MARVIN B SMITH JR MEMORIAL SCHOLARSHIP

EIN: 566048318 501(c)(3)

GREENSBORO, NC

Total Revenue
$77,420
Total Expenses
$73,495
Total Assets
$936,150
Net Assets
$936,150
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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
1993
Legal Domicile
NC
Phone
3365381000
Tax Period
2018-01-01 to 2018-12-31

MARVIN B SMITH JR MEMORIAL SCHOLARSHIP, founded in 1993, is a micro nonprofit that reported $77K in total revenue in fiscal year 2018. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $73K left a modest 5% surplus.

Mission

To provide funds to the University of North Carolina Scholarship Committe at Chapel Hill to award deserving 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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $77,420
Other Revenue $0
TOTAL REVENUE $77,420

Expense Breakdown

Grants Paid $63,619
Salaries & Benefits $8,661
Fundraising Expenses $0
Program Expenses $73,495
Other Expenses $1,215
TOTAL EXPENSES $73,495

Year-over-Year Comparison

2018 2017 Change
Revenue $77,420 $60,137 +0.3%
Expenses $73,495 $73,506 0.0%
Net Income $3,925 $-13,369 -1.3%
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
N/A
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Trustee N/A
$8,661 $0 $8,661
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
2018 $77,420 $73,495 $936,150 $3,925
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