CHARLES SIMEON TRUST (EIN 367342471) - 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

2001

Legal Domicile

Principal Officer

DEBORAH LORENTSEN

Phone

7737529876

Tax Period

2023-09-01 to 2024-08-31

Charles Simeon Trust, founded in 2001, is a community nonprofit in the Religion sector that reported $1.5M in total revenue in fiscal year 2017. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $661K, a strong 43% operating margin.

Mission

TRAINING MINISTERS TO EFFECTIVELY PREACH THE GOSPEL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,406,275

Program Service Revenue $539,620

Investment Income $253,832

Other Revenue $31,267

TOTAL REVENUE $3,230,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $881,622

Fundraising Expenses $81,006

Program Expenses $1,546,315

Other Expenses $1,106,183

TOTAL EXPENSES $1,987,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,230,994	$1,786,160	+0.8%
Expenses	$1,987,805	$1,672,601	+0.2%
Net Income	$1,243,189	$113,559	+9.9%

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

837

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

$66,811

Total Directors

$66,811

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT S KINNEY	DIR. OF MINI	40.00	Highest	$103,447	$15,374	$118,821
DAVID R HELM	EXEC. DIRECT	12.00	Officer Director	$56,621	$10,190	$66,811
JON M DENNIS	SECRETARY	0.50	Officer Director	$0	$0	$0
JANE HENSEL	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS MICHAEL LAWRENCE	DIRECTOR	0.50	Director	$0	$0	$0
DEBORAH LORENTSEN	TREASURER	2.00	Officer Director	$0	$0	$0
PAUL MCMULLAN	DIRECTOR	0.50	Director	$0	$0	$0
PHIL NUSSBAUM	DIRECTOR	0.50	Director	$0	$0	$0
JOHN ONWUCHEKWA	DIRECTOR	0.50	Director	$0	$0	$0
DAVID OSTER	VICE CHAIRMA	0.50	Officer 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
2024	$3,230,994	$1,987,805	$5,608,858	$1,243,189
2023	$1,786,160	$1,672,601	$4,374,151	$113,559
2022	$1,414,758	$1,476,259	$4,206,717	$-61,501
2021	$2,102,656	$1,040,213	$4,267,084	$1,062,443
2020	$2,168,202	$1,093,233	$3,213,301	$1,074,969
2019	$2,326,148	$922,301	$2,131,059	$1,403,847
2018	$1,526,601	$865,199	$726,849	$661,402

CHARLES SIMEON TRUST