David W Smith Fund (EIN 475584806) - 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

2015

Legal Domicile

Principal Officer

Lynne Bird

Phone

6194351282

Tax Period

2023-01-01 to 2023-12-31

David W Smith Fund, founded in 2015, is a small nonprofit in the Education sector that reported $130K in total revenue in fiscal year 2023. Revenue surged 220% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 96% operating margin.

Mission

The organization's mission is to support the annual workshop on birth defects, the David W Smith Workshop on Malformations and Morphogenesis.

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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 $48,770

Program Service Revenue $35,747

Investment Income $45,314

Other Revenue $0

TOTAL REVENUE $129,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000

Other Expenses $5,621

TOTAL EXPENSES $5,621

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,831	$40,577	+2.2%
Expenses	$5,621	$29,880	-0.8%
Net Income	$124,210	$10,697	+10.6%

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

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
Lynne M Bird	Treasurer	2.00	Officer Director	$0	$0	$0
Kenneth L Jones	Vice President	1.00	Officer Director	$0	$0	$0
Margaret Adam	Secretary	1.00	Officer Director	$0	$0	$0
Ian D Krantz	President	1.00	Officer Director	$0	$0	$0
Cynthia J Curry	Director	1.00	Director	$0	$0	$0
Melanie Manning	Director	1.00	Director	$0	$0	$0
Robert Lipinski	Director	1.00	Director	$0	$0	$0
Chad Haldemann-Englert	Director	1.00	Director	$0	$0	$0
Yuri Zarate	Director	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
2024	No data	No data	No data	No data
2023	$129,831	$5,621	$893,821	$124,210
2022	$40,577	$29,880	$730,750	$10,697
2021	$56,467	$3,095	$718,682	$53,372
2020	$56,534	$13,983	$665,310	$42,551
2019	$101,666	$24,442	$569,529	$77,224

David W Smith Fund