TPhilanthropy, Voluntarism & GrantmakingEIN: 331114104· Ruling Year: 2005

Shimon Ben Joseph Foundation

San Francisco, 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 Org26.35×
Peer Median18.82×
💰
$16.5M
Total Revenue
📊
$52.0M
Total Expenses
🏦
$1.4B
Net Assets
📋
$74.9M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+11.5%
Year-over-year change (2022 → 2023)
Net Margin
-215.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
26.35
Net assets divided by total expenses
Liabilities-to-Assets
5.2%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$16,494,28612%$52,003,73543%$1,445,120,6978%
2022$14,791,55363%$91,332,49114%$1,335,087,35316%
2021$39,921,005192%$80,137,818116%$1,592,283,7879%
2020$13,663,40794%$37,121,67645%$1,462,122,7449%
2019$238,519,173319%$67,052,62166%$1,342,598,46719%
2015$56,950,95185%$40,508,0223%$1,132,942,0471%
2014$30,723,1044%$41,977,14534%$1,123,283,9238%
2013$29,576,85156%$31,387,0349%$1,041,590,4927%
2012$19,019,66016%$34,409,65963%$973,736,9646%
2011$22,735,603$21,094,075$920,762,522

Frequently Asked Questions

What does Shimon Ben Joseph Foundation do?

Shimon Ben Joseph Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Shimon Ben Joseph Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Shimon Ben Joseph Foundation 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 Shimon Ben Joseph Foundation generate?

Revenue data for Shimon Ben Joseph Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Shimon Ben Joseph Foundation — San Francisco, CA | GiveScope