Civic Intelligence

Edward H and Winnie H Smith Fellowship Fund

990PF • Fiscal year 2016 • EIN 74-6279204

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 25, 2017

PO Box 1400Sinton, TX 78387-1400

(361) 550-3981

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-45%

Higher net margin than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-1.7%

Faster asset growth than 43% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-8.5%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$168,033

Down $2,900 (-1.7%) from 2015

Net Assets

Down

$168,033

Down $2,900 (-1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$6,408

Down $596 (-8.5%) from 2015

Expenses

Up

$9,308

Up $486 (+5.5%) from 2015

Net Income

Down

-$2,900

Down $1,082 (-60%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $160,309Liabilities 2010: $0Net Assets 2010: $160,3092010Assets 2011: $164,078Liabilities 2011: $0Net Assets 2011: $164,0782011Assets 2012: $166,542Liabilities 2012: $0Net Assets 2012: $166,5422012Assets 2013: $168,292Liabilities 2013: $0Net Assets 2013: $168,2922013Assets 2014: $172,751Liabilities 2014: $0Net Assets 2014: $172,7512014Assets 2015: $170,933Liabilities 2015: $0Net Assets 2015: $170,9332015Assets 2016: $168,033Liabilities 2016: $0Net Assets 2016: $168,0332016Assets 2017: $164,201Liabilities 2017: $0Net Assets 2017: $164,2012017Assets 2018: $159,522Liabilities 2018: $0Net Assets 2018: $159,5222018Assets 2019: $155,382Liabilities 2019: $0Net Assets 2019: $155,3822019Assets 2020: $152,553Liabilities 2020: $0Net Assets 2020: $152,5532020Assets 2021: $146,422Liabilities 2021: $0Net Assets 2021: $146,4222021Assets 2022: $141,614Liabilities 2022: $0Net Assets 2022: $141,6142022Assets 2023: $138,282Liabilities 2023: $0Net Assets 2023: $138,2822023Assets 2024: $135,807Liabilities 2024: $0Net Assets 2024: $135,8072024

Highlighted filing

2016

Assets$168,033
Liabilities$0
Net Assets$168,033

Operations Trend

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

$20K$10K$0-$10KExpenses 2010: $9,5522010Expenses 2011: $11,1672011Expenses 2012: $14,8852012Revenue 2013: $13,517Expenses 2013: $11,767Net Income 2013: $1,7502013Revenue 2014: $13,874Expenses 2014: $9,415Net Income 2014: $4,4592014Revenue 2015: $7,004Expenses 2015: $8,822Net Income 2015: -$1,8182015Revenue 2016: $6,408Expenses 2016: $9,308Net Income 2016: -$2,9002016Revenue 2017: $6,450Expenses 2017: $10,282Net Income 2017: -$3,8322017Revenue 2018: $4,891Expenses 2018: $9,570Net Income 2018: -$4,6792018Revenue 2019: $4,394Expenses 2019: $8,534Net Income 2019: -$4,1402019Revenue 2020: $4,333Expenses 2020: $10,214Net Income 2020: -$5,8812020Revenue 2021: $3,545Expenses 2021: $9,676Net Income 2021: -$6,1312021Revenue 2022: $2,706Expenses 2022: $7,514Net Income 2022: -$4,8082022Revenue 2023: $4,189Expenses 2023: $7,521Net Income 2023: -$3,3322023Revenue 2024: $5,067Expenses 2024: $7,542Net Income 2024: -$2,4752024

Highlighted filing

2016

Revenue$6,408
Expenses$9,308
Net Income-$2,900
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 25, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN J WELDER VTrustee-$0--
H C WEILTrustee-$0--
HUGHES THOMASTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Edward H and Winnie H Smith
EIN
74-6279204
Phone
3615503981
Address
PO BOX 1400, SINTON, TX 78387-1400

Signing Officer

Name
John J Welder V
Title
Trustee
Signed
2017-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Harrison Waldrop & Uherek Llp
Address
101 S MAIN STE 400, VICTORIA, TX 77901
Preparer
Eric L Kucera 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN J WELDER V
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08188
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0340
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0542
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08188
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0542
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0190
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt08
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt08
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt09169
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01015
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03056
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt120
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EXPENSE REIMBURSEMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03056
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03056
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt120
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME AND EXCISE TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN J WELDER V
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDWARD H AND WINNIE H SMITH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FELLOWSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0746279204
ReturnHeader/Filer/PhoneNum03615503981
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1400
ReturnHeader/Filer/USAddress/CityNm0SINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0783871400
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9F76317892E3A14700352A92D61BBBFC9DC36C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00706C708A623624654C0AA19D66229A18F8913CF
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/PreparationDt02017-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC L KUCERA CPA
ReturnHeader/ReturnTs02017-10-09T09:08:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.05$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.04$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.14$0.09$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.14$0.12$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10