Civic Intelligence

Don Mcqueen Smith 1963 Charitable Trust Advisory Committee Sucessor Trustee

990PF • Fiscal year 2020 • EIN 63-6049793

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 30, 2021

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

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

78th percentile

29%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

47th percentile

2.4%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

98th percentile

521%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,271,036

Up $53,157 (+2.4%) from 2019

Net Assets

Up

$2,271,036

Up $53,157 (+2.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin78th percentile

Revenue

Up

$196,751

Up $165,090 (+521%) from 2019

Expenses

Up

$140,168

Up $44,421 (+46%) from 2019

Net Income

Up

$56,583

Up $120,669 (+188%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$2,271,036
Liabilities$0
Net Assets$2,271,036
Open 2020 Filing

Operations Trend

Revenue Growth98th 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

2020

Revenue$196,751
Expenses$140,168
Net Income$56,583
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 30, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE H SMITHAdvisory Director-$0--
DALE G SMITHAdvisory Director-$0--
DAVID B 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
2021-04-30
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 Appendix374 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STIFEL LONG TERM SECURITIES
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03656
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL FOR PERSONS WITH FACIAL DIFFERENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONSERVATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROMOTE RESPECT AND UNDERSTANDING BY TEACHING THE HISTORY AND LESSONS OF THE HOLOCAUST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4RELIGIOUS GLOBAL MISSIONARY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GUIDE DOG TRAINING FOR THE VISUALLY IMPAIRED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FOSTER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9EMOTIONAL AND PRACICAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANIMAL COMPASSION PROJECT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BASCOM PALMER EYE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CONSERVANCY OF SOUTHWEST FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOLOCAUST MUSEUM AND EDUCATION CENTER OF SOUTHWEST FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MISSION TO THE WORLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SOUTHEASTERN GUIDE DOGS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6DALE SMITH CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7COREY'S KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8EVERYDAY BLESSINGS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9LIFE CHOICE CRISIS PREGNANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 11206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1900 NW 17TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21495 SMITH PERSERVE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34760 TAMIAMI TRAIL NORTH 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 744165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54210 77TH STREET EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7205 NEWBURY ST SUITE 410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt88421 PRITCHER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9403 JAMES ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PALMETTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WARKWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7FRAMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LITHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9TALLASSEE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0117000
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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/AppliedToCurrentYearAmt052356
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt064644
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0137139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0117000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084783
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt064644
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03656
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STIFEL MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt021893
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021893
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0230
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUCCESSOR TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07703924881
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-30
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/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/PreparationDt02021-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RITA O BROWN
ReturnHeader/ReturnTs02021-05-06T15:01:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DALE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,271,036
Liabilities
$0
Net assets
$2,271,036
Revenue
$196,751
Expenses
$140,168
Net income
$56,583
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