SIMEANNA SOUTH INC (EIN 391238670) - 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

1986

Legal Domicile

Principal Officer

THERESA BERTRAM

Phone

9202354653

Tax Period

2023-01-01 to 2023-12-31

SIMEANNA SOUTH INC, founded in 1986, is a small nonprofit that reported $506K in total revenue in fiscal year 2023. Expenses of $456K left a modest 10% surplus.

Mission

TO PROVIDE HOUSING FOR THE AGING.

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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 $0

Program Service Revenue $495,168

Investment Income $2,069

Other Revenue $8,478

TOTAL REVENUE $505,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,624

Fundraising Expenses $0

Program Expenses $340,470

Other Expenses $260,286

TOTAL EXPENSES $455,910

Year-over-Year Comparison

	2023	2022	Change
Revenue	$505,715	$472,157	+0.1%
Expenses	$455,910	$432,112	+0.1%
Net Income	$49,805	$40,045	+0.2%

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

$393,735

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BEECHER	CHAIR	0.20	Officer Director	$0	$0	$0
NATE OLSON	VICE-CHAIR	0.20	Officer Director	$0	$0	$0
JAMIE BONELL	SECRETARY	0.20	Officer Director	$0	$0	$0
STEW RIECKMAN	BOARD MEMBER	0.20	Director	$0	$0	$0
MARK BOETTCHER	BOARD MEMBER	0.20	Director	$0	$0	$0
DIANE LANGDON	BOARD MEMBER	0.20	Director	$0	$0	$0
JASON LOWE	BOARD MEMBER	0.20	Director	$0	$0	$0
DR PAULA MCNIEL	BOARD MEMBER	0.20	Director	$0	$0	$0
JIM STAPEL	BOARD MEMBER	0.20	Director	$0	$0	$0
THERESA BERTRAM	PRESIDENT & CEO	4.00	Officer	$0	$0	$393,735

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	No data	No data	No data	No data
2023	$505,715	$455,910	$1,080,715	$49,805
2022	$472,157	$432,112	$1,028,077	$40,045
2021	$481,338	$392,851	$1,088,564	$88,487
2020	$491,923	$386,637	$998,309	$105,286
2019	$471,751	$402,515	$890,582	$69,236
2018	$454,933	$368,451	$1,073,805	$86,482

SIMEANNA SOUTH INC