Civic Intelligence

Simone Paper Industry Charitable Fund

990EZ • Fiscal year 2016 • EIN 22-2742851

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

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

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

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

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.

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

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

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

Assets

Flat

$132,822

Flat from 2016

Net Assets

$132,822

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue

Flat

$32,478

Flat from 2016

Expenses

Flat

$19,018

Flat from 2016

Net Income

Flat

$13,460

Flat from 2016

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2016: $132,8222016Assets 2016: $132,822Liabilities 2016: $02016

Highlighted filing

2016

Assets$132,822
Liabilities$0
Net Assets$132,822

Operations Trend

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: $13,4602016Revenue 2016: $32,478Expenses 2016: $19,018Net Income 2016: $13,4602016

Highlighted filing

2016

Revenue$32,478
Expenses$19,018
Net Income$13,460
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$32,478
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

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
2017-11-13
Discuss with paid preparer
Yes

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: 978.

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: 06/15/16. Amount Given: 17,500.

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

Description: INSURANCE. Amount: 1,446. Description: office. Amount: 72. Total to Form 990-EZ, line 16: 1,518.

Raw XML Appendix184 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/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/OtherExpensesTotalAmt01518
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.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Charitable Organization
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0978
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: SCHOLARSHIP. Grantee Name: SCHOLARSHIPS TO 5 INDIVIDUALS. Grantee Relationship: MEMBERS' CHILDREN. Date of Gift: 06/15/16. Amount Given: 17,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: INSURANCE. Amount: 1,446. Description: office. Amount: 72. Total to Form 990-EZ, line 16: 1,518.
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/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0carlo simone iii
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02158299212
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId019998950A844A1ED5F18EB360E4E9E4F9906FFA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.211.205.39
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:26:33
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/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis Verzella CPA
ReturnHeader/ReturnTs02017-11-13T15:28:33-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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