Civic Intelligence

Marvin B Smith Jr Memorial

EIN 56-6048318 • 501(c)3 • Greensboro, NC

800 Green Valley Rd Ste 304Greensboro, NC 27408
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

25th percentile

-8.6%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$11,786

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

39th percentile

-0.6%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-3.1%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$787,983

Down $5,105 (-0.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$787,983

Down $5,105 (-0.6%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin25th percentile

Revenue

Down

$59,157

Down $1,880 (-3.1%) from 2024

Expenses

Down

$64,262

Down $14,832 (-19%) from 2024

Net Income

Up

-$5,105

Up $12,952 (+72%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $934,737Liabilities 2011: $0Net Assets 2011: $934,7372011Assets 2012: $914,056Liabilities 2012: $0Net Assets 2012: $914,0562012Assets 2013: $919,559Liabilities 2013: $0Net Assets 2013: $919,5592013Assets 2014: $918,104Liabilities 2014: $0Net Assets 2014: $918,1042014Assets 2015: $933,605Liabilities 2015: $0Net Assets 2015: $933,6052015Assets 2016: $945,594Liabilities 2016: $0Net Assets 2016: $945,5942016Assets 2017: $932,225Liabilities 2017: $0Net Assets 2017: $932,2252017Assets 2018: $936,150Liabilities 2018: $0Net Assets 2018: $936,1502018Assets 2019: $925,310Liabilities 2019: $0Net Assets 2019: $925,3102019Assets 2020: $892,078Liabilities 2020: $0Net Assets 2020: $892,0782020Assets 2021: $877,241Liabilities 2021: $0Net Assets 2021: $877,2412021Assets 2022: $853,059Liabilities 2022: $0Net Assets 2022: $853,0592022Assets 2023: $811,145Liabilities 2023: $0Net Assets 2023: $811,1452023Assets 2024: $793,088Liabilities 2024: $0Net Assets 2024: $793,0882024Assets 2025: $787,983Liabilities 2025: $0Net Assets 2025: $787,9832025

Highlighted filing

2025

Assets$787,983
Liabilities$0
Net Assets$787,983
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $39,546Expenses 2011: $73,040Net Income 2011: -$33,4942011Revenue 2012: $44,209Expenses 2012: $64,533Net Income 2012: -$20,3242012Revenue 2013: $70,317Expenses 2013: $64,880Net Income 2013: $5,4372013Revenue 2014: $65,844Expenses 2014: $66,974Net Income 2014: -$1,1302014Revenue 2015: $82,813Expenses 2015: $67,414Net Income 2015: $15,3992015Revenue 2016: $80,439Expenses 2016: $68,698Net Income 2016: $11,7412016Revenue 2017: $60,137Expenses 2017: $73,506Net Income 2017: -$13,3692017Revenue 2018: $77,420Expenses 2018: $73,495Net Income 2018: $3,9252018Revenue 2019: $37,816Expenses 2019: $48,657Net Income 2019: -$10,8412019Revenue 2020: $45,200Expenses 2020: $78,432Net Income 2020: -$33,2322020Revenue 2021: $87,653Expenses 2021: $102,490Net Income 2021: -$14,8372021Revenue 2022: $72,016Expenses 2022: $96,198Net Income 2022: -$24,1822022Revenue 2023: $42,865Expenses 2023: $84,779Net Income 2023: -$41,9142023Revenue 2024: $61,037Expenses 2024: $79,094Net Income 2024: -$18,0572024Revenue 2025: $59,157Expenses 2025: $64,262Net Income 2025: -$5,1052025

Highlighted filing

2025

Revenue$59,157
Expenses$64,262
Net Income-$5,105
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$787,983
Liabilities
$0
Net assets
$787,983
Revenue
$59,157
Expenses
$64,262
Net income
-$5,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.59$0.64$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.00$7.93$0.61$0.79$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.00$8.11$0.43$0.85$0.42
2022Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.72$0.96$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$0.00$8.77$0.88$1.02$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.00$8.92$0.45$0.78$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$0.00$9.25$0.38$0.49$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.36$0.00$9.36$0.77$0.73$0.04
2017Summary only. Only limited summary data is available for this year.$9.32$0.00$9.32$0.60$0.74$0.13
2016Summary only. Only limited summary data is available for this year.$9.46$0.00$9.46$0.80$0.69$0.12
2015Summary only. Only limited summary data is available for this year.$9.34$0.00$9.34$0.83$0.67$0.15
2014Summary only. Only limited summary data is available for this year.$9.18$0.00$9.18$0.66$0.67$0.01
2013Summary only. Only limited summary data is available for this year.$9.20$0.00$9.20$0.70$0.65$0.05
2012Summary only. Only limited summary data is available for this year.$9.14$0.00$9.14$0.44$0.65$0.20
2011Summary only. Only limited summary data is available for this year.$9.35$0.00$9.35$0.40$0.73$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 31, 2025
Return Version
2024v5.0
Mission and Program Overview

Mission

To provide funds to the University of North Carolina Scholarship Committe at Chapel Hill to award deserving students.

Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$11,786-$11,786
Filing and Contact Details

Filer

Filer Name
Marvin B Smith Jr Memorial
EIN
56-6048318
Phone
3365381000
Address
800 GREEN VALLEY RD STE 304, GREENSBORO, NC 27408

Signing Officer

Name
Trust Company of the South
Title
Trustee
Phone
3365381000
Signed
2025-07-31

Preparer

Firm
Stout Stuart Mcgowen & King Llp
Address
PO BOX 1440, BURLINGTON, NC 27216-1440
Preparer
D Scott Rickard
Phone
3362267343
Raw XML Appendix297 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DFA 5 YEAR GLOBAL FIXED (DFGBX)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DFA EMERGING MKTS CORE EQ (DFCEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DFA EMERGING MKTS (DFEMX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DFA EMERGIING MKTS SML CAP (DEMSX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DFA EMERGING MKTS VALUE (DFEVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DFA GLOBAL RE SECURITIES (DFGEX)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DFA INTL SMALL COMPANY (DFISX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DFA INTL VALUE (DFIVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DFA LARGE CAP INTL (DFALX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DFA RE SECURITIES (DFREX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DFA US LARGE CAP VALUE (DFLVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DFA US SMALL CAP VALUE (DFSVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17VANGUARD GROWTH INDEX (VIGIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18VANGUARD SMALL CAP GROWTH (VSGIX)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0800 GREEN VALLEY RD STE 304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027408
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt052551
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt052551
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 GREEN VALLEY RD STE 304
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENSBORO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUST COMPANY OF THE SOUTH
IRS990PF/StatementsRegardingActyGrp/PhoneNum03365381000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OFFICE OF SCHOLARSHIPS & STUDENT AI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0UNC-CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 PETTIGREW HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0275141080
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052551
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049295
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026764
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022531
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022531
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052551
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022531
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049295
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0740
TaxesSchedule/TaxesDetail/Amt1766
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PMT - CY ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PMT - PY
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUST COMPANY OF THE SOUTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03365381000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARVIN B SMITH JR MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0MARV
ReturnHeader/Filer/EIN0566048318
ReturnHeader/Filer/PhoneNum03365381000
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 GREEN VALLEY RD STE 304
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027408
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561037874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOUT STUART MCGOWEN & KING LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1440
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0272161440
ReturnHeader/PreparerPersonGrp/PhoneNum03362267343
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D SCOTT RICKARD
ReturnHeader/ReturnTs02025-08-04T07:39:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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