2026-04-14T23:19:23+00:00 2025-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2025-01-01 352035269 Simon Youth Foundation Inc SIMO 3179359027 225 West Washington Street Indianapolis IN 46204 Le-Angela Thompson-Burgess COO 3179359027 2026-04-15 true Nicole Fishback P01279475 3173834000 2026-05-15 2025 2025-03-06 01:10:19Z Le-Angela Thompson-Burgess 225 West Washington Street Indianapolis IN 46204 3688896 false X SYF.ORG X 1997 IN SIMON YOUTH FOUNDATION FOSTERS AND IMPROVES EDUCATIONAL OPPORTUNITIES, CAREER DEVELOPMENT, AND LIFE SKILLS TO TRANSFORM THE LIVES OF AT-RISK YOUTH. SEE SCHEDULE O. 14 14 9 204 0 0 3002387 2958858 2500 3315 280015 519857 145828 112341 3430730 3594371 821261 649705 0 0 1272284 1658014 0 0 972260 1147041 1958548 3240586 4266267 190144 -671896 15171474 15662607 423405 624057 14748069 15038550 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. false false 1388174 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. 761214 649705 3315 THROUGH DIRECT FUNDING AND RESOURCES SUCH AS IN AND OUT OF STATE EXPERIENTIAL TRIPS, SYF HELPS SCHOOL DISTRICTS KEEP STUDENTS ENGAGED, OVERCOME BARRIERS, AND GRADUATE. SYF SCHOLARSHIPS ARE AWARDED TO SIMON YOUTH ACADEMY GRADUATES, AS WELL AS NON-ACADEMY STUDENTS IN COMMUNITIES THROUGHOUT NORTH AMERICA THAT IS HOME TO A SIMON PROPERTY. THE AWARDS PRIMARILY SERVE STUDENTS WHO WILL BE THE FIRST IN THEIR FAMILIES TO ATTEND POST-SECONDARY EDUCATION INSTITUTIONS, INCLUDING 2-YEAR VOCATIONAL AND TECHNICAL SCHOOLS AND 4-YEAR COLLEGES. A THIRD-PARTY ADMINISTRATOR OVERSEES THE SCHOLARSHIP PROCESS. TO SUPPORT DEVELOPLMENT AND BEST PRACTICE SHARING, SYF HOSTS THE NATIONAL EDUCATOR CONFERENCE FOR NETWORK SCHOOL DISTRICT PARTNERS AND REPRESENTATIVES FROM NATIONAL ORGANIZATIONS THAT WORK TO IMPROVE GRADUATION RATES FOCUSED ALTERNATIVE EDUCATION. 2149388 true true false false false false false false false true true false false false false false true false false false false false false false true false false false true true false false false false false false false false false false false false false false false false false false false false true 30 0 true 9 true false false false false false true true false false false false false false X 14 14 true false false false false false false true true false false false true true true true true true true true false false CA CO CT DE FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ PR RI SC SD TN TX UT VT VA AR WA WV WI WY X X X Le-Angela Thompson-Burgess 3179359027 225 W Washington Street Indianapolis IN 46204 Charles Bush II Secretary 1.0 0.0 X X 0 0 0 Deborah J Simon Board Chair 1.0 0.0 X X 0 0 0 Scott Wolfrum Treasurer 1.0 0.0 X X 0 0 0 Anita Silverman Director 1.0 0.0 X 0 0 0 Danielle Parker Director 1.0 0.0 X 0 0 0 Darin Etchinson Director 1.0 0.0 X 0 0 0 Hannah Simon Shaaya Director 1.0 0.0 X 0 0 0 Jacque' Ellis Director 1.0 0.0 X 0 0 0 Jeff Patchen Director 1.0 0.0 X 0 0 0 Jeremy Smith Director 1.0 0.0 X 0 0 0 Lena Barkley END 101325 Director 1.0 0.0 X 0 0 0 Leo Lopez END 12125 Director 1.0 0.0 X 0 0 0 Leslie Fatum END 81425 Director 1.0 0.0 X 0 0 0 Matthew Impink Director 1.0 0.0 X 0 0 0 Michael O'Connor END 10825 Director 1.0 0.0 X 0 0 0 Michael Romstad Director 1.0 0.0 X 0 0 0 Stephen Kingsley Director 1.0 0.0 X 0 0 0 Tanya Walton Pratt Director 1.0 0.0 X 0 0 0 Taylor Nefouse END 51225 Director 1.0 0.0 X 0 0 0 Andrea Neely END 8825 President and CEO 50.0 0.0 X 