Civic Intelligence

Dorothy & Bill Smith Endowment Trust

990 • Fiscal year 2013 • EIN 43-6905276

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 09, 2014

Organization ProfileN/A
PO Box 427871134-0278

(318) 221-3360

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

24th percentile

-6.9%

Higher net margin than 24% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

54th percentile

3.3%

Faster asset growth than 54% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

10th percentile

-25%

Faster revenue growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,360,130

Up $43,523 (+3.3%) from 2012

Net Assets

Up

$1,360,130

Up $43,523 (+3.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin24th percentile

Revenue

Down

$58,338

Down $19,717 (-25%) from 2012

Expenses

Up

$62,348

Up $1,936 (+3.2%) from 2012

Net Income

Down

-$4,010

Down $21,653 (-123%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,270,737Liabilities 2010: $0Net Assets 2010: $1,270,7372010Assets 2011: $1,264,536Liabilities 2011: $0Net Assets 2011: $1,264,5362011Assets 2012: $1,316,607Liabilities 2012: $0Net Assets 2012: $1,316,6072012Assets 2013: $1,360,130Liabilities 2013: $0Net Assets 2013: $1,360,1302013Assets 2014: $1,371,217Liabilities 2014: $0Net Assets 2014: $1,371,2172014Assets 2015: $1,309,329Liabilities 2015: $0Net Assets 2015: $1,309,3292015Assets 2016: $1,302,035Liabilities 2016: $0Net Assets 2016: $1,302,0352016Assets 2017: $1,346,789Liabilities 2017: $0Net Assets 2017: $1,346,7892017Assets 2018: $1,179,286Liabilities 2018: $0Net Assets 2018: $1,179,2862018Assets 2019: $1,245,933Liabilities 2019: $0Net Assets 2019: $1,245,9332019Assets 2020: $1,281,946Liabilities 2020: $0Net Assets 2020: $1,281,9462020Assets 2021: $1,398,320Liabilities 2021: $0Net Assets 2021: $1,398,3202021Assets 2022: $1,150,639Liabilities 2022: $0Net Assets 2022: $1,150,6392022Assets 2023: $1,124,431Liabilities 2023: $1,519Net Assets 2023: $1,122,9122023

Highlighted filing

2013

Assets$1,360,130
Liabilities$0
Net Assets$1,360,130
Open 2013 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $54,1512010Expenses 2011: $53,0282011Revenue 2012: $78,055Expenses 2012: $60,412Net Income 2012: $17,6432012Revenue 2013: $58,338Expenses 2013: $62,348Net Income 2013: -$4,0102013Revenue 2014: $64,562Expenses 2014: $60,315Net Income 2014: $4,2472014Revenue 2015: $32,613Expenses 2015: $61,627Net Income 2015: -$29,0142015Revenue 2016: $54,517Expenses 2016: $63,126Net Income 2016: -$8,6092016Revenue 2017: $70,687Expenses 2017: $62,732Net Income 2017: $7,9552017Revenue 2018: $15,290Expenses 2018: $62,926Net Income 2018: -$47,6362018Revenue 2019: $49,924Expenses 2019: $62,338Net Income 2019: -$12,4142019Revenue 2020: $43,373Expenses 2020: $59,028Net Income 2020: -$15,6552020Revenue 2021: $216,273Expenses 2021: $60,844Net Income 2021: $155,4292021Revenue 2022: -$119,808Expenses 2022: $58,937Net Income 2022: -$178,7452022Revenue 2023: $27,193Expenses 2023: $64,033Net Income 2023: -$36,8402023

Highlighted filing

2013

Revenue$58,338
Expenses$62,348
Net Income-$4,010
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 9, 2014
Return Version
2013v3.0
Gross Receipts
$1,468,597
Mission and Program Overview

Mission

To provide income from the trust to st. Mark's cathedral for scholarships to st. Mark's day school, flowers for church, and christian education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,265,846$1,270,442▲ $4,596
Savings and Temporary Cash Investments$29,061$67,988▲ $38,927
Land, Buildings, and Equipment, Net$21,700$21,700→ $0
Total Assets$1,316,607$1,360,130▲ $43,523
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,316,607$1,360,130▲ $43,523
Total Net Assets Fund Balance$1,316,607$1,360,130▲ $43,523
Total Liabilities and Net Assets / Fund Balance$1,316,607$1,360,130▲ $43,523

