Civic Intelligence

Don Mcqueen Smith 1963 Charitable Trust Advisory Committee Sucessor Trustee

990PF • Fiscal year 2016 • EIN 63-6049793

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization Profile
7771 Stables DriveAtlanta, GA 30350

(770) 392-4881

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

56th percentile

2.1%

Faster asset growth than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-43%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,364,332

Up $48,659 (+2.1%) from 2015

Net Assets

Up

$2,364,332

Up $48,659 (+2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Down

$132,171

Down $99,353 (-43%) from 2015

Expenses

Down

$32,043

Down $105,788 (-77%) from 2015

Net Income

Up

$100,128

Up $6,435 (+6.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,210,937Liabilities 2010: $0Net Assets 2010: $2,210,9372010Assets 2011: $2,247,934Liabilities 2011: $12011Assets 2012: $2,253,902Liabilities 2012: $12012Assets 2013: $2,151,368Liabilities 2013: $0Net Assets 2013: $2,151,3682013Assets 2014: $2,236,916Liabilities 2014: $0Net Assets 2014: $2,236,9162014Assets 2015: $2,315,673Liabilities 2015: $0Net Assets 2015: $2,315,6732015Assets 2016: $2,364,332Liabilities 2016: $0Net Assets 2016: $2,364,3322016Assets 2017: $2,460,723Liabilities 2017: $0Net Assets 2017: $2,460,7232017Assets 2018: $2,281,940Liabilities 2018: $0Net Assets 2018: $2,281,9402018Assets 2019: $2,217,879Liabilities 2019: $0Net Assets 2019: $2,217,8792019Assets 2020: $2,271,036Liabilities 2020: $0Net Assets 2020: $2,271,0362020Assets 2021: $2,284,375Liabilities 2021: $0Net Assets 2021: $2,284,3752021Assets 2022: $2,196,765Liabilities 2022: $0Net Assets 2022: $2,196,7652022Assets 2023: $2,125,027Liabilities 2023: $0Net Assets 2023: $2,125,0272023Assets 2024: $2,052,909Liabilities 2024: $0Net Assets 2024: $2,052,9092024

Highlighted filing

2016

Assets$2,364,332
Liabilities$0
Net Assets$2,364,332
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$400K$200K$0-$200KExpenses 2010: $105,0362010Revenue 2011: $139,764Expenses 2011: $102,820Net Income 2011: $36,9442011Revenue 2012: $119,905Expenses 2012: $113,557Net Income 2012: $6,3482012Revenue 2013: $69,451Expenses 2013: $143,399Net Income 2013: -$73,9482013Revenue 2014: $399,661Expenses 2014: $301,630Net Income 2014: $98,0312014Revenue 2015: $231,524Expenses 2015: $137,831Net Income 2015: $93,6932015Revenue 2016: $132,171Expenses 2016: $32,043Net Income 2016: $100,1282016Revenue 2017: $195,437Expenses 2017: $101,746Net Income 2017: $93,6912017Revenue 2018: -$65,796Expenses 2018: $123,835Net Income 2018: -$189,6312018Revenue 2019: $31,661Expenses 2019: $95,747Net Income 2019: -$64,0862019Revenue 2020: $196,751Expenses 2020: $140,168Net Income 2020: $56,5832020Revenue 2021: $133,828Expenses 2021: $120,489Net Income 2021: $13,3392021Revenue 2022: $140,812Expenses 2022: $223,342Net Income 2022: -$82,5302022Revenue 2023: $83,211Expenses 2023: $155,340Net Income 2023: -$72,1292023Revenue 2024: $124,355Expenses 2024: $196,492Net Income 2024: -$72,1372024

Highlighted filing

2016

Revenue$132,171
Expenses$32,043
Net Income$100,128
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE H SMITHAdvisory Director-$0--
DALE G SMITHAdvisory Director-$0--
Filing and Contact Details

Filer

Filer Name
Don Mcqueen Smith 1963 Charitable Trust
EIN
63-6049793
Phone
7703924881
Address
7771 STABLES DRIVE, ATLANTA, GA 30350

Signing Officer

Name
Dale Smith
Title
Successor Trustee
Phone
7703924881
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Thornton & Co Pc
Address
PO BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Rita O Brown
Phone
3348347660
Raw XML Appendix339 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FERAL CAT AND COMPANION ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL FOR PERSONS WITH FACIAL DIFFERENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SERVE IMPOVERISHED COMMUNITIES BY MEETING PHYSICAL AND SPIRITUAL NEEDS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANIMAL COMPASSION PROJECT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BASCOM PALMER EYE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEW BEGINNINGS RESOURCES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07620 ROOKERY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1900 NW 17TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PORTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277365
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt086741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013338
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0112629
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt086741
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039226
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025888
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039226
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125967
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06385
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME PAID IN 2017; REPORTED IN 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016209
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCOME PAID IN 2016; REPORTED IN 2015
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt02882
TaxesSchedule/TaxesDetail/Amt12646
TaxesSchedule/TaxesDetail/Amt23450
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 990-PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FORM 990-PF ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02882
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUCCESSOR TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07703924881
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DON MCQUEEN SMITH 1963 CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ADVISORY COMMITTEE SUCESSOR TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DONM
ReturnHeader/Filer/EIN0636049793
ReturnHeader/Filer/PhoneNum07703924881
ReturnHeader/Filer/USAddress/AddressLine1Txt07771 STABLES DRIVE
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030350
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.65.8.162
ReturnHeader/FilingSecurityInformation/IPDt02017-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:30:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631035228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON THORNTON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 96
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0361010096
ReturnHeader/PreparerPersonGrp/PhoneNum03348347660
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA O BROWN
ReturnHeader/ReturnTs02017-05-04T14:36:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,364,332
Liabilities
$0
Net assets
$2,364,332
Revenue
$132,171
Expenses
$32,043
Net income
$100,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.12$0.20$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.16$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.14$0.22$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.13$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.20$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.03$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.07$0.12$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.20$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.03$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.23$0.14$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.40$0.30$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.07$0.14$0.07
2012Summary only. Only limited summary data is available for this year.$2.25$0.00$0.12$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$2.25$0.00$0.14$0.10$0.04
2010Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.11