SM Wright Foundation (EIN 311613179) - 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

1998

Legal Domicile

Phone

2147414990

Tax Period

2023-01-01 to 2023-12-31

SM Wright Foundation, founded in 1998, is a small nonprofit in the Human Services sector that reported $944K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year.

Mission

Provide community servcies programs in the North Texas Area

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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 (2023)

Revenue Breakdown

Contributions & Grants $943,705

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $943,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,838

Fundraising Expenses $0

Program Expenses $772,302

Other Expenses $841,126

TOTAL EXPENSES $1,023,964

Year-over-Year Comparison

	2023	2022	Change
Revenue	$943,705	$1,139,648	-0.2%
Expenses	$1,023,964	$1,160,764	-0.1%
Net Income	$-80,259	$-21,116	+2.8%

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

N/A

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

$152,223

Total Directors

$152,223

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SM Wright II	President CEO	40	Officer Director	$83,344	$0	$83,344
Debra Wright	Chairwomen Emertus	20	Officer Director	$26,032	$0	$26,032
Calvin Wright	Director	40	Officer Director	$42,847	$0	$42,847
Cullum Clark	Board Chairman	0	Officer Director	$0	$0	$0
Chirs Lalonde	Secretary	0	Officer Director	$0	$0	$0
Darren Blanton	Treasurer	0	Officer Director	$0	$0	$0
Ernest Beecherl	Director	0	Officer Director	$0	$0	$0
Larry North	Director	0	Officer Director	$0	$0	$0
Michael Watson	Director	0	Officer 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	No data	No data	No data	No data
2023	$943,705	$1,023,964	$8,837	$-80,259
2022	$1,139,648	$1,160,764	$67,479	$-21,116
2021	$880,962	$926,441	$88,595	$-45,479
2020	$882,597	$846,962	$134,108	$35,635
2019	$893,652	$815,090	$98,627	$78,562
2018	$894,166	$916,138	$56,548	$-21,972

SM Wright Foundation