Symons Family Fund (EIN 943183623) - 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

1993

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Symons Family Fund, founded in 1993, is a small nonprofit in the Human Services sector that reported $162K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $225K exceeded revenue, resulting in a 39% operating deficit.

Mission

The Mission of the Symons Family Fund is to benefit, perform the functions of, and carry out the purposes of the Sonora Area Foundation that engage in charitable activities which benefit the residents of Tuolumne County, California.

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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 $108,662

Program Service Revenue $0

Investment Income $53,274

Other Revenue $0

TOTAL REVENUE $161,936

Expense Breakdown

Grants Paid $146,760

Salaries & Benefits $0

Fundraising Expenses $7,141

Program Expenses $214,922

Other Expenses $78,063

TOTAL EXPENSES $224,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,936	$339,689	-0.5%
Expenses	$224,823	$183,448	+0.2%
Net Income	$-62,887	$156,241	-1.4%

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

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

$178,560

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Darrell Slocum	CEO	5.00	Officer	$0	$21,560	$178,560
Mark Kraft	Board Member	1.00	Director	$0	$0	$0
Clark Segerstrom	Board Member	1.00	Director	$0	$0	$0
Jeff Sargo	Board Member	1.00	Director	$0	$0	$0
Derek Maxson	Board Member	1.00	Director	$0	$0	$0
Ed Clinite	Board Member	1.00	Director	$0	$0	$0
Marianne Wright	Treasurer	1.00	Officer Director	$0	$0	$0
Vicki Albrecht	President	1.00	Officer Director	$0	$0	$0
David Marquez	Secretary	1.00	Officer Director	$0	$0	$0
Dana Mayo	Vice President	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	$161,936	$224,823	$1,560,457	$-62,887
2022	$339,689	$183,448	$1,664,112	$156,241
2021	$185,968	$236,137	$1,780,610	$-50,169
2020	$255,060	$423,099	$1,814,736	$-168,039
2019	$291,354	$501,176	$1,919,229	$-209,822
2018	$180,589	$618,914	$1,910,627	$-438,325

Symons Family Fund