SAINT SIMEON'S EPISCOPAL HOME FOUNDATION (EIN 731615760) - 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

2001

Legal Domicile

Principal Officer

JANE FAULKENBERRY

Phone

9187941909

Tax Period

2023-01-01 to 2023-12-31

SAINT SIMEON'S EPISCOPAL HOME FOUNDATION, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Net assets of $3.9M represent 37 months of operating reserves.

Mission

TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES.

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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 $1,407,772

Program Service Revenue $0

Investment Income $75,052

Other Revenue $-204,573

TOTAL REVENUE $1,278,251

Expense Breakdown

Grants Paid $794,763

Salaries & Benefits $281,542

Fundraising Expenses $309,346

Program Expenses $812,945

Other Expenses $170,327

TOTAL EXPENSES $1,246,632

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,278,251	$1,406,069	-0.1%
Expenses	$1,246,632	$2,295,241	-0.5%
Net Income	$31,619	$-889,172	-1.0%

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

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

$175,380

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THE RT REV POULSON REED	CHARIMAN	1.00	Officer Director	$0	$0	$0
JANE FAULKENBERRY	PRESIDENT	4.00	Officer Director	$0	$0	$0
HILLARY CLARK	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
WILLIAM L BERRY	TREASURER	2.00	Officer Director	$0	$0	$0
GRAYDON D LUTHEY	SECRETARY	1.00	Officer Director	$0	$0	$0
BETH BROWN	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG DEISENROTH	TRUSTEE	1.00	Director	$0	$0	$0
MIKE DODSON	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
JAMES HICKS	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY S JEZEK	TRUSTEE	1.00	Director	$0	$0	$0
WINK KOPCZYNSKI	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT F MARTINOVICH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT W MERRIFIELD	TRUSTEE	1.00	Director	$0	$0	$0
MARILYN MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
DEMAURI MYERS	TRUSTEE	1.00	Director	$0	$0	$0
ANN RADFORD	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA STALLCUP	TRUSTEE	1.00	Director	$0	$0	$0
ROSS SWIMMER	TRUSTEE	1.00	Director	$0	$0	$0
ANHNA VUONG	TRUSTEE	1.00	Director	$0	$0	$0
DAVID L YORK	TRUSTEE	1.00	Director	$0	$0	$0
TYLER DAVIS	EXECUTIVE DI	40.00	Officer	$0	$9,797	$175,380

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	$1,278,251	$1,246,632	$3,989,060	$31,619
2022	$1,406,069	$2,295,241	$3,701,437	$-889,172
2021	$1,524,413	$2,721,357	$5,349,711	$-1,196,944
2020	$1,343,476	$800,708	$6,368,543	$542,768
2019	$1,654,293	$1,003,835	$5,341,381	$650,458
2018	$890,396	$1,400,875	$4,717,755	$-510,479

SAINT SIMEON'S EPISCOPAL HOME FOUNDATION