DAVID E SMITH FAMILY FOUNDATION INC (EIN 942476170) - 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

1977

Legal Domicile

Principal Officer

R FRANK

Phone

7078236818

Tax Period

2023-07-01 to 2024-06-30

DAVID E SMITH FAMILY FOUNDATION INC, founded in 1977, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $24K in total revenue in fiscal year 2023. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $52K exceeded revenue, resulting in a 114% operating deficit.

Mission

PROVIDE SUBSTANCE ABUSE TREATMENT & EDUCATION AND MANAGE COMMUNITY CHARITABLE ACTIVITIES.

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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 $0

Program Service Revenue $0

Investment Income $24,201

Other Revenue $0

TOTAL REVENUE $24,201

Expense Breakdown

Grants Paid $27,000

Salaries & Benefits $5,806

Fundraising Expenses $0

Program Expenses $46,621

Other Expenses $18,874

TOTAL EXPENSES $51,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,201	$107,288	-0.8%
Expenses	$51,680	$60,844	-0.2%
Net Income	$-27,479	$46,444	-1.6%

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

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

$5,806

Total Directors

$5,806

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R FRANK	VP/CEO/TREAS.	5.00	Officer Director	$0	$5,806	$5,806
D SMITH MD	President	2.00	Officer Director	$0	$0	$0
A SMITH	Secretary	2.00	Officer Director	$0	$0	$0
P FRANK	Director	2.00	Director	$0	$0	$0
M Hayes	Director	2.00	Director	$0	$0	$0
J Smith	Director	2.00	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
2024	$24,201	$51,680	$1,077,718	$-27,479
2023	$107,288	$60,844	$1,109,455	$46,444
2022	$15,190	$41,769	$1,058,669	$-26,579
2021	$4,975	$47,720	$1,089,408	$-42,745
2020	$230,297	$66,821	$1,103,146	$163,476
2019	$96,678	$115,687	$939,377	$-19,009

DAVID E SMITH FAMILY FOUNDATION INC