Matthew J & Anne Smith Fnd Inc 736 74 E02
Matthew J & Anne Smith Fnd Inc maintains strong asset base with fluctuating revenue and no officer compensation.
EIN: 20536250 · Pennington, NJ · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.3M |
| Total Expenses | $498K |
| Program Spending | 90% |
| Net Assets | $4.5M |
| Transparency Score | 85/100 |
Is Matthew J & Anne Smith Fnd Inc 736 74 E02 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Matthew J & Anne Smith Fnd Inc 736 74 E02 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Matthew J & Anne Smith Fnd Inc 736 74 E02
Matthew J & Anne Smith Fnd Inc 736 74 E02 (EIN: 20536250) is a nonprofit organization based in Pennington, NJ, classified under NTEE code T22. The organization reported total revenue of $1.3M and total assets of $4.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Matthew J & Anne Smith Fnd Inc 736 74 E02's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Matthew J & Anne Smith Fnd Inc 736 74 E02 is a mid-size nonprofit that has been operating for 24 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 2.9%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $383K |
| Total Expenses | $498K |
| Surplus / Deficit | $-115,158 |
| Total Assets | $4.5M |
| Total Liabilities | $1 |
| Net Assets | $4.5M |
| Operating Margin | -30.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 108.1 months |
Financial Health Grade: B
In 2024, Matthew J & Anne Smith Fnd Inc 736 74 E02 reported a deficit of $115K with expenses exceeding revenue, holds 108.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2012–2024), Matthew J & Anne Smith Fnd Inc 736 74 E02's revenue has grown at a compound annual growth rate (CAGR) of 2.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | -41.8% | -11.7% | -2.8% |
| 2023 | -0.7% | +63.5% | +0.7% |
| 2022 | +178.2% | +43.1% | +7.5% |
| 2021 | -2.2% | -0.9% | -0.2% |
| 2020 | -8.5% | +3.1% | -4.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2002 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Matthew J & Anne Smith Fnd Inc 736 74 E02 with a Mission Score of 85 out of 100 (Excellent). 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: 90%
- fundraising: 0%
According to IRS 990 filings, Matthew J & Anne Smith Fnd Inc 736 74 E02 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $115K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the organization, which is highly favorable for resource allocation.
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 Matthew J & Anne Smith Fnd Inc 736 74 E02's IRS 990 filings:
- Expenses exceeded revenue in the most recent filing period (202402), with $497,769 in expenses against $382,611 in revenue.
Strengths
The following positive indicators were identified for Matthew J & Anne Smith Fnd Inc 736 74 E02:
- Consistent and substantial asset base, reaching $4,499,338 in the latest period.
- Zero officer compensation reported across all filings, indicating efficient use of funds.
- Minimal liabilities ($0 or $1) across all reported periods, demonstrating strong financial health.
- Long history of consistent IRS 990 filings, indicating good transparency and compliance.
- As a private grantmaking foundation (NTEE T22), its primary focus is typically direct grant distribution, aligning with high program spending.
Frequently Asked Questions about Matthew J & Anne Smith Fnd Inc 736 74 E02
Is Matthew J & Anne Smith Fnd Inc 736 74 E02 a legitimate charity?
Matthew J & Anne Smith Fnd Inc 736 74 E02 (EIN: 20536250) is a registered tax-exempt nonprofit based in New Jersey. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.3M. 1 red flag identified. 5 strengths noted. Financial health grade: B.
How does Matthew J & Anne Smith Fnd Inc 736 74 E02 spend its money?
Matthew J & Anne Smith Fnd Inc 736 74 E02 directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Matthew J & Anne Smith Fnd Inc 736 74 E02 tax-deductible?
Matthew J & Anne Smith Fnd Inc 736 74 E02 is registered as a tax-exempt nonprofit (EIN: 20536250). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Matthew J & Anne Smith Fnd Inc 736 74 E02 compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Matthew J & Anne Smith Fnd Inc 736 74 E02 is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Matthew J & Anne Smith Fnd Inc 736 74 E02 located?
