Civic Intelligence

The Sam & Nada Simon Foundation

990PF • Fiscal year 2018 • EIN 27-0581002

Jul 01, 2017 to Jun 30, 2018 • Filed on May 06, 2019

Organization Profile
159 Pierce StreetBirmingham, MI 48009

(313) 662-3539

Siviq Scores

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

Liabilities / Assets

98th percentile

3.25x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets98th percentile

Assets

$22,457

No earlier filing loaded for comparison.

Net Assets

-$50,474

No earlier filing loaded for comparison.

Liabilities

$72,931

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$16,220

No earlier filing loaded for comparison.

Net Income

-$16,220

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0-$50K-$100KAssets 2018: $22,457Liabilities 2018: $72,931Net Assets 2018: -$50,4742018Assets 2019: $35,427Liabilities 2019: $1,235Net Assets 2019: $34,1922019Assets 2020: $5,686Liabilities 2020: $6,267Net Assets 2020: -$5812020Assets 2021: $7,453Liabilities 2021: $400Net Assets 2021: $7,0532021Assets 2022: $15,994Liabilities 2022: $0Net Assets 2022: $15,9942022Assets 2023: $24,557Liabilities 2023: $100Net Assets 2023: $24,4572023Assets 2024: $18,478Liabilities 2024: $2,399Net Assets 2024: $16,0792024Assets 2025: $33,399Liabilities 2025: $360Net Assets 2025: $33,0392025

Highlighted filing

2018

Assets$22,457
Liabilities$72,931
Net Assets-$50,474
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2018: $0Expenses 2018: $16,220Net Income 2018: -$16,2202018Revenue 2019: $119,000Expenses 2019: $104,499Net Income 2019: $14,5012019Revenue 2020: $40,713Expenses 2020: $75,486Net Income 2020: -$34,7732020Revenue 2021: $84,880Expenses 2021: $77,246Net Income 2021: $7,6342021Revenue 2022: $66,691Expenses 2022: $57,750Net Income 2022: $8,9412022Revenue 2023: $82,750Expenses 2023: $74,287Net Income 2023: $8,4632023Revenue 2024: $115,350Expenses 2024: $123,477Net Income 2024: -$8,1272024Revenue 2025: $170,385Expenses 2025: $153,425Net Income 2025: $16,9602025

Highlighted filing

2018

Revenue$0
Expenses$16,220
Net Income-$16,220
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 6, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM SIMONPresident And Treasurer-$0--
NADA SIMONVice President-$0--
EDWIN HERBERTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Sam & Nada Simon Foundation
EIN
27-0581002
Phone
3136623539
Address
159 PIERCE STREET, BIRMINGHAM, MI 48009

Signing Officer

Name
Nada Simon
Title
Vice President
Phone
3136623539
Signed
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Doeren Mayhew
Address
305 WEST BIG BEAVER ROAD, TROY, MI 48084
Preparer
Lawrence a Simon CPA
Phone
2482443000
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348301
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013250
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01536
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019346
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt024396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012096
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012096
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090644
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt024396
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011714
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0102740
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt091026
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02940
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NADA SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03136623539
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAM & NADA SIMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAM&
ReturnHeader/Filer/EIN0270581002
ReturnHeader/Filer/PhoneNum03136623539
ReturnHeader/Filer/USAddress/AddressLine1Txt0159 PIERCE STREET
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048009
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId014492E06C82CEADBDC26D62EB34AD420DDAD1BE1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.141.134.7
ReturnHeader/FilingSecurityInformation/IPDt02019-05-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm006:32:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382492570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOEREN MAYHEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 WEST BIG BEAVER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048084
ReturnHeader/PreparerPersonGrp/PhoneNum02482443000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE A SIMON CPA
ReturnHeader/ReturnTs02019-05-09T15:31:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,457
Liabilities
$72,931
Net assets
-$50,474
Revenue
$0
Expenses
$16,220
Net income
-$16,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.70$1.53$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$1.15$1.23$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.24$0.83$0.74$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.67$0.58$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.85$0.77$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.01$0.41$0.75$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.34$1.19$1.04$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.73$0.50$0.00$0.16$0.16