Civic Intelligence

Fort Smith Public Library Endowment Tr

990 • Fiscal year 2013 • EIN 71-0792812

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 21, 2014

Organization Profilewww.fortsmithlibrary.org
3201 Rogers AvenueFort Smith, AR 72903

(479) 783-0229

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$3,201,197

Up $401,253 (+14%) from 2012

Net Assets

Up

$3,201,197

Up $401,253 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin8th percentile

Revenue

$124,843

No earlier filing loaded for comparison.

Expenses

Up

$172,435

Up $48,026 (+39%) from 2012

Net Income

-$47,592

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,653,938Liabilities 2010: $0Net Assets 2010: $2,653,9382010Assets 2011: $2,590,592Liabilities 2011: $0Net Assets 2011: $2,590,5922011Assets 2012: $2,799,944Liabilities 2012: $0Net Assets 2012: $2,799,9442012Assets 2013: $3,201,197Liabilities 2013: $0Net Assets 2013: $3,201,1972013Assets 2014: $3,284,957Liabilities 2014: $0Net Assets 2014: $3,284,9572014Assets 2015: $3,375,707Liabilities 2015: $0Net Assets 2015: $3,375,7072015Assets 2016: $3,403,391Liabilities 2016: $0Net Assets 2016: $3,403,3912016Assets 2017: $3,622,202Liabilities 2017: $0Net Assets 2017: $3,622,2022017Assets 2018: $3,473,187Liabilities 2018: $0Net Assets 2018: $3,473,1872018Assets 2019: $3,979,128Liabilities 2019: $0Net Assets 2019: $3,979,1282019Assets 2020: $4,226,530Liabilities 2020: $0Net Assets 2020: $4,226,5302020Assets 2021: $4,244,639Liabilities 2021: $0Net Assets 2021: $4,244,6392021Assets 2022: $3,486,443Liabilities 2022: $0Net Assets 2022: $3,486,4432022Assets 2023: $4,676,543Liabilities 2023: $0Net Assets 2023: $4,676,5432023Assets 2024: $4,647,018Liabilities 2024: $0Net Assets 2024: $4,647,0182024

Highlighted filing

2013

Assets$3,201,197
Liabilities$0
Net Assets$3,201,197
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $310,9652010Expenses 2011: $170,8182011Expenses 2012: $124,4092012Revenue 2013: $124,843Expenses 2013: $172,435Net Income 2013: -$47,5922013Revenue 2014: $275,183Expenses 2014: $248,701Net Income 2014: $26,4822014Revenue 2015: $403,472Expenses 2015: $269,355Net Income 2015: $134,1172015Revenue 2016: $115,701Expenses 2016: $265,557Net Income 2016: -$149,8562016Revenue 2017: $321,979Expenses 2017: $398,598Net Income 2017: -$76,6192017Revenue 2018: $319,933Expenses 2018: $188,612Net Income 2018: $131,3212018Revenue 2019: $191,323Expenses 2019: $167,288Net Income 2019: $24,0352019Revenue 2020: $581,699Expenses 2020: $291,349Net Income 2020: $290,3502020Revenue 2021: $411,248Expenses 2021: $494,287Net Income 2021: -$83,0392021Revenue 2022: $49,351Expenses 2022: $282,700Net Income 2022: -$233,3492022Revenue 2023: $1,412,294Expenses 2023: $470,851Net Income 2023: $941,4432023Revenue 2024: $544,953Expenses 2024: $679,781Net Income 2024: -$134,8282024

Highlighted filing

2013

Revenue$124,843
Expenses$172,435
Net Income-$47,592
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 21, 2014
Return Version
2013v3.1
Gross Receipts
$464,612
Mission and Program Overview

Mission

Funding of library projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$77,227$106,152▲ $28,925
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,799,944$3,201,197▲ $401,253
Other Assets Total$2,722,717$3,095,045▲ $372,328
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,309,983$2,373,296▲ $63,313
Temporarily Rstr Net Assets$489,961$827,901▲ $337,940
Total Net Assets Fund Balance$2,799,944$3,201,197▲ $401,253
Total Liabilities and Net Assets / Fund Balance$2,799,944$3,201,197▲ $401,253
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Robert D KellyPresident
Kevin LacewellVice President
Anita PaddockTrustee
Ben CarrollTrustee
Betty J BakerTrustee
Brian G DeLungSecretary
Ben ShipleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,313
Program Service Revenue
$0
Investment Income
$61,530
Other Revenue
$0
All Other Contributions
$63,313
Change in Net Assets
$-47,592

