BEducationEIN: 272399226· Ruling Year: 2011

Ronald M Simon Family Foundation

Newport Beach, California

B+Health Score
72B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 2 peers in Education with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.72×
Peer Median26.08×
💰
$8.6M
Total Revenue
📊
$7.1M
Total Expenses
🏦
$5.1M
Net Assets
📋
$2.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+68.4%
Year-over-year change (2022 → 2023)
Net Margin
+17.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.72
Net assets divided by total expenses
Liabilities-to-Assets
32.7%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$8,583,59568%$7,099,37344%$7,639,91558%
2022$5,097,3033%$4,931,68619%$4,821,5661%
2021$5,239,0645%$4,153,969$4,850,01331%
2020$5,000,686$4,173,4402%$3,697,13628%
2019$5,021,020157%$4,110,32356%$2,886,3321913%
2015$1,952,110$2,631,26535%$143,41281%
2014$1,952,0372%$1,947,30523%$749,3293%
2013$1,999,11815%$1,579,5977%$768,658106%
2012$1,740,308174030700%$1,470,539$372,95637295500%
2011$1$0$1

Frequently Asked Questions

What does Ronald M Simon Family Foundation do?

Ronald M Simon Family Foundation is a education nonprofit organization based in California. It is classified under NTEE code B82 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ronald M Simon Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Ronald M Simon Family Foundation has a score of 72/100 (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 Ronald M Simon Family Foundation generate?

Revenue data for Ronald M Simon Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Ronald M Simon Family Foundation — Newport Beach, CA | GiveScope