Civic Intelligence

Cyril Smith Tr

990 • Fiscal year 2015 • EIN 94-6346471

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

Organization Profile
PO Box 2535Saratoga, CA 95070

(650) 996-2075

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$8,520

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

$3,081,012

No earlier filing loaded for comparison.

Net Assets

$3,081,012

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin58th percentile

Revenue

$184,662

No earlier filing loaded for comparison.

Expenses

$173,198

No earlier filing loaded for comparison.

Net Income

$11,464

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,081,012Liabilities 2015: $0Net Assets 2015: $3,081,0122015Assets 2016: $3,253,416Liabilities 2016: $0Net Assets 2016: $3,253,4162016Assets 2017: $3,136,812Liabilities 2017: $0Net Assets 2017: $3,136,8122017Assets 2019: $3,306,712Liabilities 2019: $0Net Assets 2019: $3,306,7122019

Highlighted filing

2015

Assets$3,081,012
Liabilities$0
Net Assets$3,081,012
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2015: $184,662Expenses 2015: $173,198Net Income 2015: $11,4642015Revenue 2016: $191,843Expenses 2016: $173,358Net Income 2016: $18,4852016Revenue 2017: -$27,055Expenses 2017: $141,031Net Income 2017: -$168,0862017Revenue 2019: $112,264Expenses 2019: $88,619Net Income 2019: $23,6452019

Highlighted filing

2015

Revenue$184,662
Expenses$173,198
Net Income$11,464
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$184,662
Mission and Program Overview

Mission

Provide scholarships to students per the will and testament of cyril smith

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,098,050$3,081,012▼ $17,038
Land, Buildings, and Equipment, Net$1,568,533$1,530,004▼ $38,529
Investments in Publicly Traded Securities$1,465,113$1,513,660▲ $48,547
Savings and Temporary Cash Investments$64,404$37,348▼ $27,056
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,098,050$3,081,012▼ $17,038
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,098,050$3,081,012▼ $17,038
Total Liabilities and Net Assets / Fund Balance$3,098,050$3,081,012▼ $17,038

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,154,329$348,372$1,502,701
Land$375,675-$375,675
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
Caroline M SchuylerCo Trustee$8,520$8,520
David C WintonCo Trustee$8,520$8,520

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$32,182
Other Revenue
$152,480
Change in Net Assets
$11,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$141,446
Salaries, Compensation, and Employee Benefits$17,040
Other Expenses$14,712
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$141,446--$141,446
Current Officers, Directors, Trustees, and Key Employees$0$17,040$0$17,040
Fees for Services Accounting$0$8,000$0$8,000
Insurance-$6,617-$6,617
Fees for Service Investment Mgmnt Fees-$35-$35
Other Expenses$0$10$0$10
Total Functional Expenses$141,446$31,752$0$173,198
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquette UniversityMilwaukee, WI-Scholarships$70,723
University of California DavisDavis, CA-Scholarship$10,000
University of CA MercedMerced, CA-Scholarship$8,000
University of California Los AngelesLos Angeles, CA-Scholarship$7,000
California State University FresnoFresno, CA-Scholarships$6,000
California State University Long BeachLong Beach, CA-Scholarships$6,000
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

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
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, Section A, Line 9

“Form 990, part vi, line 9 -trustees who cannot be reached at the organization's mailing address: (1) fred honore (merced county board of education) - 24343 williams avenue, hilmar, ca 953324; (2) douglas smith (marquette univesity)-marquette university, office of the general counsel, po box 1881 zilbert hall 205, milwaukee, wi 53201-1881; (3) david winton - 2 ranch drive, suite 8, movato, ca 94945. Form 990, part vi, line 11b-form 990 review process: trustees review before filed”

Form 990, Part VI, Section B, Line 11B

“At the board meeting, trustees review tax return forms before submission by bookkeeper.”

Form 990, Part VI, Section C, Line 19

“DURING BOARD MEETINGS.”

