Philanthropy & Grantmaking
(T20)
990 on File
THE HEISING-SIMONS FOUNDATION
Financial strength (30%)
71/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$152.1M
Total Revenue
$189.5M
Total Expenses
$795.7M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
91.6%
Fundraising Efficiency
N/A
Operating Reserve
50.38x
Liability-to-Asset
8.8%
Revenue Diversification
92.1%
Executive Compensation
$1.9M
Compared with Peers
FY 2023
Compared with 207 similar organizations
(United States, Philanthropy & Grantmaking, $100M and over in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
91.6% | 94.5% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
50.4 mo | 67.5 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
8.8% | 3.7% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
92.1% | 91.7% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-64.6% | 3.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
7.0% | 11.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-24.6% | 0.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $152.1M | $189.5M | $795.7M | 91.6% | — |
| 2022 | $430.1M | $177.0M | $778.5M | 92.7% | — |
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