TPhilanthropy, Voluntarism & GrantmakingEIN: 597034786· Ruling Year: 1995

Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr

Hollywood, Florida

B-Health Score
46B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org5.15×
Peer Median18.82×
💰
$154K
Total Revenue
📊
$319K
Total Expenses
🏦
$1.6M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+130.5%
Year-over-year change (2022 → 2023)
Net Margin
-106.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.15
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$154,495131%$319,3381%$1,643,5139%
2022$67,023155%$315,229$1,808,35612%
2021$26,32985%$314,99811%$2,056,56012%
2020$170,692381%$352,3834%$2,345,2317%
2019$35,50176%$339,44110%$2,526,91719%
2015$150,41627%$377,1772%$3,137,5907%
2014$205,97614%$384,9422%$3,366,0705%
2013$181,08824%$379,2461%$3,547,5635%
2012$145,71861%$376,88910%$3,746,6086%
2011$370,331$417,128$3,980,899

Frequently Asked Questions

What does Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr do?

Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T22Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr.

How much revenue does Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr generate?

Revenue data for Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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