Civic Intelligence

The Simner Foundation

990PF • Fiscal year 2018 • EIN 13-3932163

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 05, 2019

1001 Genter Street Seville 3ijLA Jolla, CA 92037

(858) 247-7422

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-95%

Higher net margin than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-40%

Faster asset growth than 10% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$85,281

Up $25,244 (+42%) from 2015

Net Assets

Up

$85,281

Up $29,244 (+52%) from 2015

Liabilities

Down

$0

Down $4,000 (-100%) from 2015

Revenue

Up

$56,808

Up $35,945 (+172%) from 2015

Expenses

Up

$110,600

Up $78,825 (+248%) from 2015

Net Income

Down

-$53,792

Down $42,880 (-393%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $88,698Liabilities 2011: $02011Assets 2012: $109,897Liabilities 2012: $0Net Assets 2012: $109,8972012Assets 2013: $133,155Liabilities 2013: $0Net Assets 2013: $133,1552013Assets 2014: $66,918Liabilities 2014: $12014Assets 2015: $60,037Liabilities 2015: $4,000Net Assets 2015: $56,0372015Assets 2018: $85,281Liabilities 2018: $0Net Assets 2018: $85,2812018Assets 2019: $73,558Liabilities 2019: $0Net Assets 2019: $73,5582019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$85,281
Liabilities$0
Net Assets$85,281

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $10,561Expenses 2011: $59,417Net Income 2011: -$48,8562011Expenses 2012: $46,3772012Revenue 2013: $56,255Expenses 2013: $32,997Net Income 2013: $23,2582013Revenue 2014: $25,904Expenses 2014: $92,497Net Income 2014: -$66,5932014Revenue 2015: $20,863Expenses 2015: $31,775Net Income 2015: -$10,9122015Revenue 2018: $56,808Expenses 2018: $110,600Net Income 2018: -$53,7922018Revenue 2019: $79,277Expenses 2019: $91,000Net Income 2019: -$11,7232019Revenue 2020: $27,079Expenses 2020: $100,637Net Income 2020: -$73,5582020

Highlighted filing

2018

Revenue$56,808
Expenses$110,600
Net Income-$53,792
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 5, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERTINA SIMNERDirector/Pre-$0--
HERRICK A SIMNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Simner Foundation
EIN
13-3932163
Phone
8582477422
Address
1001 GENTER STREET SEVILLE 3IJ, LA JOLLA, CA 92037

Signing Officer

Name
Bertina Simner
Title
Director/president
Signed
2019-09-05
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton Tharp Llp
Address
323 N HIGHWAY 101, SOLANA BEACH, CA 92075-1103
Preparer
Joan M Wolfe CPA
Phone
8584817702
Raw XML Appendix317 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD INTER-TERM TREASURY ADM
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03020
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03350
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt088631
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0142423
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt085281
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05936
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05936
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05952
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016
IRS990PF/DistributableAmountGrp/TotalTaxAmt016
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt060
IRS990PF/FMVAssetsEOYAmt084556
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt097000
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ENHANCE THE CULTURAL LIFE OF SD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210010 N TORREY PINES RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37946 IVANHOE AVE STE 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44699 MURPHY CANYON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt015TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492123
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0107650
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05936
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0101289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt051404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt084069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt024594
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt024594
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0364874
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0101714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0101289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026398
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt084069
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0107650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0101714
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0389468
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0287754
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BERTINA SIMNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01001 GENTER STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LA JOLLA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092037
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt056050
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt097000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSIT IN TRANSIT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERTINA SIMNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SIMNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMN
ReturnHeader/Filer/EIN0133932163
ReturnHeader/Filer/PhoneNum08582477422
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 GENTER STREET SEVILLE 3IJ
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03CDB0278DCC85ECF1AC0C192AA61A6E4DE3DD46D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03CDB0278DCC85ECF1AC0C192AA61A6E4DE3DD46D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:24:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271509117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON THARP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0323 N HIGHWAY 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOLANA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920751103
ReturnHeader/PreparerPersonGrp/PhoneNum08584817702
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN M WOLFE CPA
ReturnHeader/ReturnTs02019-09-05T18:24:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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