Civic Intelligence

Simon Family Foundation

990T • Fiscal year 2021 • EIN 34-1808584

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

Organization ProfileNONE
25701 Science Park DriveCleveland, OH 44122-7302

(216) 593-2900

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2018: $8,912,629Liabilities 2018: $0Net Assets 2018: $8,912,6292018Assets 2019: $9,073,745Liabilities 2019: $67,800Net Assets 2019: $9,005,9452019Assets 2020: $8,795,252Liabilities 2020: $241,500Net Assets 2020: $8,553,7522020Assets 2021: $9,381,496Liabilities 2021: $137,000Net Assets 2021: $9,244,4962021Assets 2022: $8,958,316Liabilities 2022: $197,500Net Assets 2022: $8,760,8162022Assets 2023: $9,165,571Liabilities 2023: $171,250Net Assets 2023: $8,994,3212023Assets 2024: $9,283,807Liabilities 2024: $134,500Net Assets 2024: $9,149,3072024

Latest loaded filing

2024

Assets$9,283,807
Liabilities$134,500
Net Assets$9,149,307
Open 2024 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2018: $8,835,585Expenses 2018: $7,374Net Income 2018: $8,828,2112018Revenue 2019: $1,329,819Expenses 2019: $392,192Net Income 2019: $937,6272019Revenue 2020: $131,549Expenses 2020: $542,422Net Income 2020: -$410,8732020Revenue 2021: $437,843Expenses 2021: $222,098Net Income 2021: $215,7452021Revenue 2022: $440,204Expenses 2022: $618,391Net Income 2022: -$178,1872022Revenue 2023: $465,819Expenses 2023: $459,254Net Income 2023: $6,5652023Revenue 2024: $506,066Expenses 2024: $663,230Net Income 2024: -$157,1642024

Latest loaded filing

2024

Revenue$506,066
Expenses$663,230
Net Income-$157,164
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

Further the charitable, educational and religious purposes of the jewish federation of cleveland ("federation").

Filing and Contact Details

Filer

Filer Name
Simon Family Foundation
EIN
34-1808584
Phone
2165932900
Address
25701 SCIENCE PARK DRIVE, CLEVELAND, OH 44122-7302

Signing Officer

Name
Barry Reis
Title
Treasurer
Phone
2165932900
Signed
2022-05-10
Discuss with paid preparer
No

Preparer

Firm
Cohen & Company Ltd
Address
OFFICES LISTED AT, WWWCOHENCPACOM, OH 44115
Preparer
Cathleen Lorenz
Phone
8002291099
Raw XML Appendix86 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
IRS990T/BooksInCareOfDetail/PersonNm0BARRY REIS
IRS990T/BooksInCareOfDetail/PhoneNum02165932900
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt025701 SCIENCE PARK DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0441227302
IRS990T/BookValueAssetsEOYAmt09381496
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0PURSUANT TO IRS TREASURY REGULATION 1.512(A)-6, THE ORGANIZATION IS AGGREGATING ALL QUALIFYING PARTNERSHIP INTERESTS AND TREATING THE AGGREGATE GROUP OF QUALIFYING PARTNERSHIP INTERESTS AS COMPRISING A SINGLE TRADE OR BUSINESS FOR PURPOSES OF IRC SECTION 512(A)(6)(A).
IRS990T/ItmzdSupplementalInfoGrp/LineNum01
IRS990T/ItmzdSupplementalInfoGrp/PartNum0I
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt058506
IRS990TScheduleA/OtherDeductionsAmt02900
IRS990TScheduleA/PrincipalBusinessActivityCd0900000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt02900
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt061406
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt061406
IRS990TScheduleA/TotUnrltTrdBusIncmAmt061406
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt058506
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY REIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02165932900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0341808584
ReturnHeader/Filer/PhoneNum02165932900
ReturnHeader/Filer/USAddress/AddressLine1Txt025701 SCIENCE PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441227302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341912961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN & COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0OFFICES LISTED AT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WWWCOHENCPACOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044115
ReturnHeader/PreparerPersonGrp/PhoneNum08002291099
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHLEEN LORENZ
ReturnHeader/ReturnTs02022-05-14T12:40:32-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REIS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.28$0.13$9.15$0.51$0.66$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.17$0.17$8.99$0.47$0.46$0.01
2022Detailed filing. Detailed filing data is available for this year.$8.96$0.20$8.76$0.44$0.62$0.18
2021Detailed filing. Detailed filing data is available for this year.$9.38$0.14$9.24$0.44$0.22$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$8.80$0.24$8.55$0.13$0.54$0.41
2019Detailed filing. Detailed filing data is available for this year.$9.07$0.07$9.01$1.33$0.39$0.94
2018Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$8.84$0.01$8.83