Civic Intelligence

Aime Simon Trust Fund

990PF • Fiscal year 2017 • EIN 14-6184636

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
35 Cherry Tree RoadLoudonville, NY 12211

(518) 436-7792

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-56%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$34,888

Up $1,198 (+3.6%) from 2016

Net Assets

Up

$34,888

Up $1,198 (+3.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Down

$3,310

Down $4,267 (-56%) from 2016

Expenses

Up

$2,112

Up $47 (+2.3%) from 2016

Net Income

Down

$1,198

Down $4,314 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$40K$30K$20K$10K$0Assets 2010: $24,705Liabilities 2010: $0Net Assets 2010: $24,7052010Assets 2011: $24,964Liabilities 2011: $0Net Assets 2011: $24,9642011Assets 2012: $25,863Liabilities 2012: $0Net Assets 2012: $25,8632012Assets 2013: $26,458Liabilities 2013: $0Net Assets 2013: $26,4582013Assets 2014: $27,805Liabilities 2014: $0Net Assets 2014: $27,8052014Assets 2015: $28,178Liabilities 2015: $0Net Assets 2015: $28,1782015Assets 2016: $33,690Liabilities 2016: $0Net Assets 2016: $33,6902016Assets 2017: $34,888Liabilities 2017: $0Net Assets 2017: $34,8882017Assets 2018: $36,743Liabilities 2018: $0Net Assets 2018: $36,7432018Assets 2019: $37,846Liabilities 2019: $0Net Assets 2019: $37,8462019Assets 2020: $37,696Liabilities 2020: $0Net Assets 2020: $37,6962020

Highlighted filing

2017

Assets$34,888
Liabilities$0
Net Assets$34,888
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$8.0K$6.0K$4.0K$2.0K$0-$2.0KExpenses 2010: $2,1502010Expenses 2011: $1,6552011Expenses 2012: $1,8872012Revenue 2013: $2,635Expenses 2013: $2,040Net Income 2013: $5952013Revenue 2014: $3,117Expenses 2014: $1,770Net Income 2014: $1,3472014Revenue 2015: $2,361Expenses 2015: $1,988Net Income 2015: $3732015Revenue 2016: $7,577Expenses 2016: $2,065Net Income 2016: $5,5122016Revenue 2017: $3,310Expenses 2017: $2,112Net Income 2017: $1,1982017Revenue 2018: $4,073Expenses 2018: $2,218Net Income 2018: $1,8552018Revenue 2019: $2,645Expenses 2019: $1,542Net Income 2019: $1,1032019Revenue 2020: $350Expenses 2020: $500Net Income 2020: -$1502020

Highlighted filing

2017

Revenue$3,310
Expenses$2,112
Net Income$1,198
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY SIMONTrustee-$0--
JULIE SIMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Aime Simon Trust Fund
EIN
14-6184636
Phone
5184367792
Address
35 CHERRY TREE ROAD, LOUDONVILLE, NY 12211

Signing Officer

Name
Barry Simon
Title
Trustee
Phone
5184367792
Signed
2018-05-04

Preparer

Firm
C William Kehn CPA
Address
406 FULTON ST STE 207, TROY, NY 12180
Preparer
C William Kehn CPA
Phone
5182735676
Raw XML Appendix246 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 FULTON ST STE 207
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C WILLIAM KEHN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-18T14:58:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,888
Liabilities
$0
Net assets
$34,888
Revenue
$3,310
Expenses
$2,112
Net income
$1,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$0.35$0.50$0.15
2019Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$2.65$1.54$1.10
2018Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$4.07$2.22$1.86
2017Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$3.31$2.11$1.20
2016Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$7.58$2.07$5.51
2015Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$2.36$1.99$0.37
2014Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$3.12$1.77$1.35
2013Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$2.64$2.04$0.60
2012Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$1.89
2011Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$1.66
2010Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$2.15