Deborah Joy Simon Foundation

Carmel, Indiana

B-Health Score
54B-

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 Org4.51×
Peer Median18.82×
💰
$5.2M
Total Revenue
📊
$12.5M
Total Expenses
🏦
$56.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-2.4%
Year-over-year change (2022 → 2023)
Net Margin
-142.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.51
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$5,157,1172%$12,512,30832%$56,379,29612%
2022$5,285,76240%$9,467,4375%$63,711,9116%
2021$8,858,9833%$9,013,6328%$67,791,546
2020$8,594,23131%$8,383,56433%$67,956,640
2019$12,476,98874%$6,300,05519%$67,913,90721%
2015$7,165,88586%$5,304,85071%$56,348,9594%
2014$51,125,391737%$3,100,071$54,426,065740%
2013$6,106,74265515%$0100%$6,475,6331655%
2012$9,3078%$8100%$368,8913%
2011$8,639$130,005$359,592

Frequently Asked Questions

What does Deborah Joy Simon Foundation do?

Deborah Joy Simon Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Indiana. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Deborah Joy Simon Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Deborah Joy Simon Foundation has a score of 54/100 (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 Deborah Joy Simon Foundation generate?

Revenue data for Deborah Joy Simon Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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