Simmons Foundation Inc

Simmons Foundation maintains stable assets and low expenses with no reported officer compensation despite fluctuating revenues.

EIN: 10277832 · Portland, ME · Updated: 2026-03-28

$1.6MRevenue
$3.6MAssets
85/100Mission Score (Excellent)
Simmons Foundation Inc Financial Summary
MetricValue
Total Revenue$1.6M
Total Expenses$218K
Program Spending85%
Net Assets$3.3M
Transparency Score85/100

Is Simmons Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Simmons Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Simmons Foundation Inc

Simmons Foundation Inc (EIN: 10277832) is a nonprofit organization based in Portland, ME. The organization reported total revenue of $1.6M and total assets of $3.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Simmons Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

58Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Simmons Foundation Inc is a mid-size nonprofit that has been operating for 58 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 14.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$469K
Total Expenses$218K
Surplus / Deficit+$251K
Total Assets$3.3M
Total Liabilities$14K
Net Assets$3.3M
Operating Margin53.5%
Debt-to-Asset Ratio0.4%
Months of Reserves183.6 months

Financial Health Grade: A

In 2023, Simmons Foundation Inc reported a surplus of $251K with revenue exceeding expenses, holds 183.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.4% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Simmons Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 14.0%.

YearRevenue ChangeExpense ChangeAsset Change
2022-218.0%-26.8%-19.7%
2021-0.6%+29.4%+7.2%
2020-24.2%+1.8%+9.7%

IRS Tax-Exempt Classification

IRS Classification Codes1700
IRS Ruling Date1968

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Simmons Foundation Inc. demonstrates a generally stable financial position with assets consistently above $2.4 million over the past decade, reaching $3,331,940 in the latest filing. While revenue has fluctuated, including a significant negative revenue in 2022 (-$571,792), the organization has managed its expenses, which have remained relatively consistent, typically between $168,880 and $230,576 annually. The foundation's liabilities are consistently low, indicating good financial management and minimal debt burden. The absence of reported officer compensation across all filings suggests a volunteer-led or very lean executive structure, which can contribute to higher program spending efficiency. Spending efficiency appears strong, as the organization's expenses are well-managed relative to its asset base. The lack of detailed functional expense breakdowns in the provided data makes a precise assessment of program versus administrative spending challenging. However, the consistent low expenses and zero officer compensation imply that a significant portion of funds, after covering operational costs, is likely directed towards its mission. The foundation's consistent filing of IRS Form 990s over ten periods indicates a commitment to regulatory transparency. Overall, the Simmons Foundation Inc. appears to be a financially sound organization with a conservative spending approach and a strong balance sheet. The fluctuations in revenue, particularly the negative revenue in 2022, warrant further investigation to understand their nature (e.g., investment losses, asset revaluation) but do not seem to have destabilized the organization given its consistent asset base and low liabilities. The absence of officer compensation is a notable positive for efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Simmons Foundation Inc with a Mission Score of 85 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: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Simmons Foundation Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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:

$469KTotal Revenue
$218KTotal Expenses
$3.3MTotal Assets
$14KTotal Liabilities
$3.3MNet Assets
  • The organization reported a surplus of $251K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.4%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that the organization's officers are either unpaid volunteers or compensated through other means not reported as officer compensation, which significantly reduces overhead.

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.

Red Flags

The following concerns were identified during AI analysis of Simmons Foundation Inc's IRS 990 filings:

  • Significant negative revenue reported in 2022 (-$571,792) without clear explanation in provided data.
  • NTEE code is unknown, making it difficult to assess mission alignment and peer comparisons.

Strengths

The following positive indicators were identified for Simmons Foundation Inc:

  • Consistently low liabilities, indicating strong financial management and minimal debt.
  • Zero reported officer compensation across all filings, suggesting high efficiency in executive overhead.
  • Stable asset base, consistently above $2.4 million, demonstrating financial resilience.
  • Consistent filing of IRS Form 990s over ten periods, indicating good regulatory compliance and transparency.

Frequently Asked Questions about Simmons Foundation Inc

Is Simmons Foundation Inc a legitimate charity?

Simmons Foundation Inc (EIN: 10277832) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $1.6M. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Simmons Foundation Inc spend its money?

Simmons Foundation Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Simmons Foundation Inc tax-deductible?

Simmons Foundation Inc is registered as a tax-exempt nonprofit (EIN: 10277832). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Simmons Foundation Inc's spending goes to programs?

Simmons Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Simmons Foundation Inc located?

Simmons Foundation Inc is headquartered in Portland, Maine and files with the IRS under EIN 10277832.

How many years of IRS 990 filings does Simmons Foundation Inc have?

Simmons Foundation Inc 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 $1.6M in total revenue.

What caused the negative revenue of -$571,792 in 2022?

The provided data does not specify the reason for the negative revenue in 2022. This could be due to investment losses, significant asset write-downs, or other non-operating adjustments. Further investigation into the full 990 filing for that period would be necessary to understand this anomaly.

How does the Simmons Foundation Inc. achieve its mission without reported officer compensation?

The absence of reported officer compensation suggests that the foundation may be primarily run by volunteers, or that executive functions are performed by individuals compensated through other entities or in non-monetary forms. This structure can lead to higher efficiency in directing funds towards its mission.

What are the specific program activities of the Simmons Foundation Inc.?

The provided NTEE code is 'Unknown', and the data does not detail specific program activities. To understand the foundation's mission and impact, one would need to review the full 990 filings for program service accomplishments.

Filing History

IRS 990 filing history for Simmons Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Simmons Foundation Inc's revenue has grown by 383.3%, moving from $97K to $469K. Total assets increased by 35% over the same period, from $2.5M to $3.3M. Total functional expenses rose by 21.7%, from $179K to $218K. In its most recent filing year (2023), Simmons Foundation Inc reported a surplus of $251K, with revenue exceeding expenses. The organization holds $14K in liabilities against $3.3M in assets (debt-to-asset ratio: 0.4%), resulting in net assets of $3.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $469K $218K $3.3M $14K
2022 $-571,792 $169K $3.1M $2K View 990
2021 $484K $231K $3.8M $12K View 990
2020 $487K $178K $3.6M $10K View 990
2019 $643K $175K $3.2M $5K View 990
2015 $-38,643 $176K $2.7M $5K View 990
2014 $284K $188K $3.0M $10K View 990
2013 $471K $200K $2.9M $8K View 990
2012 $295K $172K $2.6M $10K View 990
2011 $97K $179K $2.5M $9K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $469K, expenses of $218K, and assets of $3.3M.
  • 2022: Revenue of $-571,792, expenses of $169K, and assets of $3.1M (revenue -218.0% year-over-year).
  • 2021: Revenue of $484K, expenses of $231K, and assets of $3.8M (revenue -0.6% year-over-year).
  • 2020: Revenue of $487K, expenses of $178K, and assets of $3.6M (revenue -24.2% year-over-year).
  • 2019: Revenue of $643K, expenses of $175K, and assets of $3.2M.
  • 2015: Revenue of $-38,643, expenses of $176K, and assets of $2.7M (revenue -113.6% year-over-year).
  • 2014: Revenue of $284K, expenses of $188K, and assets of $3.0M (revenue -39.7% year-over-year).
  • 2013: Revenue of $471K, expenses of $200K, and assets of $2.9M (revenue +59.6% year-over-year).
  • 2012: Revenue of $295K, expenses of $172K, and assets of $2.6M (revenue +204.1% year-over-year).
  • 2011: Revenue of $97K, expenses of $179K, and assets of $2.5M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Simmons Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Simmons Foundation Inc 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.

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