ST SIMEON FOUNDATION INC (EIN 141505956) - 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

1968

Legal Domicile

Principal Officer

MARY MOORE

Phone

8454719651

Tax Period

2024-01-01 to 2024-12-31

ST SIMEON FOUNDATION INC, founded in 1968, is a small nonprofit in the Housing & Shelter sector that reported $119K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $138K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE MISSION OF ST. SIMEON FOUNDATION IS TO PROVIDE LOW-INCOME HOUSING TO SENIOR CITIZENS. FOUNDATION PROVIDES TO TWO RELATED NOT-FOR-PROFIT CORPORATIONS OPERATING LOW-INCOME HOUSING TO SENIOR CITIZENS.

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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 $21

Program Service Revenue $70,320

Investment Income $42,967

Other Revenue $5,223

TOTAL REVENUE $118,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,076

Other Expenses $137,983

TOTAL EXPENSES $137,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,531	$125,392	-0.1%
Expenses	$137,983	$108,880	+0.3%
Net Income	$-19,452	$16,512	-2.2%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA PATSEY	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER FOX	DIRECTOR	1.00	Director	$0	$0	$0
MARY MOORE	CHAIRWOMAN	2.00	Officer Director	$0	$0	$0
WILLIAM BISKUP	TREASURER - RET 06/24	2.00	Officer Director	$0	$0	$0
KIMBERLY SOTTILE	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL MCCORMACK	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH RUGGIERO	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT B DIETZ	FDN CORP ATTORNEY - RET 06/24	1.00	Officer Director	$0	$0	$0
JUSTIN LAFALCE	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA WEILER	VICE-CHAIR	1.00	Director	$0	$0	$0
BETH SNYDER	TREASURER	1.00	Director	$0	$0	$0
ROSEMARY T BARTOLOTTA	DIRECTOR	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	$118,531	$137,983	$3,732,581	$-19,452
2023	$125,392	$108,880	$3,704,700	$16,512
2022	$87,728	$99,671	$3,617,156	$-11,943
2021	$112,842	$90,764	$3,797,231	$22,078
2020	$117,219	$96,099	$3,646,030	$21,120
2019	$98,389	$84,959	$3,551,256	$13,430
2018	$83,230	$97,403	$3,356,347	$-14,173

ST SIMEON FOUNDATION INC