Civic Intelligence

The Smd Foundation

990PF • Fiscal year 2020 • EIN 20-4880546

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 02, 2022

3274 Gleneagle DriveLake Charles, LA 70605

(337) 433-1002

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.69x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

18th percentile

-36%

Higher net margin than 18% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$340,834

Up $3,598 (+1.1%) from 2019

Net Assets

$326,589

No earlier filing loaded for comparison.

Liabilities

Up

$14,245

Up $10,975 (+336%) from 2019

Revenue

Up

$20,722

Up $4,693 (+29%) from 2019

Expenses

Down

$28,099

Down $206 (-0.7%) from 2019

Net Income

Up

-$7,377

Up $4,899 (+40%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $4,233Liabilities 2011: $0Net Assets 2011: $4,2332011Assets 2012: $4,179Liabilities 2012: $12012Assets 2013: $4,181Liabilities 2013: $0Net Assets 2013: $4,1812013Assets 2014: $4,183Liabilities 2014: $0Net Assets 2014: $4,1832014Assets 2015: $410,498Liabilities 2015: $0Net Assets 2015: $410,4982015Assets 2019: $337,236Liabilities 2019: $3,2702019Assets 2020: $340,834Liabilities 2020: $14,245Net Assets 2020: $326,5892020Assets 2021: $384,204Liabilities 2021: $0Net Assets 2021: $384,2042021Assets 2022: $340,323Liabilities 2022: $0Net Assets 2022: $340,3232022Assets 2023: $340,757Liabilities 2023: $5,651Net Assets 2023: $335,1062023Assets 2024: $359,660Liabilities 2024: $0Net Assets 2024: $359,6602024

Highlighted filing

2020

Assets$340,834
Liabilities$14,245
Net Assets$326,589

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $1,4922011Revenue 2012: $1Expenses 2012: $55Net Income 2012: -$542012Revenue 2013: $2Expenses 2013: $0Net Income 2013: $22013Revenue 2014: $2Expenses 2014: $0Net Income 2014: $22014Revenue 2015: $406,690Expenses 2015: $375Net Income 2015: $406,3152015Revenue 2019: $16,029Expenses 2019: $28,305Net Income 2019: -$12,2762019Revenue 2020: $20,722Expenses 2020: $28,099Net Income 2020: -$7,3772020Revenue 2021: $65,566Expenses 2021: $7,951Net Income 2021: $57,6152021Revenue 2022: $20,815Expenses 2022: $64,696Net Income 2022: -$43,8812022Revenue 2023: $32,003Expenses 2023: $37,220Net Income 2023: -$5,2172023Revenue 2024: $61,537Expenses 2024: $36,983Net Income 2024: $24,5542024

Highlighted filing

2020

Revenue$20,722
Expenses$28,099
Net Income-$7,377
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 2, 2022
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan H VincentTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The SMD Foundation
EIN
20-4880546
Phone
3374331002
Address
3274 Gleneagle Drive, Lake Charles, LA 70605

Signing Officer

Name
Susan H Vincent
Title
Trustee
Phone
3374331002
Signed
2022-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Mcelroy Quirk & Burch (apc)
Address
PO BOX 3070, LAKE CHARLES, LA 70602-3070
Preparer
Joe G Peshoff II CPA CVA
Phone
3374331063
Raw XML Appendix319 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax prep fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0340834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0582535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Morgan Stanley
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07833
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt179968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Morgan Stanley - ST Covered - 12902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Morgan Stanley - LT Covered - 12902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SPDR Gold Tr Gold Shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012888
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7377
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0326589
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03270
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt014245
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0543079
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Susan H Vincent
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Susan H Vincent
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Needs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarships Fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1McNeese Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Our Lady Queen of Heaven School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Saint Louis Catholic School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 3223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 91989
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23908 Creols St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31620 Bank Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lake Charles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Lake Charles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lake Charles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Lake Charles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd270605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd370601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0535
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03949
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01665
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06086
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03270
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Book Overdraft
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt014245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04233
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Morgan Stanley fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05132
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1106
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Income Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1106
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan H Vincent
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03374331002
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The SMD Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SMDF
ReturnHeader/Filer/EIN0204880546
ReturnHeader/Filer/PhoneNum03374331002
ReturnHeader/Filer/USAddress/AddressLine1Txt03274 Gleneagle Drive
ReturnHeader/Filer/USAddress/CityNm0Lake Charles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070605
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721086674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCELROY QUIRK & BURCH (APC)
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3070
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE CHARLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0706023070
ReturnHeader/PreparerPersonGrp/PhoneNum03374331063
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joe G Peshoff II CPA CVA
ReturnHeader/ReturnTs02022-02-02T15:03:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Vincent
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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