Civic Intelligence

Dr Bob and Jean Smith Foundation

990PF • Fiscal year 2018 • EIN 51-0137245

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 15, 2019

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

25th percentile

0.04x

Higher debt load relative to revenue than 25% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

34th percentile

-0.1%

Higher net margin than 34% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$211,500

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$20,382,071

Down $661,795 (-3.1%) from 2016

Net Assets

Down

$20,308,274

Down $735,592 (-3.5%) from 2016

Liabilities

Up

$73,797

Up $73,797 from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin34th percentile

Revenue

Down

$1,718,966

Down $552,388 (-24%) from 2016

Expenses

Down

$1,721,393

Down $344,433 (-17%) from 2016

Net Income

Down

-$2,427

Down $207,955 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2018

Assets$20,382,071
Liabilities$73,797
Net Assets$20,308,274
Open 2018 Filing

Operations Trend

Revenue Growth86th 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

2018

Revenue$1,718,966
Expenses$1,721,393
Net Income-$2,427
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 15, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY SMITH MASHBURNPresident/ChairwomanFT$211,500-$211,500
SCOTT R SMITHDirector-$5,300-$5,300
MARTY S KELLEYDirector-$5,300-$5,300
ROBERT H WESTDirector-$5,300-$5,300
BILL R WOMBLEDirector-$5,300-$5,300
BROOKS KELLEYDirector-$3,600-$3,600
WHITNEY WALLACEDirector-$3,600-$3,600
SUZANNE S WELFELTDirector-$2,900-$2,900
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
2019-08-15
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/PriorYearDepreciationAmt191400
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20395
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21985
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22400
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23429
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt242268
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt255097
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt261810
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt274674
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt28297
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29221
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt30654
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt313213
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3299
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33375
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3469
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt35429
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3663
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt37150
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3872
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt392732
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0SOFA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1SOFA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2SIDE CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3PULL UP CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4END TABLES
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/PropertyDesc14CREDENZA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15CRT TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16BOOKCASES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17GUEST CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18EXECUTIVE CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19FILE CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20FILE CBAINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21ART WORK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22FAX MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23SCANNER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24DESKTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25TELEPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26REFRIGERATOR & DISHWASHER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27RUG RECEPTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28TELEVISION & MOUNT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29FRONT DOOR LOCKS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31RUG - EXECUTIVE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32TELEPHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33PLANTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35PLANTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36OMNISAFE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38DELL TOUCH SCREEN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40IPAD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41APPLE ACCESSORY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DOLAN ASSET MANAGEMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1MERRILL LYNCH 2469
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02182908
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12521047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02139509
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12469534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02654877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02582430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH 2470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0874301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13058220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2832736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34505260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4297574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51116885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6469319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7819350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8891610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARISTOTLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BROKERAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2KAYNE MODEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LUTHER KING CAPITAL MANAGEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MAVERICK CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SOLUTIONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FROST INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MERRILL LYNCH 2467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MERRILL LYNCH 2468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0371409
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13498347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21038999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35734788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4297574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51163968
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6469319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7897805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8840859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0361652
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01091871
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0222755
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt042688
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01718966
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01718966
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt053385
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt053385
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01091871
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt074025

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,382,071
Liabilities
$73,797
Net assets
$20,308,274
Revenue
$1,718,966
Expenses
$1,721,393
Net income
-$2,427
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