Asset Categories

AssetBook ValueDepreciationBasis
Land$21,700-$21,700
Other Securities$1,270,442--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,316,606-▲ $105,872$5,726$1,360,130
2012$1,264,537-▲ $112,482$5,114$1,316,606
2011$1,270,737-▲ $46,828$3,252$1,264,537
2010$1,244,095$6▲ $80,787$1,675$1,270,737
2009$1,135,099-▲ $164,364-$1,244,095
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Alston JohnsonTrustee
Patrick CarawayTrustee
Scott DupreeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$17,975
Program Service Revenue
$0
Investment Income
$40,359
Other Revenue
$4
All Other Contributions
$17,975
Change in Net Assets
$-4,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,284
Other Expenses$13,064
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$49,284--$49,284
Fees for Services Accounting$5,726$5,726-$11,452
Other Expenses-$1,612-$1,612
Total Functional Expenses$55,010$7,338$0$62,348
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
72-0482899-501(c)3To Provide Funds to St. Marks Cathedral for Christian Education, Scholarships to Day School, and Flowers in the Cathedral in Accordance With the Will of Dorothy Smith$49,284
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The trustees of the this trust are the dean, senior warden and junior warden of st. Mark's cathedral, shreveport, la. They are also officers of the cathedral which is the beneficiary of this trust.”

Form 990, Part VI, Section B, Line 11

“A copy of the 990 is provided to each trustee for review before the return is filed.”

Form 990, Part VI, Section C, Line 19

“A copy of the will establishing the trust is on file at st mark's cathedral and is open to public inspection. The financial statement is available for inspection at the church office. The organization does not currently have a conflict of interest policy.”

Filing and Contact Details

Filer

EIN
43-6905276
Phone
3182213360

Signing Officer

Name
Scott Dupree
Title
Trustee
Phone
3182213360
Signed
2014-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Dupree
Formed
2003
Legal Domicile
La
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Preparer
Ron Roberts
Phone
3182222222
Raw XML Appendix373 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/USAddress/State0LA
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IRS990/GoverningBodyVotingMembersCnt03
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt049284
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01416200
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherWebsiteInd0X
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt049284
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDS TO ST. MARKS CATHEDRAL FOR CHRISTIAN EDUCATION, SCHOLARSHIPS TO DAY SCHOOL, AND FLOWERS IN THE CATHEDRAL IN ACCORDANCE WITH THE WILL OF DOROTHY SMITH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ST MARK'S CATHEDRAL
IRS990ScheduleI/RecipientTable/RecipientEIN0720482899
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10908 RUTHERFORD STREET
IRS990ScheduleI/RecipientTable/USAddress/City0SHREVEPORT
IRS990ScheduleI/RecipientTable/USAddress/State0LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode071105
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES OF THE THIS TRUST ARE THE DEAN, SENIOR WARDEN AND JUNIOR WARDEN OF ST. MARK'S CATHEDRAL, SHREVEPORT, LA. THEY ARE ALSO OFFICERS OF THE CATHEDRAL WHICH IS THE BENEFICIARY OF THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO EACH TRUSTEE FOR REVIEW BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE WILL ESTABLISHING THE TRUST IS ON FILE AT ST MARK'S CATHEDRAL AND IS OPEN TO PUBLIC INSPECTION. THE FINANCIAL STATEMENT IS AVAILABLE FOR INSPECTION AT THE CHURCH OFFICE. THE ORGANIZATION DOES NOT CURRENTLY HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10VESTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ST MARKS CATHEDRAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0720482899
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10908 RUTHERFORD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0SHREVEPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode071105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt049284
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10ST MARKS CATHEDRAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01316607
IRS990/TotalAssetsEOYAmt01360130
IRS990/TotalAssetsGrp/BOYAmt01316607
IRS990/TotalAssetsGrp/EOYAmt01360130
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt017975
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07338
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055010
IRS990/TotalFunctionalExpensesGrp/TotalAmt062348
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01316607
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01360130
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055010
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040363
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt058338
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01316607
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01360130
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 4278
IRS990/USAddress/City0SHREVEPORT
IRS990/USAddress/State0LA
IRS990/USAddress/ZIPCode0711340278
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT DUPREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03182213360
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10DOROTHY & BILL SMITH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0436905276
ReturnHeader/Filer/PhoneNum03182213360
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 4278
ReturnHeader/Filer/USAddress/City0SHREVEPORT
ReturnHeader/Filer/USAddress/State0LA
ReturnHeader/Filer/USAddress/ZIPCode0711340278
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10650 OLIVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode071104
ReturnHeader/PreparerPersonGrp/PhoneNum03182222222
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RON ROBERTS
ReturnHeader/ReturnTs02014-08-19T10:34:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,360,130
Liabilities
$0
Net assets
$1,360,130
Revenue
$58,338
Expenses
$62,348
Net income
-$4,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.06$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.22$0.06$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.03$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.06$0.00
2012Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$0.08$0.06$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.05