Simon Levi Trust

Nonprofit profile at a glance

EIN
356011750
IRS 990-EZ coverage
2020–2025
Forms available
Form 990-EZ 2025
Location
Terre Haute, IN, USA
Phone
8122386257
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$4,588
Expenses
$4,142
Assets
$124,473
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

1 person listed

People named in this filing

  • First Financial Bank NA (Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Trust was created to provide support to the Parks Department.

What it reported doing in 2025

The Trust distributes its net income, semi-annually, to the city of Terre Haute Department of Parks and Recreation.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 63
  • Transparency & Controls: 82
  • Sustainability: 65
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69%; rating input score 69
  • Program expense ratio: 53.8%; rating input score 54

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 9.7%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 30.05; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 36.5%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: 15.3% per year; rating input score 100; 77th percentile among comparable filings
  • Revenue growth: -0.5% per year; rating input score 0; 47th percentile among comparable filings
  • Asset growth: 1.5% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 69% of revenue deployed · 53.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $2K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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.

  • Review — Financial Efficiency: Program expense ratio scored 54/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.