Civic Intelligence

The Joshua Max Simon Charitable Foundation

990PF • Fiscal year 2013 • EIN 35-6692310

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization Profile
329 Main Street81623

(970) 963-5898

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

49th percentile

1.6%

Faster asset growth than 49% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$4,721,653

Up $72,458 (+1.6%) from 2012

Net Assets

Up

$4,721,653

Up $72,458 (+1.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin90th percentile

Revenue

$262,290

No earlier filing loaded for comparison.

Expenses

Down

$114,142

Down $413,155 (-78%) from 2012

Net Income

$148,148

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2013

Assets$4,721,653
Liabilities$0
Net Assets$4,721,653
Open 2013 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

2013

Revenue$262,290
Expenses$114,142
Net Income$148,148
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

EIN
35-6692310
Phone
9709635898

Signing Officer

Name
Bren Simon
Title
Trustee
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Ricka E Neuman
Phone
4106596200
Raw XML Appendix336 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt013630
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt013630
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 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.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1The Foundation has made PFIC elections for the following investments:Glenrock Global Partners (BVI), Inc.Hawkeye Capital OffshoreCentral Fund of Canada Ltd (via Seamans Global Bond QP Fund)Sprott 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bren Simon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tamme Simon McCauley
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Tanya Carson
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt04 installments of a 10-year commitment to support the Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0Riley Children's Foundation future
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1030 S Meridian Street Ste 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support - $25,000, and annual holiday donation - $25,000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16th installment of a 10-year commitment to support the Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General support of local public radio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General support for programs of pianists
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St Vincent Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Riley Children's Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2KDNK Public Radio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3American Pianists Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine108402 Harcourt Road 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1130 S Meridian Street Ste 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO Box 1388
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine134603 Clarendon Road 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Carbondale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode046260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode146204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode281623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode346208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt020000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt070000
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/DistributableAsAdjustedAmt0241105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0241105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0512500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0509500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0659855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0466168
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0241105
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01990548
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt083630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0512500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0509500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0659855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0225063
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083630
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01990548
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02148023
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt083630
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount075690
OtherDecreasesSchedule/OtherDecreasesDetail/Description0Seamans Global Bond Fund Book/Tax Difference
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Expenses from Seamans Global K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05703
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05703
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1415
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1415
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08025
TaxesSchedule/TaxesDetail/Amt012381
TaxesSchedule/TaxesDetail/Amt1767
TaxesSchedule/TaxesDetail/Amt23636
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2State Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0767
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bren Simon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Joshua Max Simon
ReturnHeader/Filer/BusinessName/BusinessNameLine20Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0356692310
ReturnHeader/Filer/PhoneNum09709635898
ReturnHeader/Filer/USAddress/AddressLine10329 Main Street
ReturnHeader/Filer/USAddress/City0Carbondale
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode081623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Neuman & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10575 S Charles St Ste 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0212012484
ReturnHeader/PreparerPersonGrp/PhoneNum04106596200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ricka E Neuman
ReturnHeader/ReturnTs02014-11-12T11:11:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,721,653
Liabilities
$0
Net assets
$4,721,653
Revenue
$262,290
Expenses
$114,142
Net income
$148,148
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