Simon Solutions Inc

What Simon Solutions Inc does

Simon Solutions, Inc. is a privately held SaaS company founded in 2006 in Florence, Alabama, that builds cloud-based community impact coordination software for the social sector. Its flagship product, CharityTracker, is a connected care network platform that enables real-time case management, referrals, and outcome tracking across churches, nonprofits, agencies, funders, and healthcare providers. The broader portfolio includes OasisInsight (food bank and pantry management), Community Resources Directory (a searchable community resource database), and Collective Community Impact (a cross-sector collaboration framework). The platform is reported to span over 2,800 cities across 49 states, connecting 5,351 care networks and 30,000+ caregivers, with stated outcomes including a 91% reduction in service duplication, 18% average annual budget savings for client organizations, and 27 million lives touched worldwide.

The company's technology stack centers on cloud-hosted multi-tenant SaaS with shared data records across partner organizations, enabling referral routing, deduplication, and analytics. Integration is delivered via partnerships such as the OrgCode SPDAT assessment tool embedded in CharityTracker. Distribution is primarily direct sales supported by Community Impact Specialists and a network of named consulting partners (e.g., Cathy Easley Consulting, Tom Wolff & Associates, Bridges Out of Poverty, GoodCities, Entrusted Foundation), with additional event-driven demand generation through annual virtual summits and content marketing. The company has no disclosed funding rounds, no parent company, and operates as a bootstrapped private corporation led by founder and President Mike Simon.

Revenue is generated through recurring software subscriptions to CharityTracker, OasisInsight, and the Community Resources Directory, supplemented by professional services including community impact training, webinars, and consulting delivered by Community Impact Specialists. Pricing is not publicly disclosed and is described as customized by community size and organizational needs. Customer concentration is structurally low given a long-tail SMB subscriber base across thousands of small faith-based and nonprofit organizations, with no single enterprise anchor. The company has operated continuously since 2006 and continues to launch new products and methodologies, most recently the Transformation Roadmap and Community Impact Video Training Series in 2025.

Name

Simon Solutions Inc

Legal name

Simon Solutions, Inc.

Website

https://simonsolutions.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Simon Solutions Inc is a privately held Florence, Alabama SaaS company that provides cloud-based community impact coordination software—primarily CharityTracker—enabling churches, nonprofits, agencies, funders, and food banks to share case data, coordinate referrals, and track outcomes across more than 2,800 cities.

Ownership category

akta.pro rank

Product category

Social Services Collaboration Software

NAICS

Social Assistance (624), Other Individual and Family Services (62419), Community Food Services (624210)

SIC

Services-Social Services (8300), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Care Navigation, Referral & Digital Front Door Platforms (HLALABAH)

akta.pro secondary industry

Care Navigation, Advocacy & Benefits Guidance Platforms (HLALADAJ)

Keywords

• Care coordination software
• Nonprofit case management
• Food bank management
• Community resource platform
• Social services technology

Headquarters

HQ city

Florence

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Software Subscription Services: Simon Solutions generates revenue through software subscription fees for their CharityTracker, OasisInsight, and Community Resources Directory platforms. These cloud-based tools are offered to churches, nonprofits, agencies, funders, and other community organizations on a recurring subscription basis.
2. Training and Consulting Services: The company offers community impact training programs, webinars, and consulting services through their Community Impact Specialists to help organizations implement and maximize their community impact solutions.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Simon Solutions Inc provides a cloud-based community impact software platform that enables real-time coordination, case management, referrals, and outcome tracking across churches, nonprofits, agencies, funders, healthcare providers, and food banks. Its flagship product CharityTracker connects care networks across 2,800+ cities, complemented by OasisInsight for food bank management and Community Resources Directory for resource discovery.

Product overview

Simon Solutions Inc offers a unified platform of interconnected community impact solutions centered around collaboration technology. The core portfolio consists of CharityTracker (care network platform for coordinating services across churches, nonprofits, and agencies), OasisInsight (food bank and pantry management solution), Community Resources Directory (searchable resource database), and Collective Community Impact (cross-sector collaboration methodology). These products work together as an integrated ecosystem enabling real-time data sharing, coordinated referrals, case management, and measurable community outcomes tracking. Founded in 2006 following Hurricane Katrina, the company serves over 2,800 cities across 49 states with technology trusted by 30,000+ caregivers.

Differentiator

Problem solved

Functional benefit

Products and services

• CharityTracker A care network coordination platform for churches, nonprofits, agencies, and community organizations that enables coordinated care, case management, referrals, and real-time outcome tracking across multi-sector partners. Trusted by over 30,000 caregivers across 2,800+ cities.
• OasisInsight A food bank and pantry management solution trusted by thousands of organizations to track food distribution, volunteer management, client services, and agency partnerships for combating hunger. Used by food banks including God's Pantry Food Bank and Jacobs & Cushman San Diego Food Bank.
• Community Resources Directory An online directory that enables communities to search and share resources from across their region, connecting individuals and families with available services and support through a centralized resource database.
• Collective Community Impact A collaborative approach and platform component that unites public, private, and social sectors to build trust, strengthen partnerships, and drive collective community transformation through shared methodologies and resources.

