Civic Intelligence

Simon'S Fund

990 • Fiscal year 2024 • EIN 20-2771448

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

424 East Elm StreetConshohocken, PA 19428

(267) 643-1400

Siviq Scores

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

Liabilities / Assets

71st percentile

0.13x

Higher debt load relative to assets than 71% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.11x

Higher debt load relative to revenue than 71% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$121,908

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

10th percentile

-21%

Faster asset growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$524,568

Down $139,014 (-21%) from 2023

Net Assets

Down

$458,711

Down $86,529 (-16%) from 2023

Liabilities

Down

$65,857

Down $52,485 (-44%) from 2023

Revenue

Down

$614,809

Down $177,574 (-22%) from 2023

Expenses

Down

$701,338

Down $23,656 (-3.3%) from 2023

Net Income

Down

-$86,529

Down $153,918 (-228%) from 2023

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $398,196Liabilities 2011: $62,4002011Assets 2012: $430,544Liabilities 2012: $54,3372012Assets 2013: $322,566Liabilities 2013: $59,286Net Assets 2013: $263,2802013Assets 2014: $257,272Liabilities 2014: $53,330Net Assets 2014: $203,9422014Assets 2015: $398,392Liabilities 2015: $31,404Net Assets 2015: $366,9882015Assets 2016: $465,683Liabilities 2016: $43,591Net Assets 2016: $422,0922016Assets 2017: $472,390Liabilities 2017: $45,990Net Assets 2017: $426,4002017Assets 2018: $457,977Liabilities 2018: $35,776Net Assets 2018: $422,2012018Assets 2019: $395,306Liabilities 2019: $54,472Net Assets 2019: $340,8342019Assets 2020: $410,413Liabilities 2020: $49,257Net Assets 2020: $361,1562020Assets 2021: $473,099Liabilities 2021: $65,584Net Assets 2021: $407,5152021Assets 2022: $576,678Liabilities 2022: $98,827Net Assets 2022: $477,8512022Assets 2023: $663,582Liabilities 2023: $118,342Net Assets 2023: $545,2402023Assets 2024: $524,568Liabilities 2024: $65,857Net Assets 2024: $458,7112024Assets 2025: $480,160Liabilities 2025: $52,232Net Assets 2025: $427,9282025

Highlighted filing

2024

Assets$524,568
Liabilities$65,857
Net Assets$458,711

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $126,527Expenses 2011: $176,425Net Income 2011: -$49,8982011Revenue 2012: $111,793Expenses 2012: $71,382Net Income 2012: $40,4112012Revenue 2013: $192,458Expenses 2013: $305,385Net Income 2013: -$112,9272013Revenue 2014: $232,313Expenses 2014: $291,651Net Income 2014: -$59,3382014Revenue 2015: $441,446Expenses 2015: $278,400Net Income 2015: $163,0462015Revenue 2016: $303,891Expenses 2016: $248,787Net Income 2016: $55,1042016Revenue 2017: $325,610Expenses 2017: $321,302Net Income 2017: $4,3082017Revenue 2018: $390,634Expenses 2018: $394,833Net Income 2018: -$4,1992018Revenue 2019: $345,740Expenses 2019: $427,107Net Income 2019: -$81,3672019Revenue 2020: $393,169Expenses 2020: $372,847Net Income 2020: $20,3222020Revenue 2021: $317,439Expenses 2021: $332,959Net Income 2021: -$15,5202021Revenue 2022: $552,293Expenses 2022: $481,957Net Income 2022: $70,3362022Revenue 2023: $792,383Expenses 2023: $724,994Net Income 2023: $67,3892023Revenue 2024: $614,809Expenses 2024: $701,338Net Income 2024: -$86,5292024Revenue 2025: $664,249Expenses 2025: $695,032Net Income 2025: -$30,7832025

Highlighted filing

2024

Revenue$614,809
Expenses$701,338
Net Income-$86,529
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$843,160
Mission and Program Overview

Mission

To prevent sudden cardiac arrest and death in children, teens and young adults.

