Civic Intelligence

William E Simon Foundation Inc

EIN 13-6217788 • Morristown, NJ

360 MT Kemble Ave 5Morristown, NJ 07960
Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.95x

Higher debt load relative to revenue than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1662%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-95%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-78%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$368,672

Down $6,810,732 (-95%) from 2023

Liabilities

Down

$368,672

Down $2,214,152 (-86%) from 2023

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue95th percentileNet Margin3rd percentile

Revenue

Down

$386,536

Down $1,375,904 (-78%) from 2023

Expenses

Up

$6,809,268

Up $2,732,185 (+67%) from 2023

Net Income

Down

-$6,422,732

Down $4,108,089 (-177%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$150M$100M$50M$0Assets 2010: $102,955,176Liabilities 2010: $6,008,5332010Assets 2011: $97,331,827Liabilities 2011: $9,595,5872011Assets 2012: $92,523,052Liabilities 2012: $8,058,9762012Assets 2013: $90,244,005Liabilities 2013: $9,779,9972013Assets 2014: $81,523,986Liabilities 2014: $6,011,6692014Assets 2015: $64,302,180Liabilities 2015: $5,147,3842015Assets 2019: $45,245,934Liabilities 2019: $1,967,7072019Assets 2020: $41,066,325Liabilities 2020: $1,501,502Net Assets 2020: $39,564,8232020Assets 2021: $35,061,362Liabilities 2021: $5,295,953Net Assets 2021: $29,765,4092021Assets 2022: $17,877,344Liabilities 2022: $9,662,885Net Assets 2022: $8,214,4592022Assets 2023: $7,179,404Liabilities 2023: $2,582,8242023Assets 2024: $368,672Liabilities 2024: $368,672Net Assets 2024: $02024

Highlighted filing

2024

Assets$368,672
Liabilities$368,672
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$20M$10M$0-$10M-$20MRevenue 2010: $3,798,692Expenses 2010: $12,495,492Net Income 2010: -$8,696,8002010Revenue 2011: $7,618,802Expenses 2011: $14,589,885Net Income 2011: -$6,971,0832011Revenue 2012: $8,258,381Expenses 2012: $12,210,397Net Income 2012: -$3,952,0162012Revenue 2013: $5,386,391Expenses 2013: $15,634,919Net Income 2013: -$10,248,5282013Revenue 2014: $7,240,199Expenses 2014: $10,801,457Net Income 2014: -$3,561,2582014Revenue 2015: $6,970,012Expenses 2015: $13,660,088Net Income 2015: -$6,690,0762015Revenue 2019: $1,287,064Expenses 2019: $9,007,218Net Income 2019: -$7,720,1542019Revenue 2020: $2,479,659Expenses 2020: $9,008,567Net Income 2020: -$6,528,9082020Revenue 2021: $5,297,392Expenses 2021: $15,018,143Net Income 2021: -$9,720,7512021Revenue 2022: $6,732,119Expenses 2022: $17,248,011Net Income 2022: -$10,515,8922022Revenue 2023: $1,762,440Expenses 2023: $4,077,083Net Income 2023: -$2,314,6432023Revenue 2024: $386,536Expenses 2024: $6,809,268Net Income 2024: -$6,422,7322024

Highlighted filing

2024

Revenue$386,536
Expenses$6,809,268
Net Income-$6,422,732
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$368,672
Liabilities
$368,672
Net assets
$0
Revenue
$386,536
Expenses
$6,809,268
Net income
-$6,422,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.00$0.39$6.81$6.42
2023Summary only. Only limited summary data is available for this year.$7.18$2.58$1.76$4.08$2.31
2022Detailed filing. Detailed filing data is available for this year.$17.9$9.66$8.21$6.73$17.2$10.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$5.30$29.8$5.30$15.0$9.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$1.50$39.6$2.48$9.01$6.53
2019Summary only. Only limited summary data is available for this year.$45.2$1.97$1.29$9.01$7.72
2015Summary only. Only limited summary data is available for this year.$64.3$5.15$6.97$13.7$6.69
2014Summary only. Only limited summary data is available for this year.$81.5$6.01$7.24$10.8$3.56
2013Summary only. Only limited summary data is available for this year.$90.2$9.78$5.39$15.6$10.2
2012Summary only. Only limited summary data is available for this year.$92.5$8.06$8.26$12.2$3.95
2011Summary only. Only limited summary data is available for this year.$97.3$9.60$7.62$14.6$6.97
2010Summary only. Only limited summary data is available for this year.$103$6.01$3.80$12.5$8.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHMENTPresident-$0--
Filing and Contact Details

Filer

Filer Name
William E Simon Foundation Inc
EIN
13-6217788
Phone
2126618366
Address
360 MT KEMBLE AVE 5, MORRISTOWN, NJ 07960

Signing Officer

Name
William E Simon Jr
Title
President
Phone
9736822688
Signed
2025-11-15
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 Appendix370 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/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SIMON QUICK ADVISORS LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09735251000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.WESIMONFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07979153
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07979153
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/AppliedToCurrentYearAmt0265648
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0265648
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010242631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011175229
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08857599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07116731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06563060
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06563060
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045994929
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08602739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010242631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011175229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08857599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07116731
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08868387
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08602739
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt052557989
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043955250
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06885
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3155866
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt174
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011623
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22639
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3155866
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0154617
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0154617
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0154617
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01826152
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED APPRECIATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt09825
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED FEDERAL EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0223548
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2985
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3164130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt479710
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTANT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODY/MGMT FEES-GOLDMAN SACHS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CUSTODY/MGMT FEES-US TRUST COMPANY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3STAFF & OVERHEAD FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4ACCOUNTING & INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0223548
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt3164130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt40
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2985
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt479710
TaxesSchedule/TaxesDetail/Amt06249
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1UNRELATED BUSINESS INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM E SIMON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09736822688
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E SIMON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0136217788
ReturnHeader/Filer/PhoneNum02126618366
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 MT KEMBLE AVE 5
ReturnHeader/Filer/USAddress/CityNm0MORRISTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007960
ReturnHeader/Form8822BAttachedInd0X
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/ReturnTs02025-11-14T13:28:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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