Mary Alice Smith Foundation

Mary Alice Smith Foundation consistently spends more than it earns, relying on its substantial asset base.

EIN: 200532337 · Houston, TX · NTEE: T20 · Updated: 2026-03-28

$1.9MRevenue
$15.2MAssets
75/100Mission Score (Good)
T20
Mary Alice Smith Foundation Financial Summary
MetricValue
Total Revenue$1.9M
Total Expenses$1.3M
Program Spending80%
Net Assets$14.6M
Transparency Score75/100

Is Mary Alice Smith Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Mary Alice Smith Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Mary Alice Smith Foundation

Mary Alice Smith Foundation (EIN: 200532337) is a nonprofit organization based in Houston, TX, classified under NTEE code T20. The organization reported total revenue of $1.9M and total assets of $15.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mary Alice Smith Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
Mid-SizeSize Classification
9Years of Filings
MixedRevenue Trajectory

Mary Alice Smith Foundation is a mid-size nonprofit that has been operating for 21 years, with 9 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 3.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$816K
Total Expenses$1.3M
Surplus / Deficit$-438,149
Total Assets$14.6M
Total Liabilities$1
Net Assets$14.6M
Operating Margin-53.7%
Debt-to-Asset Ratio0.0%
Months of Reserves139.4 months

Financial Health Grade: B

In 2023, Mary Alice Smith Foundation reported a deficit of $438K with expenses exceeding revenue, holds 139.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2012–2023), Mary Alice Smith Foundation's revenue has grown at a compound annual growth rate (CAGR) of 3.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023-25.6%-7.0%-3.1%
2022-41.0%-6.8%-1.9%
2021+52.9%+74.4%+1.0%
2020+83.5%-22.3%+14.5%
2016-57.8%+10.7%-3.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Mary Alice Smith Foundation demonstrates consistent financial stability with substantial assets, currently at $15,223,170. However, recent years show a trend of expenses exceeding revenue, such as in 2023 where expenses were $1,254,443 against revenue of $816,294, and in 2022 with expenses of $1,348,399 against revenue of $1,097,414. This indicates the organization is drawing down on its asset base to cover operational costs, which while sustainable in the short term due to large assets, warrants monitoring for long-term viability. The consistent reporting of zero officer compensation across all available filings suggests a high degree of transparency regarding executive pay and potentially a volunteer-led or very lean administrative structure, which is a positive indicator for donor trust.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Mary Alice Smith Foundation with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 80%
  • fundraising: 10%

According to IRS 990 filings, Mary Alice Smith Foundation allocates its expenses as follows: admin: 10%, programs: 80%, fundraising: 10%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$816KTotal Revenue
$1.3MTotal Expenses
$14.6MTotal Assets
$1Total Liabilities
$14.6MNet Assets
  • The organization reported a deficit of $438K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating either a fully volunteer-led executive team or that compensation is covered by an external entity, which is highly favorable for donor perception of efficiency.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Mary Alice Smith Foundation's IRS 990 filings:

  • Consistent deficit spending: Expenses have exceeded revenue in multiple recent years (e.g., 2023, 2022, 2016, 2013, 2012), indicating a reliance on asset drawdowns.
  • Declining assets in recent years: Assets decreased from $15,315,707 in 2021 to $14,568,780 in 2023.

Strengths

The following positive indicators were identified for Mary Alice Smith Foundation:

  • Substantial asset base: The foundation holds over $15 million in assets, providing significant financial stability.
  • Zero officer compensation reported: This indicates high efficiency in executive pay or a volunteer-led structure, enhancing donor trust.
  • Long operating history: With 9 filings dating back to 2012, the organization demonstrates sustained operation.

Frequently Asked Questions about Mary Alice Smith Foundation

Is Mary Alice Smith Foundation a legitimate charity?

Mary Alice Smith Foundation (EIN: 200532337) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 75/100. It has 9 years of IRS 990 filings on record. Total revenue: $1.9M. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Mary Alice Smith Foundation spend its money?

