Civic Intelligence

M W Smith Jr Foundation

990PF • Fiscal year 2022 • EIN 63-6018078

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 03, 2022

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

91st percentile

67%

Higher net margin than 91% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$3,788

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

71st percentile

8.6%

Faster asset growth than 71% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

45%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,696,122

Up $214,176 (+8.6%) from 2021

Net Assets

Up

$2,696,122

Up $214,176 (+8.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin91st percentile

Revenue

Up

$319,170

Up $98,759 (+45%) from 2021

Expenses

Down

$104,994

Down $90,721 (-46%) from 2021

Net Income

Up

$214,176

Up $189,480 (+767%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2022

Assets$2,696,122
Liabilities$0
Net Assets$2,696,122
Open 2022 Filing

Operations Trend

Revenue Growth81st 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

2022

Revenue$319,170
Expenses$104,994
Net Income$214,176
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$3,788-$3,788
SANDY SMITHCommittee Member/Secretary-$2,055-$2,055
MARY MARTIN RISERChairperson-$1,584-$1,584
JOHN H MARTIN IIICommittee Member-$1,055-$1,055
MALCOLM PEARSONCommittee Member-$1,055-$1,055
LOUIS M FINLAY JRCommittee Member-$1,055-$1,055
MARSHALL RISERCommittee Member-$0--
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
2022-11-03
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/EOYFMVAmt7077963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt711761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt721721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt732871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt752153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt761348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt771347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7810773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7910587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8010695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8145377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8278140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8373072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMDOCS LTD ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ARTISAN DEVELOPING WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ARTISAN MID CAP FD-INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BARON EMERGING MARKETS INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROOKFIELD ASSET MGMT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CGI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HANESBRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HOWARD HUGHES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JOHCM INTERNATIONAL SELECT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LIBERTY MEDIA CORP - LIBERTY SIRIUSXM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28LKQ CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MERCK & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MSC INDUSTRIAL DIRECT CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37OPEN TEXT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41SS&C TECHNOLOGIES HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42STANLEY BLACK & DECKER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43THERMO FISHER SCIENTIFIC, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44THERMO FISHER SCIENTIFIC, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VERTIV HOLDINGS LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VIASAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VICTORY RS SMALL CAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ZEBRA TECHNOLOGIES CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56DOMINION RESOURCES INC/VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57GOLDMAN SACHS GROUP INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PIONEER NATRUAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TJX COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HILTON WORLDWIDE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69EURONET WORLDWIDE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70HOLOGIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71AT&T INC - 84 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72HERSHEY CO/THE - 8.00 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NORTHROP GRUMMAN CORP - 6 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75T-MOBILE US INC - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76S&P GLOBAL INC - 4 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77TESLA INC - 2 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ISHARES S&P SMALL-CAP 600 VALUE ETF - 121 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79JOHN HANCOCK DISCIPLINED VALUE MID CAP - 445.382 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80DWS RREEF REAL ASSETS FUND - 911.756 SHS

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,696,122
Liabilities
$0
Net assets
$2,696,122
Revenue
$319,170
Expenses
$104,994
Net income
$214,176
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