Civic Intelligence

James C and Norma I Smith Foundation

990PF • Fiscal year 2013 • EIN 71-0938986

Dec 01, 2012 to Nov 30, 2013 • Filed on Apr 15, 2014

Organization Profile
PO Box 190369Dallas, TX 75219
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

91st percentile

65%

Higher net margin than 91% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

92nd percentile

34%

Faster asset growth than 92% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

2452%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$13,722,573

Up $3,517,019 (+34%) from 2012

Net Assets

$13,722,573

No earlier filing loaded for comparison.

Liabilities

Down

$1

Down $699,999 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin91st percentile

Revenue

Up

$1,020,721

Up $980,721 (+2452%) from 2012

Expenses

Down

$357,265

Down $49,948 (-12%) from 2012

Net Income

Up

$663,456

Up $1,030,669 (+281%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$150M$100M$50M$0Assets 2011: $8,393,172Liabilities 2011: $650,0002011Assets 2012: $10,205,554Liabilities 2012: $700,0002012Assets 2013: $13,722,573Liabilities 2013: $1Net Assets 2013: $13,722,5732013Assets 2014: $18,152,415Liabilities 2014: $1Net Assets 2014: $18,152,4152014Assets 2015: $20,775,892Liabilities 2015: $1Net Assets 2015: $20,775,8922015Assets 2016: $22,000,038Liabilities 2016: $0Net Assets 2016: $22,000,0382016Assets 2017: $25,681,584Liabilities 2017: $0Net Assets 2017: $25,681,5842017Assets 2018: $32,594,050Liabilities 2018: $0Net Assets 2018: $32,594,0502018Assets 2019: $34,146,205Liabilities 2019: $1Net Assets 2019: $34,146,2052019Assets 2020: $32,260,048Liabilities 2020: $1,450,000Net Assets 2020: $30,810,0482020Assets 2021: $64,928,235Liabilities 2021: $1,450,000Net Assets 2021: $63,478,2352021Assets 2022: $72,872,897Liabilities 2022: $1Net Assets 2022: $72,872,8972022Assets 2023: $6,451,281Liabilities 2023: $1Net Assets 2023: $6,451,2812023Assets 2024: $101,891,224Liabilities 2024: $0Net Assets 2024: $101,891,2242024

Highlighted filing

2013

Assets$13,722,573
Liabilities$1
Net Assets$13,722,573
Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $75,274Expenses 2011: $373,556Net Income 2011: -$298,2822011Revenue 2012: $40,000Expenses 2012: $407,213Net Income 2012: -$367,2132012Revenue 2013: $1,020,721Expenses 2013: $357,265Net Income 2013: $663,4562013Revenue 2014: $420,000Expenses 2014: $404,035Net Income 2014: $15,9652014Revenue 2015: $1,210,000Expenses 2015: $273,583Net Income 2015: $936,4172015Revenue 2016: $120,000Expenses 2016: $880,642Net Income 2016: -$760,6422016Revenue 2017: $890,000Expenses 2017: $1,028,294Net Income 2017: -$138,2942017Revenue 2018: $1,286,970Expenses 2018: $1,218,874Net Income 2018: $68,0962018Revenue 2019: $1,439,822Expenses 2019: $1,428,180Net Income 2019: $11,6422019Revenue 2020: $1Expenses 2020: $1,543,483Net Income 2020: -$1,543,4822020Revenue 2021: $1,641,141Expenses 2021: $1,368,679Net Income 2021: $272,4622021Revenue 2022: $3,965,002Expenses 2022: $2,523,214Net Income 2022: $1,441,7882022Revenue 2023: $5,171,757Expenses 2023: $3,042,401Net Income 2023: $2,129,3562023Revenue 2024: $43,513,006Expenses 2024: $3,708,441Net Income 2024: $39,804,5652024

Highlighted filing

2013

Revenue$1,020,721
Expenses$357,265
Net Income$663,456
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Apr 15, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES C SMITHPresident/Director-$0--
NORMA I SMITHTreasurer/Director-$0--
JOSEPH WITTERSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantMAYO CLINICCHIEF MEDICAL RESIDENCY PROGRAM ENDOWMENTPUBLIC CHARITYSCOTTSDALE, AZ, US$400,000
Paid GrantMAYO CLINICCHIEF MEDICAL RESIDENCY PROGRAM ENDOWMENTPUBLIC CHARITYSCOTTSDALE, AZ, US$350,000
Paid GrantFAMILY GATEWAYGENERAL SUPPORTPUBLIC CHARITYDALLAS, TX, US$5,000
Filing and Contact Details

Filer

EIN
71-0938986
Raw XML Appendix353 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0111,900 SHARES GARTNER INC.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES C SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NORMA I SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOSEPH WITTERS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode085259
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode175204
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture0400000
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0355000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0357245
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0587483
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3063062
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40166375
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5091751
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0230238
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0230238
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear090950
IRS990PF/UndistributedIncome/ExcessFromYear3063062
IRS990PF/UndistributedIncome/ExcessFromYear4027888
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0357245
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus090950
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0321188
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions01000000
IRS990ScheduleB/ContributorInfo/AggregateContributions120000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10PO BOX 190369
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11PO BOX 9002
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0DALLAS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1STUART
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode075219
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode134995
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JAMES AND NORMA SMITH
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1GARTNER INC
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount045
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps045
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0721
OtherIncomeSchedule2/OtherIncome/Description0TAX REFUND
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0721
OtherIncreasesSchedule/OtherIncreases/Amount03553563
OtherIncreasesSchedule/OtherIncreases/Description0INCREASE IN VALUE OF INVESTMENTS
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0710938986
ReturnHeader/Filer/Name/BusinessNameLine10JAMES C & NORMA I SMITH FOUNDATION
ReturnHeader/Filer/NameControl0JAME
ReturnHeader/Filer/Phone02145269090
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 190369
ReturnHeader/Filer/USAddress/City0DALLAS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075219
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-04-15
ReturnHeader/Officer/Name0JAMES C SMITH
ReturnHeader/Officer/Phone02145269090
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0412113128
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SANDERS & COMPANY LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103710 RAWLINS SUITE 1210
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DALLAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode075219
ReturnHeader/Preparer/Name0STEVEN J SANDERS
ReturnHeader/Preparer/Phone09724041636
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-12-01
ReturnHeader/TaxPeriodEndDate02013-11-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-04-15T18:14:48-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,722,573
Liabilities
$1
Net assets
$13,722,573
Revenue
$1,020,721
Expenses
$357,265
Net income
$663,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$102$0.00$102$43.5$3.71$39.8
2023Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$5.17$3.04$2.13
2022Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$3.97$2.52$1.44
2021Detailed filing. Detailed filing data is available for this year.$64.9$1.45$63.5$1.64$1.37$0.27
2020Detailed filing. Detailed filing data is available for this year.$32.3$1.45$30.8$0.00$1.54$1.54
2019Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$1.44$1.43$0.01
2018Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$1.29$1.22$0.07
2017Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.89$1.03$0.14
2016Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$0.12$0.88$0.76
2015Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.21$0.27$0.94
2014Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$0.42$0.40$0.02
2013Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.02$0.36$0.66
2012Summary only. Only limited summary data is available for this year.$10.2$0.70$0.04$0.41$0.37
2011Summary only. Only limited summary data is available for this year.$8.39$0.65$0.08$0.37$0.30