SIMON FAMILY FOUNDATION (EIN 541922543) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

NAOMI LIMOR SEDEK

Phone

7576711600

Tax Period

2024-07-01 to 2025-06-30

SIMON FAMILY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $250K in total revenue in fiscal year 2017. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $374K exceeded revenue, resulting in a 50% operating deficit.

Mission

THE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE TIDEWATER JEWISH FOUNDATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $477,724

Other Revenue $0

TOTAL REVENUE $477,724

Expense Breakdown

Grants Paid $246,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $246,000

Other Expenses $130,706

TOTAL EXPENSES $376,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$477,724	$199,160	+1.4%
Expenses	$376,706	$341,187	+0.1%
Net Income	$101,018	$-142,027	-1.7%

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

$212,185

Total Directors

$212,185

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERROLD MILLER	DIRECTOR	1.00	Director	$0	$0	$0
BETTY ANN LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
KIM FINK	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY GOLDBERG	DIRECTOR	1.00	Director	$0	$0	$0
NAOMI SEDEK	SECRETARY	1.00	Officer Director	$0	$5,470	$212,185
BEN SIMON	DIRECTOR	1.00	Director	$0	$0	$0
BRITT SIMON	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
2025	$477,724	$376,706	$8,355,750	$101,018
2024	$199,160	$341,187	$7,435,299	$-142,027
2023	$202,843	$336,413	$6,941,316	$-133,570
2022	$291,954	$343,322	$6,592,711	$-51,368
2021	$709,630	$329,905	$7,302,026	$379,725
2020	$86,714	$339,864	$6,128,599	$-253,150
2019	$225,279	$366,080	$6,544,448	$-140,801
2018	$249,559	$373,981	$6,685,738	$-124,422

SIMON FAMILY FOUNDATION