HENRY J SMITH CHARITABLE TRUST (EIN 376338859) - 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

1996

Legal Domicile

Principal Officer

RICHARD HUMPHREY

Phone

2179797729

Tax Period

2024-01-01 to 2024-12-31

HENRY J SMITH CHARITABLE TRUST, founded in 1996, is a small nonprofit in the Human Services sector that reported $126K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $210K exceeded revenue, resulting in a 67% operating deficit.

Mission

THE SUPPORT OF EDUCATION AT ST. MALACHY SCHOOL IN RANTOUL, ILLINOIS.

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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 $30,486

Program Service Revenue $0

Investment Income $95,775

Other Revenue $0

TOTAL REVENUE $126,261

Expense Breakdown

Grants Paid $204,158

Salaries & Benefits $0

Fundraising Expenses $2,902

Program Expenses $204,158

Other Expenses $6,341

TOTAL EXPENSES $210,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,261	$79,850	+0.6%
Expenses	$210,499	$208,231	+0.0%
Net Income	$-84,238	$-128,381	-0.3%

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

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
RICHARD HUMPHREY	TRUSTEE-PRES.	2.00	Director	$0	$0	$0
JOHN GRAHAM	TRUSTEE-SECY/TR	4.00	Director	$0	$0	$0
TOM IORIO	TRUSTEE	2.00	Director	$0	$0	$0
DEBBIE SCHMIDT	TRUSTEE	2.00	Director	$0	$0	$0
GREGORY KALER SMITH	TRUSTEE	2.00	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	$126,261	$210,499	$1,730,835	$-84,238
2023	$79,850	$208,231	$1,815,073	$-128,381
2022	$110,928	$221,458	$1,943,454	$-110,530
2021	$295,475	$285,009	$2,053,984	$10,466
2020	$197,620	$218,045	$2,043,518	$-20,425
2019	$294,083	$182,322	$2,063,943	$111,761
2018	$805,820	$182,748	$1,952,182	$623,072
2017	$395,509	$167,969	$1,329,110	$227,540

HENRY J SMITH CHARITABLE TRUST