TPhilanthropy, Voluntarism & GrantmakingEIN: 203951826· Ruling Year: 2006

Robert And Lisa Margolis Familyfoundation

Santa Monica, California

B-Health Score
50B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org18.21×
Peer Median18.82×
💰
$3.6M
Total Revenue
📊
$4.5M
Total Expenses
🏦
$82.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+89.1%
Year-over-year change (2022 → 2023)
Net Margin
-25.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
18.21
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$3,614,06989%$4,532,7641%$82,534,1595%
2022$1,911,43564%$4,563,02512%$78,284,363
2021$5,261,3771878%$4,084,552$78,063,6016%
2020-$295,837108%$4,081,096$73,304,5971%
2019$3,500,4881028%$4,083,2064%$74,365,64116%
2015$310,30193%$4,263,94113%$64,282,9917%
2014$4,200,93868%$3,788,589605%$68,860,3011%
2013$2,502,33495%$537,04016%$68,124,7623%
2012$50,543,4662977%$643,069128%$66,159,467311%
2012$1,642,39287%$281,584146%$16,090,52310%
2011$12,607,589$114,485$14,586,914

Frequently Asked Questions

What does Robert And Lisa Margolis Familyfoundation do?

Robert And Lisa Margolis Familyfoundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Robert And Lisa Margolis Familyfoundation financially healthy?

Based on our 9-metric Financial Health Score model, Robert And Lisa Margolis Familyfoundation has a score of 50/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Robert And Lisa Margolis Familyfoundation generate?

Revenue data for Robert And Lisa Margolis Familyfoundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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