Civic Intelligence

Dr Bob and Jean Smith Foundation

990PF • Fiscal year 2020 • EIN 51-0137245

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 16, 2021

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

44th percentile

0.15x

Higher debt load relative to revenue than 44% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

4th percentile

-212%

Higher net margin than 4% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$210,300

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 32.9% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

10th percentile

-6.9%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$18,381,157

Down $1,353,003 (-6.9%) from 2019

Net Assets

Down

$18,287,959

Down $1,355,645 (-6.9%) from 2019

Liabilities

Up

$93,198

Up $2,642 (+2.9%) from 2019

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin4th percentile

Revenue

Down

$640,088

Down $499,244 (-44%) from 2019

Expenses

Up

$1,995,733

Up $191,731 (+11%) from 2019

Net Income

Down

-$1,355,645

Down $690,975 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2020

Assets$18,381,157
Liabilities$93,198
Net Assets$18,287,959
Open 2020 Filing

Operations Trend

Revenue Growth11th 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

2020

Revenue$640,088
Expenses$1,995,733
Net Income-$1,355,645
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 16, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY SMITH MASHBURNPresident/ChairwomanFT$210,300-$210,300
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-$5,300-$5,300
WHITNEY WALLACEDirector-$4,100-$4,100
SUZANNE S WELFELTDirector-$0--
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
2021-08-16
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/PriorYearDepreciationAmt22345
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33562
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt44108
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt51580
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt62001
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt71531
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt81669
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9735
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt102248
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11446
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12293
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt134714
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt143702
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt152700
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16620
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt174235
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt183575
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt191400
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20395
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21985
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22400
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23429
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt242268
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt255542
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt262246
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt275800
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt28386
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29409
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt301090
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt315103
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt32165
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33625
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt34115
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt35715
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt36117
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt37340
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt38180
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt394020
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt40362
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4130
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
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42DELL COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43MICROSOFT LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44SCANSNAP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DOLAN ASSET MANAGEMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1MERRILL LYNCH 2469
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01429692
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11523252
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01821068
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11481397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03301079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02848538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRILL LYNCH 2470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0895058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11555705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2758761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34321339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4342376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51157085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6346395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7398874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81297052
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/EOYFMVAmt0911927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11717123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2977527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36124212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4345450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51415245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6369166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7379610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81175500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,381,157
Liabilities
$93,198
Net assets
$18,287,959
Revenue
$640,088
Expenses
$1,995,733
Net income
-$1,355,645
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
2020Detailed filing. Detailed filing data is available for this year.$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