DONALD R SMITH SCHOLARSHIP FUND (EIN 471677188) - 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

2014

Legal Domicile

Principal Officer

DAVID R SMITH

Phone

8068743150

Tax Period

2024-01-01 to 2024-12-31

DONALD R SMITH SCHOLARSHIP FUND, founded in 2014, is a micro nonprofit in the Education sector that reported $99K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum.

Mission

FUNDING VARIOUS SCHOLARSHIPS TO COLLEGE STUDENTS

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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 $98,892

Program Service Revenue $0

Investment Income $12

Other Revenue $0

TOTAL REVENUE $98,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $106,786

TOTAL EXPENSES $106,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$98,904	$65,483	+0.5%
Expenses	$106,786	$57,912	+0.8%
Net Income	$-7,882	$7,571	-2.0%

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
DAVID R SMITH	CHAIRMAN-TREASURER	002.00	Director	$0	$0	$0
BUFFIE C SMITH	CHAIRMAN-SECRETARY	001.00	Director	$0	$0	$0
TAYLOR P SMITH	DIRECTOR	001.00	Director	$0	$0	$0
TYLER D SMITH	DIRECTOR	001.00	Director	$0	$0	$0
BROOKE C SMITH	DIRECTOR	001.00	Director	$0	$0	$0
TRENTON A SMITH	DIRECTOR	001.00	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
2024	$98,904	$106,786	$516	$-7,882
2023	$65,483	$57,912	$22,342	$7,571
2022	$16,376	$19,284	$14,771	$-2,908
2021	$4,115	$4,046	$17,679	$69
2020	$36,649	$35,904	$17,610	$745
2019	$55,055	$54,566	$16,865	$489
2018	$219,109	$216,719	$16,376	$2,390

DONALD R SMITH SCHOLARSHIP FUND