TPhilanthropy, Voluntarism & GrantmakingEIN: 141859319· Ruling Year: 2003

David E Simon & Jacqueline S Simon Charitable Foundation

Indianapolis, Indiana

BHealth Score
58B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org7.11×
Peer Median18.82×
💰
$2.4M
Total Revenue
📊
$8.0M
Total Expenses
🏦
$57.0M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+48.5%
Year-over-year change (2022 → 2023)
Net Margin
-228.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.11
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$2,438,46349%$8,016,33162%$56,967,2177%
2022$1,641,86964%$4,940,90954%$61,097,5297%
2021$4,621,4897%$3,208,53322%$65,788,4342%
2020$4,951,39735%$2,625,86912%$64,778,5123%
2019$7,627,42312%$2,984,55736%$62,678,17618%
2015$6,839,15187%$4,634,91225%$52,939,4744%
2014$50,786,3271139%$3,715,606224%$50,990,2351189%
2013$4,100,094152%$1,145,85118%$3,955,848271%
2012$1,629,9377%$968,0281%$1,066,605127%
2011$1,519,855$976,227$470,578

Frequently Asked Questions

What does David E Simon & Jacqueline S Simon Charitable Foundation do?

David E Simon & Jacqueline S Simon Charitable Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Indiana. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is David E Simon & Jacqueline S Simon Charitable Foundation financially healthy?

Based on our 9-metric Financial Health Score model, David E Simon & Jacqueline S Simon Charitable Foundation has a score of 58/100 (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 David E Simon & Jacqueline S Simon Charitable Foundation generate?

Revenue data for David E Simon & Jacqueline S Simon Charitable Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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