Civic Intelligence

Dr Jesse L Simon Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-8971587

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 15, 2017

Organization Profile
389 Sherwood CourtWestlake Village, CA 91361

(818) 345-8555

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2015

Net Assets

Flat

$0

Flat from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $15,219 (-100%) from 2015

Expenses

Down

$22,633

Down $34,760 (-61%) from 2015

Net Income

Up

-$22,633

Up $19,541 (+46%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $315,025Liabilities 2011: $02011Assets 2012: $226,171Liabilities 2012: $0Net Assets 2012: $226,1712012Assets 2013: $271,293Liabilities 2013: $0Net Assets 2013: $271,2932013Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$400K$200K$0-$200KRevenue 2011: $37,222Expenses 2011: $235,557Net Income 2011: -$198,3352011Expenses 2012: $110,7862012Revenue 2013: $17,271Expenses 2013: $49,710Net Income 2013: -$32,4392013Revenue 2015: $15,219Expenses 2015: $57,393Net Income 2015: -$42,1742015Revenue 2016: $0Expenses 2016: $22,633Net Income 2016: -$22,6332016

Highlighted filing

2016

Revenue$0
Expenses$22,633
Net Income-$22,633
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY WASSERMANPresident And Director-$0--
Filing and Contact Details

Filer

Filer Name
Dr Jesse L Simon Charitable Foundation
EIN
20-8971587
Address
389 SHERWOOD COURT, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Stacy Wasserman
Title
Trustee
Phone
8189431407
Signed
2017-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Marc Rosenberg APC
Address
21550 Oxnard Street Suite 630, Woodland Hills, CA 91367
Preparer
Marc Rosenberg
Phone
8183458555
Raw XML Appendix173 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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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0L DOR V DOR
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY WASSERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08189431407
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR JESSE L SIMON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRJE
ReturnHeader/Filer/EIN0208971587
ReturnHeader/Filer/USAddress/AddressLine1Txt0389 SHERWOOD COURT
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE VILLAGE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.155.150
ReturnHeader/FilingSecurityInformation/IPDt02017-07-12
ReturnHeader/FilingSecurityInformation/IPTm017:48:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954777174
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marc Rosenberg APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021550 Oxnard Street Suite 630
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08183458555
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc Rosenberg
ReturnHeader/ReturnTs02017-07-12T17:47:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$22,633
Net income
-$22,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.23$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$0.57$0.42
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.17$0.50$0.32
2012Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$1.11
2011Summary only. Only limited summary data is available for this year.$3.15$0.00$0.37$2.36$1.98