Civic Intelligence

Morris S Smith Foundation

990PF • Fiscal year 2018 • EIN 95-4452450

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 15, 2019

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.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

32nd percentile

$96,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

35th percentile

-1.4%

Faster asset growth than 35% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$10,875,055

Down $157,758 (-1.4%) from 2017

Net Assets

Down

$10,875,055

Down $157,758 (-1.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin10th percentile

Revenue

Down

$770,567

Down $511,464 (-40%) from 2017

Expenses

Down

$1,007,257

Down $8,821 (-0.9%) from 2017

Net Income

Down

-$236,690

Down $502,643 (-189%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2018

Assets$10,875,055
Liabilities$0
Net Assets$10,875,055
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$770,567
Expenses$1,007,257
Net Income-$236,690
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 15, 2019
Return Version
2017v2.2
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
2019-08-15
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 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/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 (estimated)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0810575
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/Amt0810575
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/TotalGrantOrContriPdDurYrAmt0810575
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/AppliedToCurrentYearAmt0795728
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0795728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0164637
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0275484
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0110847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0164637
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0906575
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0110847
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0275484
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0164637
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Merrill Lynch fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Morgan Stanley fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0184
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23329
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0184
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23329
TaxesSchedule/TaxesDetail/Amt01139
TaxesSchedule/TaxesDetail/CategoryTxt0Merrill Lynch, Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01139
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sterling C Franklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
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/PreparerFirmEIN0900532740
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/ReturnTs02019-08-15T19:21:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,875,055
Liabilities
$0
Net assets
$10,875,055
Revenue
$770,567
Expenses
$1,007,257
Net income
-$236,690
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