Civic Intelligence

Nick Simons Foundation

990PF • Fiscal year 2015 • EIN 20-3101239

Jul 01, 2014 to Jun 30, 2015 • Filed on May 02, 2016

25 East 22nd StreetNew York, NY 10010

(646) 362-0036

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.04x

Higher debt load relative to revenue than 19% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

60th percentile

3.7%

Faster asset growth than 60% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

54%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Up

$63,115,949

Up $2,224,408 (+3.7%) from 2014

Net Assets

Up

$62,695,752

Up $2,788,178 (+4.7%) from 2014

Liabilities

Down

$420,197

Down $563,770 (-57%) from 2014

Revenue

Up

$9,823,114

Up $3,429,447 (+54%) from 2014

Expenses

Up

$7,452,188

Up $1,642,358 (+28%) from 2014

Net Income

Up

$2,370,926

Up $1,787,089 (+306%) from 2014

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $22,207,795Liabilities 2011: $02011Assets 2012: $34,660,081Liabilities 2012: $02012Assets 2013: $56,863,913Liabilities 2013: $866,3992013Assets 2014: $60,891,541Liabilities 2014: $983,967Net Assets 2014: $59,907,5742014Assets 2015: $63,115,949Liabilities 2015: $420,197Net Assets 2015: $62,695,7522015Assets 2016: $75,698,761Liabilities 2016: $7,325,302Net Assets 2016: $68,373,4592016Assets 2017: $78,853,473Liabilities 2017: $8,020,893Net Assets 2017: $70,832,5802017Assets 2018: $81,146,638Liabilities 2018: $15,295,518Net Assets 2018: $65,851,1202018Assets 2019: $100,895,416Liabilities 2019: $16,160,709Net Assets 2019: $84,734,7072019Assets 2020: $137,604,109Liabilities 2020: $21,646,211Net Assets 2020: $115,957,8982020Assets 2021: $186,223,465Liabilities 2021: $22,181,663Net Assets 2021: $164,041,8022021Assets 2022: $230,924,638Liabilities 2022: $22,635,126Net Assets 2022: $208,289,5122022Assets 2023: $223,066,773Liabilities 2023: $21,839,272Net Assets 2023: $201,227,5012023Assets 2024: $223,718,450Liabilities 2024: $17,830,805Net Assets 2024: $205,887,6452024

Highlighted filing

2015

Assets$63,115,949
Liabilities$420,197
Net Assets$62,695,752

Operations Trend

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

$40M$20M$0-$20MRevenue 2011: $11,800,188Expenses 2011: $4,076,656Net Income 2011: $7,723,5322011Revenue 2012: $15,893,073Expenses 2012: $5,082,128Net Income 2012: $10,810,9452012Revenue 2013: $5,407,311Expenses 2013: $5,874,650Net Income 2013: -$467,3392013Revenue 2014: $6,393,667Expenses 2014: $5,809,830Net Income 2014: $583,8372014Revenue 2015: $9,823,114Expenses 2015: $7,452,188Net Income 2015: $2,370,9262015Revenue 2016: $8,607,342Expenses 2016: $11,575,391Net Income 2016: -$2,968,0492016Revenue 2017: $7,805,340Expenses 2017: $8,538,353Net Income 2017: -$733,0132017Revenue 2018: $8,636,709Expenses 2018: $17,972,007Net Income 2018: -$9,335,2982018Revenue 2019: $18,871,479Expenses 2019: $15,213,638Net Income 2019: $3,657,8412019Revenue 2020: $36,291,370Expenses 2020: $22,223,641Net Income 2020: $14,067,7292020Revenue 2021: $6,594,960Expenses 2021: $16,714,024Net Income 2021: -$10,119,0642021Revenue 2022: $12,723,775Expenses 2022: $16,008,141Net Income 2022: -$3,284,3662022Revenue 2023: $2,971,387Expenses 2023: $15,948,141Net Income 2023: -$12,976,7542023Revenue 2024: $4,168,653Expenses 2024: $7,744,486Net Income 2024: -$3,575,8332024

