Civic Intelligence

Fullen-Smith Foundation Inc

990PF • Fiscal year 2024 • EIN 95-6044541

May 01, 2023 to Apr 30, 2024 • Filed on Sep 04, 2024

44 Crest RoadRidgefield, CT 06877

(203) 431-5704

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

95th percentile

88%

Faster asset growth than 95% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

7645%

Faster revenue growth than 100% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,412,163

Up $1,130,950 (+88%) from 2023

Net Assets

Up

$2,411,561

Up $1,130,373 (+88%) from 2023

Liabilities

Up

$602

Up $577 (+2308%) from 2023

Revenue

Up

$1,073,934

Up $1,060,068 (+7645%) from 2023

Expenses

Up

$106,788

Up $35,877 (+51%) from 2023

Net Income

Up

$967,146

Up $1,024,191 (+1795%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $965,025Liabilities 2012: $262012Assets 2013: $1,028,657Liabilities 2013: $9172013Assets 2014: $1,147,907Liabilities 2014: $25,8102014Assets 2015: $1,167,487Liabilities 2015: $662Net Assets 2015: $1,166,8252015Assets 2016: $1,074,853Liabilities 2016: $524Net Assets 2016: $1,074,3292016Assets 2017: $1,128,959Liabilities 2017: $279Net Assets 2017: $1,128,6802017Assets 2018: $1,149,247Liabilities 2018: $176Net Assets 2018: $1,149,0712018Assets 2019: $1,187,968Liabilities 2019: $370Net Assets 2019: $1,187,5982019Assets 2020: $1,145,108Liabilities 2020: $433Net Assets 2020: $1,144,6752020Assets 2021: $1,498,279Liabilities 2021: $1,149Net Assets 2021: $1,497,1302021Assets 2022: $1,344,844Liabilities 2022: $1,833Net Assets 2022: $1,343,0112022Assets 2023: $1,281,213Liabilities 2023: $25Net Assets 2023: $1,281,1882023Assets 2024: $2,412,163Liabilities 2024: $602Net Assets 2024: $2,411,5612024Assets 2025: $2,508,251Liabilities 2025: $1,240Net Assets 2025: $2,507,0112025

Highlighted filing

2024

Assets$2,412,163
Liabilities$602
Net Assets$2,411,561

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $47,090Expenses 2012: $55,527Net Income 2012: -$8,4372012Revenue 2013: $90,964Expenses 2013: $58,720Net Income 2013: $32,2442013Revenue 2014: $169,485Expenses 2014: $73,829Net Income 2014: $95,6562014Revenue 2015: $139,514Expenses 2015: $82,091Net Income 2015: $57,4232015Revenue 2016: $28,194Expenses 2016: $71,928Net Income 2016: -$43,7342016Revenue 2017: $74,501Expenses 2017: $70,669Net Income 2017: $3,8322017Revenue 2018: $49,159Expenses 2018: $75,727Net Income 2018: -$26,5682018Revenue 2019: $32,854Expenses 2019: $74,502Net Income 2019: -$41,6482019Revenue 2020: $39,949Expenses 2020: $78,347Net Income 2020: -$38,3982020Revenue 2021: $79,900Expenses 2021: $76,248Net Income 2021: $3,6522021Revenue 2022: $129,869Expenses 2022: $85,951Net Income 2022: $43,9182022Revenue 2023: $13,866Expenses 2023: $70,911Net Income 2023: -$57,0452023Revenue 2024: $1,073,934Expenses 2024: $106,788Net Income 2024: $967,1462024Revenue 2025: $84,625Expenses 2025: $150,129Net Income 2025: -$65,5042025

Highlighted filing

2024

Revenue$1,073,934
Expenses$106,788
Net Income$967,146
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Sep 4, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN SMITHPresident-$0--
MICHAEL SMITHTreas & CFO-$0--
NATHAN ITO-PRINEVice Pres-$0--
JENNIFER SMITHVice Pres-$0--
JULIA SMITHSecretary-$0--
HANNAH KULLYDirector-$0--
SAM SMITHDirector-$0--
DEB RIEHLEDirector-$0--
ZACHARY SMITHDirector-$0--
JULIE HENDERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fullen-smith Foundation Inc
EIN
95-6044541
Phone
2034315704
Address
44 CREST ROAD, RIDGEFIELD, CT 06877

Signing Officer

Name
Michael Smith
Title
Treas & CFO
Phone
2034315704
Signed
2024-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Victor J Cannistra CPA Pc
Address
43 KENSICO DR FL 2, MOUNT KISCO, NY 10549
Preparer
Victor J Cannistra CPA
Phone
9142413605
Raw XML AppendixShowing 400 of 455 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BOND FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0667007
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0596122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01216212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01793668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0506571
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-09-06
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHWAB TOTAL STOCK MARKET INDEX
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHWAB US AGGREGATE BOND INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt044093
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0967146
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0163227
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02411561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01281188
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02411561
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt084601
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt084601
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt084601
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt085590
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0989
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02412163
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0602
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01281213
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02412163
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01281188
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02411561
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01737875
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014347
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01723528
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026068
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt085590
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01711807
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01737875
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt0800 HUACHENG ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm0NEW TAIPEI CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd0TW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ForeignPostalCd023153
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm0NEW TAIPEI CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARTIN SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NATHAN ITO-PRINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JENNIFER SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JULIA SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5HANNAH KULLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6SAM SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7DEB RIEHLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8ZACHARY SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9JULIE HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREAS & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt036 MARY SMITH HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt144 CREST ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NATIONALITIES SERVICE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8REPAST ENSEMBLE INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10WORLD CENTRAL KITCHEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PUBLIC CHARI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010325 KENSINGTON PKWY 70
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2355 24TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4228 PARK AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt534 GLENBROOK DRIVE APT 1B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62206 BONNIE BUTLER WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71216 ARCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt861 EASTERN PARKWAY 5F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt921-12 30TH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10200 MASSACHUSETTS AVE NW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt17TH FLOOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LONG ISLAND CITY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt084601
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06114
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt047267
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014355

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.08$0.15$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.07$0.11$0.97
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.01$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.13$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.08$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.14$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.07$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.14$0.08$0.06
2014Summary only. Only limited summary data is available for this year.$1.15$0.03$0.17$0.07$0.10
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$0.09$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$0.97$0.00$0.05$0.06$0.01