Civic Intelligence

Simunye Trust

EIN 26-6292328 • Santa Monica, CA

1112 Montana Avenue 79Santa Monica, CA 90403
Siviq Scores

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

Liabilities / Assets

94th percentile

0.96x

Higher debt load relative to assets than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

54th percentile

-0.1%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$33,538

Down $25 (-0.1%) from 2023

Liabilities

Flat

$32,138

Flat from 2023

Net Assets

Down

$1,400

Down $25 (-1.8%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $100 (-100%) from 2023

Expenses

Flat

$25

Flat from 2023

Net Income

Down

-$25

Down $100 (-133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$40K$30K$20K$10K$0Assets 2010: $16,481Liabilities 2010: $6,311Net Assets 2010: $10,1702010Assets 2013: $32,137Liabilities 2013: $6,311Net Assets 2013: $25,8262013Assets 2014: $32,137Liabilities 2014: $6,311Net Assets 2014: $25,8262014Assets 2015: $34,938Liabilities 2015: $32,138Net Assets 2015: $2,8002015Assets 2016: $33,617Liabilities 2016: $32,138Net Assets 2016: $1,4792016Assets 2019: $33,524Liabilities 2019: $32,138Net Assets 2019: $1,3862019Assets 2020: $33,514Liabilities 2020: $32,138Net Assets 2020: $1,3762020Assets 2021: $33,504Liabilities 2021: $32,138Net Assets 2021: $1,3662021Assets 2022: $33,488Liabilities 2022: $32,138Net Assets 2022: $1,3502022Assets 2023: $33,563Liabilities 2023: $32,138Net Assets 2023: $1,4252023Assets 2024: $33,538Liabilities 2024: $32,138Net Assets 2024: $1,4002024

Highlighted filing

2024

Assets$33,538
Liabilities$32,138
Net Assets$1,400
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $2,6102010Revenue 2013: $17,100Expenses 2013: $20,254Net Income 2013: -$3,1542013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $385Expenses 2015: $23,411Net Income 2015: -$23,0262015Revenue 2016: $19,149Expenses 2016: $20,470Net Income 2016: -$1,3212016Revenue 2019: $2,106Expenses 2019: $14,358Net Income 2019: -$12,2522019Revenue 2020: $0Expenses 2020: $10Net Income 2020: -$102020Revenue 2021: $0Expenses 2021: $10Net Income 2021: -$102021Revenue 2022: $0Expenses 2022: $16Net Income 2022: -$162022Revenue 2023: $100Expenses 2023: $25Net Income 2023: $752023Revenue 2024: $0Expenses 2024: $25Net Income 2024: -$252024

Highlighted filing

2024

Revenue$0
Expenses$25
Net Income-$25
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,538
Liabilities
$32,138
Net assets
$1,400
Revenue
$0
Expenses
$25
Net income
-$25
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.5$32.1$1.40$0.00$0.03$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$32.1$1.43$0.10$0.03$0.08
2022Detailed filing. Detailed filing data is available for this year.$33.5$32.1$1.35$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$33.5$32.1$1.37$0.00$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$32.1$1.38$0.00$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$32.1$1.39$2.11$14.4$12.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$32.1$1.48$19.1$20.5$1.32
2015Detailed filing. Detailed filing data is available for this year.$34.9$32.1$2.80$0.39$23.4$23.0
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$6.31$25.8$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$32.1$6.31$25.8$17.1$20.3$3.15
2010Detailed filing. Detailed filing data is available for this year.$16.5$6.31$10.2$2.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ISOBEL ESTORICKTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Simunye Trust
EIN
26-6292328
Phone
3103475417
Address
1112 MONTANA AVENUE 79, SANTA MONICA, CA 90403

Signing Officer

Name
Isobel Estorick
Title
Trustee
Signed
2025-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Na Business Advisors and Cpas Inc
Address
15233 Ventura Blvd Suite 350, Sherman Oaks, CA 91403
Preparer
Natalie Asghari
Phone
3239514274
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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt033563
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ISOBEL ESTORICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0624 PALISADES AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03103475417
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ISOBEL ESTORICK
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TOTAL OTHER ASSETS
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt017403
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ReasonableCauseExplanation/ExplanationTxt0LOS ANGELES FIRES IR-2025-10, Jan. 10, 2025 AND CALIFORNIA CA- code 157 January 2025 Fires and Windstorm
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ISOBEL ESTORICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/DisasterReliefTxt0LOS ANGELES FIRES IR-2025-10, Jan. 10, 2025 AND CALIFORNIA CA- code 157 January 2025 Fires and Winds
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMUNYE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SIMU
ReturnHeader/Filer/EIN0266292328
ReturnHeader/Filer/PhoneNum03103475417
ReturnHeader/Filer/USAddress/AddressLine1Txt01112 MONTANA AVENUE 79
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274417843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NA BUSINESS ADVISORS AND CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015233 Ventura Blvd Suite 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091403
ReturnHeader/PreparerPersonGrp/PhoneNum03239514274
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATALIE ASGHARI
ReturnHeader/ReturnTs02025-10-14T16:17:23-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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