THE KIRBY SMART FAMILY FOUNDATION INC (EIN 820938166) - 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

2017

Legal Domicile

Principal Officer

MARY BETH SMART

Phone

2053664036

Tax Period

2024-01-01 to 2024-12-31

THE KIRBY SMART FAMILY FOUNDATION INC, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $7K in total revenue in fiscal year 2024. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $22K exceeded revenue, resulting in a 240% operating deficit.

Mission

TO PROMOTE AND SUPPORT CHILDREN, FAMILY, TEACHER, AND STUDENT CAUSES.

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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 $0

Program Service Revenue $0

Investment Income $6,530

Other Revenue $0

TOTAL REVENUE $6,530

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,000

Other Expenses $15,182

TOTAL EXPENSES $22,182

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,530	$41,822	-0.8%
Expenses	$22,182	$40,054	-0.4%
Net Income	$-15,652	$1,768	-9.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
MARY BETH SMART	EXECUTIVE BOARD MEMBER	Officer Director	$0	$0	$0
KIRBY SMART	EXECUTIVE BOARD MEMBER	Officer Director	$0	$0	$0
DAVID DUKES	ADVISORY BOARD MEMBER	Director	$0	$0	$0
MIKE CAVAN	ADVISORY BOARD MEMBER	Director	$0	$0	$0
JOHN PARKER	ADVISORY BOARD MEMBER	Director	$0	$0	$0
FRAN HARGARTEN	ADVISORY BOARD MEMBER	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	$6,530	$22,182	$150,722	$-15,652
2023	$41,822	$40,054	$166,374	$1,768
2022	No data	No data	$164,606	No data
2021	$156,023	$171,243	$164,606	$-15,220
2020	$257,534	$390,752	$179,826	$-133,218
2019	$346,012	$257,172	$313,044	$88,840
2018	$280,492	$309,696	$224,204	$-29,204

THE KIRBY SMART FAMILY FOUNDATION INC