Simply Put Inc (EIN 473310278) - 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

2015

Legal Domicile

Principal Officer

Lisa Bernstein

Phone

9173631995

Tax Period

2020-01-01 to 2020-12-31

Simply Put Inc, founded in 2015, is a small nonprofit in the Health Care sector that reported $819K in total revenue in fiscal year 2020. Revenue surged 173% from the prior year, signaling strong growth momentum. The organization ran a surplus of $285K, a strong 35% operating margin.

Mission

Simply Put is a social impact publishing, programming, and distribution non-profit that reaches parents from traditionally neglected or marginalized communities in the US and around the world with critical information and innovative learning opportunities.

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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 (2020)

Revenue Breakdown

Contributions & Grants $581,600

Program Service Revenue $230,525

Investment Income $1,143

Other Revenue $5,379

TOTAL REVENUE $818,647

Expense Breakdown

Grants Paid $155,264

Salaries & Benefits $170,045

Fundraising Expenses $17,218

Program Expenses $439,933

Other Expenses $208,184

TOTAL EXPENSES $533,493

Year-over-Year Comparison

	2020	2019	Change
Revenue	$818,647	$300,096	+1.7%
Expenses	$533,493	$66,051	+7.1%
Net Income	$285,154	$234,045	+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

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

$170,045

Total Directors

$170,045

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Bernstein	President	40.00	Officer Director	$170,045	$0	$170,045
Joel Bernstein	Treasurer	2.00	Officer Director	$0	$0	$0
Carren Shulman	Director	1.00	Director	$0	$0	$0
Benita Somerfield	Director	1.00	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
2020	$818,647	$533,493	$541,107	$285,154
2019	$300,096	$66,051	$307,150	$234,045

Simply Put Inc