Beryl O And Wilma Sime Roundycharitable Foundation
Beryl O And Wilma Sime Roundycharitable Foundation consistently maintains strong assets and minimal liabilities with no reported officer compensation.
EIN: 203993988 · Chicago, IL · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $4.9M |
| Total Expenses | $619K |
| Program Spending | 95% |
| CEO/Top Officer Pay | $10 |
| Net Assets | $10.7M |
| Transparency Score | 92/100 |
Is Beryl O And Wilma Sime Roundycharitable Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Beryl O And Wilma Sime Roundycharitable Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Beryl O And Wilma Sime Roundycharitable Foundation
Beryl O And Wilma Sime Roundycharitable Foundation (EIN: 203993988) is a nonprofit organization based in Chicago, IL, classified under NTEE code T20. The organization reported total revenue of $4.9M and total assets of $11.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Beryl O And Wilma Sime Roundycharitable Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Beryl O And Wilma Sime Roundycharitable Foundation is a mid-size nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 30.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.0M |
| Total Expenses | $619K |
| Surplus / Deficit | +$411K |
| Total Assets | $10.7M |
| Total Liabilities | $1 |
| Net Assets | $10.7M |
| Operating Margin | 39.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 207.4 months |
Financial Health Grade: A
In 2023, Beryl O And Wilma Sime Roundycharitable Foundation reported a surplus of $411K with revenue exceeding expenses, holds 207.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Beryl O And Wilma Sime Roundycharitable Foundation's revenue has grown at a compound annual growth rate (CAGR) of 30.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +26.3% | -9.0% | +3.9% |
| 2022 | +3.0% | +14.5% | +1.3% |
| 2021 | +27.1% | +3.0% | +2.0% |
| 2020 | +14.0% | -12.1% | +0.5% |
| 2019 | -65.2% | +78.6% | -3.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Beryl O And Wilma Sime Roundycharitable Foundation with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Beryl O And Wilma Sime Roundycharitable Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $411K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the foundation's leadership is unpaid, which is highly efficient for a foundation of its size with over $10 million in assets.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Beryl O And Wilma Sime Roundycharitable Foundation:
- Consistent asset growth, reaching over $10 million in recent years.
- Zero reported officer compensation, indicating highly efficient use of funds.
- Minimal liabilities, consistently reported as $1 or $0.
- Healthy surplus in most years, with revenue significantly exceeding expenses (e.g., $1,029,976 revenue vs. $619,333 expenses in 2023).
- Strong financial stability and long-term sustainability.
Frequently Asked Questions about Beryl O And Wilma Sime Roundycharitable Foundation
Is Beryl O And Wilma Sime Roundycharitable Foundation a legitimate charity?
Beryl O And Wilma Sime Roundycharitable Foundation (EIN: 203993988) is a registered tax-exempt nonprofit based in Illinois. Our AI analysis gives it a Mission Score of 92/100. It has 10 years of IRS 990 filings on record. Total revenue: $4.9M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Beryl O And Wilma Sime Roundycharitable Foundation spend its money?
Beryl O And Wilma Sime Roundycharitable Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Beryl O And Wilma Sime Roundycharitable Foundation tax-deductible?
Beryl O And Wilma Sime Roundycharitable Foundation is registered as a tax-exempt nonprofit (EIN: 203993988). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Beryl O And Wilma Sime Roundycharitable Foundation CEO make?
Beryl O And Wilma Sime Roundycharitable Foundation's highest-compensated officer earns $10 annually. The organization reported $4.9M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Beryl O And Wilma Sime Roundycharitable Foundation compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Beryl O And Wilma Sime Roundycharitable Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Beryl O And Wilma Sime Roundycharitable Foundation located?
Beryl O And Wilma Sime Roundycharitable Foundation is headquartered in Chicago, Illinois and files with the IRS under EIN 203993988. It is classified under NTEE code T20.
How many years of IRS 990 filings does Beryl O And Wilma Sime Roundycharitable Foundation have?
Beryl O And Wilma Sime Roundycharitable Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.9M in total revenue.
Is Beryl O And Wilma Sime Roundycharitable Foundation financially stable?
Yes, the foundation is highly financially stable, consistently maintaining assets over $10 million in recent years and reporting minimal liabilities ($1 or $0) across all filings.
How efficiently does the foundation use its funds?
The foundation appears to be very efficient, with no reported officer compensation, suggesting that nearly all operational expenses are directed towards administrative and program costs, with a strong emphasis on its charitable purpose.
What is the trend in the foundation's assets?
The foundation's assets have shown significant growth, increasing from $1,037,647 in 2011 to $10,703,947 in 2023, indicating strong financial management and investment performance.
Filing History
IRS 990 filing history for Beryl O And Wilma Sime Roundycharitable Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Beryl O And Wilma Sime Roundycharitable Foundation's revenue has grown by 2253.6%, moving from $44K to $1.0M. Total assets increased by 931.6% over the same period, from $1.0M to $10.7M. Total functional expenses rose by 783.8%, from $70K to $619K. In its most recent filing year (2023), Beryl O And Wilma Sime Roundycharitable Foundation reported a surplus of $411K, with revenue exceeding expenses. The organization holds $1 in liabilities against $10.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $10.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.0M | $619K | $10.7M | $1 | — | View 990 |
| 2022 | $816K | $681K | $10.3M | $1 | — | View 990 |
| 2021 | $792K | $595K | $10.2M | $1 | — | — |
| 2020 | $623K | $577K | $10.0M | $1 | — | View 990 |
| 2019 | $546K | $657K | $9.9M | $0 | — | View 990 |
| 2015 | $1.6M | $368K | $10.3M | $0 | — | View 990 |
| 2014 | $1.0M | $313K | $9.1M | $0 | — | View 990 |
| 2013 | $8.5M | $221K | $7.7M | $0 | — | View 990 |
| 2012 | $216K | $76K | $1.2M | $0 | — | View 990 |
| 2011 | $44K | $70K | $1.0M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.0M, expenses of $619K, and assets of $10.7M (revenue +26.3% year-over-year).
- 2022: Revenue of $816K, expenses of $681K, and assets of $10.3M (revenue +3.0% year-over-year).
- 2021: Revenue of $792K, expenses of $595K, and assets of $10.2M (revenue +27.1% year-over-year).
- 2020: Revenue of $623K, expenses of $577K, and assets of $10.0M (revenue +14.0% year-over-year).
- 2019: Revenue of $546K, expenses of $657K, and assets of $9.9M (revenue -65.2% year-over-year).
- 2015: Revenue of $1.6M, expenses of $368K, and assets of $10.3M (revenue +50.3% year-over-year).
- 2014: Revenue of $1.0M, expenses of $313K, and assets of $9.1M (revenue -87.7% year-over-year).
- 2013: Revenue of $8.5M, expenses of $221K, and assets of $7.7M (revenue +3822.6% year-over-year).
- 2012: Revenue of $216K, expenses of $76K, and assets of $1.2M (revenue +394.5% year-over-year).
- 2011: Revenue of $44K, expenses of $70K, and assets of $1.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Beryl O And Wilma Sime Roundycharitable Foundation:
Data Sources and Methodology
This transparency report for Beryl O And Wilma Sime Roundycharitable Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.