Philanthropy & Grantmaking
(T20)
990 on File
SIMONIAN FAMILY FOUNDATION
Financial strength (30%)
68/100
Reliability (20%)
40/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$17.9M
Total Revenue
$12.9M
Total Expenses
$9.4M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
99.9%
Fundraising Efficiency
N/A
Operating Reserve
8.78x
Liability-to-Asset
36.9%
Revenue Diversification
96.7%
Compared with Peers
FY 2024
Compared with 923 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2024.
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
|
99.9% | 91.7% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
8.8 mo | 69.8 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
36.9% | 2.5% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
96.7% | 88.2% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
72.4% | 17.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-6.3% | 10.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
27.9% | 6.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $17.9M | $12.9M | $9.4M | 99.9% | — |
| 2023 | $10.4M | $13.8M | $10.0M | 99.8% | — |
| 2022 | $14.1M | $716K | $13.4M | 100.0% | — |
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