Civic Intelligence

M W Smith Jr Foundation

990PF • Fiscal year 2013 • EIN 63-6018078

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 15, 2013

PO Drawer 162836633-1628
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

48th percentile

$3,404

Higher top officer pay than 48% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,383,785

Down $54,469 (-2.2%) from 2012

Net Assets

Down

$2,383,785

Down $54,469 (-2.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$170,888

Up $28,157 (+20%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,465,047Liabilities 2011: $0Net Assets 2011: $2,465,0472011Assets 2012: $2,438,254Liabilities 2012: $0Net Assets 2012: $2,438,2542012Assets 2013: $2,383,785Liabilities 2013: $0Net Assets 2013: $2,383,7852013Assets 2014: $2,457,124Liabilities 2014: $0Net Assets 2014: $2,457,1242014Assets 2015: $2,443,422Liabilities 2015: $0Net Assets 2015: $2,443,4222015Assets 2016: $2,449,561Liabilities 2016: $0Net Assets 2016: $2,449,5612016Assets 2017: $2,398,201Liabilities 2017: $0Net Assets 2017: $2,398,2012017Assets 2018: $2,452,714Liabilities 2018: $0Net Assets 2018: $2,452,7142018Assets 2019: $2,540,610Liabilities 2019: $0Net Assets 2019: $2,540,6102019Assets 2020: $2,457,250Liabilities 2020: $0Net Assets 2020: $2,457,2502020Assets 2021: $2,481,946Liabilities 2021: $0Net Assets 2021: $2,481,9462021Assets 2022: $2,696,122Liabilities 2022: $0Net Assets 2022: $2,696,1222022Assets 2023: $2,842,749Liabilities 2023: $0Net Assets 2023: $2,842,7492023Assets 2024: $3,507,223Liabilities 2024: $0Net Assets 2024: $3,507,2232024Assets 2025: $3,541,769Liabilities 2025: $0Net Assets 2025: $3,541,7692025

Highlighted filing

2013

Assets$2,383,785
Liabilities$0
Net Assets$2,383,785

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $155,6602011Expenses 2012: $142,7312012Expenses 2013: $170,8882013Revenue 2014: $184,899Expenses 2014: $111,372Net Income 2014: $73,5272014Revenue 2015: $279,830Expenses 2015: $293,936Net Income 2015: -$14,1062015Revenue 2016: $203,214Expenses 2016: $196,401Net Income 2016: $6,8132016Revenue 2017: $142,576Expenses 2017: $193,882Net Income 2017: -$51,3062017Revenue 2018: $257,866Expenses 2018: $203,351Net Income 2018: $54,5152018Revenue 2019: $293,330Expenses 2019: $208,562Net Income 2019: $84,7682019Revenue 2020: $114,242Expenses 2020: $197,602Net Income 2020: -$83,3602020Revenue 2021: $220,411Expenses 2021: $195,715Net Income 2021: $24,6962021Revenue 2022: $319,170Expenses 2022: $104,994Net Income 2022: $214,1762022Revenue 2023: $314,254Expenses 2023: $167,627Net Income 2023: $146,6272023Revenue 2024: $862,060Expenses 2024: $197,586Net Income 2024: $664,4742024Revenue 2025: $233,118Expenses 2025: $198,572Net Income 2025: $34,5462025

