Edwin O Smith Foundation Inc

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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

2006

Legal Domicile

Principal Officer

Rick Bernstein

Phone

8604871862

Tax Period

2024-07-01 to 2025-06-30

Edwin O Smith Foundation Inc, founded in 2006, is a small nonprofit in the Education sector that reported $101K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $143K exceeded revenue, resulting in a 41% operating deficit.

Mission

Scholarship awards to students of E.O. Smith High School and financial support to educational programs at E.O. Smith High School.

Program Service Accomplishments

Program 1

Expenses: $15,000 Revenue: $0

Scholarship awards to students of E.O. Smith High School

Program 2

Expenses: $104,548 Revenue: $0

Direct Support to E.O. Smith High School for the purchase of classroom supplies, equipment and programs to promote student learning.

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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 (2024)

Revenue Breakdown

Contributions & Grants $77,796

Program Service Revenue $0

Investment Income $23,552

Other Revenue $0

TOTAL REVENUE $101,348

Expense Breakdown

Grants Paid $53,804

Salaries & Benefits $0

Fundraising Expenses $12,111

Program Expenses $119,548

Other Expenses $89,566

TOTAL EXPENSES $143,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,348	$167,055	-0.4%
Expenses	$143,370	$159,495	-0.1%
Net Income	$-42,022	$7,560	-6.6%

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

$14,158

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rick Bernstein	Chairman	8.00	Officer Director	$0	$0	$0
Lisa Drzewiecki	Treasurer	1.00	Officer Director	$0	$0	$0
Melissa Bray	Secretary	1.00	Officer Director	$0	$0	$0
Gail Bruhn	Director	1.00	Director	$0	$0	$0
Steven Ferrigno	Director	1.00	Director	$0	$0	$0
Matthew Raynor	Director	1.00	Director	$0	$0	$0
Cassandra Rowett	Director	1.00	Director	$0	$0	$0
Bart Woodmansee	Director	1.00	Director	$0	$0	$0
Brad Earnest	Director	1.00	Director	$0	$0	$0
Lindsay Halle	Director	1.00	Director	$0	$0	$0
Lou Deloreto	Ex Officio	1.00	Director	$0	$0	$0
Sharon Cournoyer	Ex-Officio	1.00	Director	$0	$0	$0
Christina Mailhos	Executive Director	5.00	Director	$14,158	$0	$14,158
Alan Marcus	Director	1.00	Director	$0	$0	$0
Rita Galey	Director	1.00	Director	$0	$0	$0
Shannon Sion	Director	1.00	Director	$0	$0	$0
Kimberly Christenson	Ex-Officio	1.00	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	$101,348	$143,370	$1,238,510	$-42,022
2024	$167,055	$159,495	$1,229,982	$7,560
2023	$122,133	$177,644	$1,116,538	$-55,511
2022	$109,868	$130,514	$1,173,231	$-20,646
2021	$42,714	$48,829	$1,282,967	$-6,115
2020	$44,302	$77,416	$1,074,836	$-33,114
2019	$92,875	$48,553	$1,121,792	$44,322
2018	$106,279	$56,213	$999,621	$50,066