Civic Intelligence

Smith Foundation Fka Edward P and Mary Klein Smith Charitable Trust

990PF • Fiscal year 2023 • EIN 90-0587749

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 19, 2024

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(407) 237-5986

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

3rd percentile

-266%

Higher net margin than 3% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$117,732

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 36.0% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

14th percentile

-5.7%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-63%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,365,155

Down $741,368 (-5.7%) from 2022

Net Assets

Down

$12,365,155

Down $741,368 (-5.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$327,274

Down $560,583 (-63%) from 2022

Expenses

Up

$1,196,515

Up $201,642 (+20%) from 2022

Net Income

Down

-$869,241

Down $762,225 (-712%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,706,329Liabilities 2011: $02011Assets 2012: $11,182,854Liabilities 2012: $02012Assets 2013: $11,208,222Liabilities 2013: $02013Assets 2014: $11,340,677Liabilities 2014: $02014Assets 2015: $11,384,837Liabilities 2015: $02015Assets 2019: $13,028,573Liabilities 2019: $02019Assets 2020: $12,869,611Liabilities 2020: $0Net Assets 2020: $12,869,6112020Assets 2021: $13,194,385Liabilities 2021: $0Net Assets 2021: $13,194,3852021Assets 2022: $13,106,523Liabilities 2022: $0Net Assets 2022: $13,106,5232022Assets 2023: $12,365,155Liabilities 2023: $0Net Assets 2023: $12,365,1552023Assets 2024: $12,439,218Liabilities 2024: $0Net Assets 2024: $12,439,2182024

Highlighted filing

2023

Assets$12,365,155
Liabilities$0
Net Assets$12,365,155
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $385,234Expenses 2011: $603,618Net Income 2011: -$218,3842011Revenue 2012: $401,011Expenses 2012: $740,336Net Income 2012: -$339,3252012Revenue 2013: $375,281Expenses 2013: $747,320Net Income 2013: -$372,0392013Revenue 2014: $365,733Expenses 2014: $830,674Net Income 2014: -$464,9412014Revenue 2015: $354,966Expenses 2015: $879,840Net Income 2015: -$524,8742015Revenue 2019: $735,489Expenses 2019: $994,842Net Income 2019: -$259,3532019Revenue 2020: $835,753Expenses 2020: $994,715Net Income 2020: -$158,9622020Revenue 2021: $1,488,972Expenses 2021: $1,047,767Net Income 2021: $441,2052021Revenue 2022: $887,857Expenses 2022: $994,873Net Income 2022: -$107,0162022Revenue 2023: $327,274Expenses 2023: $1,196,515Net Income 2023: -$869,2412023Revenue 2024: $1,007,251Expenses 2024: $952,099Net Income 2024: $55,1522024

Highlighted filing

2023

Revenue$327,274
Expenses$1,196,515
Net Income-$869,241
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 19, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$117,732-$117,732
Filing and Contact Details

Filer

Filer Name
Smith Foundation - Trustee
EIN
90-0587749
Phone
4072375986
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
4072375986
Signed
2024-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt533617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3G02602103 AMDOCS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492826C839 VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm592343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm779466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm876131D103 RESTAURANT BRANDS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm975886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1070450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1168389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1267066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1358933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1446625H100 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1517275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16021ESC017 ALTABA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18902494103 TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23665859104 NORTHERN TR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24620076307 MOTOROLA SOLUTIONS,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26502431109 L3 HARRIS TECHNOLOGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30254709108 DISCOVER FINL SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31254687106 DISNEY WALT CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33231021106 CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36127097103 COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37126650100 CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41052769106 AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4700287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4800724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4902079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5002079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5161174X109 MONSTER BEVERAGE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5266987V109 NOVARTIS AG SPONSORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5326441CBT1 DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54799926100 SANDOZ GROUP AG
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1260617

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Filings

Displayed year

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

Open filing
Assets
$12,365,155
Liabilities
$0
Net assets
$12,365,155
Revenue
$327,274
Expenses
$1,196,515
Net income
-$869,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.01$0.95$0.06
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.33$1.20$0.87
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.89$0.99$0.11
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.49$1.05$0.44
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.84$0.99$0.16
2019Summary only. Only limited summary data is available for this year.$13.0$0.00$0.74$0.99$0.26
2015Summary only. Only limited summary data is available for this year.$11.4$0.00$0.35$0.88$0.52
2014Summary only. Only limited summary data is available for this year.$11.3$0.00$0.37$0.83$0.46
2013Summary only. Only limited summary data is available for this year.$11.2$0.00$0.38$0.75$0.37
2012Summary only. Only limited summary data is available for this year.$11.2$0.00$0.40$0.74$0.34
2011Summary only. Only limited summary data is available for this year.$11.7$0.00$0.39$0.60$0.22