TPhilanthropy, Voluntarism & GrantmakingEIN: 133794889· Ruling Year: 1995

Simons Foundation Inc

New York, New York

B-Health Score
47B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org6.49×
Peer Median18.82×
💰
$124.1M
Total Revenue
📊
$565.0M
Total Expenses
🏦
$3.7B
Net Assets
📋
$921.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-66.8%
Year-over-year change (2022 → 2023)
Net Margin
-355.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.49
Net assets divided by total expenses
Liabilities-to-Assets
20.1%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$124,058,66067%$565,004,0008%$4,587,102,4767%
2022$373,367,640101%$523,078,72327%$4,912,204,6747%
2021$185,756,57643%$412,683,48023%$5,260,913,41917%
2020$129,477,47075%$538,911,34010%$4,513,699,77212%
2019$523,660,840133%$489,036,62512%$4,015,531,24153%
2015$225,077,1461%$436,495,13638%$2,632,378,07612%
2014$223,504,36049%$315,661,78990%$2,358,866,3598%
2013$149,848,60532%$165,791,57335%$2,181,745,0365%
2012$221,854,007$255,820,356$2,086,396,261

Frequently Asked Questions

What does Simons Foundation Inc do?

Simons Foundation Inc is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Simons Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Simons Foundation Inc has a score of 47/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Simons Foundation Inc generate?

Revenue data for Simons Foundation Inc is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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