Civic Intelligence

The Joshua Max Simon Charitable Foundation

990PF • Fiscal year 2020 • EIN 35-6692310

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
329 Main StreetCarbondale, CO 81623-2027

(970) 963-5898

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

7th percentile

-16%

Faster asset growth than 7% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-62%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$667,159

Down $129,486 (-16%) from 2019

Net Assets

Down

$667,159

Down $129,486 (-16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin83rd percentile

Revenue

Down

$82,883

Down $133,704 (-62%) from 2019

Expenses

Up

$51,927

Up $47,680 (+1123%) from 2019

Net Income

Down

$30,956

Down $181,384 (-85%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2020

Assets$667,159
Liabilities$0
Net Assets$667,159
Open 2020 Filing

Operations Trend

Revenue Growth8th 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

2020

Revenue$82,883
Expenses$51,927
Net Income$30,956
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

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

Filer

Filer Name
The Joshua Max Simon Charitable
EIN
35-6692310
Phone
9709635898
Address
329 MAIN STREET, CARBONDALE, CO 81623-2027

Signing Officer

Name
Bren Simon
Title
Trustee
Phone
9709635898
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
1301 A STREET SUITE 600, TACOMA, WA 98402-4205
Preparer
Jode Beauvais
Phone
2535724100
Raw XML Appendix322 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAN MIGUEL COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 NORTH ZAPATA HIGHWAY ROOM 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAREDO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078043
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt041286
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0509368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03028188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0107250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0116835
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0116835
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03653520
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0509368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03028188
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0107250
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08714
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03770355
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03761641
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0160442
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO NET ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01886
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BNY MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01886
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BREN SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09709635898
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSHUA MAX SIMON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSH
ReturnHeader/Filer/EIN0356692310
ReturnHeader/Filer/PhoneNum09709635898
ReturnHeader/Filer/USAddress/AddressLine1Txt0329 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CARBONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0816232027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
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/ReturnTs02021-05-14T11:37:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,159
Liabilities
$0
Net assets
$667,159
Revenue
$82,883
Expenses
$51,927
Net income
$30,956
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