Civic Intelligence

Simone Paper Industry Charitable Fund

990EZ • Fiscal year 2015 • EIN 22-2742851

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 03, 2016

Organization ProfileN/A
410-424 N Eighth StreetPhiladelphia, PA 19123

(215) 829-9212

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$119,362

Up $10,419 (+9.6%) from 2014

Net Assets

Up

$119,362

Up $10,419 (+9.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

Down

$28,884

Down $8,473 (-23%) from 2014

Expenses

Down

$18,465

Down $3,842 (-17%) from 2014

Net Income

Down

$10,419

Down $4,631 (-31%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2015

Assets$119,362
Liabilities$0
Net Assets$119,362
Open 2015 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$28,884
Expenses$18,465
Net Income$10,419
Open 2015 Filing
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 Pay75th 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0carlo simone iii
IRS990EZ/BooksInCareOfDetail/PhoneNum02158299212
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0410-24 N 8TH STREET PHILADELPHIA PA
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0philadelphia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108943
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119362
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt028000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt010419
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0108943
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119362
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017500
IRS990EZ/GrossReceiptsAmt028884
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0884
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0108943
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119362
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0108943
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119362
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARLO SIMONE SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORETTA FORNAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARLO SIMONE III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIO TATOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4george allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREW PIERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018465
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt028884
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Charitable Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0156295
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0889
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0857
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0886
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0566
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0680
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0857
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0886
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0566
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0680
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03878
IRS990ScheduleA/InvestmentIncomeCYPct00.02420
IRS990ScheduleA/InvestmentIncomePYPct00.02780
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97580
IRS990ScheduleA/PublicSupportPY509Pct00.97220
IRS990ScheduleA/PublicSupportTotal509Amt0156295
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021000
IRS990ScheduleA/Total509Grp/TotalAmt0156295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021680
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0160173
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: INSURANCE. Amount: 889. Description: office. Amount: 76. Total to Form 990-EZ, line 16: 965.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,362
Liabilities
$0
Net assets
$119,362
Revenue
$28,884
Expenses
$18,465
Net income
$10,419
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits