Civic Intelligence

Fred Smith Company Foundation

990EZ • Fiscal year 2017 • EIN 94-3415001

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

Organization ProfileN/A
400 Riverwood DriveClayton, NC 27527

(919) 550-8086

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Net Margin

42nd percentile

-11%

Higher net margin than 42% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-58%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$5,146

Down $630 (-11%) from 2016

Net Assets

Down

$5,146

Down $630 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin42nd percentile

Revenue

Down

$5,500

Down $7,716 (-58%) from 2016

Expenses

Down

$6,130

Down $2,082 (-25%) from 2016

Net Income

Down

-$630

Down $5,634 (-113%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60K$40K$20K$0Assets 2011: $376Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $1,967Liabilities 2013: $02013Assets 2014: $1,117Liabilities 2014: $02014Assets 2015: $772Liabilities 2015: $0Net Assets 2015: $7722015Assets 2016: $5,776Liabilities 2016: $0Net Assets 2016: $5,7762016Assets 2017: $5,146Liabilities 2017: $0Net Assets 2017: $5,1462017Assets 2018: $3,446Liabilities 2018: $0Net Assets 2018: $3,4462018Assets 2019: $10,962Liabilities 2019: $0Net Assets 2019: $10,9622019Assets 2020: $43,211Liabilities 2020: $0Net Assets 2020: $43,2112020Assets 2021: $7,750Liabilities 2021: $0Net Assets 2021: $7,7502021Assets 2022: $816Liabilities 2022: $0Net Assets 2022: $8162022Assets 2023: $1,988Liabilities 2023: $0Net Assets 2023: $1,9882023Assets 2024: $4,005Liabilities 2024: $0Net Assets 2024: $4,0052024

Highlighted filing

2017

Assets$5,146
Liabilities$0
Net Assets$5,146
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: -$9,499Expenses 2011: $3,275Net Income 2011: -$12,7742011Revenue 2012: -$300Expenses 2012: $75Net Income 2012: -$3752012Revenue 2013: $2,766Expenses 2013: $800Net Income 2013: $1,9662013Revenue 2014: $0Expenses 2014: $850Net Income 2014: -$8502014Revenue 2015: $5,000Expenses 2015: $5,345Net Income 2015: -$3452015Revenue 2016: $13,216Expenses 2016: $8,212Net Income 2016: $5,0042016Revenue 2017: $5,500Expenses 2017: $6,130Net Income 2017: -$6302017Revenue 2018: $0Expenses 2018: $1,700Net Income 2018: -$1,7002018Revenue 2019: $31,995Expenses 2019: $24,479Net Income 2019: $7,5162019Revenue 2020: $108,333Expenses 2020: $76,084Net Income 2020: $32,2492020Revenue 2021: $102,559Expenses 2021: $138,020Net Income 2021: -$35,4612021Revenue 2022: $132,104Expenses 2022: $139,038Net Income 2022: -$6,9342022Revenue 2023: $116,583Expenses 2023: $115,411Net Income 2023: $1,1722023Revenue 2024: $96,750Expenses 2024: $94,733Net Income 2024: $2,0172024

Highlighted filing

2017

Revenue$5,500
Expenses$6,130
Net Income-$630
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$5,500
Mission and Program Overview

Mission

The primary exempt purpose is to support local religious charaties in support of the community by providing food and other basic necessities.

The primary exempt purpose is to conduct an annual charitable golf tournament and other similar fund-raising events for the purpose of benefiting local public schools and charities, and educating the public about general and specific needs of area public schools as well as to foster a partership relationship between the public school system and local business.

Program Services

DescriptionGrantsExpenses
CONDUCTED THE ANNUAL CHARITABLE GOLF TOURNAMENT AND TRIATHLON THAT RAISED MONEY FOR LOCAL SCHOOLS AND EDUCATED THE PUBLIC COMMUNITY ABOUT THE GENERAL AND SPECIFIC NEEDS OF AREA PUBLIC SCHOOLS.$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED J SMITH JRPresident-$0--
FRED J SMITH IIIVice President-$0--
SUSAN V JONESSecretary-$0--
CHARLES F FULLERDirector-$0--
GARY MILLERDirector-$0--
BRIAN STRICKLANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fred Smith Company Foundation
EIN
94-3415001
Phone
9195508086
Address
400 RIVERWOOD DRIVE, CLAYTON, NC 27527

Signing Officer

Name
Fred J Smith Jr
Title
President
Phone
9195508086
Signed
2017-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Koonce Wooten & Haywood Llp
Address
P O BOX 17806, RALEIGH, NC 27619-7806
Preparer
J Graham Clements
Phone
9197829265
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: food & necessities support program. Amount: 5,500.”

Raw XML Appendix163 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum09194224410
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 RIVERWOOD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027527
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-630
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0630
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05146
IRS990EZ/GrossReceiptsAmt05500
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRED J SMITH JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRED J SMITH III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN V JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLES F FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN STRICKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE IS TO CONDUCT AN ANNUAL CHARITABLE GOLF TOURNAMENT AND OTHER SIMILAR FUND-RAISING EVENTS FOR THE PURPOSE OF BENEFITING LOCAL PUBLIC SCHOOLS AND CHARITIES, AND EDUCATING THE PUBLIC ABOUT GENERAL AND SPECIFIC NEEDS OF AREA PUBLIC SCHOOLS AS WELL AS TO FOSTER A PARTERSHIP RELATIONSHIP BETWEEN THE PUBLIC SCHOOL SYSTEM AND LOCAL BUSINESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONDUCTED THE ANNUAL CHARITABLE GOLF TOURNAMENT AND TRIATHLON THAT RAISED MONEY FOR LOCAL SCHOOLS AND EDUCATED THE PUBLIC COMMUNITY ABOUT THE GENERAL AND SPECIFIC NEEDS OF AREA PUBLIC SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06130
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05500
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023716
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07306
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07306
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt031022
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013216
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07306
IRS990ScheduleA/Total509Grp/TotalAmt031022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt031022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FOOD & NECESSITIES SUPPORT PROGRAM. AMOUNT: 5,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED J SMITH JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09195508086
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED SMITH COMPANY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0943415001
ReturnHeader/Filer/PhoneNum09195508086
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 RIVERWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027527
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D2D4C00CA763E29F8D2923F16FC577C53793AC6C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0772B8519E97DB4A721E926D86E1854A1518E19B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.106.199.106
ReturnHeader/FilingSecurityInformation/IPDt02017-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:54:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560517823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOONCE WOOTEN & HAYWOOD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 17806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276197806
ReturnHeader/PreparerPersonGrp/PhoneNum09197829265
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J GRAHAM CLEMENTS
ReturnHeader/ReturnTs02017-11-06T15:49:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,146
Liabilities
$0
Net assets
$5,146
Revenue
$5,500
Expenses
$6,130
Net income
-$630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.97$0.95$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.17$1.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.32$1.39$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.03$1.38$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.08$0.76$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.32$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.06$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.13$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.05$0.05$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.01$0.01
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.03$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.09$0.03$0.13