Annette and Paul Smith Charitable Fund (EIN 371773564) - 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

2015

Legal Domicile

Phone

4023423458

Tax Period

2023-01-01 to 2023-12-31

Annette and Paul Smith Charitable Fund, founded in 2015, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $3.4M left a modest 5% surplus.

Mission

Support the Omaha Community Foundation's Mission.

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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 $3,500,000

Program Service Revenue $0

Investment Income $50,227

Other Revenue $0

TOTAL REVENUE $3,550,227

Expense Breakdown

Grants Paid $3,322,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,373,784

Other Expenses $51,034

TOTAL EXPENSES $3,373,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,550,227	$2,515,762	+0.4%
Expenses	$3,373,784	$3,270,662	+0.0%
Net Income	$176,443	$-754,900	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Todd Simon	Director	0.50	Director	$0	$0	$0
Susan Lebens	Director	1.00	Director	$0	$0	$0
Mike Lebens	Director	1.00	Director	$0	$0	$0
Paul G Smith	Vice Pres/Sec	1.00	Officer Director	$0	$0	$0
Annette L Smith	President/Treas	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	No data	No data	No data	No data
2023	$3,550,227	$3,373,784	$981,127	$176,443
2022	$2,515,762	$3,270,662	$809,025	$-754,900
2021	$32,841	$2,552,247	$1,572,080	$-2,519,406
2020	$2,041,607	$2,672,838	$4,098,288	$-631,231

Annette and Paul Smith Charitable Fund