To create and advance innovative and evidence-based programs, policies and research that prevent sudden cardiac arrest and death in children, teens and young adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$610,575$368,650▼ $241,925
Cash and Non-Interest-Bearing Accounts$8,538$123,343▲ $114,805
Intangible Assets$25,000$25,000→ $0
Prepaid Expenses and Deferred Charges$19,469$7,575▼ $11,894
Total Assets$663,582$524,568▼ $139,014
Liabilities
Grants Payable$50,000--
Deferred Revenue$50,213$43,735▼ $6,478
Accounts Payable and Accrued Expenses$18,129$22,122▲ $3,993
Total Liabilities$118,342$65,857▼ $52,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$473,061$401,502▼ $71,559
Net Assets With Donor Restrictions$72,179$57,209▼ $14,970
Total Net Assets Fund Balance$545,240$458,711▼ $86,529
Total Liabilities and Net Assets / Fund Balance$663,582$524,568▼ $139,014
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer ParradoExecutive DiFT$121,908$121,908
Jennifer ParradoExecutive Director-$121,908$121,908

Board Members and Trustees

NameTitle
Nancy HunterBoard Chair
Brian BrickBoard Member
Eldwin ThayBoard Member
Dominic FolinoDirector Adv
Cheri MorrisonDirector Eng
Scott Brucker EsqDirector Gov
Rayna JonesDirector Impacted
Rajat KapurDirector of Marke
Jessica CookDirector You
Dave ShiponCMO
Darren SudmanCo-founder
Phyllis SudmanCo-founder
Jeffrey KrawitzSecretary
Mitchell BednoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$361,288
Program Service Revenue
$0
Investment Income
$21,004
Other Revenue
$232,517
All Other Contributions
$361,288
Change in Net Assets
$-86,529

Audited Revenue Reconciliation

Revenue per Audited Statements
$614,809
Revenue Not Reported on Form 990
$330,296
Total Revenue per Audited Statements
$945,105
Total Revenue per Form 990
$614,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$438,536
Salaries, Compensation, and Employee Benefits$262,802
Total Fundraising Expense$26,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$97,526$12,191$12,191$121,908
Other Salaries and Wages$116,213--$116,213
Advertising$66,798$201$5,912$72,911
All Other Expenses$33,529$1,801$5,326$40,656
Information Technology$37,526$550$1,606$39,682
Fees for Services Accounting-$38,057-$38,057
Payroll Taxes$19,622$1,119$1,119$21,860
Travel$19,128--$19,128
Other Expenses$17,700$1,425-$17,700
Office Expenses$3,862$3,526-$7,388
Insurance$5,311$986-$6,297
Conferences and Meetings$3,042--$3,042
Other Employee Benefits$2,821--$2,821
Total Functional Expenses$615,328$59,856$26,154$701,338

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,031,634
Expenses per Audited Statements$701,338
Total Expenses per Form 990$701,338
Expenses Not Reported on Form 990$330,296
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$460,868
Fundraising Direct Expenses$228,351
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
SIMON'S SOIREE$398,224$398,224$1,724$396,500
Simon Says Golf$62,644$62,644$3,984$58,660
Total Events$460,868$460,868$228,351$232,517
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Darren sudman phyllis sudman co-founder co-founder married

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

The board of directors regularly reviews the organization's relationships to identify any conflicts of interest that exist. When a potential conflict is identified, an independent review of the terms of the relationship is conducted to ensure the relationship is appropriate.

Form 990, Page 6, Part VI, Line 15A

The salary and bonus for the executive director is set by the board of directors through an annual vote. All board members must be impartial and must not have a conflict of interest regarding the compensation arrangement. Salary and bonus amounts are determined based on industry comparisons and employee performance assessments.

Form 990, Page 6, Part VI, Line 15B

The salaries and bonuses for all managers are set by the board of directors through an annual vote. All board members must be impartial and must not have a conflict of interest regarding the compensation arrangements. Salaries and bonuses are determined based on industry comparisons and employee performance assessments.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
SIMON'S FUND
EIN
20-2771448
Phone
2676431400
Address
424 EAST ELM STREET, CONSHOHOCKEN, PA 19428
Doing Business As
SIMON'S HEART

Signing Officer

Name
Darren Sudman
Title
Co-founder
Phone
2676431400
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darren Sudman
Formed
2005
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
400