Highlighted filing

2013

Revenue-
Expenses$170,888
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$3,404-$3,404
MARY MARTIN RISERChairman-$2,081-$2,081
JOHN H MARTIN IIICommittee Member-$1,387-$1,387
MALCOLM PEARSONCommittee Member-$1,387-$1,387
LOUIS M FINLAY JRCommittee Member-$1,387-$1,387
SANDY SMITHCommittee Member/Secretary-$1,387-$1,387
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFAIRHOPE FILM FESTIVALCOMMUNITY WELLFARE501(C)(3)FAIRHOPE, AL, US$27,506
Paid GrantMONROEVILLE ELEMENTARY SCHOOLEDUCATION509(A)(1)MONROEVILLE, AL, US$21,994
Paid GrantMONROEVILLE MIDDLE SCHOOLEDUCATION509(A)(1)MONROEVILLE, AL, US$17,000
Paid GrantCANTON BEND CEMETERY ASSOCIATIONCOMMUNITY WELLFARE509(A)(1)WILCOX, AL, US$12,000
Paid GrantCLARKE COUNTY DEVELOPMENT FOUNDATIONCOMMUNITY WELLFARE501(C)(3)GROVE HILL, AL, US$10,000
Paid GrantSOUTHERN CHOCTAW ELEMENTARY SCHOOLEDUCATION509(A)(1)GILBERTOWN, AL, US$7,500
Paid GrantSOUTHERN CHOCTAW HIGH SCHOOLEDUCATION509(A)(1)GILBERTOWN, AL, US$7,500
Paid GrantGILBERTOWN PERFORMING ARTS CENTERCOMMUNITY WELLFARE501(C)(3)GILBERTOWN, AL, US$7,000
Paid GrantCAMP SEALE HARRISCOMMUNITY WELLFARE501(C)(3)JACKSONS GAP, AL, US$5,000
Paid GrantUSS ALABAMA BATTLESHIP FOUNDATIONCOMMUNITY WELLFARE501(C)(3)MOBILE, AL, US$5,000
Paid GrantKING'S KIDS FOUNDATIONEDUCATION501(C)(3)FLORENCE, AL, US$4,500
Paid GrantMONROE COUNTY PUBLIC LIBRARYCOMMUNITY WELLFARE509(A)(1)MONROEVILLE, AL, US$3,000
Paid GrantGAINESTOWN UNITED METHODIST CHURCHCOMMUNITY WELLFARE509(A)(1)GAINESTOWN, AL, US$3,000
Paid GrantMONROEVILLE AREA YMCACOMMUNITY WELLFARE501(C)(3)MONROEVILLE, AL, US$2,500
Paid GrantJACKSON IMTERMEDIATE SCHOOLEDUCATION509(A)(1)JACKSON, AL, US$1,500
Paid GrantMOBILE SYMPHONY ORCHESTRACOMMUNITY WELLFARE501(C)(3)MOBILE, AL, US$1,000
Paid GrantALABAMA PUBLIC RADIOCOMMUNITY WELLFARE509(A)(1)TUSCALOOSA, AL, US$500
Filing and Contact Details

Filer

EIN
63-6018078
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10813666
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10955701
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1103463
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11154037
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03826
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11684
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV32990
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV40
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV60
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV765671
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV82568
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV956011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1066672
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV122859
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV135325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV142677
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1579561
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV161653
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV185421
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1958162
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2052446
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2180205
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2291725
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV242551
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV264402
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2775443
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2813989
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2967814
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV303271
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV310
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV322576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV334487
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV341834
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3569835
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV370
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV382787
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV392668
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4068939
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV414074
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV420
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV432457
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV442863
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV455111
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV460
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV472695
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV483652
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV493360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV512866
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5254076
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5355164
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5475375
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV571617
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV592440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6097663
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV610
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV622398
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV632138
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV642517
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV653655
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV662444
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV670
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6857092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV692551
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV703042
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV712532
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7237518
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV730
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV772517
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV792303
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8049859
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV812754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV820
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8339231
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV843437
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV853965
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV861732
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV871679
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV882526
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV891547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV903174
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9115897
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9225309
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV932863
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV943960
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV952863
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV962062
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV971502
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV981457
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV992980
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1004333
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10144960
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10213733
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10313761
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10413898
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10548348
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10620146
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10720237
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10812853
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10958788
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1103598
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11167785
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ALLERGAN INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AMERICAN EUROPACIFIC GRTH-F2
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4APACHE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN FDS INC. MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARTISAN FDS INC. SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BROOKFIELD ASSET MGMT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BUCKEYE TECHNOLOGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11BUFFALO SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CVS/CAREMARK CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CORRECTIONS CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16EMC CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EXXON MOBIL CORP

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.23$0.20$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.86$0.20$0.66
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.31$0.17$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.32$0.10$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.22$0.20$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.11$0.20$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.29$0.21$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.26$0.20$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.14$0.19$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.20$0.20$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.28$0.29$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.18$0.11$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.17
2012Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.16