Ronald M Simon Family Foundation
Only null% goes to programs Strong reserves Growing revenue
Ronald M Simon Family Foundation is a 501(c)(3) organization based in Newport Beach, California, registered in 2011, with $12,750,797 in FY2024 revenue. CharityIndex grades it B.
620 Newport Center Dr Fl 12th, Newport Beach, CA, 92660 EIN 27-2399226 Since 2011
Revenue (FY2024)
$12.8M
▼ 23.9% vs prior year
Education median: $200K
Expenses (FY2024)
$10.1M
Net assets
$9.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Ronald M Simon Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating11 mo reserves · +21% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Ronald M Simon Family Foundation: 11 mo reserves · +21% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Ronald M Simon Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Ronald M Simon Family Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 620 Newport Center Dr Fl 12th, Newport Beach, CA, 92660
- City
- Newport Beach
- State
- California
- Category
- Education
- Subcategory
- Student Services & Aid
- Website
- …
Financial trends
Revenue grew from $4.2M (FY2015) to $12.8M (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $5.4MNet assets $9.6M
Operating margin
21.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$15.0M
Total liabilities
$5.4M
Net assets
$9.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $12,750,797▼23.9% | $10,078,913▼32.5% | $9,637,459▲38.4% | $14,995,131▲8.4% | 990PF |
| 2023 | $16,746,550▲95.1% | $14,923,226▲110% | $6,965,575▲35.5% | $13,837,363▲81.1% | 990PF |
| 2022 | $8,583,595▲68.4% | $7,099,373▲44.0% | $5,142,251▲13.4% | $7,639,915▲58.5% | 990PF |
| 2021 | $5,097,303▼2.7% | $4,931,686▲18.7% | $4,535,752▼3.4% | $4,821,566▼0.6% | 990PF |
| 2020 | $5,239,064▲4.8% | $4,153,969▼0.5% | $4,693,616▲29.9% | $4,850,013▲31.2% | 990PF |
| 2019 | $5,000,686▼0.4% | $4,173,440▲1.5% | $3,613,459▲29.8% | $3,697,136▲28.1% | 990PF |
| 2018 | $5,021,020▲13.0% | $4,110,323▲8.2% | $2,783,611▲48.5% | $2,886,332▲50.1% | 990PF |
| 2017 | $4,445,023▼1.2% | $3,797,941▼1.2% | $1,874,793▲52.8% | $1,922,469▲43.6% | 990PF |
| 2016 | $4,500,171▲6.5% | $3,845,430▲5.0% | $1,227,303▲113% | $1,338,387▲107% | 990PF |
| 2015 | $4,225,733 | $3,663,288▲149% | $575,835▲113% | $647,360▲73.6% | 990PF |
| 2011 | — | $1,470,539 | $269,769 | $372,956 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $550K total
1 grant to Ronald M Simon Family Foundation totaling $550K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Orange County Community Foundation | Education | 2022 | $550,000 |
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Frequently asked questions
- Is Ronald M Simon Family Foundation a legitimate nonprofit?
- Yes. Ronald M Simon Family Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 27-2399226, based in Newport Beach, California. Donations are tax-deductible.
- What is Ronald M Simon Family Foundation's EIN?
- Ronald M Simon Family Foundation's Employer Identification Number (EIN) is 27-2399226.
- How much revenue does Ronald M Simon Family Foundation report?
- Ronald M Simon Family Foundation reported $12,750,797 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Ronald M Simon Family Foundation have?
- CharityIndex grades Ronald M Simon Family Foundation B, based on financial health (reserves and operating margin).
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Data for Ronald M Simon Family Foundation (EIN 27-2399226) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.