Civic Intelligence

The Melvin and Bren Simon Charitable Foundation Number One

EIN 35-2049367 • Carbondale, CO

329 Main StreetCarbondale, CO 81623-2027
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

28th percentile

-1.2%

Faster asset growth than 28% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

17%

Faster revenue growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$17,108,798

Down $201,291 (-1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$17,108,798

Down $201,291 (-1.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin17th percentile

Revenue

Up

$1,076,728

Up $153,108 (+17%) from 2023

Expenses

Up

$1,216,574

Up $69,769 (+6.1%) from 2023

Net Income

Up

-$139,846

Up $83,339 (+37%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$30M$20M$10M$0Assets 2012: $22,514,024Liabilities 2012: $0Net Assets 2012: $22,514,0242012Assets 2013: $20,633,414Liabilities 2013: $205,224Net Assets 2013: $20,428,1902013Assets 2014: $19,433,915Liabilities 2014: $1,410,000Net Assets 2014: $18,023,9152014Assets 2017: $14,021,639Liabilities 2017: $0Net Assets 2017: $15,804,8972017Assets 2018: $13,080,183Liabilities 2018: $0Net Assets 2018: $13,080,1832018Assets 2019: $14,440,192Liabilities 2019: $0Net Assets 2019: $14,440,1922019Assets 2020: $12,677,364Liabilities 2020: $0Net Assets 2020: $12,677,3642020Assets 2021: $13,943,320Liabilities 2021: $0Net Assets 2021: $13,943,3202021Assets 2022: $17,558,028Liabilities 2022: $0Net Assets 2022: $17,558,0282022Assets 2023: $17,310,089Liabilities 2023: $0Net Assets 2023: $17,310,0892023Assets 2024: $17,108,798Liabilities 2024: $0Net Assets 2024: $17,108,7982024

Highlighted filing

2024

Assets$17,108,798
Liabilities$0
Net Assets$17,108,798
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $2,596,2432012Revenue 2013: $1,797,170Expenses 2013: $3,909,885Net Income 2013: -$2,112,7152013Revenue 2014: $499,790Expenses 2014: $2,896,596Net Income 2014: -$2,396,8062014Revenue 2017: $853,639Expenses 2017: $259,320Net Income 2017: $594,3192017Revenue 2018: $833,099Expenses 2018: $1,773,997Net Income 2018: -$940,8982018Revenue 2019: $562,396Expenses 2019: $373,889Net Income 2019: $188,5072019Revenue 2020: $424,973Expenses 2020: $1,873,371Net Income 2020: -$1,448,3982020Revenue 2021: $5,364,018Expenses 2021: $4,131,004Net Income 2021: $1,233,0142021Revenue 2022: $3,807,050Expenses 2022: $750,665Net Income 2022: $3,056,3852022Revenue 2023: $923,620Expenses 2023: $1,146,805Net Income 2023: -$223,1852023Revenue 2024: $1,076,728Expenses 2024: $1,216,574Net Income 2024: -$139,8462024

Highlighted filing

2024

Revenue$1,076,728
Expenses$1,216,574
Net Income-$139,846
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$17,108,798
Liabilities
$0
Net assets
$17,108,798
Revenue
$1,076,728
Expenses
$1,216,574
Net income
-$139,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$1.08$1.22$0.14
2023Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.92$1.15$0.22
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$3.81$0.75$3.06
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$5.36$4.13$1.23
2020Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.42$1.87$1.45
2019Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.56$0.37$0.19
2018Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.83$1.77$0.94
2017Detailed filing. Detailed filing data is available for this year.$14.0$0.00$15.8$0.85$0.26$0.59
2014Detailed filing. Detailed filing data is available for this year.$19.4$1.41$18.0$0.50$2.90$2.40
2013Detailed filing. Detailed filing data is available for this year.$20.6$0.21$20.4$1.80$3.91$2.11
2012Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$2.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

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

Filer

Filer Name
The Melvin and Bren Simon Charitable
EIN
35-2049367
Phone
9709635898
Address
329 MAIN STREET, CARBONDALE, CO 81623-2027

Signing Officer

Name
Bren Simon
Title
Trustee
Phone
9709635898
Signed
2025-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1301 A STREET SUITE 600, TACOMA, WA 98402-4205
Preparer
Jode Beauvais
Phone
2535724100
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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/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MBS ASSOCIATES LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0329 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARBONDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0816232027
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09709635898
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTPS://WWW.BRENSIMONFOUNDATION.COM/
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt052000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11010617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CONSTRUCTION OF SIMPLE HOMES FOR POOR RESIDENTS IN THE AREA OF SAN MIGUEL DE ALLENDE MEXICO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT UCLA DIVISION OF DIGESTIVE DISEASES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT THE OPERATIONS OF SUMMIT 54 WHICH IS TO PROVIDE K-12 EDUCATION SUPPORT IN THE ROARING FORK VALLEY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF CASITA AC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UCLA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SUMMIT54
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 7145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2625 E MAIN STREET SUITE 102B-115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EAST FALMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002536
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01162617
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0936732
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0936732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0223025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03364035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01038680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04851625
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0225885
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0223025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03364035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01038680
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01162617
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0225885
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04851625
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04625740
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt015374
OtherDecreasesSchedule/OtherDecreasesDetail/Amt147297
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS PE FUND III
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT - NO TAX EFFECT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt037901
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11791
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESTMENT LOSS PAYOUT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt037901
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt037901
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11791
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01226
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL - NO TAX EFFECT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt045148
TaxesSchedule/TaxesDetail/Amt08809
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08809
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BREN SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09709635898
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MELVIN AND BREN SIMON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION NUMBER ONE
ReturnHeader/Filer/BusinessNameControlTxt0MELV
ReturnHeader/Filer/EIN0352049367
ReturnHeader/Filer/PhoneNum09709635898
ReturnHeader/Filer/USAddress/AddressLine1Txt0329 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CARBONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0816232027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 A STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TACOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0984024205
ReturnHeader/PreparerPersonGrp/PhoneNum02535724100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODE BEAUVAIS
ReturnHeader/ReturnTs02025-10-14T13:47:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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