Civic Intelligence

Bill and Pam Smith Foundation Inc.

990PF • Fiscal year 2018 • EIN 82-2489078

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

Organization Profile
2000 Morris Avenue Suite 1300Birmingham, AL 35203

(205) 488-4300

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

14th percentile

-16%

Higher net margin than 14% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

$12,591,385

No earlier filing loaded for comparison.

Net Assets

$12,591,385

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin14th percentile

Revenue

$1,265,019

No earlier filing loaded for comparison.

Expenses

$1,462,836

No earlier filing loaded for comparison.

Net Income

-$197,817

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2018: $12,591,385Liabilities 2018: $0Net Assets 2018: $12,591,3852018Assets 2019: $13,935,715Liabilities 2019: $0Net Assets 2019: $13,935,7152019Assets 2020: $13,694,087Liabilities 2020: $0Net Assets 2020: $13,694,0872020Assets 2021: $13,528,865Liabilities 2021: $0Net Assets 2021: $13,528,8652021Assets 2022: $13,136,338Liabilities 2022: $0Net Assets 2022: $13,136,3382022Assets 2023: $12,851,545Liabilities 2023: $0Net Assets 2023: $12,851,5452023Assets 2024: $13,354,379Liabilities 2024: $0Net Assets 2024: $13,354,3792024

Highlighted filing

2018

Assets$12,591,385
Liabilities$0
Net Assets$12,591,385
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2018: $1,265,019Expenses 2018: $1,462,836Net Income 2018: -$197,8172018Revenue 2019: $1,726,602Expenses 2019: $382,272Net Income 2019: $1,344,3302019Revenue 2020: $410,565Expenses 2020: $656,580Net Income 2020: -$246,0152020Revenue 2021: $495,430Expenses 2021: $650,586Net Income 2021: -$155,1562021Revenue 2022: $336,403Expenses 2022: $729,117Net Income 2022: -$392,7142022Revenue 2023: $458,306Expenses 2023: $743,018Net Income 2023: -$284,7122023Revenue 2024: $869,213Expenses 2024: $365,653Net Income 2024: $503,5602024

Highlighted filing

2018

Revenue$1,265,019
Expenses$1,462,836
Net Income-$197,817
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL I SMITHPresident-$0--
PAMELA YAU SMITHVice President/ SecretaryPT$0--
KENNETH H POLKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bill and Pam Smith Foundation Inc
EIN
82-2489078
Phone
2054884300
Address
2000 MORRIS AVENUE SUITE 1300, BIRMINGHAM, AL 35203

Signing Officer

Name
Bill I Smith
Title
President
Phone
2054884300
Signed
2019-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Arlington Associates LLC
Address
2000 MORRIS AVENUE SUITE 1200, BIRMINGHAM, AL 35203
Preparer
Greg P Logan
Phone
2054884330
Raw XML Appendix365 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt226000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EPIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHURCH OF THE HIGHLANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAMFORD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0250 STEVENSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14700 HIGHLANDS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 LAKESHORE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235229
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01126000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0627200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0627200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0504479
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0504479
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01131679
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0504479
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0504479
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BILL I SMITH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02000 MORRIS AVENUE SUITE 1300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BIRMINGHAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035203
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0583625
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0583625
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc014,491 SHARES OF SERVISFIRST BANCSHARES STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-03-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03674
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03674
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0511170
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV/TAX BASIS DIFFERENCE OF PROPERTY CONTRIBUTIONS RECEIVED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAX EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0283757
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045410
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt045410
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0BILL I SMITH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02000 MORRIS AVENUE SUITE 1300
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BIRMINGHAM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd035203
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL I SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02054884300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILL AND PAM SMITH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0822489078
ReturnHeader/Filer/PhoneNum02054884300
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 MORRIS AVENUE SUITE 1300
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E5FD5817DD64B3483BF66F4830AA3E03E78B19F3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.192.139.138
ReturnHeader/FilingSecurityInformation/IPDt02019-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:40:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201365485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARLINGTON ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02000 MORRIS AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035203
ReturnHeader/PreparerPersonGrp/PhoneNum02054884330
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG P LOGAN
ReturnHeader/ReturnTs02019-05-09T17:08:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,591,385
Liabilities
$0
Net assets
$12,591,385
Revenue
$1,265,019
Expenses
$1,462,836
Net income
-$197,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.87$0.37$0.50
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.46$0.74$0.28
2022Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.34$0.73$0.39
2021Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.50$0.65$0.16
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.41$0.66$0.25
2019Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.73$0.38$1.34
2018Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.27$1.46$0.20