Philanthropy & Grantmaking
(T20)
990 on File
DAVID WALLACE SMITH AND JOAN STOWELL SMITH CHARITABLE FOUNDATIO
Financial strength (30%)
87/100
Reliability (20%)
45/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$167K
Total Revenue
$187K
Total Expenses
$2.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
89.4%
Fundraising Efficiency
N/A
Operating Reserve
134.25x
Liability-to-Asset
0.0%
Revenue Diversification
157.6%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 9,363 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
89.4% | 90.0% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
134.3 mo | 96.7 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
157.6% | 90.4% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
95.4% | 10.5% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
25.6% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-12.2% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $167K | $187K | $2.1M | 89.4% | — |
| 2024 | $85K | $149K | $2.1M | 87.7% | — |
| 2023 | $127K | $163K | $2.2M | 88.6% | — |
| 2022 | $167K | $199K | $2.2M | 83.4% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.