SMITH AGENCY (EIN 841198543) - 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

1992

Legal Domicile

Principal Officer

GINGER MUNROE

Phone

3036961154

Tax Period

2023-07-01 to 2024-06-30

SMITH AGENCY, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $27.8M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.5M, a strong 20% operating margin.

Mission

HOUSING AND SCHOOLING FOR DISABLED INDIVIDUALS.

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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 $3,000

Program Service Revenue $26,598,999

Investment Income $1,212,785

Other Revenue $0

TOTAL REVENUE $27,814,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,285,819

Fundraising Expenses $0

Program Expenses $22,087,348

Other Expenses $11,990,656

TOTAL EXPENSES $22,276,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,814,784	$22,618,512	+0.2%
Expenses	$22,276,475	$17,837,122	+0.2%
Net Income	$5,538,309	$4,781,390	+0.2%

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

312

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

$206,000

Total Directors

$206,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM W SMITH JR	Executive Dir.	40.00	Officer Director	$206,000	$0	$206,000
MARY T WEEKS	President	16.00	Officer Director	$0	$0	$0
JIM WEEKS	Trustee	5.00	Director	$0	$0	$0
JOSEPH MILLER	Trustee	1.00	Director	$0	$0	$0
RON MARTIN	Trustee	1.00	Director	$0	$0	$0
MARNIE MARTIN	Trustee	1.00	Director	$0	$0	$0
GINGER MUNROE	Treasurer	40.00	Officer 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
2025	No data	No data	No data	No data
2024	$27,814,784	$22,276,475	$40,109,673	$5,538,309
2023	$22,618,512	$17,837,122	$33,523,776	$4,781,390
2022	$18,577,149	$15,510,151	$29,095,309	$3,066,998
2021	$17,358,773	$13,066,295	$25,654,604	$4,292,478
2020	$15,814,007	$12,553,893	$23,089,628	$3,260,114
2019	$13,232,004	$11,231,366	$18,339,522	$2,000,638
2018	$13,091,354	$10,547,729	$16,165,293	$2,543,625

SMITH AGENCY