SIMEANNA III INC (EIN 391270056) - 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

1978

Legal Domicile

Principal Officer

THERESA M BERTRAM

Phone

9202354653

Tax Period

2023-01-01 to 2023-12-31

SIMEANNA III INC, founded in 1978, is a small nonprofit that reported $588K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HOUSING FOR AGING PERSONS.

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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 $575,906

Investment Income $402

Other Revenue $11,469

TOTAL REVENUE $587,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $223,392

Fundraising Expenses $0

Program Expenses $473,868

Other Expenses $372,000

TOTAL EXPENSES $595,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$587,777	$543,831	+0.1%
Expenses	$595,392	$547,811	+0.1%
Net Income	$-7,615	$-3,980	+0.9%

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

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

$393,735

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THERESA BERTRAM	PRESIDENT & CEO	4.50	Officer Director	$0	$0	$393,735
MARK BEECHER	CHAIR	0.20	Officer Director	$0	$0	$0
NATE OLSEN	VICE-CHAIR	0.20	Officer Director	$0	$0	$0
JAMIE BONELL	SECRETARY	0.20	Officer 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
STEW RIECKMAN	BOARD MEMBER	0.20	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	No data	No data	No data	No data
2023	$587,777	$595,392	$1,108,993	$-7,615
2022	$543,831	$547,811	$1,229,164	$-3,980
2021	$564,950	$542,651	$1,240,926	$22,299
2020	$566,454	$504,231	$1,260,008	$62,223
2019	$549,890	$538,807	$1,257,844	$11,083
2018	$531,133	$550,515	$1,302,361	$-19,382

SIMEANNA III INC