Form 990 for tax year 2025

Filed by SIMON YOUTH FOUNDATION INC.

Totals

Total revenue: $3,594,371
Total expenses: $4,266,267
Contributions and grants received: $2,958,858
Grants paid: $649,705
Program service revenue: $3,315
Investment income: $519,857
Other revenue: $112,341
Total assets, end of year: $15,662,607
Total liabilities, end of year: $624,057
Net assets or fund balances, end of year: $15,038,550
Program services expenses (Part IX): $2,149,388
Management and general expenses: $1,144,619
Fundraising expenses: $972,260
Program service expenses (Part III): $2,149,388

Program services were 50.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1f · All other contributions, gifts and grants

$2,958,858
2a · Program service revenue: Conference Registrations

total $3,315 · related or exempt $3,315
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $519,857 · excluded $519,857
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: gross income

$206,866
8b · Fundraising events: direct expenses

$94,525
8c · Net income from fundraising events

total $112,341 · excluded $112,341
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $649,705 · program services $649,705
5 · Compensation of officers, directors and key employees

total $844,251 · program services $246,008 · management and general $282,362 · fundraising $315,881
7 · Other salaries and wages

total $590,867 · program services $409,333 · management and general $34,396 · fundraising $147,138
8 · Pension plan contributions

total $41,707 · program services $16,293 · management and general $18,545 · fundraising $6,869
9 · Other employee benefits

total $104,875 · program services $77,976 · management and general $17,275 · fundraising $9,624
10 · Payroll taxes

total $76,314 · program services $29,657 · management and general $28,765 · fundraising $17,892
11b · Fees: legal

total $110,463 · program services $58,696 · management and general $51,767
11c · Fees: accounting

total $32,865 · management and general $32,865
11f · Fees: investment management

total $59,568 · management and general $59,568
11g · Fees: other

total $182,950 · program services $182,950 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $33,201 · management and general $6,861 · fundraising $26,340
13 · Office expenses

total $155,711 · program services $5,807 · management and general $83,517 · fundraising $66,387
17 · Travel

total $1,266 · management and general $241 · fundraising $1,025
19 · Conferences, conventions and meetings

total $114,972 · program services $114,467 · management and general $215 · fundraising $290
22 · Depreciation, depletion and amortization

total $275,443 · program services $275,443
23 · Insurance

total $68,601 · program services $61,966 · management and general $6,635
24a · Other expenses: Academy Expenses

total $544,081 · program services $20,961 · management and general $520,641 · fundraising $2,479
24b · Other expenses: Mall Events

total $286,138 · fundraising $286,138
24c · Other expenses: Non-Mall Events

total $61,883 · fundraising $61,883
24d · Other expenses: Bad Debt Expense

total $28,583 · fundraising $28,583
24e · All other expenses

total $2,823 · program services $126 · management and general $966 · fundraising $1,731

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $301 · end of year $300
2 · Savings and temporary cash investments

beginning of year $2,029,363 · end of year $1,779,987
3 · Pledges and grants receivable

beginning of year $350,846 · end of year $30,068
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $212,282 · end of year $130,500
10a · Land, buildings and equipment: cost or other basis

$6,243,989
10b · Land, buildings and equipment: accumulated depreciation

$3,943,074
10c · Land, buildings and equipment, net

beginning of year $2,517,798 · end of year $2,300,915
11 · Investments: publicly traded securities

beginning of year $10,060,884 · end of year $11,420,837
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
15 · Other assets

beginning of year $0 · end of year $0
17 · Accounts payable and accrued expenses

beginning of year $423,405 · end of year $599,698
19 · Deferred revenue

end of year $24,359
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $0 · end of year $0
27 · Net assets without donor restrictions

beginning of year $14,099,272 · end of year $14,652,680
28 · Net assets with donor restrictions

beginning of year $648,797 · end of year $385,870

Mission and programs · 2025

Mission

SIMON YOUTH FOUNDATION(SYF) IS A NATIONAL 501(C)(3) NONPROFIT DEDICATED TO HELPING STUDENTS GRADUATE AND PREPARE FOR LIFE AFTER HIGH SCHOOL. WE BELIEVE EVERY YOUNG PERSON, NO MATTER THEIR PERSONAL CIRCUMSTANCES, DESERVES THE OPPORTUNITY TO PURSUE THEIR DREAMS THROUGH EDUCATION.

Activities or mission (Part I)

SIMON YOUTH FOUNDATION FOSTERS AND IMPROVES EDUCATIONAL OPPORTUNITIES, CAREER DEVELOPMENT, AND LIFE SKILLS TO TRANSFORM THE LIVES OF AT-RISK YOUTH. SEE SCHEDULE O.

