Civic Intelligence

Cyril Smith Tr

990 • Fiscal year 2016 • EIN 94-6346471

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 28, 2016

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

67th percentile

9.6%

Higher net margin than 67% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$8,572

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

66th percentile

5.6%

Faster asset growth than 66% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

56th percentile

3.9%

Faster revenue growth than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,253,416

Up $172,404 (+5.6%) from 2015

Net Assets

Up

$3,253,416

Up $172,404 (+5.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin67th percentile

Revenue

Up

$191,843

Up $7,181 (+3.9%) from 2015

Expenses

Up

$173,358

Up $160 (+0.1%) from 2015

Net Income

Up

$18,485

Up $7,021 (+61%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2016

Assets$3,253,416
Liabilities$0
Net Assets$3,253,416
Open 2016 Filing

Operations Trend

Revenue Growth56th percentile

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

2016

Revenue$191,843
Expenses$173,358
Net Income$18,485
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$237,630
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$3,081,012$3,253,416▲ $172,404
Investments in Publicly Traded Securities$1,513,660$1,560,784▲ $47,124
Land, Buildings, and Equipment, Net$1,530,004$1,491,474▼ $38,530
Savings and Temporary Cash Investments$37,348$201,158▲ $163,810
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$3,081,012$3,253,416▲ $172,404
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,081,012$3,253,416▲ $172,404
Total Liabilities and Net Assets / Fund Balance$3,081,012$3,253,416▲ $172,404

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,115,799$386,902$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$8,572$8,572
David C WintonCo Trustee$8,572$8,572

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$82,101
Other Revenue
$109,742
Change in Net Assets
$18,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$141,446
Salaries, Compensation, and Employee Benefits$17,144
Other Expenses$14,768
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$141,446--$141,446
Comp Disqual Persons$0$17,144$0$17,144
Fees for Services Accounting$0$8,000$0$8,000
Insurance$0$6,617$0$6,617
Fees for Service Investment Mgmnt Fees$0$91$0$91
Other Expenses$0$10$0$10
Total Functional Expenses$141,446$31,912$0$173,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquette UniversityMilwaukee, WI-Scholarships for Students$70,723
California State University FresnoFresno, CA-Scholarship for Students$8,000
University of California Los AngelesLos Angeles, CA-Scholarship for Students$7,000
University of California MercedMerced, CA-Scholarship for Students$7,000
California State University Long BeachLong Beach, CA-Scholarships for Students$6,000
University of California DavisDavis, CA-Scholarship for Students$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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
Yes
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

“1) laura bautista (marquette university), marquette university, po box 1881 zilber hall 205, milwaukee, wi 53201; 2) caroline schuyler (trustee), po box 2535, saratoga, ca 95070; 3) david winton (trustee), 43 estrella way, novato, ca 94945”

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

“Preliminary report is created. Trustee members review the tax report before bookkeeper files to irs.”

Form 990, Part VI, Section B, Line 15

“Two trustees (c. Schuyler and d. Winton) received trustee fees based on percentage of earnings from investments in the previous fiscal year.”

Form 990, Part VI, Section C, Line 19

“Any existing document and information the trust keeps are available upon request.”

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
2016-10-28

Organization Details

Formed
1966
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Funds held to pay scholarship awards to merced students.”

Raw XML AppendixShowing 400 of 554 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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IRS990/Desc0UTILIZED INVESTMENT FUNDS AND RELATED INCOME TO PROVIDE SCHOLARSHIPS TO MARQUETTE UNIVERSITY AND TO 70 STUDENTS IN MERCED, CA AS REQUIRED BY THE CYRIL E. SMITH TRUST INSTRUMENT.
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IRS990/FeesForServicesLegalGrp/FundraisingAmt00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO TRUSTEE
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IRS990/OtherExpensesGrp/Desc1CALIFORNIA FRANCHISE TAX BOARD
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Merced County Office of Education
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0141446
IRS990/PYInvestmentIncomeAmt032182
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt014712
IRS990/PYOtherRevenueAmt0152480
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt011464
IRS990/PYSalariesCompEmpBnftPaidAmt017040
IRS990/PYTotalExpensesAmt0173198
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0184662
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt018485
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0109742
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0191843
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03081012
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03253416
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037348
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0201158
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST IS MADE UP OF 4 TRUSTEES. ONE TRUSTEE REPRESENTS MARQUETTE UNIVERSITY AND 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 FAMILY TRUST. MARQUETTE UNIVERSITY IS A DESIGNATED SCHOOL WHOSE PRIMARY FUNCTION IS TO PROVIDE FORMAL HIGHER EDUCATION INSTRUCTIONS AND HAS ENROLLED STUDENTS, FACULTIES AND CURRICULUM. VIRGINIA SMITH FAMILY TRUST RECEIVED IRS DESIGNATION AS 509(A)(3) ON NOVEMBER 21, 1991. PER VIRGINIA SMITH FAMILY 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part V, Line 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0770295858
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1390806251
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
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/BookValueAmt01115799
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0386902
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,253,416
Liabilities
$0
Net assets
$3,253,416
Revenue
$191,843
Expenses
$173,358
Net income
$18,485
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