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Sifma Foundation for Investor

New York, New York · EIN 52-1087193 · Social Science · tax-exempt since 1977

C

Charity Clarity grade C (score 67.1 of 100), based on the Form 990 for the year ended October 2025.

Graded against 725 social science nonprofits with revenue $2M–$10M filing the same form. A = top 10%, B = next 20%, C = middle 40%, D = next 20%, F = bottom 10%.

What goes into the grade

MeasureThis charityScore (0–100)
ReservesMonths of spending covered by unrestricted net assets.29.0 months57
GovernanceBoard independence, key policies and audit, per the 990.100% of practices100
Margin stabilityHow steady the surplus or deficit is year to year.38
Revenue spreadHow much revenue rests on one type of income.87% from one source44
Filing recordOn-time, complete filings, year after year.100%100
Program spendingSelf-reported by the filer.90.1%not scored
Management costsShare of spending.5.3%not scored
Cost to raise $1Fundraising cost per dollar given.$0.04not scored

Scores compare this charity with its peer group; 100 is best. How Charity Clarity rates charities.

Year by year

20152016201720182019202020212022202320242025grey: revenue · green: spending
Year endedFormRevenueSpendingSurplusNet assetsMonths of spendingStaffGrade
Oct 2025Form 990$5.45M$4.88M$567K$11.79M29.014C
Oct 2024Form 990$4.63M$5.13M−$505K$10.34M24.215B
Oct 2023Form 990$5.23M$5.35M−$124K$9.51M21.314B
Oct 2022Form 990$3.83M$4.14M−$313K$9.35M27.112B
Oct 2021Form 990$3.65M$4.00M−$352K$11.36M34.112C
Oct 2020Form 990$4.56M$3.84M$718K$10.29M32.113C
Oct 2019Form 990$3.32M$3.79M−$471K$9.35M29.613C
Oct 2018Form 990$4.22M$3.62M$606K$9.24M30.714B
Oct 2017Form 990$4.10M$3.55M$542K$8.79M29.712C
Oct 2016Form 990$3.76M$3.82M−$64K$7.76M24.411C
Oct 2015Form 990$4.77M$3.61M$1.16M$7.72M25.711B

From the organisation’s own IRS filings. “Months of spending” is total net assets divided by a month of that year’s spending. A blank grade means that year was not rated.

Read the filings

Every figure here comes from the returns this charity filed with the IRS. These sites show the full returns and more about the organisation:

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