Simon Family Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 430,115 | 505,900 | −75,785 | 159.9 | 0% |
| 2012 | 382,404 | 433,900 | −51,496 | 175.5 | 0% |
| 2013 | 277,438 | 458,173 | −180,735 | 174.9 | 0% |
| 2014 | 305,781 | 361,343 | −55,562 | 235.0 | 0% |
| 2015 | 245,416 | 380,310 | −134,894 | 213.0 | 0% |
| 2016 | −88,669 | 360,908 | −449,577 | 210.0 | 0% |
| 2017 | 159,888 | 378,291 | −218,403 | 210.1 | 0% |
| 2018 | 249,559 | 373,981 | −124,422 | 214.5 | 0% |
| 2019 | 225,279 | 366,080 | −140,801 | 214.5 | 0% |
| 2020 | 86,714 | 339,864 | −253,150 | 216.4 | 0% |
| 2021 | 709,630 | 329,905 | 379,725 | 265.6 | 0% |
| 2022 | 291,954 | 343,322 | −51,368 | 230.4 | 0% |
| 2023 | 202,843 | 336,413 | −133,570 | 247.6 | 0% |
In its most recent public year (2023), this organization spent $133,570 more than it brought in. Its reserves stood at about 247.6 months of spending, up from 159.9 in 2011. Staff pay was 0% of spending. $291,280 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
Simon Family Foundation'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