Civic Intelligence

David E Smith Family Foundation Inc.

990 • Fiscal year 2016 • EIN 94-2476170

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 20, 2016

Organization Profilewww.smithfamilyfoundation.com
8075 Whited RoadSebastopol, CA 95472

(707) 823-6818

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

62nd percentile

7.8%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$4,233

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

88%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$605,689

Up $7,548 (+1.3%) from 2015

Net Assets

Up

$605,689

Up $7,548 (+1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin62nd percentile

Revenue

Up

$96,157

Up $45,047 (+88%) from 2015

Expenses

Up

$88,609

Up $9,924 (+13%) from 2015

Net Income

Up

$7,548

Up $35,123 (+127%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $610,592Liabilities 2011: $2Net Assets 2011: $610,5902011Assets 2012: $597,922Liabilities 2012: $0Net Assets 2012: $597,9222012Assets 2013: $615,064Liabilities 2013: $0Net Assets 2013: $615,0642013Assets 2014: $625,716Liabilities 2014: $0Net Assets 2014: $625,7162014Assets 2015: $598,141Liabilities 2015: $0Net Assets 2015: $598,1412015Assets 2016: $605,689Liabilities 2016: $0Net Assets 2016: $605,6892016Assets 2017: $609,257Liabilities 2017: $0Net Assets 2017: $609,2572017Assets 2018: $955,672Liabilities 2018: $0Net Assets 2018: $955,6722018Assets 2019: $939,377Liabilities 2019: $0Net Assets 2019: $939,3772019Assets 2020: $1,103,146Liabilities 2020: $0Net Assets 2020: $1,103,1462020Assets 2021: $1,089,408Liabilities 2021: $0Net Assets 2021: $1,089,4082021Assets 2022: $1,058,669Liabilities 2022: $0Net Assets 2022: $1,058,6692022Assets 2023: $1,109,455Liabilities 2023: $0Net Assets 2023: $1,109,4552023Assets 2024: $1,077,718Liabilities 2024: $0Net Assets 2024: $1,077,7182024Assets 2025: $1,037,463Liabilities 2025: $0Net Assets 2025: $1,037,4632025

Highlighted filing

2016

Assets$605,689
Liabilities$0
Net Assets$605,689
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $405,490Expenses 2011: $68,902Net Income 2011: $336,5882011Expenses 2012: $76,7192012Revenue 2013: $98,117Expenses 2013: $80,975Net Income 2013: $17,1422013Revenue 2014: $83,553Expenses 2014: $74,423Net Income 2014: $9,1302014Revenue 2015: $51,110Expenses 2015: $78,685Net Income 2015: -$27,5752015Revenue 2016: $96,157Expenses 2016: $88,609Net Income 2016: $7,5482016Revenue 2017: $96,502Expenses 2017: $92,934Net Income 2017: $3,5682017Revenue 2018: $439,839Expenses 2018: $96,337Net Income 2018: $343,5022018Revenue 2019: $96,678Expenses 2019: $115,687Net Income 2019: -$19,0092019Revenue 2020: $230,297Expenses 2020: $66,821Net Income 2020: $163,4762020Revenue 2021: $4,975Expenses 2021: $47,720Net Income 2021: -$42,7452021Revenue 2022: $15,190Expenses 2022: $41,769Net Income 2022: -$26,5792022Revenue 2023: $107,288Expenses 2023: $60,844Net Income 2023: $46,4442023Revenue 2024: $24,201Expenses 2024: $51,680Net Income 2024: -$27,4792024Revenue 2025: $6,129Expenses 2025: $50,819Net Income 2025: -$44,6902025

Highlighted filing

2016

Revenue$96,157
Expenses$88,609
Net Income$7,548
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 20, 2016
Return Version
2015v2.0
Gross Receipts
$96,157
Mission and Program Overview

Mission

Provide substance abuse treatment & education and manage community charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$509,413$512,907▲ $3,494
Savings and Temporary Cash Investments$45,490$32,758▼ $12,732
Cash and Non-Interest-Bearing Accounts$16,350$27,751▲ $11,401
Investments in Publicly Traded Securities$19,075$18,051▼ $1,024
Intangible Assets-$5,857-
Land, Buildings, and Equipment, Net$2,013$2,565▲ $552
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$598,141$605,689▲ $7,548
Other Assets Total$5,800$5,800→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$598,141$605,689▲ $7,548
Total Net Assets Fund Balance$598,141$605,689▲ $7,548
Total Liabilities and Net Assets / Fund Balance$598,141$605,689▲ $7,548

