SMITH ACADEMY TRUSTEES

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

DAVID LAMPRON

Phone

4132475102

Tax Period

2023-01-01 to 2023-12-31

SMITH ACADEMY TRUSTEES, founded in 1969, is a micro nonprofit that reported $39K in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 38% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO GRADUATING STUDENTS AND GRANTS TO SMITH ACADEMY HIGH SCHOOL

Program Service Accomplishments

Program 1

Expenses: $12,600

SCHOLARSHIPS PAID OUT TO STUDENTS FOR THE SOPHIA SMITH AWARDS

Program 2

Expenses: $1,121

TRUSTEES GENERAL LIABILITY INSURANCE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $38,520

Other Revenue $0

TOTAL REVENUE $38,520

Expense Breakdown

Grants Paid $12,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,721

Other Expenses $11,214

TOTAL EXPENSES $23,814

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,520	$16,873	+1.3%
Expenses	$23,814	$24,433	0.0%
Net Income	$14,706	$-7,560	-2.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SHEA	Trustee	1.00	Director	$0	$0	$0
WILLIAM BELDEN	Trustee	1.00	Director	$0	$0	$0
JONATHAN BARDWELL	Trustee	1.00	Director	$0	$0	$0
JOHN WILKES	Treasurer	1.00	Officer Director	$0	$0	$0
ANNA HOLHUT	CLERK	1.00	Officer Director	$0	$0	$0
RICHARD O'DEA	Vice President	1.00	Officer Director	$0	$0	$0
BRENDA KEIR	Trustee	1.00	Director	$0	$0	$0
DAVID LAMPRON	President	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$38,520	$23,814	$775,179	$14,706
2022	$16,873	$24,433	$699,408	$-7,560
2021	$20,461	$23,783	$828,527	$-3,322
2020	$15,711	$22,183	$732,061	$-6,472
2019	$22,397	$22,656	$653,391	$-259
2018	$43,401	$83,917	$562,703	$-40,516