SIMPSON CHARITABLE TRUST (EIN 756362586) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Phone

3256277100

Tax Period

2023-01-01 to 2023-12-31

SIMPSON CHARITABLE TRUST, founded in 1987, is a micro nonprofit that reported $89K in total revenue in fiscal year 2023. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $190K exceeded revenue, resulting in a 114% operating deficit.

Mission

SUPPORT OF OTHER CHARITABLE ORGANIZATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $88,577

Other Revenue $216

TOTAL REVENUE $88,793

Expense Breakdown

Grants Paid $161,963

Salaries & Benefits $27,356

Fundraising Expenses $0

Program Expenses $176,181

Other Expenses $1,075

TOTAL EXPENSES $190,394

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,793	$964,863	-0.9%
Expenses	$190,394	$124,250	+0.5%
Net Income	$-101,601	$840,613	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	3.00		$27,357	$0	$27,357

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$88,793	$190,394	$4,291,867	$-101,601
2022	$964,863	$124,250	$4,393,468	$840,613
2021	$302,570	$165,227	$3,552,855	$137,343
2020	$150,935	$156,625	$3,415,512	$-5,690
2019	$376,468	$139,768	$3,421,202	$236,700
2018	$136,443	$126,667	$3,184,502	$9,776

SIMPSON CHARITABLE TRUST