Civic Intelligence

The Cynthia L and William E Simon J R Foundation

EIN 13-3799555 • Morristown, NJ

360 Mount Kemble Ave Suite 5Morristown, NJ 07960
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

93rd percentile

65%

Faster asset growth than 93% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

3.1%

Faster revenue growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,270,340

Up $498,293 (+65%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,270,340

Up $498,293 (+65%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin93rd percentile

Revenue

Up

$707,297

Up $21,518 (+3.1%) from 2023

Expenses

Down

$209,004

Down $20,960 (-9.1%) from 2023

Net Income

Up

$498,293

Up $42,478 (+9.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $26,808Liabilities 2011: $02011Assets 2012: $34,818Liabilities 2012: $02012Assets 2013: $60,757Liabilities 2013: $02013Assets 2014: $298,599Liabilities 2014: $02014Assets 2015: $570,952Liabilities 2015: $02015Assets 2019: $523,821Liabilities 2019: $02019Assets 2020: $336,231Liabilities 2020: $0Net Assets 2020: $336,2312020Assets 2021: $614,510Liabilities 2021: $0Net Assets 2021: $614,5102021Assets 2022: $305,232Liabilities 2022: $0Net Assets 2022: $305,2322022Assets 2023: $772,047Liabilities 2023: $0Net Assets 2023: $772,0472023Assets 2024: $1,270,340Liabilities 2024: $0Net Assets 2024: $1,270,3402024

Highlighted filing

2024

Assets$1,270,340
Liabilities$0
Net Assets$1,270,340
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $600,521Expenses 2011: $604,340Net Income 2011: -$3,8192011Revenue 2012: $570,456Expenses 2012: $562,446Net Income 2012: $8,0102012Revenue 2013: $565,736Expenses 2013: $539,797Net Income 2013: $25,9392013Revenue 2014: $390,453Expenses 2014: $152,611Net Income 2014: $237,8422014Revenue 2015: $740,520Expenses 2015: $469,167Net Income 2015: $271,3532015Revenue 2019: $325,797Expenses 2019: $256,219Net Income 2019: $69,5782019Revenue 2020: $27,671Expenses 2020: $222,761Net Income 2020: -$195,0902020Revenue 2021: $520,314Expenses 2021: $242,035Net Income 2021: $278,2792021Revenue 2022: $41,675Expenses 2022: $352,353Net Income 2022: -$310,6782022Revenue 2023: $685,779Expenses 2023: $229,964Net Income 2023: $455,8152023Revenue 2024: $707,297Expenses 2024: $209,004Net Income 2024: $498,2932024

Highlighted filing

2024

Revenue$707,297
Expenses$209,004
Net Income$498,293
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,270,340
Liabilities
$0
Net assets
$1,270,340
Revenue
$707,297
Expenses
$209,004
Net income
$498,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.71$0.21$0.50
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.69$0.23$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.04$0.35$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.52$0.24$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.03$0.22$0.20
2019Summary only. Only limited summary data is available for this year.$0.52$0.00$0.33$0.26$0.07
2015Summary only. Only limited summary data is available for this year.$0.57$0.00$0.74$0.47$0.27
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.39$0.15$0.24
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.57$0.54$0.03
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.57$0.56$0.01
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.60$0.60$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM E SIMON JRTrustee-$0--
CYNTHIA L SIMONPresident/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Cynthia L & William E Simon Jr
EIN
13-3799555
Phone
9736822688
Address
360 MOUNT KEMBLE AVE SUITE 5, MORRISTOWN, NJ 07960

Signing Officer

Name
William E Simon Jr
Title
Trustee
Phone
9736822688
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Meisel Tuteur & Lewis Pc
Address
105 EISENHOWER PARKWAY, ROSELAND, NJ 07068-1086
Preparer
Franco Fallone CPA
Phone
9732284600
Raw XML Appendix312 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM E SIMON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CYNTHIA L SIMON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038998
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0203624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0319589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0209062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0187061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0221934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0221934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01079526
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0160190
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0203624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0319589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0209062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0187061
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0199188
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0160190
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01301460
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01141270
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLIAM E SIMON JR
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011100 SANTA MONICA BLVD STE 1910
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090025
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0701601
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0701601
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01 SHARE OF BERKSHIRE HATHAWAY INC DEL CL A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-04
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01116
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11200
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt060
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt060
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt060
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05000
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM E SIMON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09736822688
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CYNTHIA L & WILLIAM E SIMON JR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CYNT
ReturnHeader/Filer/EIN0133799555
ReturnHeader/Filer/PhoneNum09736822688
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 MOUNT KEMBLE AVE SUITE 5
ReturnHeader/Filer/USAddress/CityNm0MORRISTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007960
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223123305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEISEL TUTEUR & LEWIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 EISENHOWER PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0070681086
ReturnHeader/PreparerPersonGrp/PhoneNum09732284600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCO FALLONE CPA
ReturnHeader/ReturnTs02025-11-14T13:22:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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