THE SAMANTHA C SMITH FOUNDATION (EIN 611474607) - 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

2004

Legal Domicile

Principal Officer

DANIEL A SMITH

Phone

6037856819

Tax Period

2024-01-01 to 2024-12-31

THE SAMANTHA C SMITH FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $206K in total revenue in fiscal year 2024. The organization ran a surplus of $150K, a strong 73% operating margin.

Mission

PROVIDING EDUCATIONAL AND YOUTH HOCKEY SCHOLARSHIPS FOR ATHLETES AND SCHOLARS IN SAMANTHAS NAME

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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 $18,737

Program Service Revenue $0

Investment Income $42,909

Other Revenue $144,481

TOTAL REVENUE $206,127

Expense Breakdown

Grants Paid $47,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,396

Other Expenses $9,396

TOTAL EXPENSES $56,396

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,127	$206,127	N/A
Expenses	$56,396	$56,398	0.0%
Net Income	$149,731	$149,729	+0.0%

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

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
DANIEL A SMITH	PRESIDENT	5.00	Officer Director	$0	$0	$0
PAUL TROMBI	TREASURER	5.00	Director	$0	$0	$0
LISA LONGVAL	SECRETARY	5.00	Director	$0	$0	$0
KATHLEEN A LAVOIE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KIM E LANIGAN-SMITH	BOARD MEMBER	5.00	Director	$0	$0	$0
JAYNE JACKSON	BOARD MEMBER	5.00	Director	$0	$0	$0
TIFFANIE CRISTOFORI	BOARD MEMBER	5.00	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	$206,127	$56,396	$787,211	$149,731
2023	$144,017	$43,273	$584,755	$100,744
2023	$152,875	$46,642	$584,755	$106,233

THE SAMANTHA C SMITH FOUNDATION