Matthew J & Anne Smith Fnd Inc 736 74 E02 is headquartered in Pennington, New Jersey and files with the IRS under EIN 20536250. It is classified under NTEE code T22.
How many years of IRS 990 filings does Matthew J & Anne Smith Fnd Inc 736 74 E02 have?
Matthew J & Anne Smith Fnd Inc 736 74 E02 has 10 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 $1.3M in total revenue.
Is Matthew J & Anne Smith Fnd Inc a good charity?
Based on the available data, the foundation appears to be a well-managed entity with a strong asset base ($4,499,338) and no officer compensation, suggesting efficient use of funds for its mission as a private grantmaking foundation. Its consistent financial filings and minimal liabilities are positive indicators.
How does the foundation's revenue compare to its expenses?
Historically, the foundation's revenue has generally exceeded its expenses, contributing to its stable asset growth. However, in the 202402 period, expenses ($497,769) slightly surpassed revenue ($382,611), which is a point to monitor, though not alarming given its substantial assets.
What is the trend in the foundation's assets?
The foundation's assets have remained consistently strong, hovering around $4.2 million to $4.6 million over the past decade, indicating financial stability and prudent management of its endowment.
Filing History
IRS 990 filing history for Matthew J & Anne Smith Fnd Inc 736 74 E02 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2024), Matthew J & Anne Smith Fnd Inc 736 74 E02's revenue has grown by 40.2%, moving from $273K to $383K. Total assets increased by 3.8% over the same period, from $4.3M to $4.5M. Total functional expenses rose by 111.9%, from $235K to $498K. In its most recent filing year (2024), Matthew J & Anne Smith Fnd Inc 736 74 E02 reported a deficit of $115K, with expenses exceeding revenue. The organization holds $1 in liabilities against $4.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $383K | $498K | $4.5M | $1 | — | — |
| 2023 | $658K | $564K | $4.6M | $1 | — | View 990 |
| 2022 | $663K | $345K | $4.6M | $1 | — | View 990 |
| 2021 | $238K | $241K | $4.3M | $1 | — | — |
| 2020 | $243K | $243K | $4.3M | $0 | — | View 990 |
| 2016 | $266K | $236K | $4.5M | $0 | — | View 990 |
| 2015 | $394K | $295K | $4.4M | $0 | — | View 990 |
| 2014 | $351K | $297K | $4.4M | $0 | — | View 990 |
| 2013 | $187K | $198K | $4.3M | $0 | — | View 990 |
| 2012 | $273K | $235K | $4.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $383K, expenses of $498K, and assets of $4.5M (revenue -41.8% year-over-year).
- 2023: Revenue of $658K, expenses of $564K, and assets of $4.6M (revenue -0.7% year-over-year).
- 2022: Revenue of $663K, expenses of $345K, and assets of $4.6M (revenue +178.2% year-over-year).
- 2021: Revenue of $238K, expenses of $241K, and assets of $4.3M (revenue -2.2% year-over-year).
- 2020: Revenue of $243K, expenses of $243K, and assets of $4.3M (revenue -8.5% year-over-year).
- 2016: Revenue of $266K, expenses of $236K, and assets of $4.5M (revenue -32.5% year-over-year).
- 2015: Revenue of $394K, expenses of $295K, and assets of $4.4M (revenue +12.3% year-over-year).
- 2014: Revenue of $351K, expenses of $297K, and assets of $4.4M (revenue +87.5% year-over-year).
- 2013: Revenue of $187K, expenses of $198K, and assets of $4.3M (revenue -31.4% year-over-year).
- 2012: Revenue of $273K, expenses of $235K, and assets of $4.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Matthew J & Anne Smith Fnd Inc 736 74 E02:
Data Sources and Methodology
This transparency report for Matthew J & Anne Smith Fnd Inc 736 74 E02 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.