Civic Intelligence

The Joshua Max Simon Charitable Foundation

990PF • Fiscal year 2014 • EIN 35-6692310

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization Profile
329 Main StreetCarbondale, CO 81623

(970) 963-5898

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

2nd percentile

-377%

Higher net margin than 2% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

10th percentile

-10%

Faster asset growth than 10% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,238,456

Down $483,197 (-10%) from 2013

Net Assets

Down

$4,238,456

Down $483,197 (-10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin2nd percentile

Revenue

Down

$128,331

Down $133,959 (-51%) from 2013

Expenses

Up

$611,528

Up $497,386 (+436%) from 2013

Net Income

Down

-$483,197

Down $631,345 (-426%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,649,195Liabilities 2012: $0Net Assets 2012: $4,649,1952012Assets 2013: $4,721,653Liabilities 2013: $0Net Assets 2013: $4,721,6532013Assets 2014: $4,238,456Liabilities 2014: $0Net Assets 2014: $4,238,4562014Assets 2016: $3,736,068Liabilities 2016: $0Net Assets 2016: $3,736,0682016Assets 2017: $1,017,553Liabilities 2017: $0Net Assets 2017: $1,017,5532017Assets 2018: $584,305Liabilities 2018: $0Net Assets 2018: $584,3052018Assets 2019: $796,645Liabilities 2019: $0Net Assets 2019: $796,6452019Assets 2020: $667,159Liabilities 2020: $0Net Assets 2020: $667,1592020Assets 2021: $687,617Liabilities 2021: $0Net Assets 2021: $687,6172021Assets 2022: $984,817Liabilities 2022: $0Net Assets 2022: $984,8172022Assets 2023: $1,007,326Liabilities 2023: $0Net Assets 2023: $1,007,3262023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$4,238,456
Liabilities$0
Net Assets$4,238,456
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $527,2972012Revenue 2013: $262,290Expenses 2013: $114,142Net Income 2013: $148,1482013Revenue 2014: $128,331Expenses 2014: $611,528Net Income 2014: -$483,1972014Revenue 2016: $149,740Expenses 2016: $372,844Net Income 2016: -$223,1042016Revenue 2017: $34,195Expenses 2017: $3,151,247Net Income 2017: -$3,117,0522017Revenue 2018: $129,646Expenses 2018: $562,894Net Income 2018: -$433,2482018Revenue 2019: $216,587Expenses 2019: $4,247Net Income 2019: $212,3402019Revenue 2020: $82,883Expenses 2020: $51,927Net Income 2020: $30,9562020Revenue 2021: $20,169Expenses 2021: $20Net Income 2021: $20,1492021Revenue 2022: $92,209Expenses 2022: $1,364Net Income 2022: $90,8452022Revenue 2023: $30,770Expenses 2023: $8,261Net Income 2023: $22,5092023Revenue 2024: $284,994Expenses 2024: $1,290,958Net Income 2024: -$1,005,9642024

Highlighted filing

2014

Revenue$128,331
Expenses$611,528
Net Income-$483,197
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bren SimonTrustee-$0--
Tamme Simon McCauleyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Max Simon Charitable Foundation
EIN
35-6692310
Phone
9709635898
Address
329 Main Street, Carbondale, CO 81623

Signing Officer

Name
Bren Simon
Title
Trustee
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Neuman & Associates LLC
Address
575 S Charles St Ste 402, Baltimore, MD 21201-2484
Preparer
Ricka E Neuman
Phone
4106596200
Raw XML Appendix302 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/Amt012130
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt012130
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The beginning balance of the fair market values of the alternative investments include Aldarra Fund, SPC - Prime Adv USD, which has been deemed worthless.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1The Foundation has made PFIC elections for the following investments:Hawkeye Capital OffshoreSprott Physical Gold Trust (via Seamans Global Bond QP Fund)Copies of Forms 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund, are attached to this return as pdfs.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Stifel Nicolaus - Corporate Bonds
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Stifel Nicolaus - Corporate Stock
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bren Simon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tamme Simon McCauley
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Carbondale
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Susan Tribble
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See attached pdf for details of grants paid
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Grants Paid by Foundation - see att
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081623
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0560000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0236783
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0236783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt083630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0512500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0509500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0659855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0225063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0225063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02100832
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0335347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt083630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0512500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0509500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0659855
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0572130
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0335347
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02325895
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01990548
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Expenses from Seamans Global K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Penalty & Interest on Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04823
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04823
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1203
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Misc Other Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Refund of Income Tax
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt044
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt16781
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08719
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment & ADR Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08719
TaxesSchedule/TaxesDetail/Amt016000
TaxesSchedule/TaxesDetail/Amt16781
TaxesSchedule/TaxesDetail/Amt2872
TaxesSchedule/TaxesDetail/Amt32000
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Income Tax - 2012
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt3State Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0872
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bren Simon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Max Simon Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0356692310
ReturnHeader/Filer/PhoneNum09709635898
ReturnHeader/Filer/USAddress/AddressLine1Txt0329 Main Street
ReturnHeader/Filer/USAddress/CityNm0Carbondale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Neuman & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 S Charles St Ste 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212012484
ReturnHeader/PreparerPersonGrp/PhoneNum04106596200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ricka E Neuman
ReturnHeader/ReturnTs02015-11-04T11:56:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,238,456
Liabilities
$0
Net assets
$4,238,456
Revenue
$128,331
Expenses
$611,528
Net income
-$483,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.28$1.29$1.01
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.01$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.09$0.00$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.02$0.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.08$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.22$0.00$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.13$0.56$0.43
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$3.15$3.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.15$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.13$0.61$0.48
2013Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.26$0.11$0.15
2012Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.53