SIMPSON FOUNDATION INC (EIN 383374978) - 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

Principal Officer

SHARON BISHER

Phone

5174395101

Tax Period

2024-10-01 to 2025-09-30

SIMPSON FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $383K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $60K, a strong 16% operating margin.

Mission

THE CORPORATION IS ORGANIZED TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR THE PURPOSES SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, SPECIFICALLY TO SUPPORT THE HILLSDALE COUNTY COMMUNITY FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $383,314

Other Revenue $0

TOTAL REVENUE $383,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $323,119

Other Expenses $323,119

TOTAL EXPENSES $323,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$383,314	$486,928	-0.2%
Expenses	$323,119	$345,083	-0.1%
Net Income	$60,195	$141,845	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY BEACH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SHEA DOW	TRUSTEE	1.00	Director	$0	$0	$0
JOE DRAPER	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK FLANNERY	TREASURER	1.00	Director	$0	$0	$0
JARED JORDAN	TRUSTEE	1.00	Director	$0	$0	$0
KELLY LANTIS	SECRETARY	1.00	Officer Director	$0	$0	$0
ZACH MILLER	TRUSTEE	1.00	Director	$0	$0	$0
LAURA NEVINS	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK NORTH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KEEGAN OXLEY	YOUTH TRUSTE	1.00	Director	$0	$0	$0
MIKE ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SMITH	TRUSTEE	1.00	Director	$0	$0	$0
KAYLA THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
MAXINE VANLERBERG	MEMBER AT LA	1.00	Director	$0	$0	$0
SHARON BISHER	CEO	1.00	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
2025	$383,314	$351,655	$10,146,039	$31,659
2025	$383,314	$323,119	$10,146,039	$60,195
2024	$486,928	$345,083	$9,569,932	$141,845
2023	$254,348	$338,115	$8,026,714	$-83,767
2022	$643,414	$264,018	$7,314,447	$379,396
2021	$639,712	$292,245	$9,067,400	$347,467
2020	$330,130	$285,942	$7,606,036	$44,188
2019	$256,705	$268,594	$7,290,397	$-11,889

SIMPSON FOUNDATION INC