Civic Intelligence

Smith County Bar Foundation

990EZ • Fiscal year 2024 • EIN 81-0585550

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 15, 2025

PO Box 7248Tyler, TX 75711

(903) 526-2700

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$343,821

Up $1,703 (+0.5%) from 2023

Net Assets

$343,821

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$71,893

Down $20,785 (-22%) from 2023

Expenses

Up

$86,568

Up $18,898 (+28%) from 2023

Net Income

Down

-$14,675

Down $39,683 (-159%) from 2023

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $217,330Net Assets 2011: $217,3302011Assets 2012: $216,514Liabilities 2012: $50Net Assets 2012: $216,4642012Assets 2013: $249,416Net Assets 2013: $249,4162013Assets 2014: $321,130Net Assets 2014: $321,1302014Assets 2015: $304,859Net Assets 2015: $304,8592015Assets 2016: $295,357Net Assets 2016: $295,3572016Assets 2017: $312,935Net Assets 2017: $312,9352017Assets 2018: $318,594Net Assets 2018: $318,5942018Assets 2019: $320,866Net Assets 2019: $320,8662019Assets 2020: $328,045Net Assets 2020: $328,0452020Assets 2021: $373,532Net Assets 2021: $373,5322021Assets 2022: $302,501Net Assets 2022: $302,5012022Assets 2023: $342,118Liabilities 2023: $02023Assets 2024: $343,821Liabilities 2024: $0Net Assets 2024: $343,8212024

Highlighted filing

2024

Assets$343,821
Liabilities$0
Net Assets$343,821

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $52,154Expenses 2011: $84,290Net Income 2011: -$32,1362011Revenue 2012: $57,068Expenses 2012: $57,934Net Income 2012: -$8662012Revenue 2013: $87,422Expenses 2013: $54,470Net Income 2013: $32,9522013Revenue 2014: $111,195Expenses 2014: $74,585Net Income 2014: $36,6102014Revenue 2015: $78,432Expenses 2015: $82,040Net Income 2015: -$3,6082015Revenue 2016: $67,271Expenses 2016: $75,273Net Income 2016: -$8,0022016Revenue 2017: $85,830Expenses 2017: $84,322Net Income 2017: $1,5082017Revenue 2018: $83,165Expenses 2018: $81,981Net Income 2018: $1,1842018Revenue 2019: $69,283Expenses 2019: $77,162Net Income 2019: -$7,8792019Revenue 2020: $63,673Expenses 2020: $55,836Net Income 2020: $7,8372020Revenue 2021: $59,092Expenses 2021: $52,915Net Income 2021: $6,1772021Revenue 2022: $72,240Expenses 2022: $75,250Net Income 2022: -$3,0102022Revenue 2023: $92,678Expenses 2023: $67,670Net Income 2023: $25,0082023Revenue 2024: $71,893Expenses 2024: $86,568Net Income 2024: -$14,6752024

Highlighted filing

2024

Revenue$71,893
Expenses$86,568
Net Income-$14,675
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 15, 2025
Return Version
2023v6.0
Gross Receipts
$71,893
Mission and Program Overview

Mission

The mission of the smith county bar foundation is to further justice and promote the rule of law by providing resources and education to our community. Established in 2002, the smith county bar foundation serves as the charitable giving arm of the smith county bar association.

