Civic Intelligence

Morris S Smith Foundation

990PF • Fiscal year 2017 • EIN 95-4452450

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 15, 2018

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

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$96,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

42nd percentile

2.3%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

93%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$11,032,813

Up $250,519 (+2.3%) from 2016

Net Assets

Up

$11,032,813

Up $250,519 (+2.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin76th percentile

Revenue

Up

$1,282,031

Up $617,029 (+93%) from 2016

Expenses

Up

$1,016,078

Up $231,448 (+29%) from 2016

Net Income

Up

$265,953

Up $385,581 (+322%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2017

Assets$11,032,813
Liabilities$0
Net Assets$11,032,813
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$1,282,031
Expenses$1,016,078
Net Income$265,953
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 15, 2018
Return Version
2016v3.0
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
2018-08-15
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 AppendixShowing 400 of 415 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc080 American Int'l Group Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12500 American Int'l Group Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21377 American Int'l Group Wt
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38000 BGE Capital Trust II
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42000 Costco Wholesale Corp New
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52000 General Electric Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61500 General Electric Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72300 GoPro Inc Cl A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83500 Intel Company
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91428 Motorola Solutions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc103300 Proctor & Gamble
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc113450 Canadian National Railway Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122000 Corning Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13795 Johnson & Johnson
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1413831.382 Blackrock HL Sc Opp C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15200000 General Electric Cap Corp
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Larry Franklin
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08457 Colbath Avenue
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Van Nuys
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0645532
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.07154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014632239
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015107352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt014980880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013950606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt013201242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0904686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255365
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0892980
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0904686
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011706
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0904686
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 NORTH LAKE AVENUE 928
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PASADENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM YING CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06265642977
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0See list of donation attached
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0808686
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letters and supporting documents
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Sterling Franklin
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06265642977
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/Amt0808686
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/TotalGrantOrContriPdDurYrAmt0808686
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/AppliedToCurrentYearAmt0740049
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0740049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0280642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0280642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0164637
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0164637
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0904686
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0164637
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0445279
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0280642
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13434
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal income tax
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Federal income tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Entertainment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Merrill Lynch fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Morgan Stanley fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01102
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1184
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt344
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4194
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt344
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4194
TaxesSchedule/TaxesDetail/Amt01338
TaxesSchedule/TaxesDetail/CategoryTxt0Merrill Lynch, Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01338
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sterling C Franklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRIS S SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0954452450
ReturnHeader/Filer/USAddress/AddressLine1Txt08457 COLBATH AVENUE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,032,813
Liabilities
$0
Net assets
$11,032,813
Revenue
$1,282,031
Expenses
$1,016,078
Net income
$265,953
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