Robert And Lisa Margolis Familyfoundation
Robert And Lisa Margolis Familyfoundation consistently disburses grants from a substantial asset base with no reported officer compensation.
EIN: 203951826 · Santa Monica, CA · NTEE: T22 · Updated: 2026-03-28
Is Robert And Lisa Margolis Familyfoundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Robert And Lisa Margolis Familyfoundation directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Robert And Lisa Margolis Familyfoundation
Robert And Lisa Margolis Familyfoundation (EIN: 203951826) is a nonprofit organization based in Santa Monica, CA, classified under NTEE code T22. The organization reported total revenue of $20.8M and total assets of $88.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert And Lisa Margolis Familyfoundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert And Lisa Margolis Familyfoundation is a large nonprofit that has been operating for 20 years, with 11 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -9.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.6M |
| Total Expenses | $4.5M |
| Surplus / Deficit | $-918,695 |
| Total Assets | $82.5M |
| Total Liabilities | $1 |
| Net Assets | $82.5M |
| Operating Margin | -25.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 218.5 months |
Financial Health Grade: B
In 2023, Robert And Lisa Margolis Familyfoundation reported a deficit of $919K with expenses exceeding revenue, holds 218.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 11 years of filings (2011–2023), Robert And Lisa Margolis Familyfoundation's revenue has declined at a compound annual growth rate (CAGR) of -9.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +89.1% | -0.7% | +5.4% |
| 2022 | -63.7% | +11.7% | +0.3% |
| 2020 | -108.5% | -0.1% | -1.4% |
| 2019 | +1028.1% | -4.2% | +15.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
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 Robert And Lisa Margolis Familyfoundation with a Mission Score of 95 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: 0%
- programs: 100%
- fundraising: 0%
According to IRS 990 filings, Robert And Lisa Margolis Familyfoundation allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% 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 deficit of $919K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officers receive salaries from the foundation, which is highly efficient for a foundation of its size with assets nearing $90 million.
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 Robert And Lisa Margolis Familyfoundation:
- Substantial and growing asset base ($88,345,929 latest assets)
- 0% officer compensation reported across all filings, indicating high efficiency
- Consistent grant-making activity (expenses in the $4-5 million range in recent years)
- Minimal liabilities reported, indicating strong financial health
- Long-term financial stability and growth in assets
Frequently Asked Questions about Robert And Lisa Margolis Familyfoundation
Is Robert And Lisa Margolis Familyfoundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Robert And Lisa Margolis Familyfoundation (EIN: 203951826) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does Robert And Lisa Margolis Familyfoundation spend its money?
Robert And Lisa Margolis Familyfoundation directs 100% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Robert And Lisa Margolis Familyfoundation tax-deductible?
Robert And Lisa Margolis Familyfoundation is registered as a tax-exempt nonprofit (EIN: 203951826). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Robert And Lisa Margolis Familyfoundation a good charity?
Yes, as a private foundation, it appears to be a highly effective grant-making entity. Its consistent grant disbursements, substantial asset base, and zero reported officer compensation demonstrate strong financial health and a clear focus on its philanthropic mission.
How does the foundation manage its expenses relative to its revenue?
In several recent periods (e.g., 2023, 2022), the foundation's expenses have exceeded its revenue, indicating it is drawing from its substantial asset base to fund its activities. This is a common and acceptable practice for endowed foundations.
What is the trend in the foundation's assets?
The foundation's assets have shown consistent growth over the long term, from $16 million in 2012 to $88 million in the latest filing, demonstrating effective investment management and financial stability.
Does the foundation have high administrative costs?
No, the foundation reports 0% officer compensation and minimal liabilities, suggesting very low administrative overhead, which is highly efficient for a foundation of its size.
Filing History
IRS 990 filing history for Robert And Lisa Margolis Familyfoundation showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2011–2023), Robert And Lisa Margolis Familyfoundation's revenue has declined by 71.3%, moving from $12.6M to $3.6M. Total assets increased by 465.8% over the same period, from $14.6M to $82.5M. Total functional expenses rose by 3859.3%, from $114K to $4.5M. In its most recent filing year (2023), Robert And Lisa Margolis Familyfoundation reported a deficit of $919K, with expenses exceeding revenue. The organization holds $1 in liabilities against $82.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $82.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.6M | $4.5M | $82.5M | $1 | — | — |
| 2022 | $1.9M | $4.6M | $78.3M | $1 | — | View 990 |
| 2021 | $5.3M | $4.1M | $78.1M | $257K | — | View 990 |
| 2020 | $-295,837 | $4.1M | $73.3M | $250K | — | View 990 |
| 2019 | $3.5M | $4.1M | $74.4M | $1 | — | — |
| 2015 | $310K | $4.3M | $64.3M | $1 | — | View 990 |
| 2014 | $4.2M | $3.8M | $68.9M | $1 | — | View 990 |
| 2013 | $2.5M | $537K | $68.1M | $1 | — | View 990 |
| 2012 | $50.5M | $643K | $66.2M | $0 | — | View 990 |
| 2012 | $1.6M | $282K | $16.1M | $0 | — | View 990 |
| 2011 | $12.6M | $114K | $14.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.6M, expenses of $4.5M, and assets of $82.5M (revenue +89.1% year-over-year).
- 2022: Revenue of $1.9M, expenses of $4.6M, and assets of $78.3M (revenue -63.7% year-over-year).
- 2021: Revenue of $5.3M, expenses of $4.1M, and assets of $78.1M.
- 2020: Revenue of $-295,837, expenses of $4.1M, and assets of $73.3M (revenue -108.5% year-over-year).
- 2019: Revenue of $3.5M, expenses of $4.1M, and assets of $74.4M (revenue +1028.1% year-over-year).
- 2015: Revenue of $310K, expenses of $4.3M, and assets of $64.3M (revenue -92.6% year-over-year).
- 2014: Revenue of $4.2M, expenses of $3.8M, and assets of $68.9M (revenue +67.9% year-over-year).
- 2013: Revenue of $2.5M, expenses of $537K, and assets of $68.1M (revenue -95.0% year-over-year).
- 2012: Revenue of $50.5M, expenses of $643K, and assets of $66.2M (revenue +2977.4% year-over-year).
- 2012: Revenue of $1.6M, expenses of $282K, and assets of $16.1M (revenue -87.0% year-over-year).
- 2011: Revenue of $12.6M, expenses of $114K, and assets of $14.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert And Lisa Margolis Familyfoundation:
Data Sources and Methodology
This transparency report for Robert And Lisa Margolis Familyfoundation 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.