Civic Intelligence

Helen H Smith Trust

990 • Fiscal year 2021 • EIN 74-6134322

Feb 01, 2020 to Jan 31, 2021 • Filed on May 03, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-49%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$11,775

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$220,648

Down $43,189 (-16%) from 2020

Net Assets

Down

$220,648

Down $43,189 (-16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin12th percentile

Revenue

Down

$87,988

Down $103,124 (-54%) from 2020

Expenses

Down

$131,177

Down $213,353 (-62%) from 2020

Net Income

Up

-$43,189

Up $110,229 (+72%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2021

Assets$220,648
Liabilities$0
Net Assets$220,648
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

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

2021

Revenue$87,988
Expenses$131,177
Net Income-$43,189
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
May 3, 2021
Return Version
2020v4.0
Gross Receipts
$89,068
Mission and Program Overview

Mission

FUNDING OF SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$263,837$220,648▼ $43,189
Investments in Publicly Traded Securities$141,791$152,595▲ $10,804
Cash and Non-Interest-Bearing Accounts$100,084$46,091▼ $53,993
Land, Buildings, and Equipment, Net$21,960$21,960→ $0
Total Assets$263,837$220,648▼ $43,189
Other Assets Total$2$2→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$263,837$220,648▼ $43,189
Total Liabilities and Net Assets / Fund Balance$263,837$220,648▼ $43,189

Asset Categories

AssetBook ValueDepreciationBasis
Land$21,960-$21,960
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleBaseTotal
-Trustee$11,775$11,775
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,991
Other Revenue
$82,997
Change in Net Assets
$-43,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,775
Other Expenses$7,990
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$111,412--$111,412
Current Officers, Directors, Trustees, and Key Employees-$11,775-$11,775
Fees for Services Accounting-$695-$695
Other Expenses-$23-$23
Total Functional Expenses$111,412$19,765$0$131,177
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
3615726540
Address
101 S MAIN ST - TRUST DEPARTMENT, VICTORIA, TX 77901

Signing Officer

Name
Prosperity Bank
Title
Trustee
Phone
3615741645
Signed
2021-05-03
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 Appendix279 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FUNDING OF SCHOLARSHIPS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0111412
IRS990/BenefitsToMembersGrp/TotalAmt0111412
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PROSPERITY BANK
IRS990/BooksInCareOfDetail/PhoneNum03615726540
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 S MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0VICTORIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077901
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0100084
IRS990/CashNonInterestBearingGrp/EOYAmt046091
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011775
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011775
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0111412
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04991
IRS990/CYOtherExpensesAmt07990
IRS990/CYOtherRevenueAmt082997
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-43189
IRS990/CYSalariesCompEmpBnftPaidAmt011775
IRS990/CYTotalExpensesAmt0131177
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt087988
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDING OF SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0111412
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0695
IRS990/FeesForServicesAccountingGrp/TotalAmt0695
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PROSPERITY BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt011775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02306
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02306
IRS990/GrossReceiptsAmt089068
IRS990/GrossRentsGrp/RealAmt06027
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentIncomeGrp/ExclusionAmt02685
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02685
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0141791
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0152595
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021960
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021960
IRS990/LandBldgEquipCostOrOtherBssAmt021960
IRS990/LegalDomicileStateCd0TX
IRS990/LessRentalExpensesGrp/RealAmt01080
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FUNDING OF SCHOLARSHIPS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0263837
IRS990/NetAssetsOrFundBalancesEOYAmt0220648
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02306
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02306
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04947
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04947
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02
IRS990/OtherAssetsTotalGrp/EOYAmt02
IRS990/OtherExpensesGrp/Desc0ROYALTY SEVERANCE TAXES
IRS990/OtherExpensesGrp/Desc1ROYALTY PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04556
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12716
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt223
IRS990/OtherExpensesGrp/TotalAmt04556
IRS990/OtherExpensesGrp/TotalAmt12716
IRS990/OtherExpensesGrp/TotalAmt223
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0PROSPERITY BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0302038
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08748
IRS990/PYOtherExpensesAmt014156
IRS990/PYOtherRevenueAmt0182364
IRS990/PYRevenuesLessExpensesAmt0-153418
IRS990/PYSalariesCompEmpBnftPaidAmt028336
IRS990/PYTotalExpensesAmt0344530
IRS990/PYTotalRevenueAmt0191112
IRS990/ReconcilationRevenueExpnssAmt0-43189
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04947
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt078050
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt078050
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0263837
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0220648
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0746000371
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1376004169
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt055706
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt155706
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BLOOMINGTON INDEPENDENT SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WAVERLY COMMUNITY UNIT SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0BLOOMINGTON INDEPENDENT SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1WAVERLY COMMUNITY UNIT SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0111412
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt021960
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt021960
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021960
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0263837
IRS990/TotalAssetsEOYAmt0220648
IRS990/TotalAssetsGrp/BOYAmt0263837
IRS990/TotalAssetsGrp/EOYAmt0220648
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019765
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111412
IRS990/TotalFunctionalExpensesGrp/TotalAmt0131177
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0263837
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0220648
IRS990/TotalProgramServiceExpensesAmt0111412
IRS990/TotalReportableCompFromOrgAmt011775
IRS990/TotalRevenueGrp/ExclusionAmt087988
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt087988
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0263837
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0220648
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 S MAIN ST
IRS990/USAddress/CityNm0VICTORIA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077901
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PROSPERITY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03615741645
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN H SMITH TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROSPERITY BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0746134322
ReturnHeader/Filer/PhoneNum03615726540
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 S MAIN ST - TRUST DEPARTMENT
ReturnHeader/Filer/USAddress/CityNm0VICTORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741177446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRISON WALDROP & UHEREK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 S MAIN STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077901
ReturnHeader/PreparerPersonGrp/PhoneNum03615733255
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAYTON P VAN PELT CPA
ReturnHeader/ReturnTs02021-05-04T16:45:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEYER
ReturnHeader/TaxPeriodBeginDt02020-02-01
ReturnHeader/TaxPeriodEndDt02021-01-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,648
Liabilities
$0
Net assets
$220,648
Revenue
$87,988
Expenses
$131,177
Net income
-$43,189
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits