philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Smart and Final Charitable Foundation FY2023 filing

Tax-deductible

Commerce, CA501(c)(3)Public Safety & DisasterEIN 91-2157561Revenue $1.7M in FY2023

On file with the IRS600 Citadel Dr, 90040-1562 · Commerce, CATax-exempt since Jan 2002Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

To provide grants to organizations dedicated to general community Charitable purposes.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $615K a year · 34% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
16 mo
of spending, in cash
Looks good: 16.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$39K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
+30% vs prior year
Spent
$1.3M
To programs
82%
Net assets
$2.3M
By yearFY2020–FY2024
Revenue
$1.7M
FY2023▲ +30%
Tap a bar for its year
Revenue by fiscal year
FY2020$638K
FY2021$1.3M
FY2022$1.3M
FY2023$1.7M
FY2024$4.1M
Expenses
$1.3M
FY2023▲ +36%
Tap a bar for its year
Expenses by fiscal year
FY2020$934K
FY2021$892K
FY2022$992K
FY2023$1.3M
FY2024$1.8M
Net assets
$2.3M
FY2023▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2020$862K
FY2021$1.6M
FY2022$1.9M
FY2023$2.3M
FY2024$4.6M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

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

82 cents of each dollar spent went to programs.

Program services 82% · $1.1M Management & general 13% · $179K Fundraising 4% · $57K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
Gene Smith
Director (elected Oct 2023)
$0Pt VII · Sec A
$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
David G Hirz
President & Chairman
$0Pt VII · Sec A
Eugene M Smith
Treasurer and Prin Fin Off
$0Pt VII · Sec A
See Smart and Final Charitable Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds community charities that serve general charitable purposes.

Questions for Smart and Final Charitable Foundation

Tap to ask. Smart and Final Charitable Foundation sees how many people are interested.

Your first name shows with your question. Smart and Final Charitable Foundation answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $1.1M · in their own filed words · FY2023
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…

$1.1Mprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.7M
Ln 12
Gifts and grantsLn 1h$1.7M
Investment incomeLn 3$45K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.1M
Managementcol C$179K
Fundraisingcol D$57K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$2.3M
LiabilitiesLn 26$39K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Fundraising eventsLn 1c$933K
Investment incomeLn 3$45K
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$1.8M
Total assetsLn 16$2.3M
LiabilitiesLn 26$39K
Net assetsLn 32$2.3M
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
LineStart FY23End FY23
Cash and savingsLn 1–2$1.9M$1.8M
Total assetsLn 16$1.9M$2.3M
LiabilitiesLn 26$24K$39K
Net assetsLn 32$1.9M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$999K$999K
Other salaries and wagesLn 7$102K$28K$51K$23K
Accounting feesLn 11c$76K$20K$38K$17K
Other fees for servicesLn 11g$36K$10K$18K$8K
Office expensesLn 13$44K$21K$16K$7K
TravelLn 17$26K$22K$4K$576
Other expenses (24a–d)Ln 24$67K$12K$53K$715
All other expensesLn 24e$200$54$100$46
Total functional expensesLn 25$1.3M$1.1M$179K$57K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.1M$1.8M$2.3M$4.6M 990 PDF
FY2023 Viewing $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

Want to add your own materials alongside these filings? Claim this org

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 FY2023 990 (6 parts)
Part I · Summary $1,706,853 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,428,951$1,732,143
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $10,679$45,176
I-11 Other revenuePrior year −$123,551−$70,466
I-12 Total revenuePrior year $1,316,079$1,706,853
I-13 Grants and similar amounts paidPrior year $771,093$999,109
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $102,000$102,000
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $118,851$248,593
I-18 Total expensesPrior year $991,944$1,349,702
I-19 Revenue less expensesPrior year $324,135$357,151
Part VI · Governance 0 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,706,853 across 6 lines filed
VIII-1c Fundraising events$932,852
VIII-1f All other contributions, gifts and grants$799,291
VIII-1h Total contributions, gifts and grants$1,732,143
VIII-3 Investment incomeExcluded from tax $45,176$45,176
VIII-8 Net income from fundraising eventsExcluded from tax −$70,466−$70,466
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$25,290$1,706,853
Part IX · Statement of functional expenses $1,349,702 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $999,109$999,109
IX-7 Other salaries and wagesPrograms $27,639 · Management $50,864 · Fundraising $23,497$102,000
IX-11c Accounting feesPrograms $20,477 · Management $37,686 · Fundraising $17,410$75,573
IX-11g Other fees for servicesPrograms $9,630 · Management $17,723 · Fundraising $8,188$35,541
IX-13 Office expensesPrograms $21,346 · Management $15,912 · Fundraising $7,041$44,299
IX-17 TravelPrograms $22,130 · Management $3,737 · Fundraising $576$26,443
IX-24 Other expenses (24a–d)Programs $12,460 · Management $53,362 · Fundraising $715$66,537
IX-24e All other expensesPrograms $54 · Management $100 · Fundraising $46$200
IX-25 Total functional expensesPrograms $1,112,845 · Management $179,384 · Fundraising $57,473$1,349,702
Part X · Balance sheet $2,310,282 assets, 11 lines filed
Asset lines not itemized here account for $333,089; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $1,865,071$1,838,713
X-3 Pledges and grants receivableStart of year $20,000$22,000
X-4 Accounts receivableStart of year $11,565$58,020
X-9 Prepaid expenses and deferred chargesStart of year $42,134$58,460
X-16 Total assetsStart of year $1,938,770$2,310,282
X-17 Accounts payable and accrued expensesStart of year $22,512$4,527
X-18 Grants payable$34,174
X-26 Total liabilitiesStart of year $24,340$38,701
X-27 Net assets without donor restrictionsStart of year $1,914,430$2,271,581
X-32 Total net assets or fund balancesStart of year $1,914,430$2,271,581
X-33 Total liabilities and net assetsStart of year $1,938,770$2,310,282
Part XI · Reconciliation of net assets $2,271,581 net assets at year end
XI-1 Total revenue$1,706,853
XI-2 Total expenses$1,349,702
XI-3 Revenue less expenses$357,151
XI-4 Net assets at start of year$1,914,430
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,271,581

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.