Smooth Inc
Nonprofit profile at a glance
- EIN
- 953059115
- IRS 990 coverage
- 2013–2024
- Forms available
- Form 990 2024
- Location
- Santa Maria, CA, USA
- Phone
- 8059228476
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $3,163,999
- Expenses
- $3,014,889
- Assets
- $4,213,996
- Liabilities
- $143,032
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- JOSE NICHOLS (Vice President)
- JEREMY MORENO (President)
People named in this filing
- JOSE NICHOLS (Vice President)
- JEREMY MORENO (President)
- CINDY BAYLESS (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide safe, dependable, and accessible transporation which fosters independence, community access, and qualify of life for residents of the central coast of California, especially for those requiring medical, physical and social assistance.
What it reported doing in 2024
Smooth inc. Provides safe, dependable and accessible transportation to senior citizens and others requiring medical, physical and social assistance, enabling independence, community access and enhancing qualify of life.
Operating model
- Revenue model
- Earned-program. 96% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 84
- Accountability: 94
- Sustainability: 57
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 67.1%; rating input score 67
- Program expense ratio: 73.4%; rating input score 73
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 13th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 7 controls in place; rating input score 86
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 4.7%; rating input score 50; 50th percentile among comparable filings
- Total-asset coverage ratio: 1.4; rating input score 49; 49th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 75; 75th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings
Growth
- Program expense growth: 4.4% per year; rating input score 100; 36th percentile among comparable filings
- Revenue growth: 1.5% per year; rating input score 100; 18th percentile among comparable filings
- Asset growth: 1.6% per year; rating input score 100; 18th percentile among comparable filings
Details
- Where the money goes: 67.1% of revenue deployed · 73.4% of spending went to programs
- Governance: 13 of 13 board members independent · 6 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $2.2M in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 25 of 26 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 11 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: Audit committee oversight not reported.
- Review — Sustainability: Operating margin scored 50/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Total-asset coverage ratio scored 49/100.