FUNDACIN DR JOHN A & VIRGINIA SMITH INC (EIN 660524612) - 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

1993

Legal Domicile

Principal Officer

CARMEN COLN MELNDEZ

Phone

7878520768

Tax Period

2023-01-01 to 2023-12-31

FUNDACIN DR JOHN A & VIRGINIA SMITH INC, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $144K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 30% operating margin.

Mission

FUND RAISING, STUDENT SCHOLARSHIPS & GRANTS.

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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 $75,000

Program Service Revenue $0

Investment Income $33,284

Other Revenue $35,638

TOTAL REVENUE $143,922

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,468

Other Expenses $100,463

TOTAL EXPENSES $100,463

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,922	$98,800	+0.5%
Expenses	$100,463	$164,388	-0.4%
Net Income	$43,459	$-65,588	-1.7%

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
MIRIAM ALICEA	PRESIDENT	2.00	Officer Director	$0	$0	$0
INOCENCIO ROSARIO	TREASURER	2.00	Officer Director	$0	$0	$0
ELBA L SANTANA	SECRETARY	2.00	Officer Director	$0	$0	$0
JOSSIE MUNOZ	DIRECTOR	2.00	Director	$0	$0	$0
CARMEN A NEBOT	VICE PRESIDE	2.00	Officer	$0	$0	$0
BENJAMIN BERRIOS	DIRECTOR	2.00	Director	$0	$0	$0
PEDRO J DIAZ	DIRECTOR	2.00	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	$143,922	$100,463	$577,385	$43,459
2022	$98,800	$164,388	$545,183	$-65,588
2021	$36,378	$36,971	$717,232	$-593
2020	$77,426	$38,695	$689,011	$38,731
2019	$37,329	$88,277	$583,701	$-50,948
2018	$25,757	$23,063	$550,079	$2,694

FUNDACIN DR JOHN A & VIRGINIA SMITH INC