Richard L and Mary-Ann B Simon

EIN 27-3728375 • Cottonwood Heights, UT

2750 East Cottonwood Pkwy 560Cottonwood Heights, UT 84121

Siviq Scores

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

No value available

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

Source year 2021

0.00x

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

<$500k nonprofits • Source year 2021

-371%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2021

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

460%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $139,747 (-100%) from 2020

Liabilities

Flat

Flat from 2020

Net Assets

Down

Down $139,747 (-100%) from 2020

Operations

Liabilities / Revenue66th percentile Net Margin6th percentile

Revenue

$37,630

Up $30,912 (+460%) from 2020

Expenses

$177,377

Up $171,389 (+2862%) from 2020

Net Income

Down

-$139,747

Down $140,477 (-19243%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

Highlighted filing

2021

Assets$0

Liabilities$0

Net Assets$0

Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2021

Revenue$37,630

Expenses$177,377

Net Income-$139,747

Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: $37,630
Expenses: $177,377
Net income: -$139,747

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.38	$1.77	$1.40
2020Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.07	$0.06	$0.01

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Mar 26, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARY-ANN B SIMON	President	-	$0	-	-
RICHARD L SIMON	Treasurer	-	$0	-	-
TASHA D HATTON	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Richard L and Mary-ann B Simon
EIN: 27-3728375
Phone: 8017265797
Address: 2750 EAST COTTONWOOD PKWY 560, COTTONWOOD HEIGHTS, UT 84121

Signing Officer

Name: Mary-ann B Simon
Title: President
Signed: 2022-03-26
Discuss with paid preparer: Yes

Preparer

Firm: Carlson & Associates PLLC
Address: 230 South 500 East Suite 465, Salt Lake City, UT 84102
Preparer: Mona M Carlson
Phone: 8012771040

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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/UndistributedIncomeGrp/ExcessFromYear3Amt	0	8488
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	163000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	157042
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	181901
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	24859
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1824
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
LiquidationExplanationStmt/ExplanationTxt	0	The Board of Directors of The Richard L. and Mary-Ann B. Simon Foundation, Inc., a Utah Nonprofit corporation (the "Corporation"), have approved and adopted a Plan of Complete Liquidation and Dissolution (the "Plan") effective as of December 6, 2021. A final distribution of assets has occurred in accordance with the Plan's provisions. A complete and executed copy of the Plan is attached to this filing of the Corporation's final Form 990-PF return.
TaxesSchedule/TaxesDetail/Amt	0	91
TaxesSchedule/TaxesDetail/Amt	1	499
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise tax on investment income (2020)
TaxesSchedule/TaxesDetail/CategoryTxt	1	Excise tax on investment income (2021)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	91
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	499
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARY-ANN B SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	RICHARD L AND MARY-ANN B SIMON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	RICH
ReturnHeader/Filer/EIN	0	273728375
ReturnHeader/Filer/PhoneNum	0	8017265797
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2750 EAST COTTONWOOD PKWY 560
ReturnHeader/Filer/USAddress/CityNm	0	COTTONWOOD HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	UT
ReturnHeader/Filer/USAddress/ZIPCd	0	84121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	274410886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Carlson & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	230 South 500 East Suite 465
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	84102
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8012771040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Mona M Carlson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-03-26T16:40:00-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	MARY-ANN B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SIMON
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

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