Civic Intelligence

David E and Melinda K Simmons Foundation

990PF • Fiscal year 2020 • EIN 20-1848806

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization Profile
1556 East ConnecticutSalt Lake City, UT 84103

(801) 733-8855

Siviq Scores

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

Liabilities / Assets

74th percentile

0.25x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

1.95x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

87th percentile

49%

Higher net margin than 87% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

2.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$1,820,704

Up $43,727 (+2.5%) from 2019

Net Assets

$1,372,340

No earlier filing loaded for comparison.

Liabilities

Down

$448,364

Down $69,784 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin87th percentile

Revenue

Down

$229,786

Down $230,502 (-50%) from 2019

Expenses

Down

$117,586

Down $150,376 (-56%) from 2019

Net Income

Down

$112,200

Down $80,126 (-42%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,685,373Liabilities 2011: $893,9722011Assets 2012: $1,677,828Liabilities 2012: $1,034,5012012Assets 2013: $1,676,412Liabilities 2013: $965,4422013Assets 2014: $1,718,417Liabilities 2014: $865,1932014Assets 2015: $1,717,476Liabilities 2015: $795,4092015Assets 2019: $1,776,977Liabilities 2019: $518,1482019Assets 2020: $1,820,704Liabilities 2020: $448,364Net Assets 2020: $1,372,3402020Assets 2021: $1,814,621Liabilities 2021: $378,580Net Assets 2021: $1,436,0412021Assets 2022: $1,707,148Liabilities 2022: $310,046Net Assets 2022: $1,397,1022022Assets 2023: $1,707,004Liabilities 2023: $266,611Net Assets 2023: $1,440,3932023Assets 2024: $1,742,210Liabilities 2024: $210,313Net Assets 2024: $1,531,8972024

Highlighted filing

2020

Assets$1,820,704
Liabilities$448,364
Net Assets$1,372,340
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$800K$600K$400K$200K$0Revenue 2011: $627,207Expenses 2011: $419,459Net Income 2011: $207,7482011Revenue 2012: $69,784Expenses 2012: $7,545Net Income 2012: $62,2392012Revenue 2013: $69,784Expenses 2013: $2,141Net Income 2013: $67,6432013Revenue 2014: $153,734Expenses 2014: $2,658Net Income 2014: $151,0762014Revenue 2015: $72,745Expenses 2015: $3,902Net Income 2015: $68,8432015Revenue 2019: $460,288Expenses 2019: $267,962Net Income 2019: $192,3262019Revenue 2020: $229,786Expenses 2020: $117,586Net Income 2020: $112,2002020Revenue 2021: $69,813Expenses 2021: $5,219Net Income 2021: $64,5942021Revenue 2022: $102,857Expenses 2022: $2,024Net Income 2022: $100,8332022Revenue 2023: $69,968Expenses 2023: $26,526Net Income 2023: $43,4422023Revenue 2024: $69,968Expenses 2024: $8,464Net Income 2024: $61,5042024

Highlighted filing

2020

Revenue$229,786
Expenses$117,586
Net Income$112,200
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E SIMMONSTrustee-$0--
MELINDA K SIMMONSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David E & Melinda K Simmons Foundation
EIN
20-1848806
Address
1556 EAST CONNECTICUT, SALT LAKE CITY, UT 84103

Signing Officer

Name
David E Simmons
Title
Trustee
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Ming & Associates
Address
6881 Pine Rock Drive, Salt Lake City, UT 84121
Preparer
Roy M Hong
Phone
8017338855
Raw XML Appendix276 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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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION ON SECURITIES DONATED
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0210313
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0210313
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt01673480
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0DAVID E SIMMONS 301 TRUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DAVID E SIMMONS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01556 EAST CONNECTICUT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SALT LAKE CITY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd084121
TaxesSchedule/TaxesDetail/Amt02971
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID E SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID E & MELINDA K SIMMONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0201848806
ReturnHeader/Filer/USAddress/AddressLine1Txt01556 EAST CONNECTICUT
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134339645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ming & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06881 Pine Rock Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084121
ReturnHeader/PreparerPersonGrp/PhoneNum08017338855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roy M Hong
ReturnHeader/ReturnTs02021-04-29T16:50:33-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMMONS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,820,704
Liabilities
$448,364
Net assets
$1,372,340
Revenue
$229,786
Expenses
$117,586
Net income
$112,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.21$1.53$0.07$0.01$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.27$1.44$0.07$0.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.31$1.40$0.10$0.00$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.38$1.44$0.07$0.01$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.45$1.37$0.23$0.12$0.11
2019Summary only. Only limited summary data is available for this year.$1.78$0.52$0.46$0.27$0.19
2015Summary only. Only limited summary data is available for this year.$1.72$0.80$0.07$0.00$0.07
2014Summary only. Only limited summary data is available for this year.$1.72$0.87$0.15$0.00$0.15
2013Summary only. Only limited summary data is available for this year.$1.68$0.97$0.07$0.00$0.07
2012Summary only. Only limited summary data is available for this year.$1.68$1.03$0.07$0.01$0.06
2011Summary only. Only limited summary data is available for this year.$1.69$0.89$0.63$0.42$0.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits