Civic Intelligence

Davis L Smith Foundation

990PF • Fiscal year 2014 • EIN 43-1602112

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

453 N Lindbergh Blvd 2nd FloorCreve Coeur, MO 63141

(314) 739-9878

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

84th percentile

46%

Faster revenue growth than 84% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$41,466

Down $11,573 (-22%) from 2013

Net Assets

Down

$41,466

Down $11,573 (-22%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$49,628

Up $15,552 (+46%) from 2013

Expenses

Up

$59,928

Up $23,558 (+65%) from 2013

Net Income

Down

-$10,300

Down $8,006 (-349%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $27,425Liabilities 2011: $02011Assets 2012: $52,507Liabilities 2012: $02012Assets 2013: $53,039Liabilities 2013: $0Net Assets 2013: $53,0392013Assets 2014: $41,466Liabilities 2014: $0Net Assets 2014: $41,4662014Assets 2015: $12,493Liabilities 2015: $0Net Assets 2015: $12,4932015Assets 2016: $3,332Liabilities 2016: $0Net Assets 2016: $3,3322016Assets 2017: $2,135Liabilities 2017: $0Net Assets 2017: $2,1352017Assets 2018: $2,147Liabilities 2018: $0Net Assets 2018: $2,1472018Assets 2019: $2,171Liabilities 2019: $0Net Assets 2019: $2,1712019Assets 2020: $2,175Liabilities 2020: $0Net Assets 2020: $2,1752020Assets 2021: $2,175Liabilities 2021: $0Net Assets 2021: $2,1752021Assets 2022: $25,586Liabilities 2022: $0Net Assets 2022: $25,5862022Assets 2023: $333Liabilities 2023: $0Net Assets 2023: $3332023Assets 2024: $9,257Liabilities 2024: $0Net Assets 2024: $9,2572024

Highlighted filing

2014

Assets$41,466
Liabilities$0
Net Assets$41,466

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $33,942Expenses 2011: $32,690Net Income 2011: $1,2522011Revenue 2012: $27,248Expenses 2012: $7,919Net Income 2012: $19,3292012Revenue 2013: $34,076Expenses 2013: $36,370Net Income 2013: -$2,2942013Revenue 2014: $49,628Expenses 2014: $59,928Net Income 2014: -$10,3002014Revenue 2015: $5,889Expenses 2015: $11,082Net Income 2015: -$5,1932015Revenue 2016: $69,216Expenses 2016: $71,261Net Income 2016: -$2,0452016Revenue 2017: $2,255Expenses 2017: $1,082Net Income 2017: $1,1732017Revenue 2018: $50,012Expenses 2018: $50,000Net Income 2018: $122018Revenue 2019: $24Expenses 2019: $0Net Income 2019: $242019Revenue 2020: $4Expenses 2020: $0Net Income 2020: $42020Revenue 2021: $51,680Expenses 2021: $51,180Net Income 2021: $5002021Revenue 2022: $85,473Expenses 2022: $47,200Net Income 2022: $38,2732022Revenue 2023: $18Expenses 2023: $25,261Net Income 2023: -$25,2432023Revenue 2024: $141,905Expenses 2024: $80,000Net Income 2024: $61,9052024

Highlighted filing

2014

Revenue$49,628
Expenses$59,928
Net Income-$10,300
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BURR R SMITHDirector-$0--
HOLLY P SMITHDirector-$0--
DOROTHY DAVIS SMITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Davis L Smith Foundation
EIN
43-1602112
Phone
3147399878
Address
453 N LINDBERGH BLVD 2ND FLOOR, CREVE COEUR, MO 63141

Signing Officer

Name
Burr R Smith
Title
Director
Phone
3147399878
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Pasquesi Sheppard LLC
Address
585 BANK LANE, LAKE FOREST, IL 60045
Preparer
L Robert Pasquesi
Phone
8472345000
Raw XML Appendix365 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TAKE 2 INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHAPMAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YMCA GOLDEN TRIANGLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010965 DEL NORTE ST 214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21465 DAVID WALKER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VENTURA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORANGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TAVARES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232778
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034340
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0JE - WINN DIXIE CHARITIES INC
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt1THE BLUE GATOR FOUNDATION INC
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0PRIVATE FOUNDATION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc1PRIVATE FOUNDATION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0COMMON DIRECTOR - DOROTHY DAVIS SMITH
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt1COMMON DIRECTOR - DOROTHY DAVIS SMITH
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt025486
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01a(2)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0FREEDOMWORKS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0DONATION OF 1,253 SHARES OF SUNEDISON INC. (SUNE) ON 5/7/2014
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd01
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02203
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013068
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013068
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129363
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026536
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034340
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032137
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0142431
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0110294
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BURR R SMITH
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BRISCO-DAVIS GROUP LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0102 JEFFERSON ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1453 N LINDBERGH BLVD 2ND FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WEBSTER GROVES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CREVE COEUR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd063119
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd163141
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020971
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt122380
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt020971
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt122380
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,053 SHS SUNEDISON INC. (SUNE)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,000 SHS SUNEDISON INC. (SUNE)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-05-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-06-20
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01273
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CONTRIBUTION TO 501(C)(4)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0102
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125486
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BURR R SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03147399878
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS L SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0431602112
ReturnHeader/Filer/PhoneNum03147399878
ReturnHeader/Filer/USAddress/AddressLine1Txt0453 N LINDBERGH BLVD 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0CREVE COEUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063141
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364049282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PASQUESI SHEPPARD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0585 BANK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060045
ReturnHeader/PreparerPersonGrp/PhoneNum08472345000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0L ROBERT PASQUESI
ReturnHeader/ReturnTs02015-05-14T14:29:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.42$0.80$0.62
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.25$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.85$0.47$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.52$0.51$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.50$0.50$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.69$0.71$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.06$0.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.50$0.60$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.34$0.36$0.02
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.27$0.08$0.19
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.34$0.33$0.01