Civic Intelligence

M W Smith Jr Foundation

990PF • Fiscal year 2011 • EIN 63-6018078

Jul 01, 2010 to Jun 30, 2011 • Filed on Sep 30, 2011

PO Drawer 162836633-1628
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

69th percentile

$3,139

Higher top officer pay than 69% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$2,465,047

No earlier filing loaded for comparison.

Net Assets

$2,465,047

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$155,660

No earlier filing loaded for comparison.

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

2011

Assets$2,465,047
Liabilities$0
Net Assets$2,465,047

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

2011

Revenue-
Expenses$155,660
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Sep 30, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$3,139-$3,139
LOUIS M FINLAY JRChairman-$1,909-$1,909
MARY MARTIN RISERCommittee Member/Secretary-$1,272-$1,272
JOHN H MARTIN IIICommittee Member-$1,272-$1,272
MALCOLM PEARSONCommittee Member-$1,272-$1,272
SANDY SMITHCommittee Member-$1,272-$1,272
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN RED CROSSCOMMUNITY WELLFARE-MOBILE, AL, US$27,000
Paid GrantEXCEPTIONAL FOUNDATION OF BALDWIN COUNTYEDUCATION-FAIRHOPE, AL, US$23,000
Paid GrantSAMARITAN'S PURSECOMMUNITY WELLFARE-BOONE, NC, US$14,000
Paid GrantMONROE COUNTY PUBLIC LIBRARYCOMMUNITY WELLFARE-MONROEVILLE, AL, US$10,000
Paid GrantSOUTHERN CHOCTAW HIGH SCHOOLEDUCATION-GILBERTOWN, AL, US$10,000
Paid GrantKING'S KIDSEDUCATION-FLORENCE, AL, US$9,000
Paid GrantMOBILE SYMPHONYCOMMUNITY WELLFARE-MOBILE, AL, US$5,500
Paid GrantMONROE HEALTH FOUNDATIONCOMMUNITY WELLFARE-MONROEVILLE, AL, US$5,000
Paid GrantSOUTHERN CHOCTAW ELEMENTARY SCHOOLEDUCATION-GILBERTOWN, AL, US$5,000
Paid GrantBELLINGRATH GARDENSCOMMUNITY WELLFARE-THEODORE, AL, US$4,500
Paid GrantBALLET AND THEATRE ART PERFORMING COMPANIESCOMMUNITY WELLFARE-GILBERTOWN, AL, US$4,000
Paid GrantCSI JACKSONEDUCATION-JACKSON, AL, US$2,000
Paid GrantSMITH MEMORIAL LIBRARYCOMMUNITY WELLFARE-JACKSON, AL, US$2,000
Paid GrantLITERACY COUNCIL OF CLARKE COUNTYCOMMUNITY WELLFARE-GROVE HILL, AL, US$1,000
Paid GrantCAMP RAP-A-HOPEEDUCATION-MOBILE, AL, US$1,000
Paid GrantMARY'S SHELTERCOMMUNITY WELLFARE-ELBERTA, AL, US$1,000
Filing and Contact Details

Filer

EIN
63-6018078
Raw XML AppendixShowing 400 of 895 raw XML fields

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV524610
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5347752
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV545223
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV554588
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV565200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV576311
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5879572
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV594597
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV605994
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV614607
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV625987
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV634941
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6434308
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV656039
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV665087
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV674827
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6851674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV694595
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV705184
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7153768
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7270186
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7349275
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV744740
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV754960
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7647815
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV774695
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV784822
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV795253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8077848
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8147425
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV820
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV830
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV844670
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV855576
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV864840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV875898
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV885428
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8956472
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9169479
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9235155
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV930
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9442063
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9542138
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ALLERGAN INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3AMERICAN EUROPACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5APACHE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6AUTO DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ARTISAN FDS INC. MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ARTISAN FDS INC. SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11BLACKROCK US OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12BROOKFIELD ASSET MGMT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13BUCKEYE TECHNOLOGIES INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14BUFFALO SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16CVS/CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18CHESAPEAKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20CORRECTIONS CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21DARDEN RESTAURANTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22DELL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25EMC CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27ENSCO PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32FLOW SERVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33FRONTIER COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34GANNETT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35GARDNER DENVER MACHY INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36GARTNER INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39GOOGLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40HALIBURTON CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41HCC INS HLDGS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43HIGH MARK GENEVA MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44HOWARD HUGHES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46ISHARES TR RUSSELL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47JC PENNY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50JUNIPER NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51LIBERTY MEDAL HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52MCGRAW HILL INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53MANTECH INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54MATTEL INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55MERCK & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57MONSANTO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58MSC INDL DIRECT INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63PHILLIP MORRIS INTERNAITONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64PLAINS EXPLORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66PRUDENTIAL FINANCIAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68REPUBLIC SVCS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69ROBER HALF INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70SHCLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71SCRIPPS NEWTORKS

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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