Civic Intelligence

The Mary Alice Smith Charitable Foundation

EIN 20-0532337 • Houston, TX

1000 Louisiana Street 7000Houston, TX 77002
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2025

Asset Growth

42nd percentile

2.2%

Faster asset growth than 42% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,223,170

Up $1,036,209 (+7.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$15,223,170

Up $1,036,209 (+7.3%) from 2024

Operations
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Up

$1,075,878

Up $175,727 (+20%) from 2024

Expenses

Down

$18,181

Down $1,255,602 (-99%) from 2024

Net Income

Up

$1,057,697

Up $1,431,329 (+383%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2012: $13,799,794Liabilities 2012: $02012Assets 2013: $14,046,239Liabilities 2013: $0Net Assets 2013: $14,046,2392013Assets 2014: $13,107,552Liabilities 2014: $0Net Assets 2014: $13,086,8942014Assets 2015: $13,683,056Liabilities 2015: $0Net Assets 2015: $13,683,0562015Assets 2016: $13,238,102Liabilities 2016: $0Net Assets 2016: $13,238,1022016Assets 2017: $13,504,062Liabilities 2017: $0Net Assets 2017: $13,504,0622017Assets 2018: $14,164,908Liabilities 2018: $0Net Assets 2018: $14,164,9082018Assets 2019: $14,535,899Liabilities 2019: $0Net Assets 2019: $14,535,8992019Assets 2020: $15,159,440Liabilities 2020: $0Net Assets 2020: $15,159,4402020Assets 2021: $15,315,707Liabilities 2021: $0Net Assets 2021: $15,315,7072021Assets 2022: $15,028,485Liabilities 2022: $0Net Assets 2022: $15,028,4852022Assets 2023: $14,568,780Liabilities 2023: $0Net Assets 2023: $14,568,7802023Assets 2024: $14,186,961Liabilities 2024: $0Net Assets 2024: $14,186,9612024Assets 2025: $15,223,170Liabilities 2025: $0Net Assets 2025: $15,223,1702025

Highlighted filing

2025

Assets$15,223,170
Liabilities$0
Net Assets$15,223,170
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2012: $566,756Expenses 2012: $762,759Net Income 2012: -$196,0032012Expenses 2013: $752,1482013Revenue 2014: $909,127Expenses 2014: $888,469Net Income 2014: $20,6582014Revenue 2015: $1,571,110Expenses 2015: $964,190Net Income 2015: $606,9202015Revenue 2016: $662,760Expenses 2016: $1,067,632Net Income 2016: -$404,8722016Revenue 2017: $1,223,070Expenses 2017: $814,789Net Income 2017: $408,2812017Revenue 2018: $1,340,977Expenses 2018: $741,823Net Income 2018: $599,1542018Revenue 2019: $1,671,635Expenses 2019: $884,246Net Income 2019: $787,3892019Revenue 2020: $1,216,105Expenses 2020: $829,728Net Income 2020: $386,3772020Revenue 2021: $1,859,504Expenses 2021: $1,446,876Net Income 2021: $412,6282021Revenue 2022: $1,097,414Expenses 2022: $1,348,399Net Income 2022: -$250,9852022Revenue 2023: $816,294Expenses 2023: $1,254,443Net Income 2023: -$438,1492023Revenue 2024: $900,151Expenses 2024: $1,273,783Net Income 2024: -$373,6322024Revenue 2025: $1,075,878Expenses 2025: $18,181Net Income 2025: $1,057,6972025

Highlighted filing

2025

Revenue$1,075,878
Expenses$18,181
Net Income$1,057,697
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,223,170
Liabilities
$0
Net assets
$15,223,170
Revenue
$1,075,878
Expenses
$18,181
Net income
$1,057,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.08$0.02$1.06
2024Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.90$1.27$0.37
2023Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.82$1.25$0.44
2022Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.10$1.35$0.25
2021Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.86$1.45$0.41
2020Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.22$0.83$0.39
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.67$0.88$0.79
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.34$0.74$0.60
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.22$0.81$0.41
2016Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.66$1.07$0.40
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.57$0.96$0.61
2014Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.91$0.89$0.02
2013Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.75
2012Summary only. Only limited summary data is available for this year.$13.8$0.00$0.57$0.76$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRISBURG EQUITABLE MANAGEMENT LLCTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mary Alice Smith Charitable
EIN
20-0532337
Phone
7134003334
Address
1000 LOUISIANA STREET 7000, HOUSTON, TX 77002

Signing Officer

Name
Harrisburg Equitable Management LLC
Title
Trustee
Phone
7134003334
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
1000 LOUISIANA ST STE 5800, HOUSTON, TX 77002-5021
Preparer
Ashley E Freeman
Phone
7133564000
Raw XML Appendix261 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0827500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0827500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0503931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0519850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0354140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0827500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0550421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0503931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt046490
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0550421
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01377921
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021488
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018181
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAL/MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018181
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRISBURG EQUITABLE MANAGEMENT LLC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07134003334
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARY ALICE SMITH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0200532337
ReturnHeader/Filer/PhoneNum07134003334
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 LOUISIANA STREET 7000
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 LOUISIANA ST STE 5800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770025021
ReturnHeader/PreparerPersonGrp/PhoneNum07133564000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY E FREEMAN
ReturnHeader/ReturnTs02025-08-31T21:39:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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