SIMON & AGNES FOUNDATION

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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

2019

Legal Domicile

Principal Officer

SANG W LEE

Phone

5716435343

Tax Period

2023-01-01 to 2023-12-31

SIMON & AGNES FOUNDATION, founded in 2019, is a micro nonprofit in the Education sector that reported $24K in total revenue in fiscal year 2023. Revenue surged 2644% from the prior year, signaling strong growth momentum. Expenses of $24K left a modest 3% surplus.

Mission

THE ORGANIZATION CONTRIBUTIONS WILL BE PROVIDED AND SUPPORTED TO INDIVIDUAL STUDENTS WHO NEED TO STUDY THEIR EDUCATIONAL RESOURCES TO ENCOURAGE IN HOPE OF PREPARING STUDENTS FOR THE BETTER FUTURE UNDER THE SCHOLARSHIPS TYPE OF EDUCATIONAL GRANTS.

Program Service Accomplishments

Program 1

Expenses: $23,256

TO SUPPORT TO INDIVIDUAL STUDENTS WHO NEED TO STUDY THEIR EDUCATIONAL RESOURCES TO ENCOURAGE IN HOPE OF PREPARING STUDENTS FOR THE BETTER FUTURE UNDER THE SCHOLARSHIPS TYPE OF EDUCATIONAL GRANTS.

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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 $24,450

Program Service Revenue $0

Investment Income $24

Other Revenue $0

TOTAL REVENUE $24,474

Expense Breakdown

Grants Paid $23,256

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,256

Other Expenses $430

TOTAL EXPENSES $23,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,474	$892	+26.4%
Expenses	$23,686	$44,260	-0.5%
Net Income	$788	$-43,368	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HYEN LIM HWANG	TRUSTEE, DIR	10.00	Officer Director	$0	$0	$0
SANG W LEE	EXCUTIVE DIR	30.00	Officer Director	$0	$0	$0
SUNG N LEE	TRUSTEE, DIR	25.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$24,474	$23,686	$143,611	$788
2022	$892	$44,260	$142,823	$-43,368
2021	$9,899	$39,876	$186,191	$-29,977
2020	$102,688	$103,760	$216,168	$-1,072
2019	$318,014	$23	$317,991	$317,991