Civic Intelligence

The Joshua Max Simon Charitable Foundation

990PF • Fiscal year 2012 • EIN 35-6692310

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
c/o NA LLC 575 S Charles St21201
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$4,649,195

No earlier filing loaded for comparison.

Net Assets

$4,649,195

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$527,297

No earlier filing loaded for comparison.

Net Income

-

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.

$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

2012

Assets$4,649,195
Liabilities$0
Net Assets$4,649,195
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$527,297
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tamme Simon McCauleyTrustee-$0--
Bren SimonTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Final installment of 6-year commitment for the Joshua Max Simon Primary Care CenterExemptIndianapolis, IN, US$400,000
Paid Grant-Support of tuition scholarships for under-served and under-employed parentsExemptIndianapolis, IN, US$100,000
Approved Future Grant-5 installments of a 10-year commitment to support the HospitalExemptIndianpolis, IN, US$25,000
Paid Grant-5th installment of a 10-year commitment to support the HospitalExemptIndianapolis, IN, US$5,000
Filing and Contact Details

Filer

EIN
35-6692310
Raw XML Appendix319 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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GeneralExplanationAttachment/GeneralExplanation/Explanation0Part VII-A, Line 16, Foreign AccountsThe Foundation held various alternative investments in the British Virgin Islands, the Netherlands Antilles and the Caymen Islands. These investments were reported by Bren Simon (TIN XXX-XX-XXXX), as trustee of the Foundation.
GeneralExplanationAttachment/GeneralExplanation/Explanation1The fair market values of the alternative investments include Aldarra Fund, SPC - Prime Adv USD, which was deemed to be worthless and the basis taken to zero as of 2010.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15th installment of a 10-year commitment to support the Hospital
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Final installment of 6-year commitment for the Joshua Max Simon Primary Care Center
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2St Vincent Foundation
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0251503
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10509500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20659855
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30533200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40184471
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0251503
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0251503
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02148023
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0512500
IRS990PF/UndistributedIncome/ExcessFromYear10509500
IRS990PF/UndistributedIncome/ExcessFromYear20659855
IRS990PF/UndistributedIncome/ExcessFromYear30466168
IRS990PF/UndistributedIncome/QualifyingDistributions0512500
IRS990PF/UndistributedIncome/TotalCorpus02148023
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01887026
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus0512500
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Expenses from Seamans Global K-1
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05244
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05244
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome025875
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks044971
OtherIncreasesSchedule/OtherIncreases/Amount07266
OtherIncreasesSchedule/OtherIncreases/Description0Seamans Global Bond Fund Book/Tax Difference
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount08958
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome08958
TaxesSchedule/Taxes/Amount0595
TaxesSchedule/Taxes/Category0Foreign Taxes
TaxesSchedule/Taxes/NetInvestmentIncome0595
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0356692310
ReturnHeader/Filer/Name/BusinessNameLine10The Joshua Max Simon
ReturnHeader/Filer/Name/BusinessNameLine20Charitable Foundation
ReturnHeader/Filer/NameControl0SIMO
ReturnHeader/Filer/Phone04106596200
ReturnHeader/Filer/USAddress/AddressLine10c/o NA LLC 575 S Charles St
ReturnHeader/Filer/USAddress/City0Baltimore
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021201
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0Bren Simon
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10NEUMAN & ASSOCIATES LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10575 S CHARLES ST STE 402
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BALTIMORE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0212012484
ReturnHeader/Preparer/Name0Ricka E Neuman
ReturnHeader/Preparer/Phone04106596200
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T10:56:19-08:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,649,195
Liabilities
$0
Net assets
$4,649,195
Revenue
-
Expenses
$527,297
Net income
-
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