Civic Intelligence

Sms CIVIC Assistance and Education Fund

EIN 72-1402990 • 501(c)3 • Shreveport, LA

Profile

To make donations to section 501(c)(3) organizations.

PO Box 3188Shreveport, LA 71133

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-163%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-17%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-53%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$119,258

Down $24,505 (-17%) from 2014

Liabilities

Down

$350

Down $7,685 (-96%) from 2014

Net Assets

$118,908

No earlier filing loaded for comparison.

Revenue

Down

$9,789

Down $11,104 (-53%) from 2014

Expenses

Down

$25,719

Down $1,341 (-5.0%) from 2014

Net Income

Down

-$15,930

Down $9,763 (-158%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $166,760Liabilities 2011: $13,6402011Assets 2012: $163,993Liabilities 2012: $12,3032012Assets 2013: $153,523Liabilities 2013: $10,750Net Assets 2013: $142,7732013Assets 2014: $143,763Liabilities 2014: $8,0352014Assets 2015: $119,258Liabilities 2015: $350Net Assets 2015: $118,9082015

Highlighted filing

2015

Assets$119,258
Liabilities$350
Net Assets$118,908

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $26,318Expenses 2011: $18,056Net Income 2011: $8,2622011Revenue 2012: $23,981Expenses 2012: $24,761Net Income 2012: -$7802012Revenue 2013: $20,087Expenses 2013: $28,164Net Income 2013: -$8,0772013Revenue 2014: $20,893Expenses 2014: $27,060Net Income 2014: -$6,1672014Revenue 2015: $9,789Expenses 2015: $25,719Net Income 2015: -$15,9302015

Highlighted filing

2015

Revenue$9,789
Expenses$25,719
Net Income-$15,930

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Mar 7, 2016
Return Version
2014v6.0
Gross Receipts
$15,384
Mission and Program Overview

Mission

To make donations to section 501(c)(3) organizations.

Program Services

DescriptionGrantsExpenses
DONATION FOR SUMMER SCIENCE CAMP FOR EDUCATIONAL PURPOSES$0$5,500
EDUCATION AWARDS MADE TO DESERVING SENIOR MEDICAL STUDENTS. RECIPIENTS ARE CHOSEN BY A VOTE OF THEIR FELLOW STUDENTS.$0$1,055
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK J WHITE IIIHistorian-$0--
LEE STEVENS MDPresident-$0--
RUSSELL H VAN NORMAN III MDPresident-Elect-$0--
RICHARD J MICHAEL MDImmediate Past President-$0--
F THOMAS SISKRON IV MDTreasurer-$0--
JOHN B CARMODY MDSecond Vice President-$0--
R SHANE BARTON MDDirector-$0--
MARGARET A CRITTELL MDSecretary-$0--
WILLIAM O HUCKABAY JRExec DirectorFT$0--
RUSSELL D BURLISON MDDirector-$0--
JAMES B BURKEMDDirector-$0--
JOHNATHAN M DAVIS MDDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$11,035$11,035$5,595$5,440
Total Events$11,035$11,035$5,595$5,440
Filing and Contact Details

Filer

Filer Name
Sms Civic Assistance and Education Fund
EIN
72-1402990
Phone
3186757656
Address
PO BOX 3188, SHREVEPORT, LA 71133

Signing Officer

Name
William O Huckabay Jr
Title
Executive Director
Phone
3186757656
Signed
2016-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Heard Mcelroy & Vestal LLC
Address
333 TEXAS STREET SUITE 1525, SHREVEPORT, LA 71101
Preparer
Gerald W Hedgcock Jr
Phone
3184291525
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 3,519.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 340. Description: dues & subscriptions. Amount: 243. Description: insurance. Amount: 868. Description: miscellaneous. Amount: 1,149. Description: office supplies. Amount: 197. Description: awards. Amount: 1,055. Description: postage. Amount: 221. Description: management fees. Amount: 10,000. Description: continuing medical education. Amount: 4,200. Description: telephone. Amount: 579. Description: contributions. Amount: 5,500. Total to form 990-ez, line 16: 24,352.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain/loss on investments. Amount: -890.

Form 990-ez, Part II, Line 24 - Other Assets

Description: mass mutual variable annuity. Beg. Of year amount: 95,679. End of year amount: 92,255. Description: treasury note. Beg. Of year amount: 14,365. End of year amount: 13,847. Description: accounts receivable. Beg. Of year amount: 9,917. End of year amount: 2,786. Description: prepaid insurance. Beg. Of year amount: 564. End of year amount: 505.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 8,035. End of year amount: 350.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3,519.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 340. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 243. DESCRIPTION: INSURANCE. AMOUNT: 868. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,149. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 197. DESCRIPTION: AWARDS. AMOUNT: 1,055. DESCRIPTION: POSTAGE. AMOUNT: 221. DESCRIPTION: MANAGEMENT FEES. AMOUNT: 10,000. DESCRIPTION: CONTINUING MEDICAL EDUCATION. AMOUNT: 4,200. DESCRIPTION: TELEPHONE. AMOUNT: 579. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 5,500. TOTAL TO FORM 990-EZ, LINE 16: 24,352.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENTS. AMOUNT: -890.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MASS MUTUAL VARIABLE ANNUITY. BEG. OF YEAR AMOUNT: 95,679. END OF YEAR AMOUNT: 92,255. DESCRIPTION: TREASURY NOTE. BEG. OF YEAR AMOUNT: 14,365. END OF YEAR AMOUNT: 13,847. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 9,917. END OF YEAR AMOUNT: 2,786. DESCRIPTION: PREPAID INSURANCE. BEG. OF YEAR AMOUNT: 564. END OF YEAR AMOUNT: 505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 8,035. END OF YEAR AMOUNT: 350.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM O HUCKABAY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03186757656
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMS CIVIC ASSISTANCE AND EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0SMSC
ReturnHeader/Filer/EIN0721402990
ReturnHeader/Filer/PhoneNum03186757656
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3188
ReturnHeader/Filer/USAddress/CityNm0SHREVEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720398470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEARD MCELROY & VESTAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 TEXAS STREET SUITE 1525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071101
ReturnHeader/PreparerPersonGrp/PhoneNum03184291525
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD W HEDGCOCK JR
ReturnHeader/ReturnTs02016-03-09T14:07:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

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