Civic Intelligence

Helen H Smith Trust

990 • Fiscal year 2019 • EIN 74-6134322

Feb 01, 2018 to Jan 31, 2019 • Filed on May 30, 2019

Organization Profile
101 S Main St - Trust DepartmentVictoria, TX 77901

(361) 572-6540

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$2,500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$417,255

Up $367,710 (+742%) from 2013

Net Assets

Up

$417,255

Up $367,710 (+742%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Up

$417,825

Up $385,633 (+1198%) from 2013

Expenses

Up

$25,679

Up $19,457 (+313%) from 2013

Net Income

Up

$392,146

Up $366,176 (+1410%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$417,255
Liabilities$0
Net Assets$417,255
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$417,825
Expenses$25,679
Net Income$392,146
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2018 to Jan 31, 2019
Signed
May 30, 2019
Return Version
2018v3.1
Gross Receipts
$419,181
Mission and Program Overview

Mission

FUNDING OF SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$25,109$417,255▲ $392,146
Cash and Non-Interest-Bearing Accounts$3,149$314,793▲ $311,644
Investments in Publicly Traded Securities-$80,500-
Land, Buildings, and Equipment, Net$21,960$21,960→ $0
Total Assets$25,109$417,255▲ $392,146
Other Assets Total-$2-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,109$417,255▲ $392,146
Total Liabilities and Net Assets / Fund Balance$25,109$417,255▲ $392,146

Asset Categories

AssetBook ValueDepreciationBasis
Land$21,960-$21,960
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
-Trustee$2,500$2,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,503
Other Revenue
$412,322
Change in Net Assets
$392,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,179
Salaries, Compensation, and Employee Benefits$2,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$2,500-$2,500
Fees for Services Accounting-$125-$125
Other Expenses-$27-$27
Total Functional Expenses$0$25,679$0$25,679
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 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
3615726540
Address
101 S MAIN ST - TRUST DEPARTMENT, VICTORIA, TX 77901

Signing Officer

Name
Prosperity Bank
Title
Trustee
Phone
3615741645
Signed
2019-05-30
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 Appendix269 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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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt025109
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ReturnHeader/TaxPeriodBeginDt02018-02-01
ReturnHeader/TaxPeriodEndDt02019-01-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$417,255
Liabilities
$0
Net assets
$417,255
Revenue
$417,825
Expenses
$25,679
Net income
$392,146
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