SME EAST FUND INC (EIN 845017123) - 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

2020

Legal Domicile

Principal Officer

Jenny Spencer

Phone

9137090160

Tax Period

2020-07-01 to 2021-06-30

SME EAST FUND INC, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $336K in total revenue in fiscal year 2020. The organization ran a surplus of $288K, a strong 86% operating margin.

Mission

To provide grants to Shawnee Mission East High School to enhance the educational experience.

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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 (2020)

Revenue Breakdown

Contributions & Grants $332,625

Program Service Revenue $0

Investment Income $3,294

Other Revenue $0

TOTAL REVENUE $335,919

Expense Breakdown

Grants Paid $38,180

Salaries & Benefits $0

Fundraising Expenses $4,901

Program Expenses $38,180

Other Expenses $10,088

TOTAL EXPENSES $48,268

Year-over-Year Comparison

	2020	2019	Change
Revenue	$335,919	N/A	N/A
Expenses	$48,268	N/A	N/A
Net Income	$287,651	$0	N/A

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
Lindsay Sowden	President	3	Officer Director	$0	$0	$0
Kelly Martucci	President Elect	1	Officer Director	$0	$0	$0
Shannan McKee	Secretary	1	Officer Director	$0	$0	$0
Jenny Spencer	Tresurer	3	Officer Director	$0	$0	$0
Michelle Tilton	Board Member	1	Director	$0	$0	$0
Jane Emley	Board Member	1	Director	$0	$0	$0
Casey Brock	Board Member	1	Director	$0	$0	$0
Sally Hardinger	Board Member	1	Director	$0	$0	$0
Erin Billingsley	Board Member	3	Director	$0	$0	$0
Ashly Hanson	Board Member	1	Director	$0	$0	$0
Jenn Miller	Board Member	1	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
2021	$335,919	$48,268	$294,886	$287,651

SME EAST FUND INC