THOMAS E SMITH FOUNDATION INC (EIN 993994958) - 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

2024

Legal Domicile

Principal Officer

J TUCKER MULLIN

Phone

9783143020

Tax Period

2025-01-01 to 2025-12-31

THOMAS E SMITH FOUNDATION INC, founded in 2024, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $622K in total revenue in fiscal year 2025. Expenses of $898K exceeded revenue, resulting in a 44% operating deficit.

Mission

THE THOMAS E. SMITH FOUNDATION IS A 501(C)(3) NON-PROFIT ORGANIZATION WHOSE MISSION IS TO BETTER THE LIVES OF THOSE AFFECTED BY AND LIVING WITH PARALYSIS THROUGH FINANCIAL AND EMOTIONAL SUPPORT, AS WELL AS SUPPORTING PREVENTIVE INNOVATIONS THAT DECREASE THE RISK OF SPINAL CORD INJURIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $610,432

Program Service Revenue $0

Investment Income $28,882

Other Revenue $-17,242

TOTAL REVENUE $622,072

Expense Breakdown

Grants Paid $313,242

Salaries & Benefits $368,175

Fundraising Expenses $122,275

Program Expenses $551,326

Other Expenses $216,636

TOTAL EXPENSES $898,053

Year-over-Year Comparison

	2025	2024	Change
Revenue	$622,072	N/A	N/A
Expenses	$898,053	N/A	N/A
Net Income	$-275,981	$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

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

$631,156

Total Directors

$631,156

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS E SMITH	PRESIDENT/CO-FOUNDER & TRUSTEE	40.00	Officer Director	$83,346	$19,655	$209,386
SARAH MERREFIELD	EXECUTIVE DIRECTOR/COO	40.00	Officer Director	$87,769	$15,702	$212,856
CHRISTOPHER K SMITH	CHIEF ADVANCEMENT OFFICER/TRUSTEE	40.00	Officer Director	$81,654	$22,645	$208,914
J TUCKER MULLIN	CO-FOUNDER & TRUSTEE	5.00	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
2025	$622,072	$898,053	$2,023,647	$-275,981

THOMAS E SMITH FOUNDATION INC