Quantifiable outcome

• 91% reduction in duplicate assistance
• +3 more outcomes

Named customers7 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Cathy Easley ConsultingcoreImplementation/ SI/ Consulting PartnerCathy Easley, former Associate Vice President of Community Impact at Trident United Way, provides consulting on community impact strategy and implementation. She has over two decades of experience building partnerships with nonprofits, churches, businesses, and public leaders to drive meaningful change.
• GoodCitiescoreStrategic or Co-development PartnerGoodCities specializes in coaching those facilitating city transformation movements. Their coaches understand the dynamics of leading citywide coalitions which seek to serve their communities. They teach skills needed to move through stages of transformation.
• True Charity InitiativeminorStrategic or Co-development PartnerTrue Charity Initiative promotes a model of empowerment for charitable organizations. Their philosophy emphasizes that true charity empowers the poor and includes challenges to help people become self-sufficient. Partner focuses on measuring outcomes and ensuring efforts make real difference.
• Bridges Out of Poverty / aha! ProcesscoreStrategic or Co-development PartnerBridges Out of Poverty provides the Getting Ahead curriculum and framework for addressing poverty issues. Programs derived from their published works are used in the U.S. and around the world. Phil DeVol is the author and educator associated with this network.
• Spark Consulting GroupminorImplementation/ SI/ Consulting PartnerSpark Consulting Group works alongside organizations to combat social challenges, providing expertise, technical support, and strategic leadership. Founded by Angie Williams, they are on a mission to change the odds for underserved communities.
• Tom Wolff & AssociatescoreImplementation/ SI/ Consulting PartnerDr. Tom Wolff brings forty years of experience in coalition building, community development, collaborative solutions, and collective impact. Author of 'The Power of Collaborative Solutions,' they have tools and resources to mobilize collaborative processes in communities.
• Significant MattersminorImplementation/ SI/ Consulting PartnerSignificant Matters works with individuals, businesses, city government, non-profits, and faith-based communities to develop sustainable ways of doing good through SATtalks (Sustainability and Transformation Talks) initiatives.
• Entrusted FoundationcoreStrategic or Co-development PartnerEntrusted Foundation facilitates solving targeted, deep-seated human-life problems in communities. They follow a multi-layered approach of Research, Revelation, and Response to define problems with honesty, design solutions collaboratively, and mobilize resources for life-creating success.
• Dr. Jennie Robinson - City of HuntsvilleminorGTM or Marketing PartnerCouncil Member of City of Huntsville with extensive leadership experience. Served on numerous boards including United Way of Madison County and is recognized for Distinguished Leadership in the community.

Scale indicators8 records

Recent moves9 records

Expansion highlights6 records

Emerging players

• Giveffect: Giveffect is an all-in-one nonprofit platform covering donations, CRM, volunteer management, and program tracking with overlap to community-coordination features. It targets smaller nonprofits where Simon Solutions is also strong.
• CiviCRM: CiviCRM is an open-source CRM widely used by nonprofits for contact, case, and program management. It overlaps with CharityTracker at the lower end of the market, particularly for budget-constrained faith-based and community organizations.

Broad incumbents

• Salesforce.org (Nonprofit Cloud / NPSP): Salesforce.org's Nonprofit Success Pack and Nonprofit Cloud bundle CRM, fundraising, and program management — a broader platform that increasingly subsumes care-network and case-management workflows that Simon Solutions offers, especially for mid-to-large nonprofits.
• Microsoft Cloud for Nonprofit / Dynamics 365 Nonprofit: Microsoft's nonprofit industry cloud provides case-management-adjacent capabilities bundled with productivity, ERP, and CRM. Larger nonprofits and government agencies evaluating enterprise stacks increasingly consider it as a substitute for niche platforms like CharityTracker.

Direct peers

• findhelp (formerly Aunt Bertha): findhelp operates the largest U.S. social-care network connecting people to community resources, directly comparable to Simon Solutions' Community Resources Directory and CharityTracker referral functionality. Both target the same buyers (nonprofits, health systems, government agencies) and monetize network-driven care coordination.
• CaseWorthy: CaseWorthy provides configurable case-management software for human services, including HMIS-adjacent workflows, mirroring CharityTracker's core role of coordinating care across agencies. It targets very similar grant-funded buyers.
• Efforts to Outcomes (ETO) by Bonterra: ETO is Bonterra's flagship outcomes-measurement and case-management platform for community programs, directly comparable to CharityTracker's outcome tracking and referral coordination. Both compete for the same nonprofit and United Way program budgets.
• ClientTrack: ClientTrack delivers human-services case-management and care-coordination SaaS to nonprofits, food banks, and government agencies. Its functionality aligns closely with Simon Solutions' referral, eligibility, and outcome-tracking capabilities.
• Bonterra (formerly Social Solutions Global): Bonterra offers Apricot, Efforts to Outcomes (ETO), and other case-management / outcomes-tracking products for human-services and nonprofits, overlapping head-on with CharityTracker. Both serve similar nonprofit and government grant-funded buyers with subscription case management.

Regional players

• Clarity Human Services (Bitfocus): Clarity Human Services is an HMIS used widely by Continuums of Care to coordinate homeless services — adjacent to Simon Solutions' food-bank and care-network use cases. Many of the same nonprofit and government buyers evaluate both, particularly in CoC jurisdictions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/simonsolutions
• YouTubeyoutube.com/channel/UCNZdYWnaHPe3yKNNVTy-RBw
• Facebookfacebook.com/Simon-Solutions-121673997890927
• LinkedInlinkedin.com/company/simon-solutions-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Simon Solutions Inc