Program Services

DescriptionGrantsExpenses
COMMUNITY OUTREACH AND ENGAGEMENT IS AT THE CORE OF THE SCBF MISSION. THROUGH THE PROVISION OF A VARIETY OF RESOURCES, INCLUDING VOLUNTEERS, GRANTS, SCHOLARSHIPS, EDUCATION OPPORTUNITIES, AND MORE, THE SCBF WORKS TO CONTINUALLY SUPPORT JUSTICE AND PROMOTE THE RULE OF LAW. VOLUNTEER ATTORNEY PROGRAM IS ANOTHER AREA OF COLLABORATION AND OUTREACH OF THE SCBF. WORKING WITH LONE STAR LEGAL AID REPRESENTATIVES, SCBF HELPS RECRUIT ATTORNEYS TO VOLUNTEER THEIR TIME AND EXPERTISE TO ASSIST LONE STAR LEGAL AID WITH PRO BONO NEEDS, ANSWER CALLS DURING LEGALLINE CALL-IN PROGRAMS, AND OTHER EFFORTS THAT SUPPORT ACCESS TO JUSTICE. IN ADDITION, THE FOUNDATION PROVIDES SUPPORT TO THE SMITH COUNTY LAW LIBRARY TO SUPPORT LOCAL ACCESS TO JUSTICE, LEGAL RESEARCH, AND EDUCATION PROGRAMS PRIMARILY TO UNREPRESENTED AND UNDERREPRESENTED MEMBERS OF SMITH COUNTY.$25,500$35,237
LAW DAY IS A NATIONAL PROGRAM, HELD ANNUALLY, DESIGNED TO EDUCATE THE PUBLIC OF THEIR RIGHTS AND RESPONSIBILITIES UNDER OUR COUNTRY'S RULE OF LAW. AS PART OF LAW DAY, THE SMITH COUNTY BAR FOUNDATION HOSTS POSTER AND ESSAY CONTESTS FOR SMITH COUNTY STUDENTS (PUBLIC, PRIVATE, AND HOME-SCHOOL). ADDITIONALLY, LAW DAY IS AN OPPORTUNITY TO RECOGNIZE ATTORNEYS, PARALEGALS AND COMMUNITY MEMBERS THAT HAVE HAD SIGNIFICANT IMPACT ON THE LEGAL COMMUNITY. THE CELEBRATION CULMINATES IN A RECOGNITION LUNCHEON.$0$18,128
CONSTITUTION DAY IS ANOTHER NATIONAL PROGRAM, DESIGNED TO CELEBRATE AND PROMOTE THE BACKBONE OF OUR COUNTRY - THE US CONSTITUTION. WHILE CONSTITUTION DAY EFFORTS FOCUS ON HIGH SCHOOL AND COLLEGE YOUTH, IT IS AVAILABLE TO ANYONE INTERESTED IN LEARNING MORE ABOUT OUR CONSTITUTION AND THE LEGAL PROFESSION. THE SCBF FACILITATES THE DAY, PROVIDING SPEAKERS, MATERIALS, AND OTHER RESOURCES NEEDED.$0$10,958
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK WILLISDirector-$0--
LEIGH HUNT GOODSONDirector-$0--
LARHONDA HAMILTONDirector-$0--
HON K NICOLE MITCHELLDirector-$0--
HON DEBBY GUNTERDirector-$0--
GEORGE COWDEN IVDirector-$0--
FAYE COMTEDirector-$0--
DANNY NOTEWAREDirector-$0--
BETTY YOUNGDirector-$0--
ANDY STINSONDirector-$0--
ALAN JACKSONDirector-$0--
DANA BIASLsla Director-$0--
Filing and Contact Details

Filer

Filer Name
Smith County Bar Foundation
EIN
81-0585550
Phone
9035262700
Address
PO BOX 7248, TYLER, TX 75711

Signing Officer

Name
Mandy Nelson
Title
President
Phone
9035262700
Signed
2025-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Gollob Morgan Peddy Pc
Address
1001 ESE LOOP 323 STE 300, TYLER, TX 75701
Preparer
Kristen L Gusa
Phone
9035340088
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 8,494.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: smith co young lawyers assoc. Amount given: 5,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: scholarships. Amount given: 20,000. Total included on form 990-ez, line 10: 25,500.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising and promotion. Amount: 30. Description: constitution day. Amount: 2,756. Description: event expenses. Amount: 1,036. Description: fundraising expenses. Amount: 4,447. Description: law day. Amount: 9,926. Description: meals & entertainment. Amount: 88. Description: meetings. Amount: 784. Description: memberships & dues. Amount: 517. Description: office expense. Amount: 1,925. Description: website. Amount: 1,166. Total to form 990-ez, line 16: 22,675.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized capital gains. Amount: 16,378.

Form 990-ez, Part II, Line 24 - Other Assets

Description: endowment investment. Beg. Of year amount: 315,466. End of year amount: 324,169.

