Civic Intelligence

Deborah Joy Simon Charitable Foundation

990PF • Fiscal year 2024 • EIN 30-0125798

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 09, 2025

Organization Profile
950 LaurelwoodCarmel, IN 46032

(317) 636-1600

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2024 filings • $50M-$100M nonprofits • Source year 2024

Asset Growth

95th percentile

53%

Faster asset growth than 95% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

670%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$86,406,781

Up $30,027,485 (+53%) from 2023

Net Assets

Up

$86,406,781

Up $30,027,485 (+53%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin89th percentile

Revenue

Up

$39,688,086

Up $34,530,969 (+670%) from 2023

Expenses

Up

$16,818,529

Up $4,306,221 (+34%) from 2023

Net Income

Up

$22,869,557

Up $30,224,748 (+411%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$100M$50M$0Assets 2019: $67,913,907Liabilities 2019: $0Net Assets 2019: $67,913,9072019Assets 2020: $67,956,640Liabilities 2020: $0Net Assets 2020: $67,956,6402020Assets 2021: $67,791,546Liabilities 2021: $0Net Assets 2021: $67,791,5462021Assets 2022: $63,711,911Liabilities 2022: $0Net Assets 2022: $63,711,9112022Assets 2023: $56,379,296Liabilities 2023: $0Net Assets 2023: $56,379,2962023Assets 2024: $86,406,781Liabilities 2024: $0Net Assets 2024: $86,406,7812024

Highlighted filing

2024

Assets$86,406,781
Liabilities$0
Net Assets$86,406,781
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$40M$20M$0-$20MRevenue 2019: $12,476,988Expenses 2019: $6,300,055Net Income 2019: $6,176,9332019Revenue 2020: $8,594,231Expenses 2020: $8,383,564Net Income 2020: $210,6672020Revenue 2021: $8,858,983Expenses 2021: $9,013,632Net Income 2021: -$154,6492021Revenue 2022: $5,285,762Expenses 2022: $9,467,437Net Income 2022: -$4,181,6752022Revenue 2023: $5,157,117Expenses 2023: $12,512,308Net Income 2023: -$7,355,1912023Revenue 2024: $39,688,086Expenses 2024: $16,818,529Net Income 2024: $22,869,5572024

Highlighted filing

2024

Revenue$39,688,086
Expenses$16,818,529
Net Income$22,869,557
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH JOY SIMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Deborah Joy Simon Charitable Foundation
EIN
30-0125798
Phone
3176361600
Address
950 LAURELWOOD, CARMEL, IN 46032

Signing Officer

Name
Deborah Simon
Title
Trustee
Phone
3176361600
Signed
2025-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
9365 COUNSELORS ROW SUITE 200, INDIANAPOLIS, IN 46240
Preparer
Patti M Howard CPA
Phone
3175749100
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt038893162
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07267
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt029066
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt036333
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt037040995
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt016433334
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt016433334
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0794924
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01842068
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01842068
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022869557
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt076940883
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037040995
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt038566234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt010099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0270233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0270233
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt027629
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt078629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt016440601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0326928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016818529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt038893162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039688086
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0326928
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0385195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05096594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116785797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt229994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49592733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55876616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt668154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01579061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125513383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4902522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58606327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7439696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01579061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125513383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4902522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58606327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7439696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06675655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142299180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt230000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410495255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514482943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt668154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7439696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SAPIENT 6368 - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SAPIENT 6368 - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SAPIENT 1285 - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SAPIENT 1285 - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PNC HAWTHORN 8672 - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PNC HAWTHORN 8672 - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc670,000 UNITED STS TREAS BILLS 0.0% 02/15/24 B/E DTD 08/17/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62004-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037040995
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022869557
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07157928
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt086406781
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt056379296
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt086406781
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03863576
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03863576
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03863576
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04399647
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0536071
IRS990PF/DistributableAmountGrp/TotalTaxAmt0536071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt099768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt058839
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0577000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0536071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt099768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0536071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0536071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0635839
IRS990PF/FMVAssetsEOYAmt086406781
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0314883
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt045704571
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010114637
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010114637
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042475820
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042475820
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt056379296
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt086406781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03298490
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03900539
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03900539
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt056379296
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt086406781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt086406781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt056379296
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt086406781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt056379296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt086406781
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07061352
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt029915785
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt029915785
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt089332927
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07557980
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt081774947

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$86,406,781
Liabilities
$0
Net assets
$86,406,781
Revenue
$39,688,086
Expenses
$16,818,529
Net income
$22,869,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$86.4$0.00$86.4$39.7$16.8$22.9
2023Detailed filing. Detailed filing data is available for this year.$56.4$0.00$56.4$5.16$12.5$7.36
2022Detailed filing. Detailed filing data is available for this year.$63.7$0.00$63.7$5.29$9.47$4.18
2021Detailed filing. Detailed filing data is available for this year.$67.8$0.00$67.8$8.86$9.01$0.15
2020Detailed filing. Detailed filing data is available for this year.$68.0$0.00$68.0$8.59$8.38$0.21
2019Detailed filing. Detailed filing data is available for this year.$67.9$0.00$67.9$12.5$6.30$6.18