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,389$17,974$19,363
Equipment$1,176$7,209$8,385
Leasehold Improvements-$2,421$2,421
Closely Held Equity Interests$512,907--
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeOtherTotal
R FrankVP/CEO/treas.PT$4,233$4,233

Board Members and Trustees

NameTitle
D Smith MdPresident
P FrankDirector
A SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$90,417
Investment Income
$4,998
Other Revenue
$742
Change in Net Assets
$7,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,876
Salaries, Compensation, and Employee Benefits$4,233
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$58,708$1,680-$60,388
Information Technology$9,927--$9,927
Fees for Services Management$8,725--$8,725
Current Officers, Directors, Trustees, and Key Employees-$4,233-$4,233
Grants to Domestic Orgs$2,500--$2,500
Fees for Services Accounting-$1,105-$1,105
Conferences and Meetings$733$71-$804
Office Expenses$543$81-$624
Depreciation Depletion-$303-$303
Total Functional Expenses$81,136$7,473$0$88,609
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Haight Ashbury PublicatioRelated EntityLease of SpaceNo$45,500
-Related EntityCreated WebsiteNo$10,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“D. Smith and a. Smith are relatedr. Frank and p. Frank are related”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Treasurer will review and sign the 990.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, tax returns and financial information are available upon request. In addition, the organization's tax return is available on the guidestar website.”

Filing and Contact Details

Filer

Filer Name
David E Smith Family Foundation Inc
EIN
94-2476170
Phone
7078236818
Address
8075 WHITED ROAD, SEBASTOPOL, CA 95472

Signing Officer

Name
Richard Frank
Title
VP/treasurer
Signed
2016-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Frank
Formed
1977
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
2
Employees
0

Preparer

Firm
VM Accounting Services CPA
Address
1101 College Avenue Suite 240, Santa Rosa, CA 95404
Preparer
Victoria Mwangi
Phone
7075424465
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0368397
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04998
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05780
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04430
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01852
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt022520
IRS990ScheduleA/InvestmentIncomeCYPct00.04870
IRS990ScheduleA/InvestmentIncomePYPct00.13830
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87960
IRS990ScheduleA/PublicSupportPY509Pct00.49440
IRS990ScheduleA/PublicSupportTotal509Amt0406374
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt033111
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt033111
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090417
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0103294
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100181
IRS990ScheduleA/Total509Grp/TotalAmt0439485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077755
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102033
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0462005
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0512907
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/EquipmentGrp/BookValueAmt01176
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07209
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08385
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02421
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02421
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01389
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017974
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019363
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02565
IRS990ScheduleD/TotalBookValueSecuritiesAmt0512907
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0PLAZA HOUSE ASSOC & SEBASTOPOL LAND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0HAIGHT ASHBURY PUBLICATIO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0RELATED ENTITY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1RELATED ENTITY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt045500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt110000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LEASE OF SPACE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1CREATED WEBSITE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0D. SMITH AND A. SMITH ARE RELATEDR. FRANK AND P. FRANK ARE RELATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TREASURER WILL REVIEW AND SIGN THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, TAX RETURNS AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST. IN ADDITION, THE ORGANIZATION'S TAX RETURN IS AVAILABLE ON THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0598141
IRS990/TotalAssetsEOYAmt0605689
IRS990/TotalAssetsGrp/BOYAmt0598141
IRS990/TotalAssetsGrp/EOYAmt0605689
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07473
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081136
IRS990/TotalFunctionalExpensesGrp/TotalAmt088609
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0598141
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0605689
IRS990/TotalOtherCompensationAmt04233
IRS990/TotalProgramServiceExpensesAmt081136
IRS990/TotalProgramServiceRevenueAmt090417
IRS990/TotalRevenueGrp/ExclusionAmt05740
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt090417
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096157
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0598141
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0605689
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0598141
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0605689
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08075 WHITED ROAD
IRS990/USAddress/CityNm0SEBASTOPOL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095472
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.smithfamilyfoundation.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD FRANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID E SMITH FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0942476170
ReturnHeader/Filer/PhoneNum07078236818
ReturnHeader/Filer/USAddress/AddressLine1Txt08075 WHITED ROAD
ReturnHeader/Filer/USAddress/CityNm0SEBASTOPOL

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,689
Liabilities
$0
Net assets
$605,689
Revenue
$96,157
Expenses
$88,609
Net income
$7,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.05$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.00$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.23$0.07$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.10$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.44$0.10$0.34
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.10$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.10$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.10$0.08$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.08
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.41$0.07$0.34