Smart and Final Charitable Foundation: Nonprofit Profile, Financials & Form 990 (EIN 91-2157561)

Revenue by fiscal year
FY2020	$638K
FY2021	$1.3M
FY2022	$1.3M
FY2023	$1.7M
FY2024	$4.1M

Expenses by fiscal year
FY2020	$934K
FY2021	$892K
FY2022	$992K
FY2023	$1.3M
FY2024	$1.8M

Net assets by fiscal year
FY2020	$862K
FY2021	$1.6M
FY2022	$1.9M
FY2023	$2.3M
FY2024	$4.6M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

88%

Program services 88% · $1.6M Management & general 10% · $178K Fundraising 2% · $37K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation

Suzanne Mullins

President & Chairman

$0Pt VII · Sec A

Eugene M Smith Treasurer

Principal Financial Officer

$0Pt VII · Sec A

Joe Angulo

Director

$0Pt VII · Sec A

Sean Mahony

Director

$0Pt VII · Sec A

Matt Reeve

Director

$0Pt VII · Sec A

See Smart and Final Charitable Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds community charities that serve general charitable purposes.

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Provided by the organization

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1 program · $1.6M · in their own filed words · FY2024

01

The organization made grants to community organizations, such as food banks, youth sports organizations, programs for at-risk youth, health and nutrition programs, educational programs and institutions, community development activities, emergency and disaster relief, and other organizations that are tax exempt from federal income tax…

$1.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2023

Amazonsmile FoundationFY2023$5

Total grants receivedfrom 1 funder$5

Grants paid · 73 grants · $1.2M · 2020–2024

City of HopeCA · FY2024$67,449

American Heart Association INCTX · FY2024$44,200

The Scga FoundationCA · FY2024$30,000

Olive CrestCA · FY2024$29,000

Scholastic Book FairFY2024$28,096

Orange County Council 039CA · FY2024$22,000

American National Red Cross & Its Constituent Chapters and BranchesDC · FY2024$20,000

