SIMON ESTES FOUNDATION

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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

SIMON ESTES

Phone

3196101552

Tax Period

2021-01-01 to 2021-12-31

SIMON ESTES FOUNDATION, founded in 2001, is a small nonprofit in the Education sector that reported $217K in total revenue in fiscal year 2021. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $158K, a strong 73% operating margin.

Mission

PROVIDE MUSICAL SCHOLARSHIPS, PERFORMANCE EXPERIENCE, AND ERADICATE MALARIA.

Program Service Accomplishments

Program 1

Expenses: $47,155

PROVIDE MALARIA NETS IN ORDER TO PREVENT PEOPLE FROM CONTRACTING MALARIA.

Program 2

Expenses: $4,000

FUNDING AWARDED TO DES MOINES AREA COMMUNITY COLLEGE AND ANKENY CENTENNIAL HIGH SCHOOL FOR SCHOLARSHIPS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $217,055

Program Service Revenue $0

Investment Income $56

Other Revenue $0

TOTAL REVENUE $217,111

Expense Breakdown

Grants Paid $40,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,155

Other Expenses $19,059

TOTAL EXPENSES $59,059

Year-over-Year Comparison

	2021	2020	Change
Revenue	$217,111	$135,702	+0.6%
Expenses	$59,059	$29,675	+1.0%
Net Income	$158,052	$106,027	+0.5%

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

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
SIMON ESTES	PRESIDENT	5.00	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
2021	$217,111	$59,059	$682,255	$158,052
2020	$135,702	$29,675	$524,203	$106,027
2019	$412,523	$18,921	$418,176	$393,602
2018	$33,897	$17,992	$24,574	$15,905