Civic Intelligence

Frank and Laura Smock Foundation

990PF • Fiscal year 2022 • EIN 35-6011335

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
101 South Hanley Ste 1075Clayton, MO 63105

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

3rd percentile

-253%

Higher net margin than 3% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

28th percentile

$35,783

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

31st percentile

-5.2%

Faster asset growth than 31% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-83%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,692,792

Down $699,521 (-5.2%) from 2021

Net Assets

Down

$12,692,792

Down $699,521 (-5.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$267,338

Down $1,297,230 (-83%) from 2021

Expenses

Up

$942,884

Up $59,033 (+6.7%) from 2021

Net Income

Down

-$675,546

Down $1,356,263 (-199%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2022

Assets$12,692,792
Liabilities$0
Net Assets$12,692,792
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

2022

Revenue$267,338
Expenses$942,884
Net Income-$675,546
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWEST TRUSTTrustee-$35,783-$35,783
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENTGENERAL SUPPORTPCCLAYTON, MO, US$754,273
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 STE 1075, CLAYTON, MO 63105

Signing Officer

Name
Rick Blume
Title
Trust Officer
Phone
8887304933
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML Appendix328 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/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 S HANLEY ROAD SUITE 1075
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLAYTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MIDWEST TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03144491750
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0754273
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 SOUTH HANLEY STE 1075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLAYTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0754273
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0485460
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0370849
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0850215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0856309
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0364755
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0370849
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03204
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04657
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01453
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023975
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CASH ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04989
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04989
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0214
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt088241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt022060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt066181
TaxesSchedule/TaxesDetail/Amt03541
TaxesSchedule/TaxesDetail/Amt115400
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03541
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK BLUME
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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 STE 1075
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Wayne St Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren R Denton
ReturnHeader/ReturnTs02023-05-09T12:05:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLUME
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,692,792
Liabilities
$0
Net assets
$12,692,792
Revenue
$267,338
Expenses
$942,884
Net income
-$675,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$2.77$1.16$1.60
2023Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.50$1.07$0.57
2022Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.27$0.94$0.68
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.56$0.88$0.68
2020Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.02$1.09$1.07
2019Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.71$1.07$0.35
2018Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$3.69$0.94$2.75
2017Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.59$1.03$0.44