BILL SIMON MEMORIAL SCHOLARSHIP FOUNDATION (EIN 823469040) - 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

2018

Legal Domicile

Principal Officer

BEN SIMON

Phone

3167197800

Tax Period

2021-01-01 to 2021-12-31

BILL SIMON MEMORIAL SCHOLARSHIP FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $207K in total revenue in fiscal year 2021. Revenue surged 332% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 74% operating margin.

Mission

COLLECT DONATIONS FOR SCHOLARSHIPS TO ELIGIBLE FREDDY'S FROZEN CUSTARD EMPLOYEES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $206,782

Program Service Revenue $0

Investment Income $249

Other Revenue $0

TOTAL REVENUE $207,031

Expense Breakdown

Grants Paid $49,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,900

Other Expenses $3,114

TOTAL EXPENSES $53,014

Year-over-Year Comparison

	2021	2020	Change
Revenue	$207,031	$47,923	+3.3%
Expenses	$53,014	$53,314	0.0%
Net Income	$154,017	$-5,391	-29.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN SIMON	PRESIDENT	8.0	Officer Director	$0	$0	$0
ANDREW THENGVALL	SECRETARY/TREASURER	8.0	Officer Director	$0	$0	$0
JOEY JACKSON	BOARD MEMBER	4.0	Director	$0	$0	$0
JOE TIGERT	BOARD MEMBER	4.0	Director	$0	$0	$0
MIKE BURRUS	BOARD MEMBER	4.0	Director	$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
2021	$207,031	$53,014	$373,664	$154,017

BILL SIMON MEMORIAL SCHOLARSHIP FOUNDATION