Raw XML Appendix233 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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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE SMITH COUNTY BAR FOUNDATION IS TO FURTHER JUSTICE AND PROMOTE THE RULE OF LAW BY PROVIDING RESOURCES AND EDUCATION TO OUR COMMUNITY. ESTABLISHED IN 2002, THE SMITH COUNTY BAR FOUNDATION SERVES AS THE CHARITABLE GIVING ARM OF THE SMITH COUNTY BAR ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LAW DAY IS A NATIONAL PROGRAM, HELD ANNUALLY, DESIGNED TO EDUCATE THE PUBLIC OF THEIR RIGHTS AND RESPONSIBILITIES UNDER OUR COUNTRY'S RULE OF LAW. AS PART OF LAW DAY, THE SMITH COUNTY BAR FOUNDATION HOSTS POSTER AND ESSAY CONTESTS FOR SMITH COUNTY STUDENTS (PUBLIC, PRIVATE, AND HOME-SCHOOL). ADDITIONALLY, LAW DAY IS AN OPPORTUNITY TO RECOGNIZE ATTORNEYS, PARALEGALS AND COMMUNITY MEMBERS THAT HAVE HAD SIGNIFICANT IMPACT ON THE LEGAL COMMUNITY. THE CELEBRATION CULMINATES IN A RECOGNITION LUNCHEON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONSTITUTION DAY IS ANOTHER NATIONAL PROGRAM, DESIGNED TO CELEBRATE AND PROMOTE THE BACKBONE OF OUR COUNTRY - THE US CONSTITUTION. WHILE CONSTITUTION DAY EFFORTS FOCUS ON HIGH SCHOOL AND COLLEGE YOUTH, IT IS AVAILABLE TO ANYONE INTERESTED IN LEARNING MORE ABOUT OUR CONSTITUTION AND THE LEGAL PROFESSION. THE SCBF FACILITATES THE DAY, PROVIDING SPEAKERS, MATERIALS, AND OTHER RESOURCES NEEDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY OUTREACH AND ENGAGEMENT IS AT THE CORE OF THE SCBF MISSION. THROUGH THE PROVISION OF A VARIETY OF RESOURCES, INCLUDING VOLUNTEERS, GRANTS, SCHOLARSHIPS, EDUCATION OPPORTUNITIES, AND MORE, THE SCBF WORKS TO CONTINUALLY SUPPORT JUSTICE AND PROMOTE THE RULE OF LAW. VOLUNTEER ATTORNEY PROGRAM IS ANOTHER AREA OF COLLABORATION AND OUTREACH OF THE SCBF. WORKING WITH LONE STAR LEGAL AID REPRESENTATIVES, SCBF HELPS RECRUIT ATTORNEYS TO VOLUNTEER THEIR TIME AND EXPERTISE TO ASSIST LONE STAR LEGAL AID WITH PRO BONO NEEDS, ANSWER CALLS DURING LEGALLINE CALL-IN PROGRAMS, AND OTHER EFFORTS THAT SUPPORT ACCESS TO JUSTICE. IN ADDITION, THE FOUNDATION PROVIDES SUPPORT TO THE SMITH COUNTY LAW LIBRARY TO SUPPORT LOCAL ACCESS TO JUSTICE, LEGAL RESEARCH, AND EDUCATION PROGRAMS PRIMARILY TO UNREPRESENTED AND UNDERREPRESENTED MEMBERS OF SMITH COUNTY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 8,494.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: SMITH CO YOUNG LAWYERS ASSOC. AMOUNT GIVEN: 5,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: SCHOLARSHIPS. AMOUNT GIVEN: 20,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 25,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 30. DESCRIPTION: CONSTITUTION DAY. AMOUNT: 2,756. DESCRIPTION: EVENT EXPENSES. AMOUNT: 1,036. DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 4,447. DESCRIPTION: LAW DAY. AMOUNT: 9,926. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 88. DESCRIPTION: MEETINGS. AMOUNT: 784. DESCRIPTION: MEMBERSHIPS & DUES. AMOUNT: 517. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,925. DESCRIPTION: WEBSITE. AMOUNT: 1,166. TOTAL TO FORM 990-EZ, LINE 16: 22,675.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED CAPITAL GAINS. AMOUNT: 16,378.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ENDOWMENT INVESTMENT. BEG. OF YEAR AMOUNT: 315,466. END OF YEAR AMOUNT: 324,169.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MANDY NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09035262700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH COUNTY BAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0810585550
ReturnHeader/Filer/PhoneNum09035262700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7248
ReturnHeader/Filer/USAddress/CityNm0TYLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752147296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLLOB MORGAN PEDDY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 ESE LOOP 323 STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035340088
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN L GUSA
ReturnHeader/ReturnTs02025-03-21T08:52:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.72$0.87$0.15
2023Summary only. Only limited summary data is available for this year.$3.42$0.00$0.93$0.68$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$3.03$0.72$0.75$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$3.74$0.59$0.53$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$3.28$0.64$0.56$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.21$3.21$0.69$0.77$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$3.19$0.83$0.82$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$3.13$0.86$0.84$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$2.95$0.67$0.75$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.05$3.05$0.78$0.82$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.21$3.21$1.11$0.75$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$2.49$0.87$0.54$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.16$0.57$0.58$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$2.17$0.52$0.84$0.32