Civic Intelligence

Simon and Marie Jaglom Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-6105676

Dec 01, 2019 to Nov 30, 2020 • Filed on Jun 29, 2022

Organization Profile
101 West 67th Street Rm/Ste 52ghNew York, NY 10023

(212) 579-6524

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.27x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

2nd percentile

-413%

Higher net margin than 2% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

27th percentile

-0.9%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$12,014,254

Down $105,515 (-0.9%) from 2019

Net Assets

$12,010,654

No earlier filing loaded for comparison.

Liabilities

Down

$3,600

Down $50,900 (-93%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$13,209

Down $36,451 (-73%) from 2019

Expenses

Up

$67,824

Up $2,504 (+3.8%) from 2019

Net Income

Down

-$54,615

Down $38,955 (-249%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2011: $12,151,572Liabilities 2011: $02011Assets 2012: $12,177,539Liabilities 2012: $33,6232012Assets 2013: $12,172,466Liabilities 2013: $40,5122013Assets 2014: $12,172,620Liabilities 2014: $54,5902014Assets 2015: $12,151,666Liabilities 2015: $40,4202015Assets 2019: $12,119,769Liabilities 2019: $54,5002019Assets 2020: $12,014,254Liabilities 2020: $3,600Net Assets 2020: $12,010,6542020Assets 2021: $12,036,290Liabilities 2021: $75,218Net Assets 2021: $11,961,0722021Assets 2022: $11,922,562Liabilities 2022: $6,0002022Assets 2023: $11,897,009Liabilities 2023: $6,0002023Assets 2024: $11,903,406Liabilities 2024: $6,000Net Assets 2024: $11,897,4062024

Highlighted filing

2020

Assets$12,014,254
Liabilities$3,600
Net Assets$12,010,654
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $58,595Expenses 2011: $53,910Net Income 2011: $4,6852011Revenue 2012: $51,807Expenses 2012: $59,463Net Income 2012: -$7,6562012Revenue 2013: $56,321Expenses 2013: $68,283Net Income 2013: -$11,9622013Revenue 2014: $54,096Expenses 2014: $68,020Net Income 2014: -$13,9242014Revenue 2015: $54,427Expenses 2015: $61,210Net Income 2015: -$6,7832015Revenue 2019: $49,660Expenses 2019: $65,320Net Income 2019: -$15,6602019Revenue 2020: $13,209Expenses 2020: $67,824Net Income 2020: -$54,6152020Revenue 2021: $25,528Expenses 2021: $75,110Net Income 2021: -$49,5822021Revenue 2022: $20,498Expenses 2022: $65,006Net Income 2022: -$44,5082022Revenue 2023: $29,710Expenses 2023: $55,263Net Income 2023: -$25,5532023Revenue 2024: $45,679Expenses 2024: $39,282Net Income 2024: $6,3972024

Highlighted filing

2020

Revenue$13,209
Expenses$67,824
Net Income-$54,615
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Jun 29, 2022
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA CARSONVP, Secy-$0--
ELAN JAGLOMPres, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Simon & Marie Jaglom Foundation Inc
EIN
13-6105676
Phone
2125796524
Address
101 WEST 67TH STREET RM/STE 52GH, NEW YORK, NY 10023

Signing Officer

Name
Linda Carson
Title
VP, Secy
Phone
2127375245
Signed
2022-06-29

Preparer

Firm
Jeffrey a Tepper CPA
Address
55 OLD TURNPIKE RD STE 402, NANUET, NY 10954
Preparer
Jeffrey Tepper
Phone
8456271100
Raw XML Appendix319 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010023
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02125796524
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHEDULE AVAILABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 WEST 67TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065435
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/AppliedToCurrentYearAmt056410
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03412
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030048
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06412
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03412
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067824
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011414
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030048
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018634
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011310000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FINE ART
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011310000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011310000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES - MERRILL LYN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
TaxesSchedule/TaxesDetail/Amt0394
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0394
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA CARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, SECY
ReturnHeader/BusinessOfficerGrp/PhoneNum02127375245
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMON & MARIE JAGLOM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0136105676
ReturnHeader/Filer/PhoneNum02125796524
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 WEST 67TH STREET RM/STE 52GH
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133860571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY A TEPPER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 OLD TURNPIKE RD STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NANUET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010954
ReturnHeader/PreparerPersonGrp/PhoneNum08456271100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TEPPER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-29T15:51:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,014,254
Liabilities
$3,600
Net assets
$12,010,654
Revenue
$13,209
Expenses
$67,824
Net income
-$54,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.01$11.9$0.05$0.04$0.01
2023Summary only. Only limited summary data is available for this year.$11.9$0.01$0.03$0.06$0.03
2022Summary only. Only limited summary data is available for this year.$11.9$0.01$0.02$0.07$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.08$12.0$0.03$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.01$0.07$0.05
2019Summary only. Only limited summary data is available for this year.$12.1$0.05$0.05$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$12.2$0.04$0.05$0.06$0.01
2014Summary only. Only limited summary data is available for this year.$12.2$0.05$0.05$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$12.2$0.04$0.06$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$12.2$0.03$0.05$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$12.2$0.00$0.06$0.05$0.00