Irving J Symons Foundation (EIN 912140485) - 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

2001

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Irving J Symons Foundation, founded in 2001, is a community nonprofit in the Youth Development sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 30% operating deficit.

Mission

To carry out charitable and educational activities and to support, benefit, and carry out the purposes of the Sonora Area Foundation, whose charitable activities benefit Tuolumne County and its citizens. Particular concern is given to the youth of Tuolumne County.

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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 $0

Program Service Revenue $0

Investment Income $427,640

Other Revenue $590,361

TOTAL REVENUE $1,018,001

Expense Breakdown

Grants Paid $723,300

Salaries & Benefits $208,667

Fundraising Expenses $344,492

Program Expenses $883,658

Other Expenses $388,041

TOTAL EXPENSES $1,320,008

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,018,001	$665,158	+0.5%
Expenses	$1,320,008	$2,144,780	-0.4%
Net Income	$-302,007	$-1,479,622	-0.8%

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

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

$143,220

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Le Ann Steelman	Executive Director	40.00	Officer	$121,500	$21,720	$143,220
Edward Clinite	Director	1.00	Director	$0	$0	$0
David Marquez	Director	1.00	Director	$0	$0	$0
Derek Maxson	Director	1.00	Director	$0	$0	$0
Dana Mayo	Director	1.00	Director	$0	$0	$0
Jeff Sargo	Director	0.00	Director	$0	$0	$0
Vicki Albrecht	Secretary	2.00	Officer Director	$0	$0	$0
Mark Kraft	Vice President	1.00	Officer Director	$0	$0	$0
Clark Segerstrom	President	2.00	Officer Director	$0	$0	$0
Marianne Wright	Treasurer	1.00	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
2024	No data	No data	No data	No data
2023	$1,018,001	$1,320,008	$42,073,709	$-302,007
2022	$665,158	$2,144,780	$39,116,386	$-1,479,622
2021	$3,296,590	$1,817,737	$45,050,468	$1,478,853
2020	$298,876	$924,206	$42,474,683	$-625,330

Irving J Symons Foundation