Civic Intelligence

M W Smith Jr Foundation

990PF • Fiscal year 2020 • EIN 63-6018078

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

Organization Profile
PO Drawer 1628Mobile, AL 36633-1628

(251) 342-0402

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

10th percentile

-73%

Higher net margin than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$2,329

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

22nd percentile

-3.3%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,457,250

Down $83,360 (-3.3%) from 2019

Net Assets

Down

$2,457,250

Down $83,360 (-3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Down

$114,242

Down $179,088 (-61%) from 2019

Expenses

Down

$197,602

Down $10,960 (-5.3%) from 2019

Net Income

Down

-$83,360

Down $168,128 (-198%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2020

Assets$2,457,250
Liabilities$0
Net Assets$2,457,250
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

2020

Revenue$114,242
Expenses$197,602
Net Income-$83,360
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$2,329-$2,329
MARY MARTIN RISERChairman-$1,905-$1,905
JOHN H MARTIN IIICommittee Member-$1,268-$1,268
MALCOLM PEARSONCommittee Member-$1,268-$1,268
LOUIS M FINLAY JRCommittee Member-$1,268-$1,268
SANDY SMITHCommittee Member/Secretary-$1,268-$1,268
Filing and Contact Details

Filer

Filer Name
Mw Smith Jr Foundation
EIN
63-6018078
Phone
2513420402
Address
PO DRAWER 1628, MOBILE, AL 36633-1628

Signing Officer

Name
Mary Martin Riser
Title
Chair
Phone
2513420402
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Smith Dukes & Buckalew Llp
Address
3800 AIRPORT BLVD, MOBILE, AL 36608-1667
Preparer
Clifton T Jackson
Phone
2513431200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMDOCS LTD ORD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ARTISAN DEVELOPING WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARTISAN MID CAP FD-INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BARON EMERGING MARKETS INST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BROOKFIELD ASSET MGMT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CITIGROUP INC RR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CME GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DISCOVERY COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DISH NETWORK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ECOLAB INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FISERV INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LIBERTY MEDIA CORP - LIBERTY SIRIUSXM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LKQ CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MERCK & CO NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MONDELEZ INTERNATIONAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49MSC INDUSTRIAL DIRECT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NEXTERA ENERGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52NUANCE MID CAP VALUE FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PGIM QMA SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PRUDENTIAL FINANCIAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61ROSS STORES INC

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Filings

Displayed year

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

Open filing
Assets
$2,457,250
Liabilities
$0
Net assets
$2,457,250
Revenue
$114,242
Expenses
$197,602
Net income
-$83,360
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