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L B Smith Estate Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$336k (2023)

Expenses
$391k (2023)

Total Assets
$6.89M (2023)

Total Liabilities
$88.4k (2023)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$335,619
Expenses
$390,951
Net Income
-$55,332
Net Assets
$6,799,399
Notable Sources of Revenue Percent of Total Revenue
Contributions $268,637
80.0%
Program Services $0
Investment Income $60,109
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,873
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,887,769
Total Liabilities $88,370
Net Assets $6,799,399
Compensation
Key Employees and Officers Compensation Related Other
Richard E Jordan Iii (President) $0 $0 $0
Dallas Zulli (Executive Vice President) $0 $0 $0
James W Galloway Iii (Secretary) $0 $0 $0
Cricket Gates (Treasurer) $0 $0 $0
Timothy P Hanlon (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
David W Hutton (Assistant Secretary) $0 $0 $0
Richard E Jordan Ii (Vice President) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Heather Stormin (Assistant Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,597
Expenses
$338,777
Net Income
$1,820
Net Assets
$6,600,134
Notable Sources of Revenue Percent of Total Revenue
Contributions $239,363
70.3%
Program Services $0
Investment Income $48,382
14.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $52,852
15.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,650,117
Total Liabilities $49,983
Net Assets $6,600,134
Compensation
Key Employees and Officers Compensation Related Other
Richard E Jordan Iii (President) $0 $0 $0
Dallas Zulli (Executive Vice President) $0 $0 $0
James W Galloway Iii (Secretary) $0 $0 $0
Cricket Gates (Treasurer) $0 $0 $0
Timothy P Hanlon (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
David W Hutton (Assistant Secretary) $0 $0 $0
Richard E Jordan Ii (Vice President) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Heather Stormin (Assistant Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$445,055
Expenses
$361,363
Net Income
$83,692
Net Assets
$7,055,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $258,900
58.2%
Program Services $0
Investment Income $42,350
9.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $143,805
32.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,223,802
Total Liabilities $168,279
Net Assets $7,055,523
Compensation
Key Employees and Officers Compensation Related Other
Dallas Zulli (Executive Vice President) $0 $0 $0
Richard E Jordan Iii (President) $0 $0 $0
James W Galloway Iii (Assistant Secretary) $0 $0 $0
Timothy P Hanlon (Vice President) $0 $0 $0
Richard E Jordan Ii (Vice President) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Cricket Gates (Treasurer) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
Heather Stormin (Assistant Treasurer) $0 $0 $0
Kira Small (Secretary) $0 $0 $0
David W Hutton (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$336,217
Expenses
$372,899
Net Income
-$36,682
Net Assets
$6,827,855
Notable Sources of Revenue Percent of Total Revenue
Contributions $273,967
81.5%
Program Services $0
Investment Income $45,173
13.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,077
5.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,913,024
Total Liabilities $85,169
Net Assets $6,827,855
Compensation
Key Employees and Officers Compensation Related Other
Dallas Zulli (Executive Vice President) $0 $0 $0
Richard E Jordan Iii (President) $0 $0 $0
James W Galloway Iii (Assistant Secretary) $0 $0 $0
Timothy P Hanlon (Vice President) $0 $0 $0
Richard E Jordan Ii (Vice President) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Cricket Gates (Treasurer) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
Heather Stormin (Assistant Treasurer) $0 $0 $0
Kira Small (Secretary) $0 $0 $0
David W Hutton (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$962,092
Expenses
$392,477
Net Income
$569,615
Net Assets
$6,644,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $294,865
30.6%
Program Services $0
Investment Income $55,919
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $611,308
63.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,856,865
Total Liabilities $212,312
Net Assets $6,644,553
Compensation
Key Employees and Officers Compensation Related Other
Timothy P Hanlon (Executive Vp) $0 $0 $0
Richard E Jordan Iii (President) $0 $0 $0
James W Galloway Iii (Assistant Secretary) $0 $0 $0
Richard E Jordan Ii (Vice President) $0 $0 $0
Robert C Sherwood (Vice President) $0 $0 $0
Jeffrey Savard (Vice President) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Cricket Gates (Treasurer) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
Rev Patrick Strohl (Assistant Secretary) $0 $0 $0
Kira Small (Secretary) $0 $0 $0
David W Hutton (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$365,145
Expenses
$289,294
Net Income
$75,851
Net Assets
$6,345,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $177,612
48.6%
Program Services $0
Investment Income $52,105
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $135,428
37.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,449,029
Total Liabilities $103,695
Net Assets $6,345,334
Compensation
Key Employees and Officers Compensation Related Other
Timothy P Hanlon (Executive Vp) $0 $0 $0
Richard E Jordan Ii (Vice President) $0 $0 $0
Jeffrey Savard (Vice President) $0 $0 $0
Richard E Jordan Iii (President) $0 $0 $0
Robert C Sherwood (Vice President) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Cricket Gates (Treasurer) $0 $0 $0
James W Galloway Iii (Assistant Secretary) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
Rev Patrick Strohl (Assistant Secretary) $0 $0 $0
Kira Small (Assistant Secretary) $0 $0 $0
David W Hutton (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$362,927
Expenses
$370,495
Net Income
-$7,568
Net Assets
$6,555,707
Notable Sources of Revenue Percent of Total Revenue
Contributions $264,299
72.8%
Program Services $0
Investment Income $49,323
13.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $49,305
13.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,652,152
Total Liabilities $96,445
Net Assets $6,555,707
Compensation
Key Employees and Officers Compensation Related Other
Timothy P Hanlon (Executive Vp) $0 $0 $0
Richard E Jordan Ii (President) $0 $0 $0
Jeffrey Savard (Secretary) $0 $0 $0
Richard E Jordan Iii (Vice President) $0 $0 $0
Robert C Sherwood (Treasurer) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Cricket Gates (Asst. Treasurer) $0 $0 $0
James W Galloway Iii (Assistant Secretary) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
Rev Patrick Strohl (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$272,657
Expenses
$323,635
Net Income
-$50,978
Net Assets
$6,368,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $235,330
86.3%
Program Services $0
Investment Income $48,841
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,514
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,480,218
Total Liabilities $111,326
Net Assets $6,368,892

