Civic Intelligence

Frank and Laura Smock Foundation

990PF • Fiscal year 2018 • EIN 35-6011335

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

101 SOUTH HANLEY Suite 1075Clayton, MO 63105

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

24th percentile

$34,709

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

529%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$14,125,455

Up $2,751,241 (+24%) from 2017

Net Assets

Up

$14,125,455

Up $2,751,241 (+24%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$3,692,760

Up $3,105,601 (+529%) from 2017

Expenses

Down

$937,777

Down $90,123 (-8.8%) from 2017

Net Income

Up

$2,754,983

Up $3,195,724 (+725%) from 2017

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2017: $11,374,214Liabilities 2017: $0Net Assets 2017: $11,374,2142017Assets 2018: $14,125,455Liabilities 2018: $0Net Assets 2018: $14,125,4552018Assets 2019: $13,767,344Liabilities 2019: $0Net Assets 2019: $13,767,3442019Assets 2020: $12,699,412Liabilities 2020: $0Net Assets 2020: $12,699,4122020Assets 2021: $13,392,313Liabilities 2021: $0Net Assets 2021: $13,392,3132021Assets 2022: $12,692,792Liabilities 2022: $0Net Assets 2022: $12,692,7922022Assets 2023: $12,122,213Liabilities 2023: $0Net Assets 2023: $12,122,2142023Assets 2024: $13,698,916Liabilities 2024: $0Net Assets 2024: $13,698,9162024

Highlighted filing

2018

Assets$14,125,455
Liabilities$0
Net Assets$14,125,455

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2017: $587,159Expenses 2017: $1,027,900Net Income 2017: -$440,7412017Revenue 2018: $3,692,760Expenses 2018: $937,777Net Income 2018: $2,754,9832018Revenue 2019: $714,704Expenses 2019: $1,067,098Net Income 2019: -$352,3942019Revenue 2020: $19,952Expenses 2020: $1,092,702Net Income 2020: -$1,072,7502020Revenue 2021: $1,564,568Expenses 2021: $883,851Net Income 2021: $680,7172021Revenue 2022: $267,338Expenses 2022: $942,884Net Income 2022: -$675,5462022Revenue 2023: $499,069Expenses 2023: $1,070,059Net Income 2023: -$570,9902023Revenue 2024: $2,765,756Expenses 2024: $1,161,047Net Income 2024: $1,604,7092024

Highlighted filing

2018

Revenue$3,692,760
Expenses$937,777
Net Income$2,754,983
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWEST TRUSTTrustee-$34,709-$34,709
WELLS FARGO BANK N ATrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Frank & Laura Smock Foundation
EIN
35-6011335
In Care Of
% MIDWEST TRUST COMPANY
Phone
8887304933
Address
101 SOUTH HANLEY Suite 1075, CLAYTON, MO 63105

Signing Officer

Name
Rick Blume
Title
Trust Officer
Phone
8887304933
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML Appendix387 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 S HANLEY ROAD SUITE 1075
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLAYTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MIDWEST TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03144491750
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0795529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MONTHLY ASSISTANCE FOR ELDERLY HOMECARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0406 SMITH DRIVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0174141
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0687719
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0788026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0613885
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0687719
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012800
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03992
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03742
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CASH ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0211
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0211
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01374
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt110819
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt078891
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt019273
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt059168
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0339
TaxesSchedule/TaxesDetail/Amt111968
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111968
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK BLUME
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK & LAURA SMOCK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MIDWEST TRUST COMPANY OF MISSOURI
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0356011335
ReturnHeader/Filer/InCareOfNm0% MIDWEST TRUST COMPANY
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 SOUTH HANLEY Suite 1075
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD55241FF6D20BFB8B25578654E0A45B07702B79
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04054C3EF14AA7DF352A59B9CFDC0CB34D463127C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId035027420191345000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E Main St Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren R Denton
ReturnHeader/ReturnTs02019-05-14T11:24:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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