Highlighted filing

2015

Revenue$9,823,114
Expenses$7,452,188
Net Income$2,370,926
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 2, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN RUDYGradian CEOFT$237,591$48,286$285,877
JAMES SIMONSPresident-$0--
MARILYN SIMONSSecretary & Treasurer-$0--
CAITLIN HEISINGTrustee-$0--
MARK HEISINGTrustee-$0--
AUDREY SIMONSTrustee-$0--
LAURA BAXTER SIMONSTrustee-$0--
LIZ SIMONSTrustee-$0--
NAT SIMONSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nick Simons Foundation
EIN
20-3101239
In Care Of
% MARINA SHMOUKLER
Phone
6463620036
Address
25 EAST 22ND STREET, NEW YORK, NY 10010

Signing Officer

Name
Marilyn Simons
Title
Secretary/treasurer
Phone
6466540066
Signed
2016-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
100 PARK AVENUE, NEW YORK, NY 10017-5001
Preparer
Paul Hammerschmidt
Phone
2128858000
Raw XML AppendixShowing 400 of 934 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0NICK SIMONS INSTITUTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1HOSPICE NEPAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2NEPAL AMBULANCE SERVICE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4NORTHERN IRELAND HOSPICE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6Patan Academy of Health Sciences
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7Autism Care Nepal
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8United Mission to Nepal
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9Prime Minister's Earthquake Disaster
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt06/30/2015
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt5156-NEEL SARASWATI MARG
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt7OFFICE OF THE PRIME MINISTER
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO TRAIN AND SUPPORT SKILLED COMPASSIONATE HEALTHCARE WORKERS IN THE RURAL REGIONS OF NEPAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1TO SUPPORT Hospice's important mission TO PROVIDE palliative care
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2TO Support Ambulatory Care to Kathmandu and Patan
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3TO SUPPORT FOUNDATION'S restoration and education PROJECT in Mustang
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4TO FUND PALLIATIVE CARE FELLOWSHIP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5to support emergency response including surgical supplies, equip. & charitable medical srvcs.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6To support the Oxygen Generator Project at Patan Hospital in Kathmandu, Nepal.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7To support relief and recovery for families of the Autism Care Nepal community.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8To support renovation and expansion project of the Okhaldhunga Hospital.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9to alleviate the suffering of families and communities affected by the earthquake and its aftermath.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee so no independent verification of the report was required or made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee so no independent verification of the report was required or made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee so no independent verification of the report was required or made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee so no independent verification of the report was required or made.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF, PART III, LINE 5:
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990PF, PART IX-A - Summary of Direct Charitable Activities
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FORM 990PF, PART III, LINE 5:
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FORM 990PF, PART IX-A - Summary of Direct Charitable Activities
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Transfer of net assets on March 30, 2015 to Gradian Health Systems, LLC (EIN 27 2092828), exempt under Internal Revenue Code ("IRC") Section 501(c)(3) and a private operating foundation under IRC Section 4942 (j)(3). Gradian received tax-exempt status pursuant to a determination letter issued by the Internal Revenue Service on May 7, 2015. CASH AND CASH EQUIVALENTS....................$2,111,263. ACCOUNTS RECEIVABLE..............................18,684. PREPAID EXPENSES AND OTHER ASSETS...............167,064. INVENTORY.....................................1,816,493. FIXED ASSETS....................................127,200. TOTAL ASSETS............................................$4,240,704. ACCOUNTS PAYABLE AND ACCRUED EXPENSES........$ 235,454. ACCRUED WARRANTY COSTS...........................50,653. DEFERRED REVENUE.................................36,090. TOTAL LIABILITIES.......................................$ 322,197. ------------ TOTAL TRANSFER OF NET ASSETS............................$3,918,507. ============
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1LINE 1: TO SUPPORT DEVELOPMENT AND TECHNOLOGY OF THE UNIVERSAL ANESTHESIA MACHINE ("UAM"), A LOW COST, TROLLEY BASED WORKSTATION PROVIDING INHALATION ANESTHESIA USING AN OXYGEN CONCENTRATOR, AND INSTALLATION OF 17 UAMS IN 17 HOSPITALS IN 7 COUNTRIES. LINE 2: PARTNERSHIP WITH 18 HOSPITALS IN NEPAL AND SUPPORT TRAINING FOR 4,090 RURAL HEALTH CARE WORKERS, CURRICULA DEVELOPMENT, TRAINING SITE START-UP AND DEVELOPMENT, AND PROGRAMS THAT HELP RETAIN HEALTH CARE WORKERS IN THE FIELD.
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-7872
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt047642
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt047642
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0197347
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0197347
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt023444
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt091708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07614035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01078394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07452188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0787331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09823114
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02852137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01078394
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03016007
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0357046
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0357046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0130315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASS THROUGH FROM PARTNERSHIP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0130315
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02370926
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03918507
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04335759
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt066614259
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt059907574
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt062695752
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03115349
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03115349
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03115349
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03115349
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt067049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt067049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt067049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt067049
IRS990PF/FMVAssetsEOYAmt063115949
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0356588
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt045477
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt013393
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt013393
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt013393
