Simons Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 126,527 | 176,425 | −49,898 | 22.8 | — |
| 2012 | 111,793 | 71,382 | 40,411 | 63.2 | — |
| 2013 | 192,458 | 305,385 | −112,927 | 10.3 | 27% |
| 2014 | 232,313 | 291,651 | −59,338 | 8.4 | 33% |
| 2015 | 441,446 | 278,400 | 163,046 | 15.8 | 32% |
| 2016 | 303,891 | 248,787 | 55,104 | 20.4 | 36% |
| 2017 | 325,610 | 321,302 | 4,308 | 15.9 | 38% |
| 2018 | 390,634 | 394,833 | −4,199 | 12.8 | 34% |
| 2019 | 345,740 | 427,107 | −81,367 | 9.6 | 35% |
| 2020 | 393,169 | 372,847 | 20,322 | 11.6 | 38% |
| 2021 | 317,439 | 332,959 | −15,520 | 14.7 | 48% |
| 2022 | 552,293 | 481,957 | 70,336 | 11.9 | 33% |
| 2023 | 792,383 | 724,994 | 67,389 | 9.0 | 28% |
In its most recent public year (2023), this organization brought in $67,389 more than it spent. Its reserves stood at about 9 months of spending, down from 22.8 in 2011. Staff pay was 28% of spending. $72,179 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Simons Fund's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works