SMARTAID INC (EIN 823229884) - 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

2018

Legal Domicile

Principal Officer

DAVID K SERGI

Phone

3013388802

Tax Period

2024-01-01 to 2024-12-31

SMARTAID INC, founded in 2018, is a small nonprofit in the Public Safety sector that reported $242K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $105K, a strong 43% operating margin.

Mission

SMARTAID USES TECHNOLOGY TO ADDRESS HUMANITARIAN NEEDS FOR POPULATIONS DISPLACED BY CONFLICT AND NATURAL DISASTERS.

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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 $242,948

Program Service Revenue $0

Investment Income $0

Other Revenue $-455

TOTAL REVENUE $242,493

Expense Breakdown

Grants Paid $135,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,000

Other Expenses $2,204

TOTAL EXPENSES $137,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,493	$202,997	+0.2%
Expenses	$137,204	$87,888	+0.6%
Net Income	$105,289	$115,109	-0.1%

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
DAVID SERGI	PRESIDENT	N/A	Officer	$0	$0	$0
HELEN LOWY	SECRETARY	N/A	Officer	$0	$0	$0
DANIEL GROSSBERG	DIRECTOR	N/A	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	$242,493	$137,204	$262,492	$105,289
2023	$202,997	$87,888	$156,749	$115,109
2022	$322,816	$341,686	$41,640	$-18,870

SMARTAID INC