RP SIMMONS FAMILY CHARITABLE TRUST

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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

2000

Legal Domicile

Principal Officer

JONATHAN BRELSFORD

Phone

4123915122

Tax Period

2018-01-01 to 2018-12-31

RP SIMMONS FAMILY CHARITABLE TRUST, founded in 2000, is a small nonprofit that reported $486K in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year. Expenses of $9.0M exceeded revenue, resulting in a 1751% operating deficit.

Mission

THE R.P. SIMMONS FAMILY CHARITABLE TRUST MAKES DISTRIBUTIONS TO THE PITTSBURGH FOUNDATION (TPF), TO ASSIST TPF IN SUPPORTING ORGANIZATIONS THAT PROMOTE SOCIAL, EDUCATIONAL, AND CULTURAL PROGRAMS IN THE WESTERN PENNSYLVANIA AREA AND TO CARRY OUT THE PURPOSES OF TPF.

Program Service Accomplishments

Program 1

Expenses: $8,905,922 Revenue: $0

DURING THE YEAR 2018, THE R.P. SIMMONS FAMILY CHARITABLE TRUST APPROVED $285,000 IN GRANTS TO THE PITTSBURGH FOUNDATION (TPF) TO ASSIST TPF IN PROMOTING SOCIAL, EDUCATIONAL AND CULTURAL PROGRAMS IN THE WESTERN PENNSYLVANIA AREA. AT THE END OF 2018, THE TRUST WAS TERMINATED AND A LIQUIDATING DISTRIBUTION OF $8,620,922 WAS MADE TO THE SUPPORTED ORGANIZATION, THE PITTSBURGH FOUNDATION, IN ACCORDANCE WITH THE SECOND AMENDMENT TO THE TRUST AGREEMENT.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $486,222

Other Revenue $0

TOTAL REVENUE $486,222

Expense Breakdown

Grants Paid $8,905,922

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,905,922

Other Expenses $91,663

TOTAL EXPENSES $8,997,585

Year-over-Year Comparison

	2018	2017	Change
Revenue	$486,222	$571,332	-0.1%
Expenses	$8,997,585	$249,619	+35.0%
Net Income	$-8,511,363	$321,713	-27.5%

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
THOMAS G BIGLEY	TRUSTEE	0.50	Director	$0	$0	$0
LEE FOSTER	TRUSTEE	0.50	Director	$0	$0	$0
ANNE LEWIS	TRUSTEE	0.50	Director	$0	$0	$0
AMY PS SEBASTIAN	TRUSTEE	0.50	Director	$0	$0	$0
RICHARD P SIMMONS	TRUSTEE	0.50	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
2018	$486,222	$8,997,585	No data	$-8,511,363