MARTIN V AND MARTHA K SMITH FOUNDATION (EIN 770048451) - 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

1994

Legal Domicile

Principal Officer

MARJORIE TEGLAND

Phone

8059880196

Tax Period

2022-10-01 to 2023-09-30

MARTIN V AND MARTHA K SMITH FOUNDATION, founded in 1994, is a micro nonprofit that reported $162 in total revenue in fiscal year 2022. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $7K exceeded revenue, resulting in a 4236% operating deficit.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF VENTURA COUNTY, WITH A PREFERENCE FOR SERVING THE OXNARD PLAINS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $162

Other Revenue $0

TOTAL REVENUE $162

Expense Breakdown

Grants Paid $7,025

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,025

Other Expenses $0

TOTAL EXPENSES $7,025

Year-over-Year Comparison

	2022	2021	Change
Revenue	$162	$532,401	-1.0%
Expenses	$7,025	$8,418,727	-1.0%
Net Income	$-6,863	$-7,886,326	-1.0%

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
MARJORIE TEGLAND	CO-CHAIR	1.00	Officer Director	$0	$0	$0
STACY CANNON	CO-CHAIR	1.00	Officer Director	$0	$0	$0
BRANDO POZZI	SECRETARY	1.00	Officer Director	$0	$0	$0
NICHOLAS JOSEPH	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT B ENGLAND	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD L FAUSSET	DIRECTOR	1.00	Director	$0	$0	$0
JACK E NEELY	DIRECTOR	1.00	Director	$0	$0	$0
DOUG SHAW	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN SHINSKY	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
2023	$162	$7,025	No data	$-6,863
2022	$532,401	$8,418,727	$6,863	$-7,886,326
2021	$1,460,523	$4,154,635	$13,107,884	$-2,694,112
2020	$270,319	$138,633	$11,298,025	$131,686
2019	$1,439,761	$604,731	$10,726,134	$835,030
2018	$1,092,910	$576,091	$11,110,351	$516,819

MARTIN V AND MARTHA K SMITH FOUNDATION