THE SIMON FOUNDATION (EIN 363252903) - 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

1983

Legal Domicile

Principal Officer

CHERYLE GARTLEY

Tax Period

2022-01-01 to 2022-12-31

THE SIMON FOUNDATION, founded in 1983, is a micro nonprofit that reported $20K in total revenue in fiscal year 2022. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $83K exceeded revenue, resulting in a 306% operating deficit.

Mission

THE MISSION IS TO INCREASE PUBLIC AWARENESS OF INCONTINENCE, REMOVE THE STIGMA SURROUNDING INCONTINENCE, AND PROVIDE HELP AND HOPE TO INDIVIDUALS WITH INCONTINENCE, THEIR FAMILIES, AND THEIR HEALTH CARE PROFESSIONALS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $19,909

Program Service Revenue $267

Investment Income $247

Other Revenue $0

TOTAL REVENUE $20,423

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,218

Fundraising Expenses $1,331

Program Expenses $63,194

Other Expenses $67,643

TOTAL EXPENSES $82,861

Year-over-Year Comparison

	2022	2021	Change
Revenue	$20,423	$65,741	-0.7%
Expenses	$82,861	$59,788	+0.4%
Net Income	$-62,438	$5,953	-11.5%

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

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

$12,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYLE GARTLEY	PRESIDENT, T	40.00	Officer	$9,040	$3,652	$12,692
MARY RADTKE KLEIN	BOARD MEMBER	1.80	Director	$0	$0	$0
STEVE TOVIAN	BOARD MEMBE	0.50	Director	$0	$0	$0
DANIEL HALES	SECRETARY	0.50	Officer	$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
2022	$20,423	$82,861	$254,166	$-62,438
2021	$65,741	$59,788	$318,539	$5,953
2020	$48,194	$105,960	$321,920	$-57,766
2019	$17,779	$185,368	$393,630	$-167,589
2018	$78,517	$212,251	$563,707	$-133,734

THE SIMON FOUNDATION