Orlando R Smith Trust (EIN 237352670) - 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

1972

Legal Domicile

Principal Officer

Andrew Rogers

Phone

4015965704

Tax Period

2024-01-01 to 2024-12-31

Orlando R Smith Trust, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $206K in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 41% operating margin.

Mission

To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public.

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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 $162,633

Program Service Revenue $2,751

Investment Income $20,566

Other Revenue $19,703

TOTAL REVENUE $205,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $9,558

Program Expenses $96,248

Other Expenses $120,362

TOTAL EXPENSES $120,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,653	$96,072	+1.1%
Expenses	$120,362	$85,623	+0.4%
Net Income	$85,291	$10,449	+7.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maureen J Bjorkland	Treasurer	4.00	Officer Director	$0	$0	$0
Andrew C Rogers	Chair	6.00	Officer Director	$0	$0	$0
Hugh Barton	Trustee	3.00	Director	$0	$0	$0
Susan S Brocato	Trustee	3.00	Director	$0	$0	$0
Betty-Jo Cugini	Trustee	3.00	Director	$0	$0	$0
Edward A Fazio	Trustee	4.00	Director	$0	$0	$0
Ellen L Madison	Trustee	4.00	Director	$0	$0	$0
Tim Babcock	Trustee	3.00	Director	$0	$0	$0
Thomas Gulluscio	Trustee	3.00	Director	$0	$0	$0
Linda Smith Chafee	Trustee	4.00	Director	$0	$0	$0
John Coduri	Trustee	3.00	Director	$0	$0	$0
Jackie Smith	Trustee	3.00	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	$205,653	$120,362	$1,130,648	$85,291
2023	$96,072	$85,623	$992,835	$10,449
2022	$83,285	$83,068	$919,592	$217
2021	$95,155	$74,790	$1,025,899	$20,365
2020	$73,687	$77,601	$948,101	$-3,914
2019	$79,063	$96,252	$897,324	$-17,189
2018	$117,110	$89,887	$846,487	$27,223

Orlando R Smith Trust