Smith-Barbieri Progressive Fund A Charitable Foundation

EIN: 911914985 501(c)(3) Housing & Shelter

Spokane, WA

Total Revenue
$1,102,973
Total Expenses
$1,017,791
Total Assets
$7,636,143
Net Assets
$7,636,143
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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
1998
Legal Domicile
WA
Principal Officer
Donald K Barbieri
Phone
5099519535
Tax Period
2018-01-01 to 2018-12-31

Smith-Barbieri Progressive Fund A Charitable Foundation, founded in 1998, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2018. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.0M left a modest 8% surplus.

Mission

Help ensure those in need have every opportunity to succeed by reducing poverty, broadening affordable housing, fostering a more dynamic and powerful constituency and spotlighting our region.

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $554,809
Program Service Revenue $0
Investment Income $548,136
Other Revenue $28
TOTAL REVENUE $1,102,973

Expense Breakdown

Grants Paid $923,850
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $923,850
Other Expenses $93,941
TOTAL EXPENSES $1,017,791

Year-over-Year Comparison

2018 2017 Change
Revenue $1,102,973 $967,341 +0.1%
Expenses $1,017,791 $477,347 +1.1%
Net Income $85,182 $489,994 -0.8%
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

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Governance

Voting Members
2
Independent Members
N/A
Employees
N/A
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Donald K Barbieri Trustee 1.00
Director
$0 $0 $0
Sharon K Smith Trustee 1.00
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
2018 $1,102,973 $1,017,791 $7,636,143 $85,182
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