J KIRBY SIMON FOREIGN SERVICE TRUST (EIN 066414554) - Form 990 Financial Analysis & Trantor Score

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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

1995

Legal Domicile

Principal Officer

LIISA ECOLA

Phone

2022714343

Tax Period

2024-01-01 to 2024-12-31

J KIRBY SIMON FOREIGN SERVICE TRUST, founded in 1995, is a small nonprofit in the Education sector that reported $274K in total revenue in fiscal year 2024. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $193K, a strong 70% operating margin.

Mission

SUPPORT OF PROJECTS INITIATED AND CARRIED OUT BY FOREIGN SERVICE PERSONNEL OR THEIR FAMILY MEMBERS

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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 $274,381

Program Service Revenue $0

Investment Income $36

Other Revenue $0

TOTAL REVENUE $274,417

Expense Breakdown

Grants Paid $73,977

Salaries & Benefits $5,000

Fundraising Expenses $0

Program Expenses $79,691

Other Expenses $2,914

TOTAL EXPENSES $81,891

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,417	$125,708	+1.2%
Expenses	$81,891	$85,606	0.0%
Net Income	$192,526	$40,102	+3.8%

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

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIISA ECOLA	TRUSTEE	2.00	Director	$5,000	$0	$5,000
DANA FRANCIS	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN HUGHES	TRUSTEE	1.00	Director	$0	$0	$0
COLETTE MARCELLIN	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY MILNE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN DANIEL MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
COURTNEY NEMROFF	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN SHEEHAN	TRUSTEE	2.00	Director	$0	$0	$0
ABIGAIL STRICOFF	TRUSTEE	1.00	Director	$0	$0	$0
AMY YENKIN	TRUSTEE	1.00	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
2024	$274,417	$81,891	$363,076	$192,526
2023	$125,708	$85,606	$170,550	$40,102
2022	$116,580	$58,250	$130,448	$58,330
2021	$70,957	$100,828	$72,118	$-29,871
2020	$84,826	$52,256	$101,989	$32,570
2019	$66,551	$86,715	$69,419	$-20,164
2018	$136,663	$85,224	$89,583	$51,439

J KIRBY SIMON FOREIGN SERVICE TRUST