Civic Intelligence

Julia Helen Smith Scholarship Foundation

EIN 88-0777616 • 501(c)3 • Smyrna, GA

Profile

The Julia Helen Smith foundation was created to honor the memory of Julia and to support some of the passions and causes that Julia cared about most. Julia was passionate about tennis, surfing, basketball, music, service, social issues, and education. The foundation will grant three primary types of awards.

2507 Haddenham LN SWSmyrna, GA 30082

juliahelensmithfoundation.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

6th percentile

-239%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-4.8%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

15th percentile

-61%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$133,075

Up $48,699 (+58%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$133,075

Up $48,699 (+58%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$55,058

Down $30,448 (-36%) from 2022

Expenses

Up

$6,359

Up $5,229 (+463%) from 2022

Net Income

Down

$48,699

Down $35,677 (-42%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2022: $84,376Net Assets 2022: $84,3762022Assets 2023: $133,075Net Assets 2023: $133,0752023

Highlighted filing

2023

Assets$133,075
Liabilities-
Net Assets$133,075
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$100K$50K$0Revenue 2022: $85,506Expenses 2022: $1,130Net Income 2022: $84,3762022Revenue 2023: $55,058Expenses 2023: $6,359Net Income 2023: $48,6992023

Highlighted filing

2023

Revenue$55,058
Expenses$6,359
Net Income$48,699
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,075
Liabilities
-
Net assets
$133,075
Revenue
$55,058
Expenses
$6,359
Net income
$48,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.55$0.06$0.49
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.86$0.01$0.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 12, 2024
Return Version
2023v4.0
Gross Receipts
$55,058
Mission and Program Overview

Mission

The Julia Helen Smith foundation was created to honor the memory of Julia and to support some of the passions and causes that Julia cared about most. Julia was passionate about tennis, surfing, basketball, music, service, social issues, and education. The foundation will grant three primary types of awards.

Program Services

DescriptionGrantsExpenses
The Julia Helen Smith foundation was created to honor the memory of Julia and to support some of the passions and causes that Julia cared about most. Julia was passionate about tennis, surfing, basketball, music, service, social issues, and education. The foundation will grant three primary types of awards.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Noelle CanasDirectorPT$0--
Hunter SmithPresidentPT$0--
Christina SmithDirectorPT$0--
Jennifer BatesDirectorPT$0--
Robert Meyring EsqDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Julia Helen Smith Scholarship Foundation
EIN
88-0777616
Phone
6789381964
Address
2507 Haddenham LN SW, Smyrna, GA 30082

Signing Officer

Name
Hunter Smith
Title
President & CEO
Signed
2024-03-12
Discuss with paid preparer
Yes

Preparer

Firm
JKA Associates LLC
Address
One Alliance Center 3500 Lenox Road, Atlanta, GA 30326
Preparer
Jayda Abernathy
Phone
4044808190
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $664”

Other Expenses.1

“Program Expense $159”

Other Expenses.2

“Food $126”

Other Assets.1

“- Beginning $84376 - Ending $133075”

Raw XML Appendix148 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt084376
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0133075
IRS990EZ/OtherExpensesTotalAmt0949
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Julia Helen Smith foundation was created to honor the memory of Julia and to support some of the passions and causes that Julia cared about most. Julia was passionate about tennis, surfing, basketball, music, service, social issues, and education. The foundation will grant three primary types of awards.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Julia Helen Smith foundation was created to honor the memory of Julia and to support some of the passions and causes that Julia cared about most. Julia was passionate about tennis, surfing, basketball, music, service, social issues, and education. The foundation will grant three primary types of awards.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06359
IRS990EZ/TotalRevenueAmt055058
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055058
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0140564
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0140564
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055058
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IRS990ScheduleA/Total509Grp/TotalAmt0140564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085506
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Expense $159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Food $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3- Beginning $84376 - Ending $133075
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-12
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ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0880777616
ReturnHeader/Filer/PhoneNum06789381964
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ReturnHeader/Filer/USAddress/CityNm0Smyrna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030082
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerPersonGrp/PhoneNum04044808190
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ReturnHeader/ReturnTs02024-03-12T10:33:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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