SMILE WITH HEART FOUNDATION

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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

CAROLINE OLDSEY

Phone

7246982551

Tax Period

2020-03-30 to 2020-12-31

SMILE WITH HEART FOUNDATION, founded in 2020, is a small nonprofit in the Health Care sector that reported $334K in total revenue in fiscal year 2020. The organization ran a surplus of $148K, a strong 44% operating margin.

Mission

TO GENERATE OPPORTUNITIES TO EDUCATE AND SERVICE THE ORAL HEALTH CARE NEEDS OF UNINSURED CHILDREN IN THE COMMUNITIES WE SERVE AND AROUND THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $144,497

RELIEF AND REBUILD PROGRAM CORRECTING THE PATH OF CRISES AND VOID TO REFOCUS ON MISSIONS OF DENTAL CARE. AS WE WORK TOWARDS CREATING BETTER, HEALTHIER LIVES FOR CHILDREN, WE RECOGNIZE THAT THE...

RELIEF AND REBUILD PROGRAM CORRECTING THE PATH OF CRISES AND VOID TO REFOCUS ON MISSIONS OF DENTAL CARE. AS WE WORK TOWARDS CREATING BETTER, HEALTHIER LIVES FOR CHILDREN, WE RECOGNIZE THAT THE EVOLUTION OF THE WORLD AROUND US CAN, AT TIMES, BE UNPREDICTABLE AND LIFE-CHANGING. IN THE MIDST OF THAT CHANGE, OUR RELIEF AND REBUILD FUND PROVIDES THE CARING SUPPORT TO WEATHER EVENTS AND RIGHT THE HUMAN EXPERIENCE BACK ON THE TRACK OF HEALTH AND HAPPINESS. RELIEF AND REBUILD IS MORE THAN JUST FINANCIAL SUPPORT TO THOSE IN NEED DURING CRISES SUCH AS ECONOMIC AND NATURAL DISASTERS. IT ALSO EXTENDS FUNDING TO NURTURE PROGRASS ON ISSUES, SUCH AS CONTAMINATED WATER, THE IMPACT OUR MISSION OF PROVIDING DENTAL CARE AND EDUCATION TO CHILDREN. RELIEF AND REBUILD ENABLES US TO GIVE BACK IN SUPPORT OF THE COMMUNITIES ACROSS OUR CURRENT SERVICE AREA. WHEN THIS MONETARY SUPPORT MEETS CARING ACTION, BARRIERS TO SUCCESS ARE REDUCED WHICH ENABLES FOCUS BACK ON THE VISION OF PROPER ORAL HEALTH CARE FOR ALL CHILDREN.

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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 $333,595

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $333,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,583

Fundraising Expenses $10,116

Program Expenses $144,497

Other Expenses $86,282

TOTAL EXPENSES $185,865

Year-over-Year Comparison

	2020	2019	Change
Revenue	$333,595	N/A	N/A
Expenses	$185,865	N/A	N/A
Net Income	$147,730	N/A	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

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

$55,039

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLINE OLDSEY	EXECUTIVE DI	40.00	Officer	$55,039	$0	$55,039
PAMELA ZISS	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
VALARIE CAMPBELL	SECRETARY/TR	1.00	Officer	$0	$0	$0
PORTIA CARTER	BOARD MEMBER	1.00	Officer	$0	$0	$0
TERESA COBBS	VICE PRESIDE	1.00	Officer	$0	$0	$0
KENNETH COOPER	BOARD MEMBER	1.00	Officer	$0	$0	$0
MOSHOOD MARTINS	BOARD MEMBER	1.00	Officer	$0	$0	$0
ANDREW MATTA	PRESIDENT	1.00	Officer	$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
2020	$333,595	$185,865	$149,153	$147,730