SMART FOODSERVICE CHARITABLE FOUNDATION

EIN: 463781095 501(c)(3)

COMMERCE, CA

Total Revenue
$224,783
Total Expenses
$238,019
Total Assets
N/A
Net Assets
N/A
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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
2013
Legal Domicile
CA
Principal Officer
RICHARD PHEGLEY
Phone
3238697506
Tax Period
2020-01-01 to 2020-12-30

SMART FOODSERVICE CHARITABLE FOUNDATION, founded in 2013, is a small nonprofit that reported $225K in total revenue in fiscal year 2020. Revenue decreased 18% compared to the prior year.

Mission

TO PROVIDE GRANTS TO ORGANIZATIONS DEDICATED TO GENERAL COMMUNITY CHARITABLE PURPOSES.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $224,733
Program Service Revenue $0
Investment Income $50
Other Revenue $0
TOTAL REVENUE $224,783

Expense Breakdown

Grants Paid $223,681
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $223,681
Other Expenses $14,338
TOTAL EXPENSES $238,019

Year-over-Year Comparison

2020 2019 Change
Revenue $224,783 $274,876 -0.2%
Expenses $238,019 $267,526 -0.1%
Net Income $-13,236 $7,350 -2.8%
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

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Governance

Voting Members
4
Independent Members
N/A
Employees
N/A
Volunteers
4

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
4
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID G HIRZ PRESIDENT AND DIRECTOR 1.00
Officer Director
$0 $0 $0
RICHARD N PHEGLEY CFO AND DIRECTOR 1.00
Officer Director
$0 $0 $0
DEREK R JONES VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
LELAND P SMITH SECRETARY AND DIRECTOR 1.00
Officer 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
2020 $224,783 $238,019 No data $-13,236
2019 $274,876 $267,526 $8,599 $7,350
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