433253 0 37988 Le-Angela Thompson-Burgess COO 50.0 0.0 X 173146 0 33069 Sherri Scrogham Director of Finance (End 10/31/25) 40.0 0.0 X 109469 0 11461 Judi Taylor VP Advancement 40.0 0.0 X 126103 0 6825 Timothy Clark VP Programs 40.0 0.0 X 105974 0 39041 947945 0 128384 5 false true false 0 2958858 2958858 Conference Registrations 900099 3315 3315 0 0 0 0 3315 519857 519857 0 0 0 0 206866 94525 112341 112341 0 0 0 0 0 3594371 3315 0 632198 649705 649705 844251 246008 282362 315881 590867 409333 34396 147138 41707 16293 18545 6869 104875 77976 17275 9624 76314 29657 28765 17892 110463 58696 51767 32865 32865 59568 59568 182950 182950 0 0 33201 6861 26340 155711 5807 83517 66387 1266 241 1025 114972 114467 215 290 275443 275443 68601 61966 6635 Academy Expenses 544081 20961 520641 2479 Mall Events 286138 286138 Non-Mall Events 61883 61883 Bad Debt Expense 28583 28583 2823 126 966 1731 4266267 2149388 1144619 972260 301 300 2029363 1779987 350846 30068 0 0 0 0 212282 130500 6243989 3943074 2517798 2300915 10060884 11420837 0 0 0 0 15171474 15662607 423405 599698 24359 0 0 0 0 423405 624057 14099272 14652680 648797 385870 14748069 15038550 15171474 15662607 -671896 962377 0 X false true true false X 1887385 2499831 2829878 3002387 2958858 13178339 0 0 0 0 1887385 2499831 2829878 3002387 2958858 13178339 1427671 11750668 518857 169633 274399 277739 519857 1760485 0 0 0 0 0 0 0 0 14938824 1373176 0.78659 0.77502 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10430605 1407134 22500 47756 11767483 9342044 194041 894520 10430605 7277808 1000000 1064236 9342044 10016912 -1239104 1500000 7277808 9008145 1266624 257857 10016912 0.95 0.05 0.0 false false 5643554 3419681 2223873 347524 270482 77042 252911 252911 0 2300915 18877433 962377 14285728 0 94525 15342630 3534803 59568 0 59568 3594371 18586952 14285728 0 0 94525 14380253 4206699 59568 0 59568 4266267 Schedule D, Part X ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds TO PROVIDE FOR SPECIFIC RESTRICTED OR DESIGNATED OPERATING OR CAPITAL REQUIREMENTS OF THE FOUNDATION. USES WOULD INCLUDE FUNDING SCHOLARSHIPS, OPERATING BUDGET ITEMS, AND ACADEMY BRANDING UPDATES. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 special event expenses - 94525 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 special event expenses - 94525 Founders 110767 110767 584 31493 1256 5858 Tees for Education 96099 96099 1065 44778 7328 2163 0 206866 206866 1649 76271 8584 8021 94525 112341 true Scholarships 161 649705 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds SIMON YOUTH FOUNDATION USES AN INDEPENDENT THIRD PARTY TO MONITOR THE USE OF ITS SCHOLARSHIP FUNDS. ONE COMPANY WAS USED IN 2025. KALEIDOSCOPE IS AN INDUSTRY LEADER IN SCHOLARSHIP MANAGEMENT. THEY MONITOR THE USE OF THE SCHOLARSHIP FUNDS AND WORK DIRECTLY WITH SCHOOLS TO ENSURE PROPER USE OF THE FUNDS. X X true false false false false false false true false Andrea Neely END 8825 President and CEO 219163 0 15000 0 199090 0 13135 0 24853 0 471241 0 0 0 Le-Angela Thompson-Burgess COO 166404 0 5500 0 1242 0 23500 0 9569 0 206215 0 0 0 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. Form 990, Part I, Line 1 Organization's Mission SIMON YOUTH FOUNDATION FOSTERS AND IMPROVES EDUCATION OPPORTUNITIES, CAREER DEVELOPMENT AND LIFE SKILLS TO TRANSFORM THE LIVES OF STUDENTS ON THE VERGE OF DROPPING OUT OF HIGH SCHOOL THROUGH FOCUSED PROGRAMS AND INITIATIVES WITH OUR PUBLIC