Sam & Nada Simon Foundation is a 501(c)(3) organization based in Birmingham, Michigan, registered in 2010, with $170,385 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$170K
▲ 47.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$153K
Net assets
$33K
Employees
—
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 Sam & Nada Simon Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Sam & Nada Simon Foundation: 3 mo reserves · +10% margin earns a B on this criterion. See the exact thresholds →
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 Sam & Nada Simon Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Sam & Nada Simon Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $0 (FY2017) to $170K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
10.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$33K
Total liabilities
$360
Net assets
$33K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $170,385▲47.7% | $153,425▲24.3% | $33,039▲105% | $33,399▲80.8% | 990PF |
| 2023 | $115,350▲39.4% | $123,477▲66.2% | $16,079▼34.3% | $18,478▼24.8% | 990PF |
| 2022 | $82,750▲24.1% | $74,287▲28.6% | $24,457▲52.9% | $24,557▲53.5% | 990PF |
| 2021 | $66,691▼21.4% | $57,750▼25.2% | $15,994▲127% | $15,994▲115% | 990PF |
| 2020 | $84,880▲108% | $77,246▲2.3% | $7,053▲1314% | $7,453▲31.1% | 990PF |
| 2019 | $40,713▼65.8% | $75,486▼27.8% | -$581▼102% | $5,686▼84.0% | 990PF |
| 2018 | $119,000 | $104,499▲544% | $34,192▲168% | $35,427▲57.8% | 990PF |
| 2017 | $0 | $16,220 | -$50,474 | $22,457 | 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.
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Data for Sam & Nada Simon Foundation (EIN 27-0581002) 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.