Audited Revenue Reconciliation

Revenue per Audited Statements
$124,843
Revenue Not Reported on Form 990
$448,845
Total Revenue per Audited Statements
$573,688
Total Revenue per Form 990
$124,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$161,786
Grants and Similar Amounts Paid$10,649
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$79,012--$79,012
Other Expenses$69,883--$69,883
Fees for Service Investment Mgmnt Fees$12,891--$12,891
Grants to Domestic Orgs$10,649--$10,649
Total Functional Expenses$172,435$0$0$172,435

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$172,435
Total Expenses per Audited Statements$172,435
Total Expenses per Form 990$172,435
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
71-6014161--Cover operat loss for Dewey's Cafe$10,649
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Board of Trustees is provided with a copy of the Form 990 for review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“When individuals are suggested to fill a position on the Board, they are asked if they have a potential conflict of interest.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Endowment Trust has their Form 990 at their office for the public to see at their request.”

Filing and Contact Details

Filer

EIN
71-0792812
Phone
4797830229

Signing Officer

Name
Cindy Long
Title
Endowment Director
Signed
2014-07-21
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Ar
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Preparer
Marc Lux CPA
Phone
4796490888
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Generally accepted accounting principles require tax effects from an uncertain tax position to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. If an uncertain tax position meets the more-likely-than-not threshold, the largest amount of tax benefit that is greater than 50% likely to be recognized upon ultimate settlement with the taxing authority is recorded. The Organization's primary tax positions relate to its status as a not-for-profit entity exempt from income taxes and classification of activities related to its exempt purpose. Management has evaluated the tax positions reflected in the Organization's tax filings and does not believe that any material uncertain tax positions exist.”

Raw XML Appendix391 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Fort Smith Public Library
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt010649
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0172435
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0448845
IRS990ScheduleD/RevenueNotReportedAmt0448845
IRS990ScheduleD/RevenueSubtotalAmt0124843
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Generally accepted accounting principles require tax effects from an uncertain tax position to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. If an uncertain tax position meets the more-likely-than-not threshold, the largest amount of tax benefit that is greater than 50% likely to be recognized upon ultimate settlement with the taxing authority is recorded. The Organization's primary tax positions relate to its status as a not-for-profit entity exempt from income taxes and classification of activities related to its exempt purpose. Management has evaluated the tax positions reflected in the Organization's tax filings and does not believe that any material uncertain tax positions exist.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03095045
IRS990ScheduleD/TotalExpensesPerForm990Amt0172435
IRS990ScheduleD/TotalRevenuePerForm990Amt0124843
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0573688
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0172435
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010649
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Cover operat loss for Dewey's Cafe
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Fort Smith Public Library
IRS990ScheduleI/RecipientTable/RecipientEIN0716014161
IRS990ScheduleI/RecipientTable/USAddress/AddressLine103201 Rogers Avenue
IRS990ScheduleI/RecipientTable/USAddress/City0Fort Smith
IRS990ScheduleI/RecipientTable/USAddress/State0AR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode072903
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Trustees is provided with a copy of the Form 990 for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1When individuals are suggested to fill a position on the Board, they are asked if they have a potential conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Endowment Trust has their Form 990 at their office for the public to see at their request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0827901
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02799944
IRS990/TotalAssetsEOYAmt03201197
IRS990/TotalAssetsGrp/BOYAmt02799944
IRS990/TotalAssetsGrp/EOYAmt03201197
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt063313
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0172435
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt076299
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-14769
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124843
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02799944
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03201197
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.fortsmithlibrary.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cindy Long
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Endowment Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10Fort Smith Public Library
ReturnHeader/Filer/BusinessName/BusinessNameLine20Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0710792812
ReturnHeader/Filer/PhoneNum04797830229
ReturnHeader/Filer/USAddress/AddressLine103201 Rogers Avenue
ReturnHeader/Filer/USAddress/City0Fort Smith
ReturnHeader/Filer/USAddress/State0AR
ReturnHeader/Filer/USAddress/ZIPCode072903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PRZYBYSZ & ASSOCIATES CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104200 JENNY LIND SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FORT SMITH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode072901
ReturnHeader/PreparerPersonGrp/PhoneNum04796490888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc Lux CPA
ReturnHeader/ReturnTs02014-07-21T13:14:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,201,197
Liabilities
$0
Net assets
$3,201,197
Revenue
$124,843
Expenses
$172,435
Net income
-$47,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.54$0.68$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$1.41$0.47$0.94
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.05$0.28$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.41$0.49$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.58$0.29$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.19$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.32$0.19$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.32$0.40$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.12$0.27$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.40$0.27$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.28$0.25$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.12$0.17$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.00$2.80$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.00$2.59$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$0.31
Peer Organizations

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