SIEMER INSTITUTE (EIN 814859121) - 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

2017

Legal Domicile

Principal Officer

SCOTT HEITKAMP

Phone

6142514000

Tax Period

2024-01-01 to 2024-12-31

SIEMER INSTITUTE, founded in 2017, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $19.4M in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum.

Mission

THE SIEMER INSTITUTE WILL ENHANCE EDUCATIONAL OPPORTUNITIES FOR SCHOOL-AGED CHILDREN BY PREVENTING FAMILY HOMELESSNESS AND REDUCING SCHOOL INSTABILITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,640,381

Program Service Revenue $0

Investment Income $729,605

Other Revenue $0

TOTAL REVENUE $19,369,986

Expense Breakdown

Grants Paid $18,642,500

Salaries & Benefits $631,248

Fundraising Expenses $0

Program Expenses $19,477,957

Other Expenses $354,841

TOTAL EXPENSES $19,628,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,369,986	$10,349,930	+0.9%
Expenses	$19,628,589	$16,089,368	+0.2%
Net Income	$-258,603	$-5,739,438	-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

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

$1,394,596

Total Directors

$1,394,596

Key Employees

$236,267

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA SIEMER	CHAIR/DIRECTOR	1.50	Officer Director	$0	$0	$0
ELIZABETH SIEMER	PRESIDENT & VICE CHAIR/DIR	1.50	Officer Director	$0	$0	$0
TANNY CRANE	VICE PRESIDENT/DIRECTOR	1.50	Officer Director	$0	$0	$0
DOUGLAS F KRIDLER	SECRETARY/DIRECTOR	1.50	Officer Director	$0	$107,467	$1,012,706
SCOTT G HEITKAMP	TREASURER/DIRECTOR	2.00	Officer Director	$0	$63,398	$381,890
KIMBERLY A HABASH DORNIDEN	PRESIDENT & NATIONAL DIR.	50.00	Key Emp	$221,433	$14,834	$236,267

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	$19,369,986	$19,628,589	$23,655,323	$-258,603
2023	$10,349,930	$16,089,368	$20,804,216	$-5,739,438
2022	$6,610,682	$5,269,556	$14,723,038	$1,341,126
2021	$13,963,015	$12,398,716	$21,924,276	$1,564,299
2020	$7,084,601	$7,941,370	$17,764,022	$-856,769
2019	$9,995,271	$8,003,571	$11,132,336	$1,991,700
2018	$8,216,679	$7,430,104	$7,671,058	$786,575

SIEMER INSTITUTE