GARRETT B SMITH FOUNDATION (EIN 066411358) - Form 990 Financial Analysis & Trantor Score

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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

1995

Legal Domicile

Principal Officer

HEIDI SMITH

Phone

2036226331

Tax Period

2023-01-01 to 2023-12-31

GARRETT B SMITH FOUNDATION, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $94K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $155K exceeded revenue, resulting in a 65% operating deficit.

Mission

THE FOUNDATION PROVIDES FUNDS TO SUPPORT RESEARCH IN THE TREATMENT OF CANCER, ESPECIALLY IN CHILDREN, AND TO SUPPORT ENTERTAINMENT PROGRAMS FOR THOSE HOSPITALIZED CHILDREN.

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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 $51,306

Program Service Revenue $0

Investment Income $42,800

Other Revenue $0

TOTAL REVENUE $94,106

Expense Breakdown

Grants Paid $142,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,000

Other Expenses $12,937

TOTAL EXPENSES $154,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$94,106	$86,313	+0.1%
Expenses	$154,937	$146,511	+0.1%
Net Income	$-60,831	$-60,198	+0.0%

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

N/A

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
SCOTT SMITH	PRES/DIRECTOR	5.00	Officer Director	$0	$0	$0
HEIDI SMITH	SECY/TREASURER	5.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$94,106	$154,937	$1,636,091	$-60,831
2022	$86,313	$146,511	$1,576,162	$-60,198
2021	$202,708	$164,883	$1,871,205	$37,825
2020	$117,057	$122,376	$1,706,963	$-5,319
2019	$107,254	$195,210	$1,618,528	$-87,956
2018	$114,412	$194,490	$1,547,739	$-80,078

GARRETT B SMITH FOUNDATION