Civic Intelligence

Morris S Smith Foundation

990PF • Fiscal year 2015 • EIN 95-4452450

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 15, 2016

Organization Profile
8457 Colbath AvenueVan Nuys, CA 91402

(626) 564-2977

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$96,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

23rd percentile

-3.7%

Faster asset growth than 23% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2013 to 2015

Revenue Growth

82nd percentile

24%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$10,865,179

Down $858,005 (-7.3%) from 2013

Net Assets

$10,865,179

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Up

$512,617

Up $179,078 (+54%) from 2013

Expenses

Up

$800,006

Up $46,956 (+6.2%) from 2013

Net Income

Up

-$287,389

Up $132,122 (+31%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$15M$10M$5.0M$0Assets 2011: $14,510,940Liabilities 2011: $02011Assets 2012: $12,142,695Liabilities 2012: $02012Assets 2013: $11,723,184Liabilities 2013: $02013Assets 2015: $10,865,179Liabilities 2015: $0Net Assets 2015: $10,865,1792015Assets 2016: $10,782,294Liabilities 2016: $0Net Assets 2016: $10,782,2942016Assets 2017: $11,032,813Liabilities 2017: $0Net Assets 2017: $11,032,8132017Assets 2018: $10,875,055Liabilities 2018: $0Net Assets 2018: $10,875,0552018

Highlighted filing

2015

Assets$10,865,179
Liabilities$0
Net Assets$10,865,179
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0M-$3.0MRevenue 2011: $129,201Expenses 2011: $1,071,373Net Income 2011: -$942,1722011Revenue 2012: -$1,365,282Expenses 2012: $1,002,963Net Income 2012: -$2,368,2452012Revenue 2013: $333,539Expenses 2013: $753,050Net Income 2013: -$419,5112013Revenue 2015: $512,617Expenses 2015: $800,006Net Income 2015: -$287,3892015Revenue 2016: $665,002Expenses 2016: $784,630Net Income 2016: -$119,6282016Revenue 2017: $1,282,031Expenses 2017: $1,016,078Net Income 2017: $265,9532017Revenue 2018: $770,567Expenses 2018: $1,007,257Net Income 2018: -$236,6902018

Highlighted filing

2015

Revenue$512,617
Expenses$800,006
Net Income-$287,389
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 15, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sterling C FranklinTrustee-$96,000-$96,000
Larry FranklinTrustee-$96,000-$96,000
Wei-Ching K FranklinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Morris S Smith Foundation
EIN
95-4452450
Address
8457 COLBATH AVENUE, VAN NUYS, CA 91402

Signing Officer

Name
Sterling C Franklin
Title
Trustee
Signed
2016-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Ying & Associates
Address
300 N Lake Avenue Suite 928, Pasadena, CA 91101
Preparer
William Ying
Phone
6265642977
Raw XML Appendix275 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt06500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Ying & Associates
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06500
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0472725
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03080
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sterling C Franklin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Larry Franklin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Wei-Ching K Franklin
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18457 Colbath Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28457 Colbath Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Van Nuys
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Van Nuys
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/a
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0696000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0747368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt051368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0280642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0273972
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0287449
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt051368
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0236081
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0554614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0280642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0273972
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0696000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0790695
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0842063
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02697
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal income tax
TaxesSchedule/TaxesDetail/Amt0138
TaxesSchedule/TaxesDetail/Amt11368
TaxesSchedule/TaxesDetail/CategoryTxt0Merrill Lynch, Certificate Fee
TaxesSchedule/TaxesDetail/CategoryTxt1Merrill Lynch, Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0138
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11368
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sterling C Franklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRIS S SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0954452450
ReturnHeader/Filer/USAddress/AddressLine1Txt08457 COLBATH AVENUE
ReturnHeader/Filer/USAddress/CityNm0VAN NUYS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YING & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 N Lake Avenue Suite 928
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06265642977
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Ying
ReturnHeader/ReturnTs02017-06-20T11:49:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,865,179
Liabilities
$0
Net assets
$10,865,179
Revenue
$512,617
Expenses
$800,006
Net income
-$287,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.77$1.01$0.24
2017Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.28$1.02$0.27
2016Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.67$0.78$0.12
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.51$0.80$0.29
2013Summary only. Only limited summary data is available for this year.$11.7$0.00$0.33$0.75$0.42
2012Summary only. Only limited summary data is available for this year.$12.1$0.00$1.37$1.00$2.37
2011Summary only. Only limited summary data is available for this year.$14.5$0.00$0.13$1.07$0.94