Civic Intelligence

Davis L Smith Foundation

990PF • Fiscal year 2017 • EIN 43-1602112

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
453 N Lindbergh Blvd 2nd FloorSt Louis, MO 63141

(314) 739-9878

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-36%

Faster asset growth than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$2,135

Down $1,197 (-36%) from 2016

Net Assets

Down

$2,135

Down $1,197 (-36%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Down

$2,255

Down $66,961 (-97%) from 2016

Expenses

Down

$1,082

Down $70,179 (-98%) from 2016

Net Income

Up

$1,173

Up $3,218 (+157%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2017

Assets$2,135
Liabilities$0
Net Assets$2,135
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

2017

Revenue$2,255
Expenses$1,082
Net Income$1,173
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

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, ST LOUIS, MO 63141

Signing Officer

Name
Burr R Smith
Title
Director
Phone
3147399878
Signed
2018-05-02
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 Appendix311 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOROTHY DAVIS SMITH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
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/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt090
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09787
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05047
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0147398
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09787
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033796
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0910
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0152445
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0151535
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02370
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt082
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BURR R SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03147399878
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
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/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063141
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CABBCF5A258B8AD880D59399410D3709C9318F2E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0491545C9DA0833C95BEB7717C9C4674087F8B9E4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.224.107.130
ReturnHeader/FilingSecurityInformation/IPDt02018-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:05:16
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/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0L ROBERT PASQUESI
ReturnHeader/ReturnTs02018-05-04T15:55:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,135
Liabilities
$0
Net assets
$2,135
Revenue
$2,255
Expenses
$1,082
Net income
$1,173
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