Smalls Live Foundation Inc (EIN 384083862) - 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

2018

Legal Domicile

Principal Officer

Michael J Wilner

Phone

9176478663

Tax Period

2023-01-01 to 2023-12-31

Smalls Live Foundation Inc, founded in 2018, is a small nonprofit in the Arts, Culture & Humanities sector that reported $260K in total revenue in fiscal year 2023. Expenses of $386K exceeded revenue, resulting in a 49% operating deficit.

Mission

The Foundations significant activities preserve and promote the American jazz artform and assist musicians and venues in need of support.

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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 $259,533

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $259,533

Expense Breakdown

Grants Paid $163,818

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $349,931

Other Expenses $221,991

TOTAL EXPENSES $385,809

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,533	$264,110	0.0%
Expenses	$385,809	$274,310	+0.4%
Net Income	$-126,276	$-10,200	+11.4%

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
Michael Wilner	director	040.00	Officer Director Key Emp	$0	$0	$0
Joel Chriss	director	003.00	Officer Director	$0	$0	$0
Geoff Hoefer	director	010.00	Officer Director	$0	$0	$0
Tad Shull	director	010.00	Officer Director Key Emp	$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	$259,533	$385,809	$442,137	$-126,276
2023	$259,602	$342,354	$570,903	$-82,752
2022	$264,110	$274,310	$568,413	$-10,200
2022	$264,110	$274,310	$568,413	$-10,200
2022	$264,110	$274,310	$568,413	$-10,200
2022	$303,672	$228,630	$653,655	$75,042
2021	$560,909	$565,093	$578,613	$-4,184

Smalls Live Foundation Inc