KARLA SMITH FOUNDATION (EIN 202699020) - 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

2005

Legal Domicile

Principal Officer

EMILY SMITH

Phone

6186245771

Tax Period

2019-01-01 to 2019-12-31

KARLA SMITH FOUNDATION, founded in 2005, is a small nonprofit in the Mental Health sector that reported $444K in total revenue in fiscal year 2019. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $143K, a strong 32% operating margin.

Mission

SUPPORT FOR FAMILY AND FRIENDS OF MENTALLY ILL AND THOSE WHO HAVE LOST A LOVED ONE TO SUICIDE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $210,390

Program Service Revenue $79,712

Investment Income $37

Other Revenue $153,863

TOTAL REVENUE $444,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,474

Fundraising Expenses $37,297

Program Expenses $203,135

Other Expenses $154,247

TOTAL EXPENSES $300,721

Year-over-Year Comparison

	2019	2018	Change
Revenue	$444,002	$255,525	+0.7%
Expenses	$300,721	$304,501	0.0%
Net Income	$143,281	$-48,976	-3.9%

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

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

$39,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS SMITH	PRESIDENT	10.00	Officer Director	$0	$0	$0
KEVIN SMITH	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
MARY JO GUINN	SECRETARY	10.00	Officer Director	$0	$0	$0
JANET FRASHER	TREASURER	10.00	Officer Director	$0	$0	$0
EMILY SMITH	EXECUTIVE DIRECTOR	40.00	Director	$39,200	$0	$39,200
BRUCE HOLLAND	DIRECTOR	10.00	Director	$0	$0	$0
MARK WITKOWSKI	DIRECTOR	10.00	Director	$0	$0	$0
DALENA PAJARES	DIRECTOR	10.00	Director	$0	$0	$0
MIKE NOWOBILSKI	DIRECTOR	10.00	Director	$0	$0	$0
MIKE CLARK	DIRECTOR	10.00	Director	$0	$0	$0
AMY KATSIKAS	DIRECTOR	10.00	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
2019	$444,002	$300,721	$409,245	$143,281
2018	$255,525	$304,501	$267,049	$-48,976

KARLA SMITH FOUNDATION