Civic Intelligence

Joanne B Simches Charitable Foundation

990PF • Fiscal year 2020 • EIN 04-3110677

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 20, 2021

Organization Profile
99 High Street FL 21Boston, MA 02110

(617) 439-9700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

-1.0%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-36%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,661,322

Down $16,736 (-1.0%) from 2019

Net Assets

Down

$1,661,322

Down $16,736 (-1.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Down

$52,668

Down $29,928 (-36%) from 2019

Expenses

Up

$70,045

Up $37,603 (+116%) from 2019

Net Income

Down

-$17,377

Down $67,531 (-135%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $6,459Liabilities 2011: $02011Assets 2012: $5,950Liabilities 2012: $02012Assets 2013: $5,365Liabilities 2013: $02013Assets 2014: $4,865Liabilities 2014: $02014Assets 2015: $4,865Liabilities 2015: $0Net Assets 2015: $4,8652015Assets 2016: $3,830Liabilities 2016: $0Net Assets 2016: $3,8302016Assets 2017: $1,657,494Liabilities 2017: $0Net Assets 2017: $1,657,4942017Assets 2018: $1,627,911Liabilities 2018: $0Net Assets 2018: $1,627,9112018Assets 2019: $1,678,058Liabilities 2019: $0Net Assets 2019: $1,678,0582019Assets 2020: $1,661,322Liabilities 2020: $0Net Assets 2020: $1,661,3222020Assets 2021: $1,577,406Liabilities 2021: $0Net Assets 2021: $1,577,4062021Assets 2022: $1,470,902Liabilities 2022: $0Net Assets 2022: $1,470,9022022Assets 2023: $1,454,316Liabilities 2023: $0Net Assets 2023: $1,454,3162023Assets 2024: $1,519,314Liabilities 2024: $0Net Assets 2024: $1,519,3142024

Highlighted filing

2020

Assets$1,661,322
Liabilities$0
Net Assets$1,661,322
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $85Expenses 2011: $0Net Income 2011: $852011Revenue 2012: $0Expenses 2012: $509Net Income 2012: -$5092012Revenue 2013: $0Expenses 2013: $585Net Income 2013: -$5852013Revenue 2014: $0Expenses 2014: $500Net Income 2014: -$5002014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $1,035Net Income 2016: -$1,0352016Revenue 2017: $1,686,795Expenses 2017: $33,131Net Income 2017: $1,653,6642017Revenue 2018: $139,552Expenses 2018: $169,339Net Income 2018: -$29,7872018Revenue 2019: $82,596Expenses 2019: $32,442Net Income 2019: $50,1542019Revenue 2020: $52,668Expenses 2020: $70,045Net Income 2020: -$17,3772020Revenue 2021: $179,670Expenses 2021: $263,509Net Income 2021: -$83,8392021Revenue 2022: $14,971Expenses 2022: $121,037Net Income 2022: -$106,0662022Revenue 2023: $85,321Expenses 2023: $102,105Net Income 2023: -$16,7842023Revenue 2024: $95,661Expenses 2024: $30,215Net Income 2024: $65,4462024

Highlighted filing

2020

Revenue$52,668
Expenses$70,045
Net Income-$17,377
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 20, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
S NANCY SIMCHESTrustee-$0--
MICHELLE M PORTERTrustee-$0--
DEBORAH S KAY ESQTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joanne B Simches Charitable Foundation
EIN
04-3110677
Phone
6174399700
Address
99 HIGH STREET FL 21, BOSTON, MA 02110

Signing Officer

Name
S Nancy Simches
Title
Trustee
Phone
6174399700
Signed
2021-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company Pc
Address
99 HIGH STREET 21ST FLOOR, BOSTON, MA 02110
Preparer
Hillary Burr CPA
Phone
6174399700
Raw XML Appendix314 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0S NANCY SIMCHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt058000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH NATIONAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt042 EAST 69TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010021
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09534
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt050501
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt080980
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt050501
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MASSACHUSETTS ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0641
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08592
TaxesSchedule/TaxesDetail/Amt01074
TaxesSchedule/TaxesDetail/Amt1344
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01074
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0S NANCY SIMCHES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174399700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOANNE B SIMCHES CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WOLF & COMPANY PC
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0043110677
ReturnHeader/Filer/PhoneNum06174399700
ReturnHeader/Filer/USAddress/AddressLine1Txt099 HIGH STREET FL 21
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042689883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOLF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 HIGH STREET 21ST FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174399700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HILLARY BURR CPA
ReturnHeader/ReturnTs02021-05-14T13:55:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NANCY SIMCHES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,661,322
Liabilities
$0
Net assets
$1,661,322
Revenue
$52,668
Expenses
$70,045
Net income
-$17,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.03$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.01$0.12$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.18$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.05$0.07$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.08$0.03$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.14$0.17$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$1.69$0.03$1.65
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$0.00$0.00$0.00
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00