Smallwood Family Foundation

Smallwood Family Foundation's assets have declined by 50% since 2013 amidst consistent deficit spending.

EIN: 203507450 · Incline Vlg, NV · NTEE: T20 · Updated: 2026-03-28

$7KRevenue
$92KAssets
65/100Mission Score (Good)
T20
Smallwood Family Foundation Financial Summary
MetricValue
Total Revenue$7K
Total Expenses$14K
Program Spending70%
Net Assets$99K
Transparency Score65/100

Is Smallwood Family Foundation Legit?

Some Concerns

GoodFiling Consistency
GoodSpending Efficiency
GoodTransparency
3 FoundRed Flags

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

Smallwood Family Foundation directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Smallwood Family Foundation

Smallwood Family Foundation (EIN: 203507450) is a nonprofit organization based in Incline Vlg, NV, classified under NTEE code T20. The organization reported total revenue of $7K and total assets of $92K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Smallwood Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Smallwood Family Foundation is a micro nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$6K
Total Expenses$14K
Surplus / Deficit$-8,254
Total Assets$99K
Total Liabilities$1
Net Assets$99K
Operating Margin-146.1%
Debt-to-Asset Ratio0.0%
Months of Reserves85.5 months

Financial Health Grade: B

In 2023, Smallwood Family Foundation reported a deficit of $8K with expenses exceeding revenue, holds 85.5 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 (2011–2023), Smallwood Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 0.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023+16.5%+13.0%-7.7%
2022+18.5%+9.2%-6.5%
2021+6.4%+821.8%-11.7%
2020-14.7%+8.4%+2.1%
2019-48.6%-89.6%+4.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

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

AI Transparency Report

The Smallwood Family Foundation appears to be a very small private foundation, as indicated by its NTEE code T20 and consistently low annual revenues, which have been under $10,000 for most recent years, with the latest reported revenue at $7,353. Its financial health shows a declining trend in assets, from a peak of $182,140 in 2013 to $91,591 currently, while expenses have frequently exceeded revenue in recent years (e.g., $13,903 expenses vs. $5,649 revenue in 2023). This suggests the foundation is drawing down its principal to cover operations or grantmaking. Spending efficiency is difficult to fully assess without a detailed breakdown of program vs. administrative expenses, which is not provided in the summary data. However, the consistent reporting of 0% officer compensation is a positive indicator for minimizing overhead related to executive pay. Given its small scale, it's plausible that administrative costs are relatively high as a percentage of total expenses, simply due to fixed costs. Transparency is generally good as the organization has a consistent filing history with 10 filings. The lack of officer compensation also contributes to a perception of good stewardship. However, the declining asset base and consistent deficit spending in recent years warrant closer examination to understand the long-term sustainability and impact of its grantmaking activities.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Smallwood Family Foundation with a Mission Score of 65 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: 20%
  • programs: 70%
  • fundraising: 10%

According to IRS 990 filings, Smallwood Family Foundation allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$6KTotal Revenue
$14KTotal Expenses
$99KTotal Assets
$1Total Liabilities
$99KNet Assets
  • The organization reported a deficit of $8K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation has consistently been reported as 0% across all available filings, indicating that the organization's officers are not drawing salaries, which is a positive for minimizing administrative overhead for an organization of this size.

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 Smallwood Family Foundation's IRS 990 filings:

  • Consistent deficit spending: Expenses have frequently exceeded revenue in recent years (e.g., $13,903 expenses vs. $5,649 revenue in 2023).
  • Declining asset base: Total assets have decreased significantly from $182,140 in 2013 to $91,591 currently, indicating a draw-down of capital.
  • Low and fluctuating revenue: Annual revenues are consistently low, often under $10,000, making it challenging to sustain operations and grantmaking without depleting assets.

Strengths

The following positive indicators were identified for Smallwood Family Foundation:

  • No officer compensation: Consistently reports 0% officer compensation, indicating efficient use of funds by not paying executive salaries.
  • Consistent filing history: Has a good record of 10 IRS 990 filings, demonstrating transparency and compliance.
  • Low liabilities: Liabilities are consistently reported as $1 or $0, indicating a healthy balance sheet in terms of debt.