SCHOOL AND POST-SECONDARY EDUCATION PARTNERS. TO DELIVER ON ITS MISSION, SIMON YOUTH FOUNDATION HAS DEVELOPED TWO MAJOR INITIATIVES: SIMON YOUTH ACADEMIES AND THE SIMON YOUTH SCHOLARSHIP PROGRAM. SIMON YOUTH ACADEMIES, OFTEN LOCATED IN SIMON MALL COMMUNITIES, ARE NON-TRADITIONAL SCHOOLS THAT PROVIDE STUDENTS AT RISK OF DROPPING OUT OF HIGH SCHOOL, AND THE DISTRICTS THAT SUPPORT THEM, WITH THE PERSONALIZED SUPPORT THEY NEED TO EARN THEIR DIPLOMAS. ACADEMY STUDENTS RECEIVE JOB AND LIFE-SKILLS TRAINING, INDIVIDUALIZED INSTRUCTION AND SUPPORT, AND ARE ABLE TO SET THE PACE OF THEIR EDUCATION. AS EACH ACADEMY OPERATES IN PARTNERSHIP BETWEEN SYF AND ONE OR MORE LOCAL PUBLIC SCHOOL DISTRICTS, STUDENTS EARN THEIR HIGH SCHOOL DIPLOMA FROM THEIR LOCAL PUBLIC SCHOOL DISTRICT, AND TEACHERS RECEIVED TAILORED PROFESSIONAL DEVELOPMENT BEYOND WHAT THE SCHOOL DISTRICT PROVIDES. SINCE 1999, SIMON YOUTH ACADEMIES HAVE MAINTAINED A 90 PERCENT HIGH SCHOOL GRADUATION RATE, HELPING THOUSANDS OF STUDENTS EARN THEIR HIGH SCHOOL DIPLOMAS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Deborah Simon - Family relationship, Deborah Simon - Business relationship, Taylor Nefuose - Family relationship, Darin Etchison - Business relationship, Charles Bush II - Business relationship, Hannah Simon Shaaya - Family relationship, Taylor Nefouse - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM, THE FINANCE COMMITTEE, AND THE TREASURER. IT WILL BE PROVIDED TO EACH BOARD MEMBER BY EMAIL BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy A QUESTIONNAIRE IS SENT ANNUALLY TO ALL BOARD MEMBERS AND STAFF WHICH REQUIRES THEM TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE DIRECTOR OF FINANCE AND ADMINISTRATION REVIEWS THE SIGNED CONFLICT OF INTEREST POLICIES. ANY CONFLICTS ARE REPORTED TO AND DISCUSSED WITH THE FINANCE COMMITTEE. ANY PERSON WITH A CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES OFFICER COMPENSATION FOR SIMON YOUTH FOUNDATION. COMPENSATION REVIEWS WERE LAST CONDUCTED IN JANUARY 2025. ON AN ANNUAL BASIS, THE CHAIR AND MEMBERS OF THE EXECUTIVE COMMITTEE AND/OR BOARD OF DIRECTORS SHALL REVIEW GENERAL AND SPECIFIC COMPENSATION DATA WITHIN THE COMPARABLE MARKET FOR SIMILARLY QUALIFIED INDIVIDUALS IN FUNCTIONALLY COMPARABLE POSITIONS. THE DATA REVIEWED WILL BE USED AS A KEY FACTOR IN DETERMINING COMPENSATION OF SYF'S KEY EMPLOYEES. WHEN NECESSARY, INDEPENDENT CONSULTANTS WILL BE UTILIZED TO HELP ESTABLISH COMPENSATION OBJECTIVES AND METHODS. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING COMPENSATION SHALL BE MAINTAINED BY THE CHAIR OR HER DESIGNEE. OTHER KEY EMPLOYEES OF THE FOUNDATION ARE REVIEWED IN FEBRUARY OF EACH YEAR BY THE CEO/PRESIDENT. LAST REVIEW HELD IN JANUARY 2025. Form 990, Part VI, Line 15b Process to establish compensation of other employees COO POSITION IS REVIEWED BY THE CEO AND RECOMMENDATION IS APPROVED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public SIMON YOUTH FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part V, Line 2A Employees Reported on Form W-3 THE SIMON PROPERTY GROUP, INC. PREPARES AND MAINTAINS THE PAYROLL RECORDS FOR THE SIMON YOUTH FOUNDATION'S EMPLOYEES UNDER A REIMBURSEMENT PLAN. FORM 990, PART VII, LINE 1A Officers LE-ANGELA THOMPSON-BURGESS MEETS THE IRS DEFINITION OF OFFICER FOR THE FORM 990 BUT IS NOT OFFICERS OF THE BOARD OF DIRECTORS. ANDREA NEELY AND SHERRI SCROGHAM WERE OFFICERS BUT LEFT DURING 2025.