SIMHA ORGANIZATION INC (EIN 873201072) - 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

2021

Legal Domicile

Principal Officer

NATHAN HOFFMAN

Phone

7186753000

Tax Period

2023-01-01 to 2023-12-31

SIMHA ORGANIZATION INC, founded in 2021, is a community nonprofit in the Mental Health sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $694K, a strong 36% operating margin.

Mission

TO BRING AWARENESS AND SOLUTIONS OF MENTAL HEALTH CHALLENGES BY PROVIDING EDUCATION, REFERRALS, AND CONNECTIONS TO OUTSIDE SUPPORT, FOR THE WELLBEING, STABILITY AND EMOTIONAL HEALTH OF THE SEPHARDIC COMMUNITY.

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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 $1,906,186

Program Service Revenue $0

Investment Income $0

Other Revenue $42,067

TOTAL REVENUE $1,948,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $749,905

Fundraising Expenses $61,526

Program Expenses $984,410

Other Expenses $504,112

TOTAL EXPENSES $1,254,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,948,253	$1,258,910	+0.5%
Expenses	$1,254,017	$1,113,013	+0.1%
Net Income	$694,236	$145,897	+3.8%

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

$140,116

Total Directors

$140,116

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SUTTON	TREASURER	40.00	Officer Director	$124,001	$16,115	$140,116
NATHAN HOFFMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK D ADJMI	DIRECTOR	2.00	Director	$0	$0	$0
DAVID KATENSTEIN	CHIEF CLINICAL OFFICER	40.00	Highest	$222,231	$7,260	$229,491

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	$1,948,253	$1,254,017	$1,356,280	$694,236
2022	$1,258,910	$1,113,013	$701,317	$145,897

SIMHA ORGANIZATION INC