THE SMARTDRIVE FOUNDATION (EIN 208818548) - 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

2007

Legal Domicile

Principal Officer

SAMUEL WALTZ

Phone

3024636543

Tax Period

2020-07-01 to 2021-06-30

THE SMARTDRIVE FOUNDATION, founded in 2007, is a micro nonprofit that reported $53K in total revenue in fiscal year 2020. Revenue fell 42% from the prior year — a significant decline worth monitoring.

Mission

TO REDUCE LOSS OF LIFE AND PROPERTY IN SENSELESS MOTOR VEHICLE CRASHES BY PROVIDING EDUCATION, POSITIVE REINFORCEMENT, AND RAISING AWARENESS AMONG DRIVERS VIA ONLINE AND HANDS ON SKILLS TRAINING COURSES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $52,884

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $52,884

Expense Breakdown

Grants Paid $35,299

Salaries & Benefits $8,715

Fundraising Expenses $0

Program Expenses $49,899

Other Expenses $8,870

TOTAL EXPENSES $52,884

Year-over-Year Comparison

	2020	2019	Change
Revenue	$52,884	$91,614	-0.4%
Expenses	$52,884	$95,764	-0.4%
Net Income	$0	$-4,150	-1.0%

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

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
SAMUEL W WALTZ	CO-CHAIRMAN	5.00	Officer Director	$0	$0	$0
BRUCE SWAYZE	CO-CHAIRMAN	5.00	Director	$0	$0	$0
JEFFREY BENYO	DIRECTOR	1.00	Director	$0	$0	$0
M JANE BRADY	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW BRANCATI	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP DEDOMINICIS	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE DIMONDI	DIRECTOR	1.00	Director	$0	$0	$0
LEO HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
FRANCES WEST	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
JULIAN H BOOKER	EXECUTIVE DIRECTOR	1.00	Officer	$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
2021	$52,884	$52,884	No data	No data
2020	$91,614	$95,764	$30,511	$-4,150
2019	$110,325	$125,641	$34,661	$-15,316

THE SMARTDRIVE FOUNDATION