SMYRNA CHARITY ASSISTANCE FUND (EIN 300767687) - 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

2013

Legal Domicile

Principal Officer

David Santucci

Phone

6154592553

Tax Period

2025-01-01 to 2025-12-31

SMYRNA CHARITY ASSISTANCE FUND, founded in 2013, is a small nonprofit in the Human Services sector that reported $248K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $41K, a strong 16% operating margin.

Mission

The Smyrna Charity Assistance Fund provides aid to selected nonprofit charitable organizations that provide year-round services benefitting the general welfare of residents of the municipality.

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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 (2025)

Revenue Breakdown

Contributions & Grants $235,921

Program Service Revenue $0

Investment Income $12,511

Other Revenue $0

TOTAL REVENUE $248,432

Expense Breakdown

Grants Paid $47,500

Salaries & Benefits $0

Fundraising Expenses $81,508

Program Expenses $119,317

Other Expenses $160,349

TOTAL EXPENSES $207,849

Year-over-Year Comparison

	2025	2024	Change
Revenue	$248,432	$210,005	+0.2%
Expenses	$207,849	$127,155	+0.6%
Net Income	$40,583	$82,850	-0.5%

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

N/A

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
Natashia Floyd	Chairperson	1	Officer	$0	$0	$0
Chris Ruff	Member	1	Officer	$0	$0	$0
Jenny Davis	Co-Chair	1	Officer	$0	$0	$0
Marquise Martin	Member	1	Officer	$0	$0	$0
Racquel Peebles	Member	1	Officer	$0	$0	$0
Tabith Richardson	Member	1	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
2025	$248,432	$207,849	$564,911	$40,583
2024	$210,005	$127,155	$524,328	$82,850
2023	$193,651	$129,049	$441,478	$64,602
2022	$150,446	$130,520	$376,876	$19,926
2021	$151,583	$107,880	$356,950	$43,703
2020	$174,639	$59,525	$313,247	$115,114

SMYRNA CHARITY ASSISTANCE FUND