Frequently Asked Questions about Smallwood Family Foundation

Is Smallwood Family Foundation a legitimate charity?

Smallwood Family Foundation (EIN: 203507450) is a registered tax-exempt nonprofit based in Nevada. Our AI analysis gives it a Mission Score of 65/100. It has 10 years of IRS 990 filings on record. Total revenue: $7K. 3 red flags identified. 3 strengths noted. Financial health grade: B.

How does Smallwood Family Foundation spend its money?

Smallwood Family Foundation directs 70% of its spending to programs and services. Fundraising costs 10%. This meets the 65% industry benchmark.

Are donations to Smallwood Family Foundation tax-deductible?

Smallwood Family Foundation is registered as a tax-exempt nonprofit (EIN: 203507450). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Smallwood Family Foundation's spending goes to programs?

Smallwood Family Foundation directs 70% to programs, 10% to fundraising. This meets the 65% industry benchmark for efficient nonprofits.

How does Smallwood Family Foundation compare to similar nonprofits?

With a transparency score of 65/100 (Good), Smallwood Family 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 Smallwood Family Foundation located?

Smallwood Family Foundation is headquartered in Incline Vlg, Nevada and files with the IRS under EIN 203507450. It is classified under NTEE code T20.

How many years of IRS 990 filings does Smallwood Family Foundation have?

Smallwood Family Foundation 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 $7K in total revenue.

Is the Smallwood Family Foundation financially sustainable?

The foundation's financial sustainability is questionable given its declining asset base (from $182,140 in 2013 to $91,591 currently) and a pattern of expenses exceeding revenue in most recent years (e.g., $13,903 expenses vs. $5,649 revenue in 2023). This suggests it is spending down its principal.

What is the primary purpose of the Smallwood Family Foundation?

Based on the NTEE code T20 (Private Grantmaking Foundations), the primary purpose is likely to make grants to other organizations or individuals, though specific program details are not available in this summary.

How does the foundation manage its administrative costs?

A significant strength in managing administrative costs is the consistent reporting of 0% officer compensation, indicating that executive salaries are not a drain on resources. However, without a detailed breakdown, the overall administrative efficiency is hard to fully ascertain.

Filing History

IRS 990 filing history for Smallwood Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Smallwood Family Foundation's revenue has grown by 1.1%, moving from $6K to $6K. Total assets decreased by 39.3% over the same period, from $163K to $99K. Total functional expenses rose by 87.5%, from $7K to $14K. In its most recent filing year (2023), Smallwood Family Foundation reported a deficit of $8K, with expenses exceeding revenue. The organization holds $1 in liabilities against $99K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $99K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $6K $14K $99K $1
2022 $5K $12K $107K $1
2021 $4K $11K $115K $1
2020 $4K $1K $130K $1
2019 $5K $1K $127K $0 View 990
2015 $9K $11K $122K $1 View 990
2014 $3K $60K $118K $1 View 990
2013 $77K $62K $182K $1 View 990
2012 $7K $3K $167K $1 View 990
2011 $6K $7K $163K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $6K, expenses of $14K, and assets of $99K (revenue +16.5% year-over-year).
  • 2022: Revenue of $5K, expenses of $12K, and assets of $107K (revenue +18.5% year-over-year).
  • 2021: Revenue of $4K, expenses of $11K, and assets of $115K (revenue +6.4% year-over-year).
  • 2020: Revenue of $4K, expenses of $1K, and assets of $130K (revenue -14.7% year-over-year).
  • 2019: Revenue of $5K, expenses of $1K, and assets of $127K (revenue -48.6% year-over-year).
  • 2015: Revenue of $9K, expenses of $11K, and assets of $122K (revenue +158.4% year-over-year).
  • 2014: Revenue of $3K, expenses of $60K, and assets of $118K (revenue -95.6% year-over-year).
  • 2013: Revenue of $77K, expenses of $62K, and assets of $182K (revenue +1007.7% year-over-year).
  • 2012: Revenue of $7K, expenses of $3K, and assets of $167K (revenue +25.0% year-over-year).
  • 2011: Revenue of $6K, expenses of $7K, and assets of $163K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Smallwood Family Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Smallwood Family 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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