Simon Youth Foundation Inc (EIN 352035269) - 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

1997

Legal Domicile

Phone

3179359027

Tax Period

2025-01-01 to 2025-12-31

Simon Youth Foundation Inc, founded in 1997, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2025. Expenses of $4.3M exceeded revenue, resulting in a 19% operating deficit.

Mission

SIMON YOUTH FOUNDATION FOSTERS AND IMPROVES EDUCATIONAL OPPORTUNITIES, CAREER DEVELOPMENT, AND LIFE SKILLS TO TRANSFORM THE LIVES OF AT-RISK YOUTH. SEE SCHEDULE O.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,958,858

Program Service Revenue $3,315

Investment Income $519,857

Other Revenue $112,341

TOTAL REVENUE $3,594,371

Expense Breakdown

Grants Paid $649,705

Salaries & Benefits $1,658,014

Fundraising Expenses $972,260

Program Expenses $2,149,388

Other Expenses $1,958,548

TOTAL EXPENSES $4,266,267

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,594,371	$3,430,730	+0.0%
Expenses	$4,266,267	$3,240,586	+0.3%
Net Income	$-671,896	$190,144	-4.5%

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

Volunteers

204

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

$798,386

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Bush II	Secretary	1.0	Officer Director	$0	$0	$0
Deborah J Simon	Board Chair	1.0	Officer Director	$0	$0	$0
Scott Wolfrum	Treasurer	1.0	Officer Director	$0	$0	$0
Anita Silverman	Director	1.0	Director	$0	$0	$0
Danielle Parker	Director	1.0	Director	$0	$0	$0
Darin Etchinson	Director	1.0	Director	$0	$0	$0
Hannah Simon Shaaya	Director	1.0	Director	$0	$0	$0
Jacque' Ellis	Director	1.0	Director	$0	$0	$0
Jeff Patchen	Director	1.0	Director	$0	$0	$0
Jeremy Smith	Director	1.0	Director	$0	$0	$0
Lena Barkley END 101325	Director	1.0	Director	$0	$0	$0
Leo Lopez END 12125	Director	1.0	Director	$0	$0	$0
Leslie Fatum END 81425	Director	1.0	Director	$0	$0	$0
Matthew Impink	Director	1.0	Director	$0	$0	$0
Michael O'Connor END 10825	Director	1.0	Director	$0	$0	$0
Michael Romstad	Director	1.0	Director	$0	$0	$0
Stephen Kingsley	Director	1.0	Director	$0	$0	$0
Tanya Walton Pratt	Director	1.0	Director	$0	$0	$0
Taylor Nefouse END 51225	Director	1.0	Director	$0	$0	$0
Andrea Neely END 8825	President and CEO	50.0	Officer	$433,253	$37,988	$471,241
Le-Angela Thompson-Burgess	COO	50.0	Officer	$173,146	$33,069	$206,215
Sherri Scrogham	Director of Finance (End 10/31/25)	40.0	Officer	$109,469	$11,461	$120,930
Judi Taylor	VP Advancement	40.0	Highest	$126,103	$6,825	$132,928
Timothy Clark	VP Programs	40.0	Highest	$105,974	$39,041	$145,015

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	$3,594,371	$4,266,267	$15,662,607	$-671,896
2024	$3,430,730	$3,240,586	$15,171,474	$190,144
2023	$3,165,774	$2,796,459	$14,203,698	$369,315
2022	$3,620,092	$2,948,021	$13,046,366	$672,071
2021	$2,745,835	$2,454,261	$14,657,518	$291,574
2020	$1,991,502	$3,029,808	$13,534,989	$-1,038,306
2019	$3,639,388	$3,906,647	$14,351,866	$-267,259
2018	$3,775,975	$3,969,388	$13,452,710	$-193,413

Simon Youth Foundation Inc