Civic Intelligence

Cyril Smith Tr

990 • Fiscal year 2017 • EIN 94-6346471

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 03, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

621%

Higher net margin than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$8,596

Higher top officer pay than 46% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

22nd percentile

-3.6%

Faster asset growth than 22% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,136,812

Down $116,604 (-3.6%) from 2016

Net Assets

Down

$3,136,812

Down $116,604 (-3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$27,055

Down $218,898 (-114%) from 2016

Expenses

Down

$141,031

Down $32,327 (-19%) from 2016

Net Income

Down

-$168,086

Down $186,571 (-1009%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$3,136,812
Liabilities$0
Net Assets$3,136,812
Open 2017 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

2017

Revenue-$27,055
Expenses$141,031
Net Income-$168,086
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 3, 2018
Return Version
2016v3.0
Gross Receipts
$1,808,455
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$3,253,416$3,136,812▼ $116,604
Investments in Publicly Traded Securities$1,560,784$2,831,231▲ $1,270,447
Land, Buildings, and Equipment, Net$1,491,474$0▼ $1,491,474
Savings and Temporary Cash Investments$201,158$305,581▲ $104,423
Cash and Non-Interest-Bearing Accounts$0--
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--
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--
Prepaid Expenses and Deferred Charges$0--
Total Assets$3,253,416$3,136,812▼ $116,604
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,253,416$3,136,812▼ $116,604
Total Liabilities and Net Assets / Fund Balance$3,253,416$3,136,812▼ $116,604
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
Caroline M SchuylerCo Trustee$8,596$8,596
David C WintonCo Trustee$8,596$8,596

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,137
Other Revenue
$-60,192
Change in Net Assets
$-168,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,453
Other Expenses$36,386
Salaries, Compensation, and Employee Benefits$17,192
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,453--$87,453
Current Officers, Directors, Trustees, and Key Employees$0$17,192$0$17,192
Fees for Service Investment Mgmnt Fees-$12,252-$12,252
Fees for Services Accounting-$8,000-$8,000
Insurance-$6,893-$6,893
Fees for Services Management$0$5,114-$5,114
Occupancy-$4,017-$4,017
Other Expenses$0$10$0$10
Total Functional Expenses$87,453$53,578$0$141,031
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquette UniversityMilwaukee, WI-Student Scholarships$47,786
Csu FresnoFresno, CA-Student Scholarships$7,000
Csu Long BeachLong Beach, CA-Student 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--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

“Caroline schuyler, po box 2535, saratoga ca 95070; david winton, 43 estrella way, novato ca 94945; laura bautista, marquette university, po box 1881 zilber hall 205, milwaukee wi 53201-1881”

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
2018-04-03

Organization Details

Principal Officer
Caroline M Schuyler
Formed
1966
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4
Raw XML AppendixShowing 400 of 494 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/InvestmentInJointVentureInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0STUDENTS APPLY FOR SCHOLARSHIPS. WHEN THE SCHOLARSHIPS ARE AWARDED TO THE STUDENTS, THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST IS MADE UP OF FOUR TRUSTEES. ONE TRUSTEE REPRESENTS MARQUETTE UNIVERSITY AND ANOTHER TRUSTEE REPRESENTS THE MERCED SCHOLARSHIPS. THE FOUR TRUSTEES REVIEW AND DETERMINE INVESTMENT CHOICES, SCHOLARSHIP AMOUNTS, POLICIES AND ALL OTHER GOVERNANCE DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2CYRIL SMITH TRUST WAS FORMED FOR THE BENEFIT OF PROVIDING COLLEGE SCHOLARSHIPS FOR STUDENTS WHO ATTENDED MARQUETTE UNIVERSITY AND STUDENTS WHO GRADUATED FROM HIGH SCHOOLS IN MERCED, CALIFORNIA. CRITERIA AND SELECTION OF MERCED SCHOLARSHIPS ARE DONE THROUGH THE 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 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 "MAKE TO STUDENTS WHO, AS RESIDENTS OF MERCED COUNTY, HAVE ATTENDED A PUBLIC HIGH SCHOOL IN THE CITY OF MERCED FOR A MINIMUM OF THREE YEARS."
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part V, Line 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt012
IRS990ScheduleA/SupportedOrganizationsTotalCnt012
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390806251
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1204927897
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2946003272
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3952081258
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4931150363
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5946002123
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6946036494
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7952226406
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8240033958
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9952544535
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10941156628
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11941156266
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd80
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd42
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd52
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd62
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd72
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd82
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd92
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd102
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd112
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt100
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt110
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt047786
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt27000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt32500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt46000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt54000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt61500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt71667
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt85000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt94000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt102000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt113000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARQUETTE UNIVERSTIY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CALIFORNIA POLYTECHNIC STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CSU FRESNO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3CSU FULLERTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4CSU LONG BEACH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5UC BERKELEY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6UC DAVIS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7UC IRVINE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8UC MERCED
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9UNIVERSITY OF SAN DIEGO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt10UNIVERSITY OF SAN FRANCISCO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt11UNIVERSITY OF THE PACIFIC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt087453
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt047786
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARQUETTE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CSU FRESNO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CSU LONG BEACH
IRS990ScheduleI/RecipientTable/RecipientEIN0390806251
IRS990ScheduleI/RecipientTable/RecipientEIN1946003272
IRS990ScheduleI/RecipientTable/RecipientEIN2931150363
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1881
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1CASHIERING SERVICES
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2CENTER FOR SCHOLARSHIP INFORMATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0ZILBER HALL 205
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt15150 N MAPLE AVE JA58
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt21250 BELLFLOWER BLVD USU-238
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FRESNO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LONG BEACH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0532011881
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1937400826
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd290840
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS DISTRIBUTED ARE TO BE USED AS SCHOLARSHIPS FOR STUDENTS TO ATTEND A UNIVERSITY OR COLLEGE. SCHOLARSHIPS ARE PAID DIRECTLY TO THE SCHOOL'S FINANCIAL AID OFFICE. BEFORE THE FINANCIAL AID OFFICE RELEASES FUNDS TO THE STUDENTS, STUDENTS HAVE TO MEET CRITERIA SUCH AS GRADE POINT AVERAGE AND CONSIDERED A FULL-TIME STUDENT. CYRIL SMITH TRUST DOES NOT MONITOR HOW THOSE SCHOLARSHIPS ARE SPECIFICALLY USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,136,812
Liabilities
$0
Net assets
$3,136,812
Revenue
-$27,055
Expenses
$141,031
Net income
-$168,086
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 4947(a)1 • $1M-$5M nonprofits