Civic Intelligence

Dorothy & Bill Smith Endowment Trust

990 • Fiscal year 2017 • EIN 43-6905276

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization ProfileN/A
PO Box 4278Shreveport, LA 71134-0278

(318) 221-3360

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,346,789

Up $44,754 (+3.4%) from 2016

Net Assets

Up

$1,346,789

Up $44,754 (+3.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin68th percentile

Revenue

Up

$70,687

Up $16,170 (+30%) from 2016

Expenses

Down

$62,732

Down $394 (-0.6%) from 2016

Net Income

Up

$7,955

Up $16,564 (+192%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2017

Assets$1,346,789
Liabilities$0
Net Assets$1,346,789
Open 2017 Filing

Operations Trend

Revenue Growth79th 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

2017

Revenue$70,687
Expenses$62,732
Net Income$7,955
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$1,327,175
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$1,254,221$1,258,113▲ $3,892
Savings and Temporary Cash Investments$26,062$66,812▲ $40,750
Land, Buildings, and Equipment, Net$21,700$21,700→ $0
Accounts Receivable$51$163▲ $112
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$1,302,035$1,346,789▲ $44,754
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,302,035$1,346,789▲ $44,754
Total Net Assets Fund Balance$1,302,035$1,346,789▲ $44,754
Total Liabilities and Net Assets / Fund Balance$1,302,035$1,346,789▲ $44,754

Asset Categories

AssetBook ValueDepreciationBasis
Land$21,700-$21,700
Other Securities$1,258,113--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,301,983-▲ $110,424$4,948$1,349,563
2016$1,309,329-▲ $55,722$5,338$1,301,983
2015$1,371,217-▼ $261$4,630$1,309,329
2014$1,360,130-▲ $71,402$4,502$1,371,217
2013$1,316,606-▲ $105,872$5,726$1,360,130
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Alston JohnsonTrustee
Ladd ShemwellTrustee
Murray ViserTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$70,304
Other Revenue
$383
Change in Net Assets
$7,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,004
Other Expenses$9,728
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,004--$53,004
Fees for Service Investment Mgmnt Fees$3,929$3,928-$7,857
Fees for Services Accounting$825$825-$1,650
Other Expenses$194$27-$27
Total Functional Expenses$57,952$4,780$0$62,732
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARK'S CATHEDRALShreveport, LA501(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$53,004
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 11B

“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

Filer Name
Dorothy & Bill Smith Endowment Trust
EIN
43-6905276
Phone
3182213360
Address
PO BOX 4278, SHREVEPORT, LA 71134-0278

Signing Officer

Name
Scott Dupree
Title
Trustee
Phone
3182213360
Signed
2018-05-14
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
0

Preparer

Firm
Carr Riggs & Ingram LLC
Address
1000 EAST PRESTON AVENUE SUITE 200, SHREVEPORT, LA 71105
Preparer
Ron Roberts
Phone
3182222222
Raw XML Appendix391 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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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/BusinessNameLine1Txt0ST MARK'S CATHEDRAL
IRS990ScheduleI/RecipientTable/RecipientEIN0720482899
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0908 RUTHERFORD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHREVEPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd071105
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
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 11B
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/BusinessNameLine1Txt0VESTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST MARKS CATHEDRAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0720482899
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0908 RUTHERFORD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SHREVEPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd071105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt053116
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST 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/TotalAssetsBOYAmt01302035
IRS990/TotalAssetsEOYAmt01346789
IRS990/TotalAssetsGrp/BOYAmt01302035
IRS990/TotalAssetsGrp/EOYAmt01346789
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04780
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057952
IRS990/TotalFunctionalExpensesGrp/TotalAmt062732
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01302035
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01346789
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt057952
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt070687
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt070687
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01302035
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01346789
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4278
IRS990/USAddress/CityNm0SHREVEPORT
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0711340278
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT DUPREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03182213360
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOROTHY & BILL SMITH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0436905276
ReturnHeader/Filer/PhoneNum03182213360
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4278
ReturnHeader/Filer/USAddress/CityNm0SHREVEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0711340278
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC73C4D2823BF1BF2332D46428573C080EDED90A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04908EF7758C94F0ABFAD26749F5FBD9938EA191A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.71.143.82
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:14:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 EAST PRESTON AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071105
ReturnHeader/PreparerPersonGrp/PhoneNum03182222222
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RON ROBERTS
ReturnHeader/ReturnTs02018-05-23T16:48:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,346,789
Liabilities
$0
Net assets
$1,346,789
Revenue
$70,687
Expenses
$62,732
Net income
$7,955
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