Civic Intelligence

B K Simon Family Charitable Fdn-Tr

EIN 20-6817430 • Pittsburgh, PA

PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-364%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,578

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

5th percentile

-38%

Faster asset growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,736,214

Down $1,662,357 (-38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,736,214

Down $1,662,357 (-38%) from 2023

Revenue

Down

$452,571

Down $334,252 (-42%) from 2023

Expenses

Up

$2,100,830

Up $664,927 (+46%) from 2023

Net Income

Down

-$1,648,259

Down $999,179 (-154%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $12,830,708Liabilities 2011: $02011Assets 2012: $12,511,131Liabilities 2012: $02012Assets 2013: $12,213,130Liabilities 2013: $02013Assets 2014: $11,750,016Liabilities 2014: $02014Assets 2015: $11,184,934Liabilities 2015: $02015Assets 2019: $8,033,346Liabilities 2019: $02019Assets 2020: $6,847,492Liabilities 2020: $0Net Assets 2020: $6,847,4922020Assets 2021: $6,593,253Liabilities 2021: $0Net Assets 2021: $6,593,2532021Assets 2022: $5,055,269Liabilities 2022: $0Net Assets 2022: $5,055,2692022Assets 2023: $4,398,571Liabilities 2023: $0Net Assets 2023: $4,398,5712023Assets 2024: $2,736,214Liabilities 2024: $0Net Assets 2024: $2,736,2142024

Highlighted filing

2024

Assets$2,736,214
Liabilities$0
Net Assets$2,736,214

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $746,883Expenses 2011: $2,058,327Net Income 2011: -$1,311,4442011Revenue 2012: $866,378Expenses 2012: $1,175,100Net Income 2012: -$308,7222012Revenue 2013: $1,241,580Expenses 2013: $1,530,406Net Income 2013: -$288,8262013Revenue 2014: $896,280Expenses 2014: $1,441,960Net Income 2014: -$545,6802014Revenue 2015: $1,340,950Expenses 2015: $1,897,957Net Income 2015: -$557,0072015Revenue 2019: $518,643Expenses 2019: $1,314,827Net Income 2019: -$796,1842019Revenue 2020: $449,898Expenses 2020: $1,627,038Net Income 2020: -$1,177,1402020Revenue 2021: $1,157,661Expenses 2021: $1,396,462Net Income 2021: -$238,8012021Revenue 2022: $610,368Expenses 2022: $2,123,618Net Income 2022: -$1,513,2502022Revenue 2023: $786,823Expenses 2023: $1,435,903Net Income 2023: -$649,0802023Revenue 2024: $452,571Expenses 2024: $2,100,830Net Income 2024: -$1,648,2592024

Highlighted filing

2024

Revenue$452,571
Expenses$2,100,830
Net Income-$1,648,259

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 18, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$19,578-$19,578
Filing and Contact Details

Filer

Filer Name
B K Simon Family Charitable Fdn-tr
EIN
20-6817430
Phone
4122341584
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122341584
Signed
2025-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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