Stephen S and Dolores R Smith Foundation is a 501(c)(3) organization based in Lower Gwynedd, Pennsylvania, registered in 2000, with $464,654 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$465K
▼ 0.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$347K
Net assets
$1.2M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Stephen S and Dolores R Smith Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Stephen S and Dolores R Smith Foundation: 41 mo reserves · +25% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Stephen S and Dolores R Smith Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Stephen S and Dolores R Smith Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $849K (FY2015) to $465K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
25.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.2M
Total liabilities
$0
Net assets
$1.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $464,654▼0.7% | $346,927▲61.4% | $1,184,012▲11.0% | $1,184,012▲11.0% | 990PF |
| 2023 | $467,983▼44.9% | $215,008▼31.9% | $1,066,285▲31.1% | $1,066,285▲31.1% | 990PF |
| 2022 | $849,648▲167% | $315,666▲28.8% | $813,310▲23.0% | $813,310▲23.0% | 990PF |
| 2021 | $318,388▼6.6% | $245,102▼60.8% | $661,037▼10.6% | $661,037▼10.6% | 990PF |
| 2020 | $341,019▲1177% | $625,973▲162% | $739,630▼27.8% | $739,630▼27.8% | 990PF |
| 2019 | $26,704▼96.0% | $238,915▼9.0% | $1,024,584▼17.2% | $1,024,584▼17.2% | 990PF |
| 2018 | $666,763▲289% | $262,464▲6.9% | $1,236,795▲44.9% | $1,236,795▲44.9% | 990PF |
| 2017 | $171,277▼82.8% | $245,450▼71.4% | $853,448▼8.0% | $853,448▼8.0% | 990PF |
| 2016 | $997,654▲17.5% | $857,592▲8.6% | $927,621▲17.8% | $927,621▲17.8% | 990PF |
| 2015 | $849,297 | $789,990 | $787,559 | $787,559 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Stephen S and Dolores R Smith Foundation (EIN 23-3019893) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.