Civic Intelligence

Helen H Smith Trust

990 • Fiscal year 2023 • EIN 74-6134322

Feb 01, 2022 to Jan 31, 2023 • Filed on May 01, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$7,917

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

64%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

150%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$402,982

Up $157,852 (+64%) from 2022

Net Assets

Up

$402,982

Up $157,852 (+64%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$234,235

Up $140,642 (+150%) from 2022

Expenses

Up

$76,383

Up $7,272 (+11%) from 2022

Net Income

Up

$157,852

Up $133,370 (+545%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2023

Assets$402,982
Liabilities$0
Net Assets$402,982
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$234,235
Expenses$76,383
Net Income$157,852
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$235,344
Mission and Program Overview

Mission

FUNDING OF SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$245,130$402,982▲ $157,852
Investments in Publicly Traded Securities$160,637$223,358▲ $62,721
Cash and Non-Interest-Bearing Accounts$62,531$157,662▲ $95,131
Land, Buildings, and Equipment, Net$21,960$21,960→ $0
Total Assets$245,130$402,982▲ $157,852
Other Assets Total$2$2→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$245,130$402,982▲ $157,852
Total Liabilities and Net Assets / Fund Balance$245,130$402,982▲ $157,852

Asset Categories

AssetBook ValueDepreciationBasis
Land$21,960-$21,960
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
-Trustee$7,917$7,917
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$6,033
Other Revenue
$228,202
Change in Net Assets
$157,852
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,066
Salaries, Compensation, and Employee Benefits$7,917
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$54,400--$54,400
Current Officers, Directors, Trustees, and Key Employees-$7,917-$7,917
Fees for Services Accounting-$780-$780
Other Expenses-$48-$48
Total Functional Expenses$54,400$21,983$0$76,383
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
2023-05-01
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 Appendix280 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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ReturnHeader/ReturnTs02023-05-04T18:21:40-04:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-02-01
ReturnHeader/TaxPeriodEndDt02023-01-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$402,982
Liabilities
$0
Net assets
$402,982
Revenue
$234,235
Expenses
$76,383
Net income
$157,852
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