Civic Intelligence

Smith & Waldrop Foundation

990PF • Fiscal year 2023 • EIN 31-1811048

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

Organization Profile
P O Box 1076Picayune, MS 39466

(601) 798-2382

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,394,506

Down $205,894 (-13%) from 2022

Net Assets

Down

$1,394,506

Down $205,894 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Up

$431,672

Up $98,145 (+29%) from 2022

Expenses

Up

$637,566

Up $293,986 (+86%) from 2022

Net Income

Down

-$205,894

Down $195,841 (-1948%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,600,400Liabilities 2020: $0Net Assets 2020: $1,600,4002020Assets 2021: $1,610,453Liabilities 2021: $0Net Assets 2021: $1,610,4532021Assets 2022: $1,600,400Liabilities 2022: $0Net Assets 2022: $1,600,4002022Assets 2023: $1,394,506Liabilities 2023: $0Net Assets 2023: $1,394,5062023Assets 2024: $1,344,400Liabilities 2024: $0Net Assets 2024: $1,344,4002024

Highlighted filing

2023

Assets$1,394,506
Liabilities$0
Net Assets$1,394,506
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $254,684Expenses 2020: $254,684Net Income 2020: $02020Revenue 2021: $354,847Expenses 2021: $344,794Net Income 2021: $10,0532021Revenue 2022: $333,527Expenses 2022: $343,580Net Income 2022: -$10,0532022Revenue 2023: $431,672Expenses 2023: $637,566Net Income 2023: -$205,8942023Revenue 2024: $489,357Expenses 2024: $539,463Net Income 2024: -$50,1062024

Highlighted filing

2023

Revenue$431,672
Expenses$637,566
Net Income-$205,894
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B HEMETERPresident-$0--
JOSEPH C STEWARTVice President-$0--
BYRON STOCKSTILLSecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Smith & Waldrop Foundation
EIN
31-1811048
Phone
6017982382
Address
P O BOX 1076, PICAYUNE, MS 39466

Signing Officer

Name
Joseph C Stewart
Title
Vice President
Signed
2024-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Moore & Powell Cpas Pa
Address
115 W CANAL ST, PICAYUNE, MS 39466
Preparer
Barbara M Schommer CPA
Phone
6017991414
Raw XML Appendix254 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE DONOR AND FOUNDER OF THIS FOUNDATION CONTRIBUTED 160 ACRES OF VACANT LAND IN PEARL RIVER COUNTY, MS WITH THE INSTRUCTIONS THAT THE FOUNDATION WAS TO SELL THE PROPERTY AND CONTRIBUTE THE PROCEEDS TO UNIVERSITY OF MISSISSIPPI FOUNDATION. THE SMITH & WALDROP FOUNDATION HELD THE PROPERTY UNTIL MARKET CONDITIONS WERE CONDUCIVE FOR SALE.
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TaxesSchedule/TaxesDetail/Amt060237
TaxesSchedule/TaxesDetail/Amt111975
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TaxesSchedule/TaxesDetail/CategoryTxt02023 FORM 990-T ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12023 MS ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2REAL ESTATE TAXES
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH C STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH & WALDROP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0311811048
ReturnHeader/Filer/PhoneNum06017982382
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1076
ReturnHeader/Filer/USAddress/CityNm0PICAYUNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039466
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640822697
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORE & POWELL CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 W CANAL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PICAYUNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039466
ReturnHeader/PreparerPersonGrp/PhoneNum06017991414
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara M Schommer CPA
ReturnHeader/ReturnTs02024-10-23T09:08:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,394,506
Liabilities
$0
Net assets
$1,394,506
Revenue
$431,672
Expenses
$637,566
Net income
-$205,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.49$0.54$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.43$0.64$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.33$0.34$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.35$0.34$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.25$0.25$0.00