SIMON YOUTH FOUNDATION(SYF) IS A NATIONAL 501(C)(3) NONPROFIT DEDICATED TO HELPING STUDENTS GRADUATE AND PREPARE FOR LIFE AFTER HIGH SCHOOL. WE BELIEVE EVERY YOUNG PERSON, NO MATTER THEIR PERSONAL CIRCUMSTANCES, DESERVES THE OPPORTUNITY TO PURSUE THEIR DREAMS THROUGH EDUCATION. SYF PARTNERS WITH PUBLIC SCHOOL DISTRICTS TO STRENGTHEN AND SUSTAIN ALTERNATIVE EDUCATION PROGRAMS THAT SERVE STUDENTS AT RISK OF DROPPING OUT. SINCE 1998 THROUGH THE NETWORK, CURRENTLY 32 SIMON YOUTH ACADEMIES IN 12 STATES SYF HELPS THOUSANDS OF STUDENTS REACH GRADUATION DAY EACH YEAR. OFTEN LOCATED IN SIMON MALL COMMUNITIES, THESE PROGRAMS PROVIDE A LIFELINE FOR YOUNG PEOPLE FACING CHALLENGES SUCH AS HOMELESSNESS, BULLYING, PARENTHOOD, OR THE NEED TO WORK TO SUPPORT THEIR FAMILIES. SIMON YOUTH ACADEMIES HAS MAINTAINED AN AVERAGE LIFETIME GRADUATION RATE OF 91%, HELPING MORE THAN 33,000 STUDENTS GRADUATE, AWARDING MORE THAN $22.6 MILLION IN SCHOLARSHIPS, AND INVESTED $1.7 MILLION IN CAPACITY BUILDING.

Expenses $1,388,174
Withheld by Nonprofiteer: this text may name a private individual.

Expenses $761,214 · Grants $649,705 · Revenue $3,315

As filed on the 2025 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

Charles Bush II

Secretary

Total calculated

$0

Hours/week

1
Deborah J Simon

Board Chair

Total calculated

$0

Hours/week

1
Scott Wolfrum

Treasurer

Total calculated

$0

Hours/week

1
Anita Silverman

Director

Total calculated

$0

Hours/week

1
Danielle Parker

Director

Total calculated

$0

Hours/week

1
Darin Etchinson

Director

Total calculated

$0

Hours/week

1
Hannah Simon Shaaya

Director

Total calculated

$0

Hours/week

1
Jacque' Ellis

Director

Total calculated

$0

Hours/week

1
Jeff Patchen

Director

Total calculated

$0

Hours/week

1
Jeremy Smith

Director

Total calculated

$0

Hours/week

1
Lena Barkley END 101325

Director

Total calculated

$0

Hours/week

1
Leo Lopez END 12125

Director

Total calculated

$0

Hours/week

1
Leslie Fatum END 81425

Director

Total calculated

$0

Hours/week

1
Matthew Impink

Director

Total calculated

$0

Hours/week

1
Michael O'Connor END 10825

Director

Total calculated

$0

Hours/week

1
Michael Romstad

Director

Total calculated

$0

Hours/week

1
Stephen Kingsley

Director

Total calculated

$0

Hours/week

1
Tanya Walton Pratt

Director

Total calculated

$0

Hours/week

1
Taylor Nefouse END 51225

Director

Total calculated

$0

Hours/week

1
Andrea Neely END 8825

President and CEO

Total calculated

$471,241

From this org

$433,253

From related orgs

$0

Other

$37,988

Hours/week

50

Schedule J breakdown matched by us

Base

$219,163

Bonus

$15,000

Other

$199,090

Deferred

$13,135

Nontaxable benefits

$24,853

Filer's total

$471,241
Le-Angela Thompson-Burgess

COO

Total calculated

$206,215

From this org

$173,146

From related orgs

$0

Other

$33,069

Hours/week

50

Schedule J breakdown matched by us

Base

$166,404

Bonus

$5,500

Other

$1,242

Deferred

$23,500

Nontaxable benefits

$9,569

Filer's total

$206,215
Sherri Scrogham

Director of Finance (End 10/31/25)

Total calculated

$120,930

From this org

$109,469

From related orgs

$0

Other

$11,461

Hours/week

40
Judi Taylor

VP Advancement

Total calculated

$132,928

From this org

$126,103

From related orgs

$0

Other

$6,825

Hours/week

40
Timothy Clark

VP Programs

Total calculated

$145,015

From this org

$105,974

From related orgs

$0

Other

$39,041

Hours/week

40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation survey or study
3 · Approval by the board or compensation committee
4a · Severance or change-of-control payment
7 · Other non-fixed payments

Answered no

4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment: Schedule J, Part II, Column B (iii), includes a severance payment to Andrea Neely, President & CEO, which the Board of Directors determined to be reasonable and necessary. The amount and other terms and conditions of the severance payment are governed by the confidential severance agreement entered into by the parties.
Schedule J, Part I, Line 7 Non-fixed payments: THE BONUS WAS DISCRETIONARY AND BASED ON PERFORMANCE AND DETERMINED BY THE BOARD PRESIDENT AND CEO.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2025
Filed: 15 April 2026
IRS schema version: 2025v4.0
Source object: 202601049349302095

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