Civic Intelligence

Simone Paper Industry Charitable Fund

EIN 22-2742851 • 501(c)3 • Philadelphia, PA

Profile

EDUCATIONAL SCHOLARSHIPS

410-424 N Eighth StreetPhiladelphia, PA 19123

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$132,822

Up $13,460 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

Up

$32,478

Up $3,594 (+12%) from 2015

Expenses

Up

$19,018

Up $553 (+3.0%) from 2015

Net Income

Up

$13,460

Up $3,041 (+29%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$150K$100K$50K$0Assets 2010: $70,493Liabilities 2010: $0Net Assets 2010: $70,4932010Assets 2011: $74,143Liabilities 2011: $0Net Assets 2011: $74,1432011Assets 2012: $75,407Liabilities 2012: $0Net Assets 2012: $75,4072012Assets 2013: $93,893Liabilities 2013: $0Net Assets 2013: $93,8932013Assets 2014: $108,943Liabilities 2014: $0Net Assets 2014: $108,9432014Assets 2015: $119,362Liabilities 2015: $0Net Assets 2015: $119,3622015Assets 2016: $132,822Liabilities 2016: $02016

Highlighted filing

2016

Assets$132,822
Liabilities$0
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $12,331Expenses 2010: $17,829Net Income 2010: -$5,4982010Revenue 2011: $21,680Expenses 2011: $18,030Net Income 2011: $3,6502011Revenue 2012: $22,866Expenses 2012: $21,602Net Income 2012: $1,2642012Revenue 2013: $49,381Expenses 2013: $30,895Net Income 2013: $18,4862013Revenue 2014: $37,357Expenses 2014: $22,307Net Income 2014: $15,0502014Revenue 2015: $28,884Expenses 2015: $18,465Net Income 2015: $10,4192015Revenue 2016: $32,478Expenses 2016: $19,018Net Income 2016: $13,4602016

Highlighted filing

2016

Revenue$32,478
Expenses$19,018
Net Income$13,460
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$132,822
Liabilities
$0
Net assets
-
Revenue
$32,478
Expenses
$19,018
Net income
$13,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$1.33$0.00$0.32$0.19$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.29$0.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.37$0.22$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.49$0.31$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.23$0.22$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.22$0.18$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.12$0.18$0.05
Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 3, 2016
Return Version
2015v2.1
Gross Receipts
$28,884
Mission and Program Overview

Mission

EDUCATIONAL SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO CHILDREN OF MEMBERS OF PAPER CONVERTERS LOCAL 286 AND 375 UNIONS WHICH FURTHERS THE EXEMPT PURPOSE FOR WHICH THIS ORGANIZATION WAS ESTABLISHED.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARLO SIMONE SRTrustee-$0--
LORETTA FORNALTrustee-$0--
CARLO SIMONE IIITrustee-$0--
MARIO TATOMTrustee-$0--
george allenTrustee-$0--
ANDREW PIERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Simone Paper Industry Charitable Fund
EIN
22-2742851
Phone
2158299212
Address
410-424 N EIGHTH STREET, PHILADELPHIA, PA 19123

Signing Officer

Name
carlo simone iii
Title
trustee
Phone
2158299212
Signed
2016-10-03

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 884.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP. Grantee Name: SCHOLARSHIPS TO 5 INDIVIDUALS. Grantee Relationship: MEMBERS' CHILDREN. Date of Gift: 06/11/15. Amount Given: 17,500.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: INSURANCE. Amount: 889. Description: office. Amount: 76. Total to Form 990-EZ, line 16: 965.”

Raw XML Appendix176 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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IRS990EZ/OperateHospitalInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 884.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: SCHOLARSHIP. Grantee Name: SCHOLARSHIPS TO 5 INDIVIDUALS. Grantee Relationship: MEMBERS' CHILDREN. Date of Gift: 06/11/15. Amount Given: 17,500.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0carlo simone iii
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02158299212
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMONE PAPER INDUSTRY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0222742851
ReturnHeader/Filer/PhoneNum02158299212
ReturnHeader/Filer/USAddress/AddressLine1Txt0410-424 N EIGHTH STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019123
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis Verzella CPA
ReturnHeader/ReturnTs02016-10-03T11:51:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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