ST SIMEON'S EPISCOPAL HOME INC (EIN 730708697) - 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

1956

Legal Domicile

Principal Officer

ANGELA GREEN

Phone

9184253583

Tax Period

2023-01-01 to 2023-12-31

ST SIMEON'S EPISCOPAL HOME INC, founded in 1956, is a mid-sized nonprofit in the Human Services sector that reported $15.6M in total revenue in fiscal year 2023.

Mission

TO BE THE PREFERRED HOME FOR MEN AND WOMEN OF ALL FAITHS WHO WISH TO LIVE THEIR LATER YEARS IN AN ENVIRONMENT WITH DIGNITY, INDIVIDUALITY AND THE HIGHEST ATTAINABLE LEVEL OF INDEPENDENCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $807,360

Program Service Revenue $14,711,400

Investment Income $799

Other Revenue $98,415

TOTAL REVENUE $15,617,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,920,865

Fundraising Expenses $0

Program Expenses $8,733,978

Other Expenses $6,650,466

TOTAL EXPENSES $16,571,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,617,974	$16,267,290	0.0%
Expenses	$16,571,331	$17,202,346	0.0%
Net Income	$-953,357	$-935,056	+0.0%

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

427

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

$413,293

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THE RT REV POULSON REED	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STUART G SPENCER	EXECUTIVE CH	4.00	Officer Director	$0	$0	$0
BLAKE ATKINS	TREASURER	2.00	Officer Director	$0	$0	$0
STEPHEN W LAKE	SECRETARY	2.00	Officer Director	$0	$0	$0
PRICE ATKINS	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT BROWN	TRUSTEE	1.00	Director	$0	$0	$0
THE REV DAVID BUMSTEAD	TRUSTEE	1.00	Director	$0	$0	$0
THE REV DR LEE DOMINICK	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE S DOTSON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM E FARRIOR	TRUSTEE	1.00	Director	$0	$0	$0
DR JAMES R GUERIN	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY ALLEN GRAY	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN KRIEGEL	TRUSTEE	1.00	Director	$0	$0	$0
JIM LANGDON	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT B LYON JR	TRUSTEE	1.00	Director	$0	$0	$0
LINDA MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
MARILYN MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW MORTON	TRUSTEE	1.00	Director	$0	$0	$0
TOM SCHOOLEY	TRUSTEE	1.00	Officer Director	$0	$0	$0
REVEREND SHELBY SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
MAC STALLCUP	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN WALKER	TRUSTEE	1.00	Director	$0	$0	$0
EMILY YANG	TRUSTEE	1.00	Director	$0	$0	$0
CASIE LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
EARL JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
SHELIA HOWELL	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA GREEN	PRESIDENT &	40.00	Officer	$319,558	$50,812	$370,370
TONY CROUCH	DIRECTOR OF	40.00	Officer	$42,923	$0	$42,923
TIFFANY HENDERSON	ASST, DIRECT	40.00	Highest	$123,954	$18,895	$142,849
STEPHANIE COLBERT	NURSE	40.00	Highest	$161,261	$18,895	$180,156
DALE SHANNON	NURSE	40.00	Highest	$101,479	$7,331	$108,810
STEPHANIE KIMBALL	HR DIRECTOR	40.00	Highest	$104,188	$583	$104,771
ANDREW LUSTER	IT DIRECTOR	40.00	Highest	$100,839	$13,927	$114,766

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
2024	No data	No data	No data	No data
2023	$15,617,974	$16,571,331	$23,732,500	$-953,357
2022	$16,267,290	$17,202,346	$24,777,813	$-935,056
2021	$15,031,463	$16,003,152	$25,094,852	$-971,689
2020	$14,243,726	$15,315,080	$25,943,785	$-1,071,354
2019	$13,245,323	$14,104,728	$26,833,910	$-859,405
2018	$12,512,884	$13,179,355	$27,686,718	$-666,471

ST SIMEON'S EPISCOPAL HOME INC