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01232495
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0887380
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0887380
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt018650
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0435717
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0110000
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt0545908
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt062808
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0981859
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt057753945
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt062089704
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt062089704
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0173012
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0264720
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0194370
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt075265
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt075265
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0120156
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050207
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt057789710
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt062129060
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt060891541
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt063115949
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt063115949
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0983967
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0420197
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt060891541
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt063115949
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt059907574
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt062695752
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02117864
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0566692
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt063255817
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01923567
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt061332250
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0948837
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03115349
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt062306980
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt063255817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt093500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt180000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt267000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt353115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt017243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt116123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt227703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt36308
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ERICA FRENKEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1LINA SAYED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ISMAEL CORDERO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3THOMAS BAADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP BUSINESS STRATEGY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIR MARKET STRATEGY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2BIOMEDICAL SRVC MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3MARKET MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0160 FIFTH AVENUE 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1160 FIFTH AVENUE 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2160 FIFTH AVENUE 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3160 FIFTH AVENUE 7TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd010010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd110010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd210010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd310010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Speck Product Design Inc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BHEKH THAPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2STEPHEN KNOBLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3PAUL FENTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4OES Medical Ltd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0238835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt181000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt280000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt379882
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt471565
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt0239 TANKA PRASAD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt1PO BOX 8975 EPC 1813
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt2AGNAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt3ABC HOUSE COTSWOLD DENE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0BANESHWOR HEIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm1STANDLAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0NP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd1NP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd2FR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd3UK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd0EPC 1813
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd147800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd2OX29 7QG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm0KATHMANDU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm1KATHMANDU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm2WITNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Product development
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1PROGRAM CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2PROGRAM CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3PROGRAM CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4SERVICE RETAINER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt03221 PORTER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt8237591
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt848286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES SIMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARILYN SIMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CAITLIN HEISING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK HEISING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4AUDREY SIMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5LAURA BAXTER SIMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LIZ SIMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7NAT SIMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8STEPHEN RUDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$224$17.8$206$4.17$7.74$3.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$223$21.8$201$2.97$15.9$13.0
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$231$22.6$208$12.7$16.0$3.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$186$22.2$164$6.59$16.7$10.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$138$21.6$116$36.3$22.2$14.1
2019Detailed filing. Detailed filing data is available for this year.$101$16.2$84.7$18.9$15.2$3.66
2018Detailed filing. Detailed filing data is available for this year.$81.1$15.3$65.9$8.64$18.0$9.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.9$8.02$70.8$7.81$8.54$0.73
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.7$7.33$68.4$8.61$11.6$2.97
2015Detailed filing. Detailed filing data is available for this year.$63.1$0.42$62.7$9.82$7.45$2.37
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.9$0.98$59.9$6.39$5.81$0.58
2013Summary only. Only limited summary data is available for this year.$56.9$0.87$5.41$5.87$0.47
2012Summary only. Only limited summary data is available for this year.$34.7$0.00$15.9$5.08$10.8
2011Summary only. Only limited summary data is available for this year.$22.2$0.00$11.8$4.08$7.72