Civic Intelligence

Morris S Smith Foundation

990PF • Fiscal year 2016 • EIN 95-4452450

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 14, 2017

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

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$96,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

37th percentile

-0.8%

Faster asset growth than 37% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

30%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$10,782,294

Down $82,885 (-0.8%) from 2015

Net Assets

Down

$10,782,294

Down $82,885 (-0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin16th percentile

Revenue

Up

$665,002

Up $152,385 (+30%) from 2015

Expenses

Down

$784,630

Down $15,376 (-1.9%) from 2015

Net Income

Up

-$119,628

Up $167,761 (+58%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2016

Assets$10,782,294
Liabilities$0
Net Assets$10,782,294
Open 2016 Filing

Operations Trend

Revenue Growth85th 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

2016

Revenue$665,002
Expenses$784,630
Net Income-$119,628
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 14, 2017
Return Version
2015v3.0
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
2017-08-14
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 Appendix302 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/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0300 North Lake Avenue 928
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Pasadena
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0583950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See list of donations attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Na
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0583950
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/AppliedToCurrentYearAmt0679950
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0720406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt040456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0280642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0273972
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt040456
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0233516
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0280642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0280642
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0679950
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0514158
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0554614
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011344
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal income tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Entertainment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Merrill Lynch, Certificate Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01938
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01938
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1213
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0385
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0IRS refund
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Lilli Praisan
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05000
TaxesSchedule/TaxesDetail/Amt01529
TaxesSchedule/TaxesDetail/CategoryTxt0Merrill Lynch, Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01529
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sterling C Franklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
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/ReturnTs02017-08-15T11:37:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,782,294
Liabilities
$0
Net assets
$10,782,294
Revenue
$665,002
Expenses
$784,630
Net income
-$119,628
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