Civic Intelligence

Helen H Smith Trust

EIN 74-6134322 • 501(c)3 • Victoria, TX

Profile

FUNDING OF SCHOLARSHIPS

101 S Main St - Trust DepartmentVictoria, TX 77901
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$14,764

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

80%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$577,138

Up $188,169 (+48%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$577,138

Up $188,169 (+48%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin91st percentile

Revenue

Up

$335,866

Up $149,605 (+80%) from 2024

Expenses

Down

$147,697

Down $52,577 (-26%) from 2024

Net Income

Up

$188,169

Up $202,182 (+1443%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$600K$400K$200K$0Assets 2011: $23,052Net Assets 2011: $23,0522011Assets 2012: $28,956Liabilities 2012: $5,381Net Assets 2012: $23,5752012Assets 2013: $49,545Net Assets 2013: $49,5452013Assets 2019: $417,255Liabilities 2019: $0Net Assets 2019: $417,2552019Assets 2020: $263,837Liabilities 2020: $0Net Assets 2020: $263,8372020Assets 2021: $220,648Liabilities 2021: $0Net Assets 2021: $220,6482021Assets 2022: $245,130Liabilities 2022: $0Net Assets 2022: $245,1302022Assets 2023: $402,982Liabilities 2023: $0Net Assets 2023: $402,9822023Assets 2024: $388,969Liabilities 2024: $0Net Assets 2024: $388,9692024Assets 2025: $577,138Liabilities 2025: $0Net Assets 2025: $577,1382025

Highlighted filing

2025

Assets$577,138
Liabilities$0
Net Assets$577,138
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $5,081Expenses 2011: $4,081Net Income 2011: $1,0002011Revenue 2012: $5,381Expenses 2012: $4,858Net Income 2012: $5232012Revenue 2013: $32,192Expenses 2013: $6,222Net Income 2013: $25,9702013Revenue 2019: $417,825Expenses 2019: $25,679Net Income 2019: $392,1462019Revenue 2020: $191,112Expenses 2020: $344,530Net Income 2020: -$153,4182020Revenue 2021: $87,988Expenses 2021: $131,177Net Income 2021: -$43,1892021Revenue 2022: $93,593Expenses 2022: $69,111Net Income 2022: $24,4822022Revenue 2023: $234,235Expenses 2023: $76,383Net Income 2023: $157,8522023Revenue 2024: $186,261Expenses 2024: $200,274Net Income 2024: -$14,0132024Revenue 2025: $335,866Expenses 2025: $147,697Net Income 2025: $188,1692025

Highlighted filing

2025

Revenue$335,866
Expenses$147,697
Net Income$188,169
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$577,138
Liabilities
$0
Net assets
$577,138
Revenue
$335,866
Expenses
$147,697
Net income
$188,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$3.36$1.48$1.88
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$1.86$2.00$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$2.34$0.76$1.58
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.94$0.69$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.88$1.31$0.43
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$1.91$3.45$1.53
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$4.18$0.26$3.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.50$0.32$0.06$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.05$0.24$0.05$0.05$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.05$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
May 5, 2025
Return Version
2024v5.0
Gross Receipts
$367,133
Mission and Program Overview

Mission

FUNDING OF SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$388,969$577,138▲ $188,169
Investments in Publicly Traded Securities$267,450$368,134▲ $100,684
Cash and Non-Interest-Bearing Accounts$99,557$187,647▲ $88,090
Land, Buildings, and Equipment, Net$21,960$21,353▼ $607
Total Assets$388,969$577,138▲ $188,169
Other Assets Total$2$4▲ $2
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$388,969$577,138▲ $188,169
Total Liabilities and Net Assets / Fund Balance$388,969$577,138▲ $188,169

Asset Categories

AssetBook ValueDepreciationBasis
Land$21,353-$21,353
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
-Trustee$14,764$14,764
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$127,361
Other Revenue
$208,505
Change in Net Assets
$188,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,842
Salaries, Compensation, and Employee Benefits$14,764
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$115,091--$115,091
Current Officers, Directors, Trustees, and Key Employees-$14,764-$14,764
Fees for Services Accounting-$838-$838
Other Expenses-$137-$137
Total Functional Expenses$115,091$32,606$0$147,697
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Helen H Smith Trust
EIN
74-6134322
Phone
3615741645
Address
101 S MAIN ST - TRUST DEPARTMENT, VICTORIA, TX 77901

Signing Officer

Name
Prosperity Bank
Title
Trustee
Phone
3615741645
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Harrison Waldrop & Uherek Llp
Address
101 S MAIN STE 400, VICTORIA, TX 77901
Preparer
Clayton P Van Pelt CPA
Phone
3615733255
Raw XML Appendix282 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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