FRANCIS T SMITH ENDOWMENT TRUST

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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

2006

Legal Domicile

Phone

8042737445

Tax Period

2024-11-01 to 2025-10-31

FRANCIS T SMITH ENDOWMENT TRUST, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $307K in total revenue in fiscal year 2024. Revenue surged 7933% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 18% operating margin.

Mission

509(A)(3) SUPPORTING ORGANIZATION THAT PROVIDES FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL SCHOOL OF GREENVILE, SOUTH CAROLINA.

Program Service Accomplishments

Program 1

Expenses: $175,418

FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL SCHOOL, GREENVILLE SOUTH CAROLINA, BY MEANS OF A DIRECT CASH GRANT

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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 $306,799

Other Revenue $0

TOTAL REVENUE $306,799

Expense Breakdown

Grants Paid $165,958

Salaries & Benefits $18,920

Fundraising Expenses $0

Program Expenses $175,418

Other Expenses $67,296

TOTAL EXPENSES $252,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$306,799	$3,819	+79.3%
Expenses	$252,174	$255,789	0.0%
Net Income	$54,625	$-251,970	-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

N/A

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
TRUIST BANK	TRUSTEE	1.0		$18,919	$0	$18,919

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	$306,799	$252,174	$3,172,356	$54,625
2024	$3,819	$255,789	$3,713,412	$-251,970
2023	$1,989,622	$260,895	$3,389,659	$1,728,727
2022	$282,716	$304,316	$3,700,707	$-21,600
2021	$82,447	$269,875	$4,648,264	$-187,428
2020	$116,404	$252,209	$3,856,372	$-135,805
2019	$57,947	$239,156	$3,674,752	$-181,209
2018	$108,774	$240,697	$3,398,547	$-131,923