Medical Research (H11) IRS Verified DX Registered 990 on File

SIMONS FUND

EIN: 20-2771448 · PLYMOUTH MTNG, PA 19462-1268 · United States · FY 2025 Data

3 out of 5 57 / 100 Based on 2+ years of filings

Financial strength (30%) 89/100

Reliability (20%) 55/100

Effectiveness (25%) 78/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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Financial Overview — FY 2025

$664K

Total Revenue

$695K

Total Expenses

$428K

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 88.0%

Fundraising Efficiency 14.6%

Operating Reserve 7.39x

Liability-to-Asset 10.9%

Revenue Diversification 133.7%

Compared with Peers

FY 2025

Compared with 300 similar organizations (United States, Medical Research, $100K–$1M in expenses), FY 2025.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	88.0%	84.6%	P10P90	Above median
Admin expense ratio Management and general / total expenses · lower is better	8.6%	10.0%	P10P90	Above median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	3.4%	0.0%	P10P90	Bottom quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	14.6%	10.1%	P10P90	Below median
Operating reserve Months of expenses covered by net assets · higher is better	7.4 mo	11.7 mo	P10P90	Below median
Liabilities to assets Total liabilities / total assets · lower is better	10.9%	0.0%	P10P90	Bottom quarter
Revenue concentration Share of revenue from the largest source · lower is better	133.7%	92.2%	P10P90	Bottom quarter
Surplus margin Surplus as a share of revenue	-4.6%	-1.6%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$664K	$695K	$428K	88.0%	3
2023	$792K	$725K	$545K	87.8%	3
2022	$552K	$482K	$478K	80.3%	3
2021	$317K	$333K	N/A	—	3

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Organization Details

EIN: 20-2771448
State: PA
City: PLYMOUTH MTNG
ZIP: 19462-1268
Classification: H11
Category: Medical Research
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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