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$171,128
Expenses
$199,593
Net Income
-$28,465
Net Assets
$6,278,403
Notable Sources of Revenue Percent of Total Revenue
Contributions $131,421
76.8%
Program Services $0
Investment Income $22,179
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,528
10.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,404,299
Total Liabilities $125,896
Net Assets $6,278,403

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$396,698
Expenses
$396,597
Net Income
$101
Net Assets
$6,319,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $264,705
66.7%
Program Services $0
Investment Income $48,980
12.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $83,013
20.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,365,084
Total Liabilities $45,596
Net Assets $6,319,488
Compensation
Key Employees and Officers Compensation Related Other
Timothy P Hanlon (Executive Vp) $0 $0 $0
Richard E Jordan Ii (President) $0 $0 $0
Jeffrey Savard (Secretary) $0 $0 $0
Richard E Jordan Iii (Vice President) $0 $0 $0
Robert C Sherwood (Treasurer) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Cricket Gates (Asst. Treasurer) $0 $0 $0
James W Galloway Iii (Assistant Secretary) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
Rev Patrick Strohl (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$332,067
Expenses
$411,300
Net Income
-$79,233
Net Assets
$6,469,858
Notable Sources of Revenue Percent of Total Revenue
Contributions $279,816
84.3%
Program Services $0
Investment Income $45,973
13.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,278
1.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,508,928
Total Liabilities $39,070
Net Assets $6,469,858
Compensation
Key Employees and Officers Compensation Related Other
Timothy P Hanlon (Executive Vp) $0 $0 $0
Richard E Jordan Ii (President) $0 $0 $0
Jeffrey Savard (Secretary) $0 $0 $0
Richard E Jordan Iii (Vice President) $0 $0 $0
Robert C Sherwood (Treasurer) $0 $0 $0
Spencer G Nauman Jr (Vice President) $0 $0 $0
Homer S Hetrick (Vice President) $0 $0 $0
Cricket Gates (Asst. Treasurer) $0 $0 $0
James W Galloway Iii (Assistant Secretary) $0 $0 $0
Lbs Hetrick (Assistant Secretary) $0 $0 $0
Rev Patrick Strohl (Assistant Secretary) $0 $0 $0
Janice Black Through 1 21 14 (Member) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$328,119
Expenses
$378,671
Net Income
-$50,552
Net Assets
$6,326,357
Notable Sources of Revenue Percent of Total Revenue
Contributions $266,295
81.2%
Program Services $0
Investment Income $49,735
15.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,089
3.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,338,740
Total Liabilities $12,383
Net Assets $6,326,357

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$304,880
Expenses
$331,109
Net Income
-$26,229
Net Assets
$6,249,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $233,938
76.7%
Program Services $0
Investment Income $48,649
16.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,293
7.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,257,389
Total Liabilities $8,356
Net Assets $6,249,033

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,264
Expenses
$319,792
Net Income
-$65,528
Net Assets
$6,190,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $218,964
86.1%
Program Services $0
Investment Income $49,541
19.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$14,241
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,200,024
Total Liabilities $9,103
Net Assets $6,190,921

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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