SME FOUNDATION (EIN 841175450) - 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

1991

Legal Domicile

Principal Officer

DAVID L KANAGY

Phone

3039484218

Tax Period

2023-10-01 to 2024-09-30

SME FOUNDATION, founded in 1991, is a community nonprofit in the Environment sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $390K, a strong 19% operating margin.

Mission

SUPPORT OF SCIENTIFIC, TECHNICAL AND EDUCATIONAL ACTIVITIES THAT FOSTER INTERCHANGE.

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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 $1,518,258

Program Service Revenue $0

Investment Income $570,231

Other Revenue $-61,991

TOTAL REVENUE $2,026,498

Expense Breakdown

Grants Paid $946,527

Salaries & Benefits $412,488

Fundraising Expenses $0

Program Expenses $1,564,099

Other Expenses $277,668

TOTAL EXPENSES $1,636,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,026,498	$1,442,741	+0.4%
Expenses	$1,636,683	$1,560,671	+0.0%
Net Income	$389,815	$-117,930	-4.3%

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

$782,843

Total Directors

$657,980

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KANAGY DAVID L	SECRETARY/TREASURER	5.00	Officer Director	$0	$42,773	$657,980
RAUCH THOMAS C	SMEF PRESIDENT	2.00	Officer Director	$0	$0	$0
COLE ANDREW P	SMEF PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
HOLMES STEVEN C	SMEF PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MYERS MICHAEL T	IFC CHAIR	2.00	Officer Director	$0	$0	$0
JOYNER CATHERINE A	CGC CHAIR	2.00	Officer Director	$0	$0	$0
LE VIER MARC	SME PRESIDENT	2.00	Officer Director	$0	$0	$0
NOPOLA JAY R	MEMBER	2.00	Director	$0	$0	$0
ELIFRITS C DALE	MEMBER	2.00	Director	$0	$0	$0
BECKSTROM GREGORY A	MEMBER	2.00	Director	$0	$0	$0
DEAL MICHAEL J	MEMBER	2.00	Director	$0	$0	$0
GARLAND DAVIS	MEMBER	2.00	Director	$0	$0	$0
GARDNER J STEVEN	MEMBER	2.00	Director	$0	$0	$0
HAARALA PETER M	MEMBER	2.00	Director	$0	$0	$0
KOHMUENCH JAISEN D	MEMBER	2.00	Director	$0	$0	$0
NELSON JILL R	MEMBER	2.00	Director	$0	$0	$0
SHEREDA J ERIC	MEMBER	2.00	Director	$0	$0	$0
SINGH SUDHANSHU	MEMBER	2.00	Director	$0	$0	$0
TEW KATHLEEN M	MEMBER	2.00	Director	$0	$0	$0
WASHNOCK ROBERT V	MEMBER	2.00	Director	$0	$0	$0
HARMON MELISSA	MEMBER	2.00	Director	$0	$0	$0
HINSHAW GREGORY E	MEMBER	2.00	Director	$0	$0	$0
KORPI MARY B	MEMBER	2.00	Director	$0	$0	$0
KOSLOSKI KATHRYN F	MEMBER	2.00	Director	$0	$0	$0
KOST KURT D	MEMBER	2.00	Director	$0	$0	$0
METSA JAMES P	MEMBER	2.00	Director	$0	$0	$0
OLMSTED JOSHUA F	MEMBER	2.00	Director	$0	$0	$0
WILKINSON WILLIAM H	MEMBER	2.00	Director	$0	$0	$0
GRABER SHAUN THROUGH 22924	MEMBER	2.00	Director	$0	$0	$0
PARRATT RONALD THROUGH 22924	MEMBER	2.00	Director	$0	$0	$0
DRISCOLL JOSEPH THROUGH 22924	MEMBER	2.00	Director	$0	$0	$0
LENGERICH MATTHEW THROUGH 22924	MEMBER	2.00	Director	$0	$0	$0
PATTON MICHAEL THROUGH 22924	MEMBER	2.00	Director	$0	$0	$0
STURGIS GEORGE THROUGH 22924	MEMBER	2.00	Director	$0	$0	$0
MARTIN MEGAN S	FOUNDATION MANAGER	40.00	Officer	$0	$24,933	$124,863

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	$2,026,498	$1,636,683	$6,874,629	$389,815
2023	$1,442,741	$1,560,671	$5,923,677	$-117,930
2022	$1,577,742	$1,556,170	$5,661,329	$21,572
2021	$1,434,798	$1,300,405	$6,445,386	$134,393
2020	$1,092,620	$1,557,604	$5,806,021	$-464,984
2019	$1,339,663	$1,749,174	$5,822,551	$-409,511
2018	$1,352,484	$1,677,276	$6,058,767	$-324,792

SME FOUNDATION