Sarah Smith Education Foundation

EIN: 202969673 501(c)(3) Education

Atlanta, GA

Total Revenue
$180,542
Total Expenses
$136,074
Total Assets
$626,186
Net Assets
$626,186
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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
GA
Principal Officer
Katy Barnes
Phone
4048023850
Tax Period
2023-07-01 to 2024-06-30

Sarah Smith Education Foundation, founded in 2005, is a small nonprofit in the Education sector that reported $181K in total revenue in fiscal year 2023. The organization ran a surplus of $44K, a strong 25% operating margin.

Mission

We are a not-for-profit fundraising organization supporting the Sarah Smith Elementary School's pursuit of excellence in education and enriching the learning environment of every child in the school. Our focus is supporting curriculum enhancements.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $183,749
Program Service Revenue $0
Investment Income $14,988
Other Revenue $-18,195
TOTAL REVENUE $180,542

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $13,068
Program Expenses $117,086
Other Expenses $136,074
TOTAL EXPENSES $136,074

Year-over-Year Comparison

2023 2022 Change
Revenue $180,542 $178,734 +0.0%
Expenses $136,074 $103,812 +0.3%
Net Income $44,468 $74,922 -0.4%
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

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
19

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
5
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Katy Barnes Chair 5.00
Officer Director
$0 $0 $0
Amy Johns President 5.00
Officer Director
$0 $0 $0
Rachel Howell Secretary 4.00
Officer Director
$0 $0 $0
Matt Schickel Treasurer 4.00
Officer Director
$0 $0 $0
James Hill Treasurer 4.00
Officer Director
$0 $0 $0
Lizzi Winter Director of Curriculum Management 5.00
Director
$0 $0 $0
Kat Gaudin Director of Curriculum Mgmt-Elect 4.00
Director
$0 $0 $0
Mary Anderson Director of Corporate Partnerships 3.00
Director
$0 $0 $0
Amber Sappington Director of Corporate Pships-Elect 3.00
Director
$0 $0 $0
Kate Hays Retail Bonus/Mkting & Communications 3.00
Director
$0 $0 $0
Jeni Guy Annual Campaign Chair 3.00
Director
$0 $0 $0
Jennifer Little Annual Campaign Chair-Elect 3.00
Director
$0 $0 $0
Kyla Desmarais Marketing & Communications-Elect 3.00
Director
$0 $0 $0
Megan Filipovic Auction Chair 3.00
Director
$0 $0 $0
Kristin Steed Auction Chair 3.00
Director
$0 $0 $0
Dwight Hutson Principal 3.00
Director
$0 $0 $0
Dara Campbell Faculty Liaison PC 2.00
Director
$0 $0 $0
Chaundra Yarbrough Faculty Liaison IC 2.00
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
2025 No data No data No data No data
2024 $180,542 $136,074 $626,186 $44,468
2023 $178,734 $103,812 $581,718 $74,922
2022 $153,208 $122,271 $506,796 $30,937
2021 $161,013 $110,322 $475,859 $50,691
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