Civic Intelligence

The Charles & Carol Smith Foundation

990PF • Fiscal year 2015 • EIN 95-4137627

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

Organization Profile
505 Frontera DrivePacific Palisades, CA 90272

(310) 481-0040

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$86,540

Up $16,658 (+24%) from 2014

Net Assets

$86,540

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Down

$25,037

Down $24,988 (-50%) from 2014

Expenses

Down

$8,379

Down $3,051 (-27%) from 2014

Net Income

Down

$16,658

Down $21,937 (-57%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$300K$200K$100K$0Assets 2012: $38,806Liabilities 2012: $02012Assets 2013: $31,287Liabilities 2013: $02013Assets 2014: $69,882Liabilities 2014: $02014Assets 2015: $86,540Liabilities 2015: $0Net Assets 2015: $86,5402015Assets 2016: $114,079Liabilities 2016: $0Net Assets 2016: $114,0792016Assets 2017: $139,752Liabilities 2017: $0Net Assets 2017: $139,7522017Assets 2018: $155,655Liabilities 2018: $0Net Assets 2018: $155,6552018Assets 2020: $132,212Liabilities 2020: $0Net Assets 2020: $132,2122020Assets 2021: $131,179Liabilities 2021: $0Net Assets 2021: $131,1792021Assets 2022: $136,652Liabilities 2022: $0Net Assets 2022: $136,6522022Assets 2023: $184,947Liabilities 2023: $0Net Assets 2023: $184,9472023Assets 2024: $245,656Liabilities 2024: $0Net Assets 2024: $245,6562024

Highlighted filing

2015

Assets$86,540
Liabilities$0
Net Assets$86,540
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KRevenue 2012: $5Expenses 2012: $7,443Net Income 2012: -$7,4382012Revenue 2013: $9Expenses 2013: $7,528Net Income 2013: -$7,5192013Revenue 2014: $50,025Expenses 2014: $11,430Net Income 2014: $38,5952014Revenue 2015: $25,037Expenses 2015: $8,379Net Income 2015: $16,6582015Revenue 2016: $45,102Expenses 2016: $17,563Net Income 2016: $27,5392016Revenue 2017: $45,066Expenses 2017: $19,393Net Income 2017: $25,6732017Revenue 2018: $25,097Expenses 2018: $9,194Net Income 2018: $15,9032018Revenue 2020: -$640Expenses 2020: $12,010Net Income 2020: -$12,6502020Revenue 2021: $593Expenses 2021: $1,626Net Income 2021: -$1,0332021Revenue 2022: $14,245Expenses 2022: $8,772Net Income 2022: $5,4732022Revenue 2023: $49,646Expenses 2023: $1,351Net Income 2023: $48,2952023Revenue 2024: $1,999Expenses 2024: $40,328Net Income 2024: -$38,3292024

Highlighted filing

2015

Revenue$25,037
Expenses$8,379
Net Income$16,658
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES SMITHTrustee-$0--
CAROL SMITHTrustee-$0--
DAVID AIKENHEADDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charles and Carol Smith Foundation
EIN
95-4137627
Phone
3104810040
Address
505 Frontera Drive, Pacific Palisades, CA 90272

Signing Officer

Name
Charles Smith
Title
Trustee
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
McGINITY & NODAR LLP
Address
11300 W Olympic Blvd Suite 620, Los Angeles, CA 90064
Preparer
Brent A Sweet
Phone
3104810040
Raw XML Appendix318 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48014 Cumming Hwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54951 Harrison Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62050 Ballenger Avenue Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pacific Palisades
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WELLESLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Deerfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Canton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Hillside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Alexandria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560162
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622314
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03251
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012675
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012675
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033012
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04064
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011274
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07315
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04064
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045687
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041623
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brokerage Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt15
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles and Carol Smith Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0954137627
ReturnHeader/Filer/PhoneNum03104810040
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 Frontera Drive
ReturnHeader/Filer/USAddress/CityNm0Pacific Palisades
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGINITY & NODAR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011300 W Olympic Blvd Suite 620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03104810040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brent A Sweet
ReturnHeader/ReturnTs02015-11-09T15:19:47-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$86,540
Liabilities
$0
Net assets
$86,540
Revenue
$25,037
Expenses
$8,379
Net income
$16,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.02$0.40$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.50$0.01$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.14$0.09$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.01$0.02$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.01$0.12$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.25$0.09$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.45$0.19$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.45$0.18$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.25$0.08$0.17
2014Summary only. Only limited summary data is available for this year.$0.70$0.00$0.50$0.11$0.39
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.00$0.08$0.08
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.00$0.07$0.07