Civic Intelligence

William E Simon Foundation Inc.

990PF • Fiscal year 2023 • EIN 13-6217788

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

140 East 45th Street 14DNew York, NY 10017

(212) 661-8366

Siviq Scores

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

Liabilities / Assets

77th percentile

0.36x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

1.47x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

7th percentile

-131%

Higher net margin than 7% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

1st percentile

-60%

Faster asset growth than 1% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-74%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$7,179,404

Flat from 2023

Net Assets

$4,596,580

No earlier filing loaded for comparison.

Liabilities

Flat

$2,582,824

Flat from 2023

Revenue

Flat

$1,762,440

Flat from 2023

Expenses

Flat

$4,077,083

Flat from 2023

Net Income

Flat

-$2,314,643

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$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: $2,582,824Net Assets 2023: $4,596,5802023Assets 2023: $7,179,404Liabilities 2023: $2,582,8242023Assets 2024: $368,672Liabilities 2024: $368,672Net Assets 2024: $02024

Highlighted filing

2023

Assets$7,179,404
Liabilities$2,582,824
Net Assets$4,596,580

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2023

Revenue$1,762,440
Expenses$4,077,083
Net Income-$2,314,643
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

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
140 EAST 45TH STREET 14D, NEW YORK, NY 10017

Signing Officer

Name
William E Simon Jr
Title
Director
Phone
9736822688
Signed
2024-11-15
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 AppendixShowing 400 of 408 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/Form1120POLFiledInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSE
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011175229
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07116731
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06563060
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06885
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM E SIMON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09736822688
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E SIMON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0136217788
ReturnHeader/Filer/PhoneNum02126618366
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 EAST 45TH STREET 14D
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
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

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