KATE DUNCAN SMITH DAR SCHOOL

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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

1943

Legal Domicile

Principal Officer

REGIONS BANK

Phone

2058203141

Tax Period

2024-01-01 to 2024-12-31

KATE DUNCAN SMITH DAR SCHOOL, founded in 1943, is a small nonprofit in the Education sector that reported $446K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $142K, a strong 32% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL, A QUALIFIED TAX EXEMPT ENTITY

Program Service Accomplishments

Program 1

Expenses: $247,446

FINANCIAL SUPPORT FOR THE KATE DUNCAN SMITH DAR SCHOOL

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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 $57,086

Program Service Revenue $0

Investment Income $389,383

Other Revenue $0

TOTAL REVENUE $446,469

Expense Breakdown

Grants Paid $247,446

Salaries & Benefits $44,687

Fundraising Expenses $0

Program Expenses $247,446

Other Expenses $12,138

TOTAL EXPENSES $304,271

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,469	$326,625	+0.4%
Expenses	$304,271	$275,388	+0.1%
Net Income	$142,198	$51,237	+1.8%

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

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
N/A	TRUSTEE	1.0		$44,687	$0	$44,687

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	$446,469	$304,271	$8,307,031	$142,198
2023	$326,625	$275,388	$8,168,780	$51,237
2022	$249,338	$267,058	$8,126,920	$-17,720
2021	$1,614,221	$193,164	$8,144,294	$1,421,057
2020	$408,434	$201,085	$6,720,787	$207,349