Civic Intelligence

Jack and Doris Smothers and Mary Ann Bruni Memorial Foundation

990PF • Fiscal year 2019 • EIN 74-2950058

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 10, 2020

Organization Profile
PO Box 701467San Antonio, TX 78270

(210) 455-2786

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-0.1%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,236,926

Up $134,399 (+12%) from 2018

Net Assets

Up

$1,236,926

Up $138,907 (+13%) from 2018

Liabilities

Down

$0

Down $4,508 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Down

$196,140

Down $240 (-0.1%) from 2018

Expenses

Down

$57,233

Down $139,384 (-71%) from 2018

Net Income

Up

$138,907

Up $139,144 (+58711%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,099,722Liabilities 2011: $384,8232011Assets 2012: $1,095,358Liabilities 2012: $462,4462012Assets 2013: $1,232,139Liabilities 2013: $489,0952013Assets 2014: $1,114,246Liabilities 2014: $283,1152014Assets 2015: $1,056,061Liabilities 2015: $423,419Net Assets 2015: $632,6422015Assets 2016: $1,080,100Liabilities 2016: $10,601Net Assets 2016: $1,069,4992016Assets 2017: $1,105,390Liabilities 2017: $7,134Net Assets 2017: $1,098,2562017Assets 2018: $1,102,527Liabilities 2018: $4,508Net Assets 2018: $1,098,0192018Assets 2019: $1,236,926Liabilities 2019: $0Net Assets 2019: $1,236,9262019Assets 2020: $1,422,950Liabilities 2020: $0Net Assets 2020: $1,422,9502020Assets 2021: $827,789Liabilities 2021: $0Net Assets 2021: $827,7892021Assets 2022: $1,037,175Liabilities 2022: $0Net Assets 2022: $1,037,1752022Assets 2023: $1,082,177Liabilities 2023: $0Net Assets 2023: $1,082,1772023Assets 2024: $1,221,195Liabilities 2024: $0Net Assets 2024: $1,221,1952024

Highlighted filing

2019

Assets$1,236,926
Liabilities$0
Net Assets$1,236,926
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $240,547Expenses 2011: $459,179Net Income 2011: -$218,6322011Revenue 2012: $208,592Expenses 2012: $290,579Net Income 2012: -$81,9872012Revenue 2013: $415,200Expenses 2013: $305,068Net Income 2013: $110,1322013Revenue 2014: $381,394Expenses 2014: $323,923Net Income 2014: $57,4712014Revenue 2015: $228,313Expenses 2015: $426,802Net Income 2015: -$198,4892015Revenue 2016: $741,243Expenses 2016: $304,386Net Income 2016: $436,8572016Revenue 2017: $267,079Expenses 2017: $238,322Net Income 2017: $28,7572017Revenue 2018: $196,380Expenses 2018: $196,617Net Income 2018: -$2372018Revenue 2019: $196,140Expenses 2019: $57,233Net Income 2019: $138,9072019Revenue 2020: $217,849Expenses 2020: $31,825Net Income 2020: $186,0242020Revenue 2021: -$486,422Expenses 2021: $108,739Net Income 2021: -$595,1612021Revenue 2022: $280,036Expenses 2022: $70,650Net Income 2022: $209,3862022Revenue 2023: $198,338Expenses 2023: $153,336Net Income 2023: $45,0022023Revenue 2024: $259,197Expenses 2024: $120,179Net Income 2024: $139,0182024

Highlighted filing

2019

Revenue$196,140
Expenses$57,233
Net Income$138,907
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 10, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Ann BruniPresidentPT$0--
Frances T FarentholdSec/Treas.PT$0--
Philip Knox KeyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jack and Doris Smothers and Mary Ann
EIN
74-2950058
Phone
2104552786
Address
PO Box 701467, San Antonio, TX 78270

Signing Officer

Name
Mary Ann Bruni
Title
President
Signed
2020-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML Appendix388 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary Ann Bruni
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt052462
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt052462
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01250 NE Loop 410 Suite 330
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Antonio
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0782091550
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robert Bruni
IRS990PF/StatementsRegardingActyGrp/PhoneNum02104164777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0In 2018, The Jack and Doris Smothers and Mary Ann Bruni Memorial Foundation finalized its research documentation and film projects depicting the challenges face by ethnically and culturally mixed borderlands. The Foundation plans to continue to provide grants to charitable organizations to continue fulling its charitable purpose.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt052462
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Mary Ann Bruni
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bruni Charitable Lead Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 17001
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Antonio
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078217
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0195728
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05158
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1343706
LandEtcSchedule2/LandEtcGrp/BookValueAmt0750
LandEtcSchedule2/LandEtcGrp/BookValueAmt18467
LandEtcSchedule2/LandEtcGrp/BookValueAmt2276510
LandEtcSchedule2/LandEtcGrp/BookValueAmt3714481
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Improvements
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05908
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1352173
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2276510
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3714481
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0750
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt18467
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2109851
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt3714481
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal guidance
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04845
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04845
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Other supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Research/Library materials
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Video sharing service
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05446
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13762
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22987
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31098
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41852
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt540
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05473
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13762
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22987
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31098
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41852
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt540
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Settlement securities lit
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0384
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0653
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Account management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Film development services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0653
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt14000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02431
TaxesSchedule/TaxesDetail/CategoryTxt0Property tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02431
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Ann Bruni
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jack and Doris Smothers and Mary Ann
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Bruni Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0742950058
ReturnHeader/Filer/PhoneNum02104552786
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 701467
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078270
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody Blazek
ReturnHeader/ReturnTs02020-08-10T08:16:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,236,926
Liabilities
$0
Net assets
$1,236,926
Revenue
$196,140
Expenses
$57,233
Net income
$138,907
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.$1.22$0.00$1.22$0.26$0.12$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.20$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.28$0.07$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.49$0.11$0.60
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.22$0.03$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.20$0.06$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.20$0.20$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$0.27$0.24$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.74$0.30$0.44
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.42$0.63$0.23$0.43$0.20
2014Summary only. Only limited summary data is available for this year.$1.11$0.28$0.38$0.32$0.06
2013Summary only. Only limited summary data is available for this year.$1.23$0.49$0.42$0.31$0.11
2012Summary only. Only limited summary data is available for this year.$1.10$0.46$0.21$0.29$0.08
2011Summary only. Only limited summary data is available for this year.$1.10$0.38$0.24$0.46$0.22