: $5,264,989Net Income 2022: -$5,290,5082022

Highlighted filing

2022

Revenue-$25,519
Expenses$5,264,989
Net Income-$5,290,508

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 12, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary B SmithPresident/CEOPT$0--
Amy StockerTreasurerPT$0--
Gillian SicklerSecretaryPT$0--
Deborah RoarkDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Rodney and Mary Barton Smith Family
EIN
85-1721049
Phone
6509665616
Address
2393 San Antonio Avenue, Carmel, CA 93923

Signing Officer

Name
Mary B Smith
Title
President/CEO
Signed
2023-09-12
Discuss with paid preparer
Yes

Preparer

Firm
McCABE & TOTAH LLP
Address
1760 THE ALAMEDA Ste 300, SAN JOSE, CA 95126
Preparer
Michael J McCabe
Phone
4089777090
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Mary B Smith
IRS990PF/StatementsRegardingActyGrp/PhoneNum06509665616
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Mary B Smith
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0474500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12885375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt391546
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt436400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5800000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6600000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Contribution supporting charitable organization's exempt purpose.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Contribution supporting charitable organization's exempt purpose.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Contribution supporting charitable organization's exempt purpose.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Contribution supporting charitable organization's exempt purpose.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Contribution supporting charitable organization's exempt purpose.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Northern Maine Community College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Ignite Presque Isle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Alzheimer's Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Northern Lighthouse Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Mark Emily Turner Memorial Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Aroostook County Action Program Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6University of Maine at Presque Isle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt033 Edgemont Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1436 Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 N Michigan Ave Fl 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3172 Academy St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt439 2nd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5771 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6181 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Presque Isle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Presque Isle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Presque Isle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Presque Isle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Presque Isle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Presque Isle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6ME
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104769
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd304769
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd504769
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd604769
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035698
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09385584
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04784659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04565227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035698
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05205526
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04784659
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09385584
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04600925
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03996
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1645
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividend receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Interest receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01823
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1645
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01823
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1645
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01295000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Grants Approved for Future Payment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23777
OtherIncomeSchedule2/OtherIncomeDetail/Desc02020 federal refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0439
OtherIncreasesSchedule/OtherIncreasesDetail/Amt026540
OtherIncreasesSchedule/OtherIncreasesDetail/Amt17486
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Cost Basis Adjustments
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Deferred federal excise tax
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011139
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Deferred federal excise tax
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03654
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt40
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt078
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1128113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt27700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt319673
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt43129
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bank Charges
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Consulting Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Consulting Services (Neiman Studio)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3Portfolio Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4Quick Books Expense & Other
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1128113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt27700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt40
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt078
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt319673
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt40
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Mary B Smith
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02393 San Antonio Avenue
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Carmel
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd093923
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/Amt11160
TaxesSchedule/TaxesDetail/Amt21000
TaxesSchedule/TaxesDetail/CategoryTxt0CA Department of Justice
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/CategoryTxt2US Treasury
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01160

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