SMILE WITH HEART FOUNDATION (EIN 850533780) - 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

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.

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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

SMILE WITH HEART FOUNDATION