Simmons & Associates Educational F… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Sue WisemanDVM-SA Intermount

Phone

7195977648

Tax Period

2024-11-01 to 2025-10-31

Simmons & Associates Educational Fd Inc, founded in 2002, is a small nonprofit in the Animal-Related sector that reported $169K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $205K exceeded revenue, resulting in a 21% operating deficit.

Mission

To provide education to practitioners and students about the business of veterinary medicine.

Program Service Accomplishments

Program 1

Expenses: $100,547

Sponsored 17 continuing education meetings for state, national, and local veterinary education.

Program 2

Expenses: $78,992

During the fiscal year, 1 national scholarship for $30,000, 2 Runners-up for $15,000 each and 2 merit scholarships for $5,000 each were awarded.

Program 3

Expenses: $16,537

Sponsored 3 speakers for 6 different continuing education events. Along with information on valuing and marketing a practice, several were on the business of veterinary medicine in general.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $160,828

Program Service Revenue $488

Investment Income $8,085

Other Revenue $0

TOTAL REVENUE $169,401

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,000

Fundraising Expenses $0

Program Expenses $196,076

Other Expenses $192,801

TOTAL EXPENSES $204,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,401	$128,717	+0.3%
Expenses	$204,801	$169,396	+0.2%
Net Income	$-35,400	$-40,679	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$9,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sue WisemanDVM-SA Intermount	Trustee,Treas	10.00	Officer Director	$9,000	$0	$9,000
Leslie J Stephenson	Trustee	10.00	Director	$3,000	$0	$3,000
David King DVM-SA Southcentr	Trustee, Pres	10.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$169,401	$204,801	$385,970	$-35,400
2024	$128,717	$169,396	$421,370	$-40,679
2023	$199,971	$132,651	$462,049	$67,320
2022	$151,019	$101,070	$394,729	$49,949
2021	$200,982	$99,327	$344,780	$101,655

Simmons & Associates Educational Fd Inc