Simpson University Foundation (EIN 680274677) - 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

1992

Legal Domicile

Principal Officer

Dr Norman Hall

Phone

5302245600

Tax Period

2019-05-01 to 2020-04-30

Simpson University Foundation, founded in 1992, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2019. Revenue surged 116% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 8% surplus.

Mission

Raise and manage private support for the benefit of Simpson University.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,650,645

Program Service Revenue $0

Investment Income $712,993

Other Revenue $0

TOTAL REVENUE $2,363,638

Expense Breakdown

Grants Paid $2,078,836

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,078,836

Other Expenses $105,000

TOTAL EXPENSES $2,183,836

Year-over-Year Comparison

	2019	2018	Change
Revenue	$2,363,638	$1,094,022	+1.2%
Expenses	$2,183,836	$1,194,722	+0.8%
Net Income	$179,802	$-100,700	-2.8%

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

$562,906

Total Directors

$405,299

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Norman D Hall	Chief Executive Officer/President	1.00	Officer Director	$0	$109,357	$228,662
Mr Robert Quirk part year	Secretary	1.00	Officer	$0	$34,618	$157,607
Mr Timothy N Dietz	Chief Financial Officer	1.00	Officer Director	$0	$20,117	$111,924
Mr Ken White part year	Secretary	39.00	Officer Director	$0	$28,429	$64,713
Alan Burchett	Chair	1.00	Officer Director	$0	$0	$0
Dr Jo Anne C Cripe	Vice Chair	1.00	Officer Director	$0	$0	$0
Dr Raymond Reid part year	Vice Chair	1.00	Officer Director	$0	$0	$0
Mrs Julie K Irving	Trustee	1.00	Director	$0	$0	$0
Dr James Postma	Trustee	1.00	Director	$0	$0	$0
Mr Roy Melendez	Secretary	1.00	Officer	$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	$2,363,638	$2,183,836	$9,087,441	$179,802
2020	$620,706	$10,063,122	No data	$-9,442,416
2019	$1,094,022	$1,194,722	$9,656,526	$-100,700
2018	$910,127	$739,584	$9,739,588	$170,543

Simpson University Foundation