DOROTHY & BILL SMITH ENDOWMENT TRUST (EIN 436905276) - 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

2003

Legal Domicile

Principal Officer

ALSTON JOHNSON

Phone

3182213360

Tax Period

2023-01-01 to 2023-12-31

DOROTHY & BILL SMITH ENDOWMENT TRUST, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $27K in total revenue in fiscal year 2023. Expenses of $64K exceeded revenue, resulting in a 135% operating deficit.

Mission

TO PROVIDE INCOME FROM THE TRUST TO ST. MARK'S CATHEDRAL FOR SCHOLARSHIPS TO ST. MARK'S DAY SCHOOL, FLOWERS FOR CHURCH, AND CHRISTIAN EDUCATION.

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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 $179

Program Service Revenue $0

Investment Income $27,014

Other Revenue $0

TOTAL REVENUE $27,193

Expense Breakdown

Grants Paid $51,480

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,033

Other Expenses $12,553

TOTAL EXPENSES $64,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,193	$-119,808	-1.2%
Expenses	$64,033	$58,937	+0.1%
Net Income	$-36,840	$-178,745	-0.8%

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
BILL KALMBACH	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK CARAWAY	TRUSTEE	1.00	Director	$0	$0	$0
ALSTON JOHNSON	TRUSTEE	1.00	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
2023	$27,193	$64,033	$1,124,431	$-36,840
2022	$-119,808	$58,937	$1,150,639	$-178,745
2021	$216,273	$60,844	$1,398,320	$155,429
2020	$43,373	$59,028	$1,281,946	$-15,655
2019	$49,924	$62,338	$1,245,933	$-12,414
2018	$15,290	$62,926	$1,179,286	$-47,636

DOROTHY & BILL SMITH ENDOWMENT TRUST