Mary Alice Smith Foundation directs 80% of its spending to programs and services. Fundraising costs 10%. This exceeds the 65% industry benchmark.

Are donations to Mary Alice Smith Foundation tax-deductible?

Mary Alice Smith Foundation is registered as a tax-exempt nonprofit (EIN: 200532337). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Mary Alice Smith Foundation's spending goes to programs?

Mary Alice Smith Foundation directs 80% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Mary Alice Smith Foundation compare to similar nonprofits?

With a transparency score of 75/100 (Good), Mary Alice Smith Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Mary Alice Smith Foundation located?

Mary Alice Smith Foundation is headquartered in Houston, Texas and files with the IRS under EIN 200532337. It is classified under NTEE code T20.

How many years of IRS 990 filings does Mary Alice Smith Foundation have?

Mary Alice Smith Foundation has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.9M in total revenue.

Is the Mary Alice Smith Foundation a good charity?

The Mary Alice Smith Foundation appears to be a good charity in terms of transparency and asset base. Its consistent reporting of zero officer compensation is a strong positive. However, the trend of expenses exceeding revenue in recent years (e.g., $1,254,443 expenses vs. $816,294 revenue in 2023) suggests a need to monitor its long-term financial sustainability, despite its substantial assets.

How does the foundation cover its expenses when revenue is lower?

The foundation covers its expenses when revenue is lower by drawing from its substantial asset base, which currently stands at $15,223,170. For example, in 2023, the foundation's expenses exceeded its revenue by over $438,000, indicating a reliance on its accumulated assets.

What is the trend in the foundation's assets?

The foundation's assets have shown growth over the long term, from $13,799,794 in 2012 to $15,223,170 currently. However, there has been a slight decline in assets in the most recent periods, from $15,315,707 in 2021 to $14,568,780 in 2023, likely due to expenses exceeding revenue.

Filing History

IRS 990 filing history for Mary Alice Smith Foundation showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2012–2023), Mary Alice Smith Foundation's revenue has grown by 44%, moving from $567K to $816K. Total assets increased by 5.6% over the same period, from $13.8M to $14.6M. Total functional expenses rose by 64.5%, from $763K to $1.3M. In its most recent filing year (2023), Mary Alice Smith Foundation reported a deficit of $438K, with expenses exceeding revenue. The organization holds $1 in liabilities against $14.6M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $14.6M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $816K $1.3M $14.6M $1
2022 $1.1M $1.3M $15.0M $1 View 990
2021 $1.9M $1.4M $15.3M $1 View 990
2020 $1.2M $830K $15.2M $1
2016 $663K $1.1M $13.2M $1 View 990
2015 $1.6M $964K $13.7M $1 View 990
2014 $909K $888K $13.1M $1 View 990
2013 $654K $752K $14.0M $1 View 990
2012 $567K $763K $13.8M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $816K, expenses of $1.3M, and assets of $14.6M (revenue -25.6% year-over-year).
  • 2022: Revenue of $1.1M, expenses of $1.3M, and assets of $15.0M (revenue -41.0% year-over-year).
  • 2021: Revenue of $1.9M, expenses of $1.4M, and assets of $15.3M (revenue +52.9% year-over-year).
  • 2020: Revenue of $1.2M, expenses of $830K, and assets of $15.2M (revenue +83.5% year-over-year).
  • 2016: Revenue of $663K, expenses of $1.1M, and assets of $13.2M (revenue -57.8% year-over-year).
  • 2015: Revenue of $1.6M, expenses of $964K, and assets of $13.7M (revenue +72.8% year-over-year).
  • 2014: Revenue of $909K, expenses of $888K, and assets of $13.1M (revenue +39.0% year-over-year).
  • 2013: Revenue of $654K, expenses of $752K, and assets of $14.0M (revenue +15.4% year-over-year).
  • 2012: Revenue of $567K, expenses of $763K, and assets of $13.8M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Mary Alice Smith Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Mary Alice Smith Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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