Orange County Rescue Mission INCCA · FY2024$20,000

Food Finders INCCA · FY2024$20,000

Little League Baseball INCCA · FY2024$15,250

WafcCA · FY2024$15,000

West Valley Food PantryCA · FY2024$13,000

Los Angeles Fire Department FoundationCA · FY2024$11,000

Cystic Fibrosis FoundationMD · FY2024$10,500

United Way California Capital RegionCA · FY2024$10,000

The Shade Tree IncorporatedNV · FY2024$10,000

Bay CompassionCA · FY2024$10,000

St Annes Family ServicesCA · FY2024$10,000

See all 73 grants →

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$4.1M

Ln 12

Gifts and grantsLn 1h$4.1M

Investment incomeLn 3$48K

Money outPt IX

$1.8M

Ln 25

Programscol B$1.6M

Managementcol C$178K

Fundraisingcol D$37K

Owns and owesPt X

$4.6M

net assets · Ln 32

Cash and savingsLn 1–2$3.6M

Total assetsLn 16$4.7M

LiabilitiesLn 26$112K

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b5

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$4.1M

Fundraising eventsLn 1c$1.0M

Investment incomeLn 3$48K

Total revenueLn 12$4.1M

Assets in detailPt X, end of year

CashLn 1$7K

SavingsLn 2$3.6M

Cash and savings togetherLn 1–2$3.6M

Total assetsLn 16$4.7M

LiabilitiesLn 26$112K

Net assetsLn 32$4.6M

OperationsPt I, VI

EmployeesI 52

VolunteersI 67

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$1.8M	$3.6M
Total assetsLn 16	$2.3M	$4.7M
LiabilitiesLn 26	$39K	$112K
Net assetsLn 32	$2.3M	$4.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$1.4M	$1.4M
Accounting feesLn 11c	$85K	$29K	$45K	$10K
Other fees for servicesLn 11g	$128K	$44K	$69K	$16K
Office expensesLn 13	$49K	$30K	$18K	$1K
Information technologyLn 14	$33K	$803	$32K	$285
TravelLn 17	$27K	$22K	$182	$6K
InsuranceLn 23	$600	$222	$281	$97
Other expenses (24a–d)Ln 24	$22K	$13K	$7K	$2K
All other expensesLn 24e	$15K	$5K	$7K	$2K
Total functional expensesLn 25	$1.8M	$1.6M	$178K	$37K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$4.1M	$1.8M	$2.3M	$4.6M	990 PDF
FY2023	$1.7M	$1.3M	$357K	$2.3M	990 PDF
FY2022	$1.3M	$992K	$324K	$1.9M	990 PDF
FY2021	$1.3M	$892K	$372K	$1.6M	990 PDF
FY2020	$638K	$934K	−$296K	$862K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $4,085,365 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,732,143$4,073,580

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $45,176$47,707

I-11 Other revenuePrior year −$70,466−$35,922

I-12 Total revenuePrior year $1,706,853$4,085,365

I-13 Grants and similar amounts paidPrior year $999,109$1,410,915

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $102,000$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $248,593$358,567

I-18 Total expensesPrior year $1,349,702$1,769,482

I-19 Revenue less expensesPrior year $357,151$2,315,883

Part VI · Governance 5 of 5 board members independent, 2 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members5

VI-2 Family or business relationship among officers or directorsYes

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $4,085,365 across 6 lines filed

VIII-1c Fundraising events$1,011,005

VIII-1f All other contributions, gifts and grants$3,062,575

VIII-1h Total contributions, gifts and grants$4,073,580

VIII-3 Investment incomeExcluded from tax $47,707$47,707

VIII-8 Net income from fundraising eventsExcluded from tax −$35,922−$35,922

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $11,785$4,085,365

Part IX · Statement of functional expenses $1,769,482 across 9 lines filed

IX-1 Grants to domestic organizationsPrograms $1,410,915$1,410,915

IX-11c Accounting feesPrograms $28,906 · Management $45,401 · Fundraising $10,267$84,574

IX-11g Other fees for servicesPrograms $43,679 · Management $68,604 · Fundraising $15,515$127,798

IX-13 Office expensesPrograms $30,251 · Management $17,534 · Fundraising $1,064$48,849

IX-14 Information technologyPrograms $803 · Management $32,210 · Fundraising $285$33,298

IX-17 TravelPrograms $21,576 · Management $182 · Fundraising $5,608$27,366

IX-23 InsurancePrograms $222 · Management $281 · Fundraising $97$600

IX-24 Other expenses (24a–d)Programs $12,770 · Management $6,608 · Fundraising $2,138$21,516

IX-24e All other expensesPrograms $5,388 · Management $6,828 · Fundraising $2,350$14,566

IX-25 Total functional expensesPrograms $1,554,510 · Management $177,648 · Fundraising $37,324$1,769,482

Part X · Balance sheet $4,699,600 assets, 12 lines filed

Asset lines not itemized here account for $85,931; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $0$6,650

X-2 Savings and temporary cash investmentsStart of year $1,838,713$3,603,460

X-3 Pledges and grants receivableStart of year $22,000$824,176

X-4 Accounts receivableStart of year $58,020$119,684

X-9 Prepaid expenses and deferred chargesStart of year $58,460$59,699

X-16 Total assetsStart of year $2,310,282$4,699,600

X-17 Accounts payable and accrued expensesStart of year $4,527$16,866

X-18 Grants payableStart of year $34,174$95,270

X-26 Total liabilitiesStart of year $38,701$112,136

X-27 Net assets without donor restrictionsStart of year $2,271,581$4,587,464

X-32 Total net assets or fund balancesStart of year $2,271,581$4,587,464

X-33 Total liabilities and net assetsStart of year $2,310,282$4,699,600

Part XI · Reconciliation of net assets $4,587,464 net assets at year end

XI-1 Total revenue$4,085,365

XI-2 Total expenses$1,769,482

XI-3 Revenue less expenses$2,315,883

XI-4 Net assets at start of year$2,271,581

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$4,587,464

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Smart and Final Charitable Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Smart and Final Charitable Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV