Civic Intelligence

The Charles & Carol Smith Foundation

990PF • Fiscal year 2020 • EIN 95-4137627

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 27, 2020

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

1977%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-8.7%

Faster asset growth than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$132,212

Down $23,443 (-15%) from 2018

Net Assets

Down

$132,212

Down $23,443 (-15%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$640

Down $25,737 (-103%) from 2018

Expenses

Up

$12,010

Up $2,816 (+31%) from 2018

Net Income

Down

-$12,650

Down $28,553 (-180%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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: $1Net 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

2020

Assets$132,212
Liabilities$1
Net Assets$132,212
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue-$640
Expenses$12,010
Net Income-$12,650
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-08-27
Discuss with paid preparer
Yes

Preparer

Firm
McGINITY & NODAR LLP
Address
11300 W Olympic Blvd Suite 620, Los Angeles, CA 90064
Preparer
Rudy P Nodar
Phone
3104810040
Raw XML Appendix265 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/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brokerage Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt088
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt087
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02124
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0Franchise Tax Board
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-27
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/PreparerFirmEIN0204117462
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/PreparerPersonNm0Rudy P Nodar
ReturnHeader/ReturnTs02020-08-27T16:15:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,212
Liabilities
$1
Net assets
$132,212
Revenue
-$640
Expenses
$12,010
Net income
-$12,650
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
2020Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits