Dr Jesse L Simon Charitable Foundation

Nonprofit profile at a glance

EIN
208971587
IRS 990-PF coverage
2012–2016
Forms available
Form 990-PF 2016
Location
Westlake Village, CA, USA
Rating
49
Verdict
MIXED
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$0
Expenses
$22,633

Source: IRS Form 990-PF. Selected filing: tax year 2016. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2016

The foundation reported 1 grant totaling $22,633. The stated grant purpose was for education on the history and culture of israel.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this foundation funds its work.
Distribution model
No current program activity. The filing reports no charitable disbursements for the current year.

The verdict

MIXED - The filing identifies who received its grants and a large share of spending goes to grants. Assets provide a limited cushion relative to annual grants and the available information about grant readiness state registration leaves an important question unanswered.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 92
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 4

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 92%; rating input score 92; 69th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 6; rating input score 100

Endowment Health

  • Endowment-health comparison: 0; rating input score 4; 4th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Trustees: Filed trustees detail
  • Investments: 4th percentile for endowment coverage
  • Consistency: 6 of 6 current checks pass
  • Filing history: 4 filing years from 2012 to 2016
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Endowment Health: Endowment-health comparison scored 4/100.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.