Preparer

Firm
Baratz & Associates Pa
Address
4B EVES DR STE 100, MARLTON, NJ 08053
Preparer
Kenneth E Borislow CPA
Phone
8569855688
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Detection - to prevent sudden cardiac arrest from occurring by facilitating the discovery of conditions in children early on. The organization hosts free screening events at schools in the greater philadelphia area, where children are provided with ecg exams in combination with medical history reviews and physical exams. The organization also provides free ecg exams to newborns through its partnership with the newborn clinic at abington memorial hospital. Innovation - the organization strives to improve the standard of care received by seemingly healthy children to increase the probability of discovering heart conditions early on. To achieve this, empirical evidence must be gathered to demonstrate that heart conditions are prevalent and that early screening is beneficial. When the organization found that this data does not exist, it developed, funded and continues to maintain heartbytes, a national youth cardiac registry of seemingly healthy kids. Heartbytes is a digital platform to help streamline the heart screening process. It is also a public library for qualified researchers who want access to data free of charge. Heartbytes contains de-identified medical history, family history, vitals, electrocardiograms and echocardiograms for students between the ages of 12 19. Medical data has been gathered through community-based youth heart screenings, such as those hosted by simons' fund. The organization also subsidizes the license fees for other organizations to use the technology for their screening events. Reaction - the organization recognizes that sudden cardiac arrest in children occurs, and defibrillation followed with cpr is only one way to survive it. The organization educates students about cpr and works to place aed devices in youth-related facilities. It promotes education through programs at local schools and through the creation of educational materials such as the heartsavers music video. It recently launched gotaed, a crowdfunding website dedicated to getting aed devices into youth-related facilities. Education - the organization understands that most people don't recognize the primary warning signs of sudden cardiac arrest. Through appearances in the national media, parterships with sports teams and figures, and by working to pass the sca prevention act in all 50 states, the organization is raising awareness among coaches, parents and students, and educating them about the risks and the warning signs of cardiac arrest.

Form 990, Part XI, Line 9

Direct expenses reported on part viii, line 8b 228,351 direct expenses reported on part viii, line 8b -228,351

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Direct expenses reported on part viii, line 8b 228,351

