SIMPSON SENIOR SERVICES (EIN 232948991) - 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

1998

Legal Domicile

Principal Officer

CAROL E MCKINLEY

Phone

6106600112

Tax Period

2024-01-01 to 2024-12-31

SIMPSON SENIOR SERVICES, founded in 1998, is a community nonprofit in the Housing & Shelter sector that reported $4.7M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

MANAGING AFFILIATES THAT PROVIDE RESIDENCE AND NURSING CARE FOR THE ELDERLY.

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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 $0

Program Service Revenue $4,340,470

Investment Income $297,741

Other Revenue $58,135

TOTAL REVENUE $4,696,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,530,658

Fundraising Expenses $495,237

Program Expenses $529,784

Other Expenses $1,273,845

TOTAL EXPENSES $4,804,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,696,346	$5,330,273	-0.1%
Expenses	$4,804,503	$5,488,881	-0.1%
Net Income	$-108,157	$-158,608	-0.3%

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

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

$801,200

Total Directors

$431,417

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL MCKINLEY	PRESIDENT/CEO	34.00	Officer Director	$415,558	$15,859	$431,417
MEREDITH E OKENQUIST	CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE GOLLAPALLI	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
RICK HELLBERG	TREASURER	1.00	Officer Director	$0	$0	$0
DALINDA LOVE	SECRETARY	1.00	Officer Director	$0	$0	$0
REV DAVID W BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN P DIMAGGIO	DIRECTOR	1.00	Director	$0	$0	$0
ALAIN DUROSEAU	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SHARP	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA STANFORD	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH FRANIAK	CHIEF FINANCIAL OFFICER	34.00	Officer	$349,023	$20,760	$369,783
PATRICIA LAMOREUX	VP OF HUMAN RESOURCES	40.00	Highest	$232,380	$17,376	$249,756
JESSICA STEWART	SENIOR DIRECTOR OF OPERATIONS	40.00	Highest	$193,235	$19,911	$213,146
DAVID JANUARY	REGIONAL DIR. OF CLINICAL SERVICES	40.00	Highest	$179,741	$13,287	$193,028
SUSAN SHARP	VP OF PHILANTHANTHROPY	40.00	Highest	$158,480	$6,339	$164,819
ASHLEY KRATZER	CORPORATE CONTROLLER	40.00	Highest	$148,334	$13,009	$161,343

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	$4,696,346	$4,804,503	$22,843,305	$-108,157
2023	$5,330,273	$5,488,881	$17,456,805	$-158,608
2022	$4,614,783	$4,667,690	$15,537,368	$-52,907
2021	$3,222,178	$3,897,723	$13,321,662	$-675,545
2020	$3,449,587	$3,436,295	$12,418,666	$13,292
2019	$2,961,285	$3,011,424	$13,451,070	$-50,139
2018	$2,911,665	$2,796,304	$7,161,716	$115,361

SIMPSON SENIOR SERVICES