CLOTHILDE R SMITH CHARITABLE FOUNDATION (EIN 383385961) - 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

1997

Legal Domicile

Principal Officer

MELVIN SMITH

Phone

2487992780

Tax Period

2024-07-01 to 2025-06-30

CLOTHILDE R SMITH CHARITABLE FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $673K in total revenue in fiscal year 2024. Expenses of $615K left a modest 9% surplus.

Mission

SUPPORT OF PUBLIC SCHOOLS

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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 $0

Program Service Revenue $0

Investment Income $82,469

Other Revenue $590,842

TOTAL REVENUE $673,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $314,739

Other Expenses $614,689

TOTAL EXPENSES $614,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$673,311	$641,659	+0.0%
Expenses	$614,689	$483,946	+0.3%
Net Income	$58,622	$157,713	-0.6%

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
PATRICK BLAKELY	MEMBER	N/A	Director	$0	$0	$0
REGINALD SCOTT	MEMBER	N/A	Officer	$0	$0	$0
KARON SMITH	TREASURER	N/A	Officer	$0	$0	$0
MELVIN SMITH	PRESIDENT	N/A	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	$673,311	$614,689	$19,867,832	$58,622
2024	$641,659	$483,946	$20,570,464	$157,713
2023	$523,524	$458,619	$21,128,189	$64,905
2022	$394,061	$397,798	$21,744,964	$-3,737
2021	$305,098	$476,867	$22,574,911	$-171,769
2020	$313,396	$443,341	$23,176,300	$-129,945
2019	$616,489	$287,685	$23,893,292	$328,804
2018	$436,211	$272,686	$24,350,843	$163,525

CLOTHILDE R SMITH CHARITABLE FOUNDATION