Schedule D, Page 4, Part XII, Line 2D

Direct expenses reported on part viii, line 8b 228,351

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IRS990/Desc0DETECTION - TO PREVENT SUDDEN CARDIAC ARREST FROM OCCURRING BY FACILITATING THE DISCOVERY OF CONDITIONS IN CHILDREN EARLY ON. THE ORGANIZATION HOSTS FREE SCREENING EVENTS AT SCHOOLS IN THE GREATER PHILADELPHIA AREA, WHERE CHILDREN ARE PROVIDED WITH ECG EXAMS IN COMBINATION WITH MEDICAL HISTORY REVIEWS AND PHYSICAL EXAMS. THE ORGANIZATION ALSO PROVIDES FREE ECG EXAMS TO NEWBORNS THROUGH ITS PARTNERSHIP WITH THE NEWBORN CLINIC AT ABINGTON MEMORIAL HOSPITAL. INNOVATION - THE ORGANIZATION STRIVES TO IMPROVE THE STANDARD OF CARE RECEIVED BY SEEMINGLY HEALTHY CHILDREN TO INCREASE THE PROBABILITY OF DISCOVERING HEART CONDITIONS EARLY ON. TO ACHIEVE THIS, EMPIRICAL EVIDENCE MUST BE GATHERED TO DEMONSTRATE THAT HEART CONDITIONS ARE PREVALENT AND THAT EARLY SCREENING IS BENEFICIAL. WHEN THE ORGANIZATION FOUND THAT THIS DATA DOES NOT EXIST, IT DEVELOPED, FUNDED AND CONTINUES TO MAINTAIN HEARTBYTES, A NATIONAL YOUTH CARDIAC REGISTRY OF SEEMINGLY HEALTHY KIDS. HEARTBYTES IS A DIGITAL PLATFORM TO HELP STREAMLINE THE HEART SCREENING PROCESS. IT IS ALSO A PUBLIC LIBRARY FOR QUALIFIED RESEARCHERS WHO WANT ACCESS TO DATA FREE OF CHARGE. HEARTBYTES CONTAINS DE-IDENTIFIED MEDICAL HISTORY, FAMILY HISTORY, VITALS, ELECTROCARDIOGRAMS AND ECHOCARDIOGRAMS FOR STUDENTS BETWEEN THE AGES OF 12 19. MEDICAL DATA HAS BEEN GATHERED THROUGH COMMUNITY-BASED YOUTH HEART SCREENINGS, SUCH AS THOSE HOSTED BY SIMONS' FUND. THE ORGANIZATION ALSO SUBSIDIZES THE LICENSE FEES FOR OTHER ORGANIZATIONS TO USE THE TECHNOLOGY FOR THEIR SCREENING EVENTS. REACTION - THE ORGANIZATION RECOGNIZES THAT SUDDEN CARDIAC ARREST IN CHILDREN OCCURS, AND DEFIBRILLATION FOLLOWED WITH CPR IS ONLY ONE WAY TO SURVIVE IT. THE ORGANIZATION EDUCATES STUDENTS ABOUT CPR AND WORKS TO PLACE AED DEVICES IN YOUTH-RELATED FACILITIES. IT PROMOTES EDUCATION THROUGH PROGRAMS AT LOCAL SCHOOLS AND THROUGH THE CREATION OF EDUCATIONAL MATERIALS SUCH AS THE HEARTSAVERS MUSIC VIDEO. IT RECENTLY LAUNCHED GOTAED, A CROWDFUNDING WEBSITE DEDICATED TO GETTING AED DEVICES INTO YOUTH-RELATED FACILITIES. EDUCATION - THE ORGANIZATION UNDERSTANDS THAT MOST PEOPLE DON'T RECOGNIZE THE PRIMARY WARNING SIGNS OF SUDDEN CARDIAC ARREST. THROUGH APPEARANCES IN THE NATIONAL MEDIA, PARTERSHIPS WITH SPORTS TEAMS AND FIGURES, AND BY WORKING TO PASS THE SCA PREVENTION ACT IN ALL 50 STATES, THE ORGANIZATION IS RAISING AWARENESS AMONG COACHES, PARENTS AND STUDENTS, AND EDUCATING THEM ABOUT THE RISKS AND THE WARNING SIGNS OF CARDIAC ARREST.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR ADV
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIR IMPACTED
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IRS990/Form990PartVIISectionAGrp/TitleTxt11CMO
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IRS990/MissionDesc0TO CREATE AND ADVANCE INNOVATIVE AND EVIDENCE-BASED PROGRAMS, POLICIES AND RESEARCH THAT PREVENT SUDDEN CARDIAC ARREST AND DEATH IN CHILDREN, TEENS AND YOUNG ADULTS.
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0460868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0514130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0323659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0145323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0288884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01732864
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021004
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IRS990ScheduleA/InvestmentIncomePYPct00.01000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0950140
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IRS990ScheduleA/Total509Grp/TotalAmt03219209
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0843160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0963078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0602995
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0350973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0499070
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03259276
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0101945
IRS990ScheduleD/DonatedServicesUseFcltsAmt0101945
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IRS990ScheduleD/ExpensesSubtotalAmt0701338
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IRS990ScheduleD/OtherRevenueAmt0228351
IRS990ScheduleD/RevenueNotReportedAmt0330296
IRS990ScheduleD/RevenueSubtotalAmt0614809
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT EXPENSES REPORTED ON PART VIII, LINE 8B 228,351
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT EXPENSES REPORTED ON PART VIII, LINE 8B 228,351
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalRevenuePerForm990Amt0614809
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0945105
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01031634
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SIMON'S SOIREE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SIMON SAYS GOLF
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.80$0.52$4.28$6.64$6.95$0.31
2024Detailed filing. Detailed filing data is available for this year.$5.25$0.66$4.59$6.15$7.01$0.87
2023Summary only. Only limited summary data is available for this year.$6.64$1.18$5.45$7.92$7.25$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.99$4.78$5.52$4.82$0.70
2021Summary only. Only limited summary data is available for this year.$4.73$0.66$4.08$3.17$3.33$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.49$3.61$3.93$3.73$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.54$3.41$3.46$4.27$0.81
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.36$4.22$3.91$3.95$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.72$0.46$4.26$3.26$3.21$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.44$4.22$3.04$2.49$0.55
2015Summary only. Only limited summary data is available for this year.$3.98$0.31$3.67$4.41$2.78$1.63
2014Detailed filing. Detailed filing data is available for this year.$2.57$0.53$2.04$2.32$2.92$0.59
2013Summary only. Only limited summary data is available for this year.$3.23$0.59$2.63$1.92$3.05$1.13
2012Summary only. Only limited summary data is available for this year.$4.31$0.54$1.12$0.71$0.40
2011Summary only. Only limited summary data is available for this year.$3.98$0.62$1.27$1.76$0.50