THE HEISING-SIMONS ACTION FUND

EIN: 844316553 Civil Rights & Advocacy

LOS ALTOS, CA

Total Revenue
$18,250,554
Total Expenses
$16,619,548
Total Assets
$5,939,767
Net Assets
$4,784,188
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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
2020
Legal Domicile
CA
Principal Officer
ELIZABETH SIMONS
Phone
6508870277
Tax Period
2023-01-01 to 2023-12-31

THE HEISING-SIMONS ACTION FUND, founded in 2020, is a mid-sized nonprofit in the Civil Rights & Advocacy sector that reported $18.3M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $16.6M left a modest 9% surplus.

Mission

PROMOTE ADVANCEMENTS IN EARLY EDUCATION, CLIMATE AND HUMAN RIGHTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $17,800,000
Program Service Revenue $0
Investment Income $446,500
Other Revenue $4,054
TOTAL REVENUE $18,250,554

Expense Breakdown

Grants Paid $15,850,000
Salaries & Benefits $434,832
Fundraising Expenses $0
Program Expenses $16,466,541
Other Expenses $334,716
TOTAL EXPENSES $16,619,548

Year-over-Year Comparison

2023 2022 Change
Revenue $18,250,554 $15,064,004 +0.2%
Expenses $16,619,548 $16,759,382 0.0%
Net Income $1,631,006 $-1,695,378 -2.0%
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

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Governance

Voting Members
5
Independent Members
4
Employees
59
Volunteers
5

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
8
$2,071,257
Total Directors
6
$809,487
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH SIMONS CHAIR 0.60
Officer Director
$0 $0 $0
MARK HEISING VICE CHAIR 0.60
Officer Director
$0 $0 $0
CAITLIN HEISING VICE CHAIR 0.60
Director
$0 $0 $0
MATTHEW HEISING VICE CHAIR 0.60
Officer Director
$0 $0 $0
DEANNA GOMBY PRESIDENT (THRU 1/3/23) 0.00
Officer Director
$0 $49,302 $183,062
SUSHMA RAMAN PRESIDENT 1.08
Officer Director
$22,596 $112,832 $626,425
BRIAN EULE CORPORATE SECRETARY 0.21
Officer
$2,625 $83,233 $424,632
JEFF MALLOY TREASURER (THRU 7/13/23) 0.74
Officer
$12,771 $94,900 $456,762
JUDY BLUMENSTEIN TREASURER 1.17
Officer
$11,922 $100,983 $380,376
ANGIE JUNCK PROGRAM DIRECTOR 7.57
Highest
$79,886 $74,163 $365,972
JENNIFER SHIPP GENERAL COUNSEL 1.20
Highest
$16,262 $98,560 $481,073
BARBARA CHOW PROGRAM DIRECTOR 1.72
Highest
$19,861 $116,312 $487,240
ROLAND HWANG PROGRAM DIRECTOR 1.42
Highest
$15,460 $111,693 $427,995
CYNTHIA ATHERTON PROGRAM DIRECTOR 0.25
Highest
$893 $111,810 $488,696
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 $18,250,554 $16,619,548 $5,939,767 $1,631,006
2022 $15,064,004 $16,759,382 $3,829,373 $-1,695,378
2021 $24,516,493 $21,429,454 $5,883,828 $3,087,039
2020 $13,009,001 $11,347,480 $1,743,394 $1,661,521
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