Civic Intelligence

M W Smith Jr Foundation

990PF • Fiscal year 2024 • EIN 63-6018078

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 31, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$4,263

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

174%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,507,223

Up $664,474 (+23%) from 2023

Net Assets

Up

$3,507,223

Up $664,474 (+23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin95th percentile

Revenue

Up

$862,060

Up $547,806 (+174%) from 2023

Expenses

Up

$197,586

Up $29,959 (+18%) from 2023

Net Income

Up

$664,474

Up $517,847 (+353%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2024

Assets$3,507,223
Liabilities$0
Net Assets$3,507,223
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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

2024

Revenue$862,060
Expenses$197,586
Net Income$664,474
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$4,263-$4,263
SANDY SMITHCommittee Member/Secretary-$2,193-$2,193
MARY MARTIN RISERChairperson-$1,729-$1,729
MARSHALL RISERCommittee Member-$1,192-$1,192
MALCOLM W SMITHCommittee Member-$1,192-$1,192
MALCOLM PEARSONCommittee Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHOMASVILLE HEALTHCARE FOUNDATIONCOMMUNITY WELFAREPCTHOMASVILLE, AL, US$35,000
Paid GrantWILCOX COMMUNITY HEALTH FOUNDATIONCOMMUNITY WELFAREPCCAMDEN, AL, US$35,000
Paid GrantFAIRHOPE FILM FESTIVALCOMMUNITY PROMOTION OF ARTSPCFAIRHOPE, AL, US$15,000
Paid GrantJMC AUXILLARYCOMMUNITY WELFAREPCJACKSON, AL, US$15,000
Paid GrantCAMILLE PLACECOMMUNITY WELFAREPCMONROEVILLE, AL, US$10,000
Paid GrantPERDUE HILL CLAIBOURNE HISTORIC PRESERVATION FOUNDATIONCOMMUNITY EDUCATIONPCPERDUE HILL, AL, US$10,000
Paid GrantKINGS KIDS FOUNDATION INCCOMMUNITY WELFAREPCMOBILE, AL, US$5,000
Paid GrantMONROE COUNTY PUBLIC LIBRARYCOMMUNITY EDUCATIONPCMONROEVILLE, AL, US$5,000
Paid GrantMONROEVILLE AREA YMCACOMMUNITY WELFAREPCMONROEVILLE, AL, US$5,000
Paid GrantGOVERNMENT STREET UNITED METHODIST CHURCHCOMMUNITY WELFAREPCMOBILE, AL, US$5,000
Paid GrantARC BALDWIN COUNTYCOMMUNITY WELFAREPCLOXELY, AL, US$4,000
Paid GrantMONROE COUNTY HERITAGE MUSEUMCOMMUNITY EDUCATIONPCMONROEVILLE, AL, US$4,000
Paid GrantALABAMA PUBLIC RADIOCOMMUNITY EDUCATIONPCTUSCALOOSA, AL, US$2,000
Paid GrantFIRST UNITED METHODIST CHURCHCOMMUNITY WELFAREPCFAIRHOPE, AL, US$1,192
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
2024-10-31
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/StockNm1119 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1244 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1328 SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1412 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1552 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16218 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1722 COSTCO WHOLESALE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4735 NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4870 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4987 AMERICAN ELECTRIC POWER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501415 ISHARES S&P SMALL-CAP 600 VALUE ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52115 XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5345 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5464 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm554478.072 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm566613 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm583701.907 ARTISAN DEVELOPING WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm596682.188 GQG PARTNERS EMERGING MARKETS EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm603614.399 PZENA EMERGING MARKETS VALUE FUND/USA
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03507223
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0161572

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,507,223
Liabilities
$0
Net assets
$3,507,223
Revenue
$862,060
Expenses
$197,586
Net income
$664,474
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