Civic Intelligence

Dr Bob and Jean Smith Foundation

990PF • Fiscal year 2015 • EIN 51-0137245

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 14, 2016

Organization Profile
3811 Turtle Creek Blvd No 750Dallas, TX 75219

(214) 521-3461

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

69th percentile

$219,833

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

29th percentile

-2.5%

Faster asset growth than 29% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$20,838,025

Down $538,889 (-2.5%) from 2014

Net Assets

Down

$20,838,338

Down $538,794 (-2.5%) from 2014

Liabilities

Down

-$313

Down $95 (-44%) from 2014

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin9th percentile

Revenue

Down

$1,260,422

Down $1,279,005 (-50%) from 2014

Expenses

Up

$1,799,216

Up $29,064 (+1.6%) from 2014

Net Income

Down

-$538,794

Down $1,308,069 (-170%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0-$10MAssets 2011: $21,799,157Liabilities 2011: $5,9612011Assets 2012: $20,921,035Liabilities 2012: $02012Assets 2013: $20,607,857Liabilities 2013: $02013Assets 2014: $21,376,914Liabilities 2014: -$218Net Assets 2014: $21,377,1322014Assets 2015: $20,838,025Liabilities 2015: -$313Net Assets 2015: $20,838,3382015Assets 2016: $21,043,866Liabilities 2016: $0Net Assets 2016: $21,043,8662016Assets 2018: $20,382,071Liabilities 2018: $73,797Net Assets 2018: $20,308,2742018Assets 2019: $19,734,160Liabilities 2019: $90,556Net Assets 2019: $19,643,6042019Assets 2020: $18,381,157Liabilities 2020: $93,198Net Assets 2020: $18,287,9592020Assets 2021: $17,923,213Liabilities 2021: $113,172Net Assets 2021: $17,810,0412021Assets 2022: $17,552,076Liabilities 2022: $111,122Net Assets 2022: $17,440,9542022Assets 2023: $17,622,775Liabilities 2023: $84,2002023Assets 2024: $17,445,768Liabilities 2024: $217,448Net Assets 2024: $17,228,3202024

Highlighted filing

2015

Assets$20,838,025
Liabilities-$313
Net Assets$20,838,338
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $1,820,298Expenses 2011: $1,508,600Net Income 2011: $311,6982011Revenue 2012: $748,481Expenses 2012: $1,625,204Net Income 2012: -$876,7232012Revenue 2013: $1,357,526Expenses 2013: $1,670,704Net Income 2013: -$313,1782013Revenue 2014: $2,539,427Expenses 2014: $1,770,152Net Income 2014: $769,2752014Revenue 2015: $1,260,422Expenses 2015: $1,799,216Net Income 2015: -$538,7942015Revenue 2016: $2,271,354Expenses 2016: $2,065,826Net Income 2016: $205,5282016Revenue 2018: $1,718,966Expenses 2018: $1,721,393Net Income 2018: -$2,4272018Revenue 2019: $1,139,332Expenses 2019: $1,804,002Net Income 2019: -$664,6702019Revenue 2020: $640,088Expenses 2020: $1,995,733Net Income 2020: -$1,355,6452020Revenue 2021: $1,312,616Expenses 2021: $1,790,534Net Income 2021: -$477,9182021Revenue 2022: $861,041Expenses 2022: $1,230,128Net Income 2022: -$369,0872022Revenue 2023: $1,503,771Expenses 2023: $1,406,150Net Income 2023: $97,6212023Revenue 2024: $1,095,573Expenses 2024: $1,405,828Net Income 2024: -$310,2552024

Highlighted filing

2015

Revenue$1,260,422
Expenses$1,799,216
Net Income-$538,794
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 14, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY SMITH MASHBURNPresidentFT$219,833-$219,833
JEAN K SMITHDirector/Chairwoman-$4,500-$4,500
MARTY S KELLEYDirector-$4,500-$4,500
ROBERT H WESTDirector-$4,500-$4,500
BILL R WOMBLEDirector-$4,500-$4,500
SUZANNE S WELFELTDirector-$4,500-$4,500
SCOTT R SMITHDirector-$3,500-$3,500
Filing and Contact Details

Filer

Filer Name
Dr Bob & Jean Smith Foundation
EIN
51-0137245
Phone
2145213461
Address
3811 TURTLE CREEK BLVD NO 750, DALLAS, TX 75219

Signing Officer

Name
Sally Smith Mashburn
Title
President
Phone
2145213461
Signed
2016-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Schwenn & Associates LLC
Address
106 N DENTON TAP RD STE 210-334, COPPELL, TX 75019-2148
Preparer
Robert C Schwenn
Phone
2146148161
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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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5COFFEE TABLES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6SIDEBOARD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7RUG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8LAMPS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9PLANTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10ART WORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11PILLOWS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12MISCELLANEOUS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13SECRETARY DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14EXECUTIVE DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15CREDENZA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16CRT TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17BOOKCASES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18GUEST CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19EXECUTIVE CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20FILE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21FILE CBAINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22ART WORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23FAX MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24COMPUTERS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25SCANNER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26DESKTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27TELEPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28REFRIGERATOR & DISHWASHER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29RUG RECEPTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30TELEVISION & MOUNT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31FRONT DOOR LOCKS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33RUG - EXECUTIVE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34TELEPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35PLANTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37PLANTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38OMNISAFE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DOLAN ASSET MANAGEMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04430999
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04256852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01109064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11529118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21613450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3883617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51030446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61115174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01378225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11575257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21506930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31175462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5637993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61096428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CLEARBRIDGE ASSET MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FEDERATED INV COUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FIDUCIARY MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3HORIZON ASSET MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4KEELEY ASSET MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5TEXAS CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6UNIPLAN REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0755352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13968316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22066257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3373183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARISTOTLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BROKERAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OPPORTUNITY INCOME MANAGEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MAVERICK CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0694522
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13626106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21851124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3377721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0413302
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0597615
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0213889
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt035616
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01260422
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01260422
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt041900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt041900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0597615
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt087933
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0131900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0245833
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01041007
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01041007
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt07275
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0413302
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0413302
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-538794
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0597615
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0213889
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0213889
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0110085
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0110085
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0597615
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0672170
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt055183
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt055183
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0793
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt01189
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01982
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08912
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt049307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt058219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt035616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt035616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0185326
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0185326
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05444
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013362
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt052406

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,838,025
Liabilities
-$313
Net assets
$20,838,338
Revenue
$1,260,422
Expenses
$1,799,216
Net income
-$538,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.4$0.22$17.2$1.10$1.41$0.31
2023Summary only. Only limited summary data is available for this year.$17.6$0.08$1.50$1.41$0.10
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.11$17.4$0.86$1.23$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.11$17.8$1.31$1.79$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.09$18.3$0.64$2.00$1.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.09$19.6$1.14$1.80$0.66
2018Detailed filing. Detailed filing data is available for this year.$20.4$0.07$20.3$1.72$1.72$0.00
2016Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$2.27$2.07$0.21
2015Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.26$1.80$0.54
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$2.54$1.77$0.77
2013Summary only. Only limited summary data is available for this year.$20.6$0.00$1.36$1.67$0.31
2012Summary only. Only limited summary data is available for this year.$20.9$0.00$0.75$1.63$0.88
2011Summary only. Only limited summary data is available for this year.$21.8$0.01$1.82$1.51$0.31