Civic Intelligence

Joan & Virgil Stiefel Simon Foundation

990PF • Fiscal year 2019 • EIN 36-3747124

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

Organization Profile
PO Box 5198Snowmass Village, CO 81615

(970) 923-1070

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1126%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,790

Down $2,599 (-59%) from 2018

Net Assets

Down

$1,790

Down $1,277 (-42%) from 2018

Liabilities

Down

$0

Down $1,322 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Up

$3,824

Up $3,512 (+1126%) from 2018

Expenses

Up

$5,101

Up $4,910 (+2571%) from 2018

Net Income

Down

-$1,277

Down $1,398 (-1155%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$6.0K$4.0K$2.0K$0Assets 2014: $4,389Liabilities 2014: $1,792Net Assets 2014: $2,5972014Assets 2015: $4,389Liabilities 2015: $1,670Net Assets 2015: $2,7192015Assets 2016: $4,389Liabilities 2016: $1,584Net Assets 2016: $2,8052016Assets 2017: $4,389Liabilities 2017: $1,443Net Assets 2017: $2,9462017Assets 2018: $4,389Liabilities 2018: $1,322Net Assets 2018: $3,0672018Assets 2019: $1,790Liabilities 2019: $0Net Assets 2019: $1,7902019Assets 2020: $1,978Liabilities 2020: $0Net Assets 2020: $1,9782020Assets 2021: $2,064Liabilities 2021: $0Net Assets 2021: $2,0642021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2019

Assets$1,790
Liabilities$0
Net Assets$1,790
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2014: $250Expenses 2014: $177Net Income 2014: $732014Revenue 2015: $269Expenses 2015: $147Net Income 2015: $1222015Revenue 2016: $273Expenses 2016: $187Net Income 2016: $862016Revenue 2017: $286Expenses 2017: $145Net Income 2017: $1412017Revenue 2018: $312Expenses 2018: $191Net Income 2018: $1212018Revenue 2019: $3,824Expenses 2019: $5,101Net Income 2019: -$1,2772019Revenue 2020: $188Expenses 2020: $0Net Income 2020: $1882020Revenue 2021: $146Expenses 2021: $60Net Income 2021: $862021Revenue 2022: $2,708Expenses 2022: $4,772Net Income 2022: -$2,0642022

Highlighted filing

2019

Revenue$3,824
Expenses$5,101
Net Income-$1,277
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIRGIL STIEFEL SIMONPresident-$0--
JOAN SIMONSecretary-$0--
JAY STIEFEL SIMONDirector-$0--
LESLIE JOAN SIMONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSYBARITE CHAMBER PLAYERS LTDGENERAL CONTRIBUTIONPCNEW YORK, NY, US$5,000
Filing and Contact Details

Filer

Filer Name
Joan & Virgil Stiefel Simon Foundation
EIN
36-3747124
Phone
9709231070
Address
PO BOX 5198, SNOWMASS VILLAGE, CO 81615

Signing Officer

Name
Simon S Virgil
Title
President
Phone
9709231070
Signed
2020-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Bansley and Kiener Llp
Address
8745 W HIGGINS RD STE 200, CHICAGO, IL 60631-2704
Preparer
Vincent M Guzaldo
Phone
3122632700
Raw XML Appendix299 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0VIRGIL STIEFEL SIMON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SYBARITE CHAMBER PLAYERS LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016 WEST 36TH ST STE 1205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/AppliedToCurrentYearAmt0412
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0467
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04121
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04121
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0712
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0712
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04121
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04121
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0712
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0467
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01322
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN BALANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SIMON S VIRGIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09709231070
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN & VIRGIL STIEFEL SIMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0363747124
ReturnHeader/Filer/PhoneNum09709231070
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5198
ReturnHeader/Filer/USAddress/CityNm0SNOWMASS VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081615
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362152389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BANSLEY AND KIENER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08745 W HIGGINS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606312704
ReturnHeader/PreparerPersonGrp/PhoneNum03122632700
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT M GUZALDO
ReturnHeader/ReturnTs02020-06-26T13:44:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,790
Liabilities
$0
Net assets
$1,790
Revenue
$3,824
Expenses
$5,101
Net income
-$1,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0$0$0$2,708$4,772$2,064
2021Detailed filing. Detailed filing data is available for this year.$2,064$0$2,064$146$60$86
2020Detailed filing. Detailed filing data is available for this year.$1,978$0$1,978$188$0$188
2019Detailed filing. Detailed filing data is available for this year.$1,790$0$1,790$3,824$5,101$1,277
2018Detailed filing. Detailed filing data is available for this year.$4,389$1,322$3,067$312$191$121
2017Detailed filing. Detailed filing data is available for this year.$4,389$1,443$2,946$286$145$141
2016Detailed filing. Detailed filing data is available for this year.$4,389$1,584$2,805$273$187$86
2015Detailed filing. Detailed filing data is available for this year.$4,389$1,670$2,719$269$147$122
2014Detailed filing. Detailed filing data is available for this year.$4,389$1,792$2,597$250$177$73