Filing and Contact Details

Filer

Filer Name
Cyril Smith Trust
EIN
94-6346471
Phone
6509962075
Address
PO BOX 2535, SARATOGA, CA 95070

Signing Officer

Name
Janet Riley
Title
Bookkeeper
Phone
2093816725
Signed
2015-11-05

Organization Details

Principal Officer
Caroline Schuyler
Formed
1966
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 444 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST IS MADE UP OF 4 TRUSTEES. ONE TRUSTEE REPRESENTS MARQUETTE UNIVERSITY & ONE TRUSTEE REPRESENTS THE MERCED SCHOLARSHIPS. THE 4 TRUSTEES REVIEW AND DETERMINE INVESTMENT CHOICES, SCHOLARSHIP AMOUNTS, POLICIES AND ALL OTHER GOVERNANCE DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1CYRIL SMITH TRUST WAS FORMED FOR THE BENEFIT OF PROVIDING COLLEGE SCHOLARSHIPS FOR STUDENTS WHO ATTEND MARQUETTE UNIVERSITY AND STUDENTS GRADUATING FROM MERCED CITY HIGH SCHOOLS THROUGH THE VIRGINIA SMITH TRUST. MARQUETTE UNIVERSITY IS A DESIGNATED SCHOOL WHOSE PRIMARY FUNCTION IS TO PROVIDE FORMAL INSTRUCTION AND HAS ENROLLED STUDENTS, FACULTIES AND CURRICULUM. VIRGINIA SMITH TRUST RECEIVED IRS DESIGNATION AS 509(A)(3) ON NOVEMBER 21, 1991. PER VIRGINIA SMITH TRUST'S GOVERNING DOCUMENTS, ITS MAIN PURPOSE IS TO PROVIDE COLLEGE SCHOLARSHIPS TO YOUTH IN MERCED CITY HIGH SCHOOLS, CALIFORNIA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 3
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt070723
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt170723
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0VIRGINIA SMITH TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MARQUETTE UNIVERSTIY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0141446
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01154329
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0348372
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01502701
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0375675
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0375675
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01530004
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt070723
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt47000
IRS990ScheduleI/RecipientTable/CashGrantAmt58000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARQUETTE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CALIFORNIA STATE UNIVERSITY FRESNO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CALIFORNIA STATE UNIVERSITY LONG BEACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF CALIFORNIA DAVIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF CALIFORNIA LOS ANGELES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF CA MERCED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0OFFICE OF CONTRACT AND GRANT ADMINSTRATION
IRS990ScheduleI/RecipientTable/RecipientEIN0390806251
IRS990ScheduleI/RecipientTable/RecipientEIN1946003272
IRS990ScheduleI/RecipientTable/RecipientEIN2931150363
IRS990ScheduleI/RecipientTable/RecipientEIN3946036494
IRS990ScheduleI/RecipientTable/RecipientEIN4956006143
IRS990ScheduleI/RecipientTable/RecipientEIN5270093858
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1881
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14910 N CHESNUT AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21250 BELLFLOWER BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3ONE SHIELDS AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4MC 951406
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt55200 N LAKE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt011000 KINROSS AVE SUITE 211O
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FRESNO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LONG BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm3DAVIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm5MERCED
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0532011881
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1937261852
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd290840
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd395616
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd4900951406
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd595344
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NA
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, LINE 9 -TRUSTEES WHO CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: (1) FRED HONORE (MERCED COUNTY BOARD OF EDUCATION) - 24343 WILLIAMS AVENUE, HILMAR, CA 953324; (2) DOUGLAS SMITH (MARQUETTE UNIVESITY)-MARQUETTE UNIVERSITY, OFFICE OF THE GENERAL COUNSEL, PO BOX 1881 ZILBERT HALL 205, MILWAUKEE, WI 53201-1881; (3) DAVID WINTON - 2 RANCH DRIVE, SUITE 8, MOVATO, CA 94945. FORM 990, PART VI, LINE 11B-FORM 990 REVIEW PROCESS: TRUSTEES REVIEW BEFORE FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE BOARD MEETING, TRUSTEES REVIEW TAX RETURN FORMS BEFORE SUBMISSION BY BOOKKEEPER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03098050
IRS990/TotalAssetsEOYAmt03081012
IRS990/TotalAssetsGrp/BOYAmt03098050
IRS990/TotalAssetsGrp/EOYAmt03081012
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031752
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0141446
IRS990/TotalFunctionalExpensesGrp/TotalAmt0173198
IRS990/TotalGrossUBIAmt0152480
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03098050
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03081012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,081,012
Liabilities
$0
Net assets
$3,081,012
Revenue
$184,662
Expenses
$173,198
Net income
$11,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.11$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.03$0.14$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.19$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.18$0.17$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 4947(a)1 • $1M-$5M nonprofits