The Albert and Shirley Small Family

EIN 87-0965955 • Bethesda, MD

4800 Hampden Lane Suite 200Bethesda, MD 20814

Siviq Scores

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

0.00x

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

$10M-$25M nonprofits • Source year 2024

0.00x

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

$10M-$25M nonprofits • Source year 2024

-75%

Higher net margin than 5% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

-2.7%

Faster asset growth than 22% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

-16%

Faster revenue growth than 15% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets19th percentile

Assets

Down

$14,068,039

Down $387,633 (-2.7%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$14,068,039

Down $387,633 (-2.7%) from 2023

Operations

Liabilities / Revenue20th percentile Net Margin5th percentile

Revenue

Down

$516,620

Down $99,101 (-16%) from 2023

Expenses

$904,253

Up $228,602 (+34%) from 2023

Net Income

Down

-$387,633

Down $327,703 (-547%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

Highlighted filing

2024

Assets$14,068,039

Liabilities$0

Net Assets$14,068,039

Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

Highlighted filing

2024

Revenue$516,620

Expenses$904,253

Net Income-$387,633

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $14,068,039
Liabilities: $0
Net assets: $14,068,039
Revenue: $516,620
Expenses: $904,253
Net income: -$387,633

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$14.1	$0.00	$14.1	$0.52	$0.90	$0.39
2023Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$0.62	$0.68	$0.06
2022Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$15.0	$0.49	$14.5
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.02	$0.01	$0.00

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 2, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay25th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SUSAN S SAVITSKY	President	-	$0	-	-
JAMES H SMALL	Vice Preside	-	$0	-	-
ALBERT H SMALL JR	Treasurer, S	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Albert and Shirley Small Family
EIN: 87-0965955
Phone: 3012157997
Address: 4800 HAMPDEN LANE SUITE 200, BETHESDA, MD 20814

Signing Officer

Name: Susan S Savitsky
Title: President
Phone: 3012157997
Signed: 2025-05-02

Preparer

Firm: Hariton Mancuso & Jones Pc
Address: 11140 ROCKVILLE PIKE STE 340, NORTH BETHESDA, MD 20852
Preparer: Kevin J Miller
Phone: 3019846400

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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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	ALBERT H SMALL JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	4800 HAMPDEN LANE SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BETHESDA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	20814
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3012157997
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER EXPLAINING PURPOSE OR REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	SUSAN SAVITSKY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	3012157997
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	4800 HAMPDEN LANE SUITE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	BETHESDA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	20814
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NO RESTRICTIONS OR LIMITATIONS ON AWARDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NO DEADLINES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	ALBERT H SMALL TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	771800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SEE ATTACHMENT 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	20814
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	771800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	758326
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	758326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	250855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	277120
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	26265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	250855
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	784591
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	26265
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	277120
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	250855
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	8203
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	16405
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	8202
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	199500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	ARTWORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	199500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	665500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	865
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	563
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	865
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1730
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	94413
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	94413
TaxesSchedule/TaxesDetail/Amt	0	1138
TaxesSchedule/TaxesDetail/Amt	1	5000
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1138
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SUSAN S SAVITSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3012157997
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE ALBERT AND SHIRLEY SMALL FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	ALBE
ReturnHeader/Filer/EIN	0	870965955
ReturnHeader/Filer/PhoneNum	0	3012157997
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4800 HAMPDEN LANE SUITE 200
ReturnHeader/Filer/USAddress/CityNm	0	BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MD
ReturnHeader/Filer/USAddress/ZIPCd	0	20814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	521706411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HARITON MANCUSO & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	11140 ROCKVILLE PIKE STE 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NORTH BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	20852
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3019846400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KEVIN J MILLER
ReturnHeader/ReturnTs	0	2025-05-02T10:35:31-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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