Civic Intelligence

David E Simon & Jacqueline S Simon Charitable Foundation

990PF • Fiscal year 2019 • EIN 14-1859319

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

Organization Profile
PO Box 78394Indianapolis, IN 46278

(317) 636-1600

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$62,678,176

Up $9,738,702 (+18%) from 2015

Net Assets

$62,677,316

No earlier filing loaded for comparison.

Liabilities

Up

$860

Up $860 from 2015

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin92nd percentile

Revenue

Up

$7,627,423

Up $788,272 (+12%) from 2015

Expenses

Down

$2,984,557

Down $1,650,355 (-36%) from 2015

Net Income

Up

$4,642,866

Up $2,438,627 (+111%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80M$60M$40M$20M$0Assets 2011: $470,578Liabilities 2011: $02011Assets 2012: $1,066,605Liabilities 2012: $02012Assets 2013: $3,955,848Liabilities 2013: $02013Assets 2014: $50,990,235Liabilities 2014: $02014Assets 2015: $52,939,474Liabilities 2015: $02015Assets 2019: $62,678,176Liabilities 2019: $860Net Assets 2019: $62,677,3162019Assets 2020: $64,778,512Liabilities 2020: $5,160Net Assets 2020: $64,773,3522020Assets 2021: $65,788,434Liabilities 2021: $0Net Assets 2021: $65,788,4342021Assets 2022: $61,097,529Liabilities 2022: $0Net Assets 2022: $61,097,5292022Assets 2023: $56,967,217Liabilities 2023: $12023Assets 2024: $53,389,039Liabilities 2024: $0Net Assets 2024: $53,389,0392024

Highlighted filing

2019

Assets$62,678,176
Liabilities$860
Net Assets$62,677,316
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MRevenue 2011: $1,519,855Expenses 2011: $976,227Net Income 2011: $543,6282011Revenue 2012: $1,629,937Expenses 2012: $968,028Net Income 2012: $661,9092012Revenue 2013: $4,100,094Expenses 2013: $1,145,851Net Income 2013: $2,954,2432013Revenue 2014: $50,786,327Expenses 2014: $3,715,606Net Income 2014: $47,070,7212014Revenue 2015: $6,839,151Expenses 2015: $4,634,912Net Income 2015: $2,204,2392015Revenue 2019: $7,627,423Expenses 2019: $2,984,557Net Income 2019: $4,642,8662019Revenue 2020: $4,951,397Expenses 2020: $2,625,869Net Income 2020: $2,325,5282020Revenue 2021: $4,621,489Expenses 2021: $3,208,533Net Income 2021: $1,412,9562021Revenue 2022: $1,641,869Expenses 2022: $4,940,909Net Income 2022: -$3,299,0402022Revenue 2023: $2,438,463Expenses 2023: $8,016,331Net Income 2023: -$5,577,8682023Revenue 2024: $2,899,604Expenses 2024: $6,935,601Net Income 2024: -$4,035,9972024

Highlighted filing

2019

Revenue$7,627,423
Expenses$2,984,557
Net Income$4,642,866
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E SIMONTrustee-$0--
JACQUELINE S SIMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David E Simon & Jacqueline S Simon
EIN
14-1859319
Phone
3176361600
Address
PO BOX 78394, INDIANAPOLIS, IN 46278

Signing Officer

Name
David Simon
Title
Trustee
Phone
3176361600
Signed
2020-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
9365 COUNSELORS ROW SUITE 200, INDIANAPOLIS, IN 46240
Preparer
Patti M Howard CPA
Phone
3175749100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019968
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04642866
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt024965
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0579462
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt062702281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt057479953
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt062677316
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02965764
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02965764
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02965764
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02991788
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026024
IRS990PF/DistributableAmountGrp/TotalTaxAmt026024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt021676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021676
IRS990PF/FMVAssetsEOYAmt062678176
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt039290444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt040169572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt040169572
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt047450
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt047450
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02384749
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02572350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02572350
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0860
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt057479953
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt062677316
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015804760
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019888804
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019888804
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt057479953
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt062678176
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt062678176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt057479953
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt062678176
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt057479953
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt062677316
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060746958
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018702714
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042044244
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0911204
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02991788
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059835754
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060746958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID E SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACQUELINE S SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 78394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 78394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06285207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06298219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03755567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt07257677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04251984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04634904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03715606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.105041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.067146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.131221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.078228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.089962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.158650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt059835754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt055931553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt055308641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt054353967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt051520591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt023420179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02883773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.525207
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02883773
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02883773
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02883773
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID SIMON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010555 HUSSEY LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARMEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046032
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03176361600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID AND JACQUELINE SIMON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03176361600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 78394
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd046278
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID E SIMON

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,678,176
Liabilities
$860
Net assets
$62,677,316
Revenue
$7,627,423
Expenses
$2,984,557
Net income
$4,642,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$2.90$6.94$4.04
2023Summary only. Only limited summary data is available for this year.$57.0$0.00$2.44$8.02$5.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$0.00$61.1$1.64$4.94$3.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$0.00$65.8$4.62$3.21$1.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$0.01$64.8$4.95$2.63$2.33
2019Detailed filing. Detailed filing data is available for this year.$62.7$0.00$62.7$7.63$2.98$4.64
2015Summary only. Only limited summary data is available for this year.$52.9$0.00$6.84$4.63$2.20
2014Summary only. Only limited summary data is available for this year.$51.0$0.00$50.8$3.72$47.1
2013Summary only. Only limited summary data is available for this year.$3.96$0.00$4.10$1.15$2.95
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.63$0.97$0.66
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$1.52$0.98$0.54
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $50M-$100M nonprofits