CARRIE SIMON HOUSE INC

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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

1988

Legal Domicile

Principal Officer

LISSA LEVIN

Phone

2023627100

Tax Period

2022-01-01 to 2022-12-31

CARRIE SIMON HOUSE INC, founded in 1988, is a small nonprofit that reported $938K in total revenue in fiscal year 2022. Revenue surged 2258% from the prior year, signaling strong growth momentum. Expenses of $897K left a modest 4% surplus.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $641,311

TRANSITIONAL HOUSING FOR HOMELESS WOMEN AND CHILDREN AGES 18-24. PROGRAM PARTICIPANTS RECEIVED HOUSING, CASE MANAGEMENT SERVICES, AND MENTORING OR EDUCATION IN FINANCIAL PLANNING. PERSONAL BUDGETING, CHILDHOOD DEVELOPMENT, AND PROFESSIONAL DEVELOPMENT WHILE RESIDING AT CARRIE SIMON HOUSE. RESIDENTS MUST ATTEND SCHOOL, PARTICIPATE IN JOB TRAINING OR HOLD A JOB, PERFORM ASSIGNED HOUSEHOLD CHORES, COMPLY WITH A CURFEW AND OTHER RULES, AND MEET REGULARLY WITH A CASE MANAGER. CARRIE SIMON HOUSE HAS SERVED MORE THAN 100 WOMEN AND THEIR CHILDREN SINCE IT BEGAN IN 1988.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,787

Program Service Revenue $0

Investment Income $935,343

Other Revenue $0

TOTAL REVENUE $938,130

Expense Breakdown

Grants Paid $641,311

Salaries & Benefits $48,084

Fundraising Expenses $0

Program Expenses $641,311

Other Expenses $207,431

TOTAL EXPENSES $896,826

Year-over-Year Comparison

	2022	2021	Change
Revenue	$938,130	$39,777	+22.6%
Expenses	$896,826	$118,218	+6.6%
Net Income	$41,304	$-78,441	-1.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA AGUSTO	DIRECTOR	2.00	Director	$0	$0	$0
ADDIE ADERONKE	DIRECTOR	2.00	Director	$0	$0	$0
MELINDA HALPERT	DIRECTOR	2.00	Director	$0	$0	$0
JANET KATZ	EXECUTIVE DIRECTOR	15.00	Officer Director	$0	$0	$0
LISSA LEVIN	TREASURER	4.00	Officer Director	$0	$0	$0
TONI PURVIS	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY WEINBAUM	DIRECTOR	2.00	Director	$0	$0	$0
KHOBI WILLIAMSON	DIRECTOR	2.00	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
2022	$938,130	$896,826	No data	$41,304