Civic Intelligence

The Smd Foundation

990PF • Fiscal year 2021 • EIN 20-4880546

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
3274 Gleneagle DriveLake Charles, LA 70605

(337) 474-6321

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

13%

Faster asset growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

216%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$384,204

Up $43,370 (+13%) from 2020

Net Assets

Up

$384,204

Up $57,615 (+18%) from 2020

Liabilities

Down

$0

Down $14,245 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Up

$65,566

Up $44,844 (+216%) from 2020

Expenses

Down

$7,951

Down $20,148 (-72%) from 2020

Net Income

Up

$57,615

Up $64,992 (+881%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2021

Assets$384,204
Liabilities$0
Net Assets$384,204
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

2021

Revenue$65,566
Expenses$7,951
Net Income$57,615
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

Filer Name
The SMD Foundation
EIN
20-4880546
Phone
3374746321
Address
3274 Gleneagle Drive, Lake Charles, LA 70605

Signing Officer

Name
Susan H Vincent
Title
Trustee
Phone
3374746321
Signed
2022-11-10
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 Appendix295 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/EOYBookValueAmt0359916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0707910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Morgan Stanley
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt08236
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt057329
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09808
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29214
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Morgan Stanley - ST Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Morgan Stanley
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SPDR Gold TR Gold SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain Distribution
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SPDR Gold TR Gold SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0384204
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0326589
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029101
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029902
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0801
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0384204
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0732198
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Susan H Vincent
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lake Charles
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
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/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01665
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02137
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02137
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026964
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt014245
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Book Overdraft
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06979
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Morgan Stanley fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06979
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/Amt1205
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Income Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1205
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/PhoneNum03374746321
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The SMD Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SMDF
ReturnHeader/Filer/EIN0204880546
ReturnHeader/Filer/PhoneNum03374746321
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/ReturnTs02022-11-10T06:59:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Susan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Vincent
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,204
Liabilities
$0
Net assets
$384,204
Revenue
$65,566
Expenses
$7,951
Net income
$57,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.62$0.37$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.06$3.35$0.32$0.37$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.21$0.65$0.44
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.66$0.08$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.14$3.27$0.21$0.28$0.07
2019Summary only. Only limited summary data is available for this year.$3.37$0.03$0.16$0.28$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$4.07$0.00$4.06
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.01