SPASTIC CHILDREN'S ENDOWMENT FOUNDATION (EIN 237261108) - 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

1973

Legal Domicile

Principal Officer

JOSEPH SIMONESCHI

Phone

8187822211

Tax Period

2024-07-01 to 2025-06-30

SPASTIC CHILDREN'S ENDOWMENT FOUNDATION, founded in 1973, is a community nonprofit in the Human Services sector that reported $9.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.5M, a strong 38% operating margin.

Mission

SPASTIC CHILDREN'S ENDOWMENT FOUNDATION WAS ESTABLISHED TO ENCOURAGE, SOLICIT, AND MANAGE PRIVATE GIFTS FOR THE BENEFIT OF MOMENTUM AGENCIES AND ITS CHARITABLE MISSION AND PROGRAMS.

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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 $2,143,615

Program Service Revenue $0

Investment Income $1,799,022

Other Revenue $5,266,503

TOTAL REVENUE $9,209,140

Expense Breakdown

Grants Paid $5,288,253

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,622,686

Other Expenses $433,690

TOTAL EXPENSES $5,721,943

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,209,140	$8,102,363	+0.1%
Expenses	$5,721,943	$13,914,062	-0.6%
Net Income	$3,487,197	$-5,811,699	-1.6%

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

$1,063,347

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER WILLIAM SHAPIRO	DIRECTOR	1.00	Director	$0	$0	$0
PETER LONGO	CHAIR	1.00	Officer Director	$0	$0	$0
RONALD LEVENSON	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
RONALD S COHEN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MILLER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
PAIGE LEVENSTEIN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAN NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
LORI ANDERSON	PRESIDENT & CEO	10.00	Officer	$0	$23,000	$677,539
JOE SIMONESCHI	CHIEF FINANCIAL OFFICER	10.00	Officer	$0	$23,000	$385,808

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	$9,209,140	$5,721,943	$88,583,083	$3,487,197
2024	$8,102,363	$13,914,062	$82,212,886	$-5,811,699
2023	$2,460,440	$8,262,263	$85,955,474	$-5,801,823
2022	$16,154,923	$5,656,939	$87,182,799	$10,497,984
2021	$9,844,178	$243,999	$89,271,791	$9,600,179
2020	$1,900,507	$6,835,242	$71,180,793	$-4,934,735
2019	$4,179,186	$11,330,520	$77,232,025	$-7,151,334
2018	$7,967,081	$7,544,165	$85,272,193	$422,916

SPASTIC CHILDREN'S ENDOWMENT FOUNDATION