Civic Intelligence

David J Simon Family Charitable Foundation Dated 9/26/2001 David J Simon Trustee

EIN 13-4189190 • New York, NY

C/O Twin Capital Mgmt 2 Grand Centr140 EAST 45TH STREET 27TH FLOOR SuNew York, NY 10017
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

38th percentile

-4.5%

Higher net margin than 38% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$1

Down $319,444 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$56,140

Up $297,561 (+123%) from 2014

Expenses

Up

$58,641

Up $52,026 (+786%) from 2014

Net Income

Up

-$2,501

Up $245,535 (+99%) from 2014

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $439,106Liabilities 2010: $0Net Assets 2010: $439,1062010Assets 2011: $470,184Liabilities 2011: $0Net Assets 2011: $470,1842011Assets 2012: $537,782Liabilities 2012: $0Net Assets 2012: $537,7822012Assets 2013: $573,343Liabilities 2013: $0Net Assets 2013: $573,3432013Assets 2014: $319,445Liabilities 2014: $0Net Assets 2014: $319,4452014Assets 2015: $1Liabilities 2015: $02015

Highlighted filing

2015

Assets$1
Liabilities$0
Net Assets-

Operations Trend

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

$100K$0-$100K-$200K-$300KExpenses 2010: $51,5492010Expenses 2011: $43,9722011Expenses 2012: $70,2102012Revenue 2013: $44,816Expenses 2013: $18,224Net Income 2013: $26,5922013Revenue 2014: -$241,421Expenses 2014: $6,615Net Income 2014: -$248,0362014Revenue 2015: $56,140Expenses 2015: $58,641Net Income 2015: -$2,5012015

Highlighted filing

2015

Revenue$56,140
Expenses$58,641
Net Income-$2,501

Filings

Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 22, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SIMONChairman-$0--
Filing and Contact Details

Filer

Filer Name
David J Simon Family Charitable Foundation
EIN
13-4189190
In Care Of
% DAVID J SIMON
Address
C/O TWIN CAPITAL MGMT 2 GRAND CENTR, 140 EAST 45TH STREET 27TH FLOOR Su, NEW YORK, NY 10017

Signing Officer

Name
David Simon
Title
President
Phone
9739211250
Signed
2015-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Kepniss & Assoc Pc
Address
211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081
Preparer
Stephen Kepniss
Phone
9739211250
Raw XML Appendix295 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX EXEMPT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1THROUGH K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UNREALIZED GAIN/LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02937
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-189612
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/Amt121
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1THROUGH K-1
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt021
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09739211250
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID J SIMON FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DATED 9/26/2001 DAVID J SIMON TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0134189190
ReturnHeader/Filer/InCareOfNm0% DAVID J SIMON
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TWIN CAPITAL MGMT 2 GRAND CENTR
ReturnHeader/Filer/USAddress/AddressLine2Txt0140 EAST 45TH STREET 27TH FLOOR Su
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A KEPNISS & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 MOUNTAIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007081
ReturnHeader/PreparerPersonGrp/PhoneNum09739211250
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN KEPNISS
ReturnHeader/ReturnTs02015-05-11T08:38:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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