SIMPLY DISTRIBUTE CHARITABLE FOUNDATION (EIN 200883662) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

MARY COLLINS

Phone

7574637797

Tax Period

2024-10-01 to 2025-09-30

SIMPLY DISTRIBUTE CHARITABLE FOUNDATION, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $378K in total revenue in fiscal year 2017. Revenue decreased 15% compared to the prior year. Expenses of $341K left a modest 10% surplus.

Mission

CREATED TO RECEIVE, MAINTAIN AND ADMINISTER ASSETS EXCLUSIVELY FOR THE PURPOSE OF SUPPORTING THE RELIGIOUS,CHARITABLE,SCIENTIFIC & EDUCATIONAL ACTIVITIES OF THE SUPPORTED 501 (C) (3) ORGANIZATIONS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $955,636

Investment Income $80,535

Other Revenue $0

TOTAL REVENUE $1,036,171

Expense Breakdown

Grants Paid $812,251

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $872,781

Other Expenses $60,530

TOTAL EXPENSES $872,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,036,171	$1,182,987	-0.1%
Expenses	$872,781	$1,043,189	-0.2%
Net Income	$163,390	$139,798	+0.2%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY COLLINS	FOUNDING TRUSTEE	1.00	Officer Director	$0	$0	$0
J DALE DAWSON	COMMUNITY TRUSTEE	0.00	Director	$0	$0	$0
CLINT DAY	COMMUNITY TRUSTEE	0.00	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
2025	$1,036,171	$872,781	$4,770,753	$163,390
2024	$1,182,987	$1,043,189	$4,607,363	$139,798
2023	$4,505,997	$1,489,637	$4,467,565	$3,016,360
2022	$1,583,675	$2,218,716	$1,451,205	$-635,041
2021	$1,758,839	$1,594,228	$2,086,246	$164,611
2020	$467,961	$501,956	$1,921,635	$-33,995
2019	$370,582	$384,704	$1,955,630	$-14,122
2018	$377,506	$341,358	$1,969,752	$36,148

SIMPLY DISTRIBUTE CHARITABLE FOUNDATION