SMS FOUNDATION

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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

1992

Legal Domicile

Principal Officer

TIM WILLIAMS

Phone

7403733643

Tax Period

2024-01-01 to 2024-12-31

SMS FOUNDATION, founded in 1992, is a small nonprofit that reported $122K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $50K, a strong 41% operating margin.

Mission

THE ORGANIZATION WAS FORMED TO PERPETUATE AND SUPPORT ST. MARY'S SCHOOL, THE LOCAL MARIETTA CATHOLIC SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $58,633

DONATIONS TO SUPPORT CATHOLIC ELEMENTARY SCHOOL IN MARIETTA, OHIO (ST. MARY'S CATHOLIC SCHOOL) IN THE FORM OF DIRECT FINANCIAL ASSISTANCE, CAPITAL EXPENDITURES, AND CLASSROOM SUPPLIES.

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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 $8,907

Program Service Revenue $0

Investment Income $85,326

Other Revenue $27,543

TOTAL REVENUE $121,776

Expense Breakdown

Grants Paid $58,429

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,633

Other Expenses $13,382

TOTAL EXPENSES $71,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,776	$165,670	-0.3%
Expenses	$71,811	$318,918	-0.8%
Net Income	$49,965	$-153,248	-1.3%

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
JOE AUGENSTEIN	MEMBER	1.00	Director	$0	$0	$0
TONYA BOOTH	SECRETARY	1.00	Officer Director	$0	$0	$0
TERESA DOMICO	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BECKY HALLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT INGRAM	MEMBER	1.00	Director	$0	$0	$0
LORI LUTZ	MEMBER	1.00	Director	$0	$0	$0
CHRIS PALMER	MEMBER	1.00	Director	$0	$0	$0
CHRIS PFEIFFER	MEMBER	1.00	Director	$0	$0	$0
TIM WILLIAMS	TREASURER	1.00	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	$121,776	$71,811	$1,545,935	$49,965
2023	$165,670	$318,918	$1,383,318	$-153,248
2023	$165,670	$146,692	$1,555,544	$18,978
2022	$73,894	$112,906	$1,443,199	$-39,012
2021	$237,185	$152,643	$1,757,826	$84,542
2020	$149,802	$112,113	$1,665,289	$37,689
2019	$209,912	$192,871	$1,483,629	$17,041
2018	$204,697	$141,152	$1,286,079	$63,545