Civic Intelligence

Richard L and Mary-Ann B Simon

990PF • Fiscal year 2020 • EIN 27-3728375

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 07, 2021

Organization Profile
59-215 Maki WayKamuela, HI 96743

(801) 726-5797

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$139,747

No earlier filing loaded for comparison.

Net Assets

$139,747

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

$6,718

No earlier filing loaded for comparison.

Expenses

$5,988

No earlier filing loaded for comparison.

Net Income

$730

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.

$150K$100K$50K$0Assets 2020: $139,747Liabilities 2020: $0Net Assets 2020: $139,7472020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$139,747
Liabilities$0
Net Assets$139,747
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2020: $6,718Expenses 2020: $5,988Net Income 2020: $7302020Revenue 2021: $37,630Expenses 2021: $177,377Net Income 2021: -$139,7472021

Highlighted filing

2020

Revenue$6,718
Expenses$5,988
Net Income$730
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY-ANN B SIMONPresident-$0--
RICHARD L SIMONTreasurer-$0--
TASHA D HATTONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Richard L & Mary-ann B Simon
EIN
27-3728375
Phone
8017265797
Address
59-215 MAKI WAY, KAMUELA, HI 96743

Signing Officer

Name
Mary-ann B Simon
Title
President
Phone
8017265797
Signed
2021-04-07
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
Raw XML Appendix239 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt093247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0103106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0DODGE & COX STOCK FUND
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0139017
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0139017
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0136296
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050540
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt085756
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02044
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06713
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0134252
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TASHA D HATTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt159-215 MAKI WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt259-215 MAKI WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KAMUELA
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02500
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0true
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1RICHARD L SIMON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02500
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013672
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08488
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024859
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08488
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OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05020
TaxesSchedule/TaxesDetail/Amt0188
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax on investment income (2019)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0188
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARY-ANN B SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08017265797
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD L & MARY-ANN B SIMON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0273728375
ReturnHeader/Filer/PhoneNum08017265797
ReturnHeader/Filer/USAddress/AddressLine1Txt059-215 MAKI WAY
ReturnHeader/Filer/USAddress/CityNm0KAMUELA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096743
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274410886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carlson & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 South 500 East Suite 465
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084102
ReturnHeader/PreparerPersonGrp/PhoneNum08012771040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mona M Carlson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-07T08:30:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY-ANN B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,747
Liabilities
$0
Net assets
$139,747
Revenue
$6,718
Expenses
$5,988
Net income
$730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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