Civic Intelligence

David N Simon Scholarship Fund

990 • Fiscal year 2017 • EIN 36-3928897

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 15, 2018

Organization ProfileN/A
1280 Rudolph Road Unit 4ANorthbrook, IL 60062

(224) 213-7258

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-23%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$565,065

Up $30,606 (+5.7%) from 2016

Net Assets

Up

$565,065

Up $30,606 (+5.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin86th percentile

Revenue

Down

$34,582

Down $10,372 (-23%) from 2016

Expenses

Up

$22,837

Up $4,750 (+26%) from 2016

Net Income

Down

$11,745

Down $15,122 (-56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2013: $531,286Liabilities 2013: $0Net Assets 2013: $531,2862013Assets 2014: $542,783Liabilities 2014: $0Net Assets 2014: $542,7832014Assets 2015: $505,998Liabilities 2015: $0Net Assets 2015: $505,9982015Assets 2016: $534,459Liabilities 2016: $0Net Assets 2016: $534,4592016Assets 2017: $565,065Liabilities 2017: $0Net Assets 2017: $565,0652017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$565,065
Liabilities$0
Net Assets$565,065
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2013: $57,990Expenses 2013: $27,144Net Income 2013: $30,8462013Revenue 2014: $44,922Expenses 2014: $20,940Net Income 2014: $23,9822014Revenue 2015: $37,383Expenses 2015: $22,357Net Income 2015: $15,0262015Revenue 2016: $44,954Expenses 2016: $18,087Net Income 2016: $26,8672016Revenue 2017: $34,582Expenses 2017: $22,837Net Income 2017: $11,7452017Revenue 2018: -$3,638Expenses 2018: $561,427Net Income 2018: -$565,0652018

Highlighted filing

2017

Revenue$34,582
Expenses$22,837
Net Income$11,745
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 15, 2018
Return Version
2017v2.3
Gross Receipts
$99,232
Mission and Program Overview

Mission

To provide scholarships to students at bradley university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$534,459$565,065▲ $30,606
Investments in Publicly Traded Securities$520,582$541,327▲ $20,745
Savings and Temporary Cash Investments$9,784$16,239▲ $6,455
Cash and Non-Interest-Bearing Accounts$4,093$7,499▲ $3,406
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$534,459$565,065▲ $30,606
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$534,459$565,065▲ $30,606
Total Liabilities and Net Assets / Fund Balance$534,459$565,065▲ $30,606
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Helen SimonDirector
Robert SimonDirector
Sharon SimonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$7,549
Program Service Revenue
$0
Investment Income
$24,850
Other Revenue
$2,183
All Other Contributions
$7,549
Change in Net Assets
$11,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,600
Other Expenses$5,237
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,600--$17,600
Fees for Services Accounting-$5,080-$5,080
Other Expenses-$15-$15
Total Functional Expenses$17,600$5,237$0$22,837
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bradley UniversityPeoria, IL501(c)(3)Education$17,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11A - Review of Form 990

“The board reviews the form 990 before filing.”

Part VI, Section C, Line 19 - Part VI, Section C, Line 19

“Financial records are available upon request.”

Part VI, Section A, Line 2 - Family Relationships

“Helen simon, robert simon and sharon simon have family relationships.”

Filing and Contact Details

Filer

Filer Name
David N Simon Scholarship Fund
EIN
36-3928897
In Care Of
% HELEN SIMON
Phone
2242137258
Address
1280 RUDOLPH ROAD UNIT 4A, NORTHBROOK, IL 60062

Signing Officer

Name
Helen Simon
Title
Director
Phone
2242137258
Signed
2018-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Simon
Formed
1994
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Marcum Llp
Address
NINE PARKWAY NORTH SUITE 200, DEERFIELD, IL 60015
Preparer
Eliezer Hildeshaim
Phone
8472826300
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt017600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BRADLEY UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0370661494
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01501 W BRADLEY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PEORIA
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FINANCIAL RECORDS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HELEN SIMON, ROBERT SIMON AND SHARON SIMON HAVE FAMILY RELATIONSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11A - REVIEW OF FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION C, LINE 19 - PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 2 - FAMILY RELATIONSHIPS
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0565065
IRS990/TotalAssetsGrp/BOYAmt0534459
IRS990/TotalAssetsGrp/EOYAmt0565065
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IRS990/TotalContributionsAmt07549
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05237
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017600
IRS990/TotalFunctionalExpensesGrp/TotalAmt022837
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0534459
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0565065
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt017600
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034582
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0534459
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0565065
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01280 RUDOLPH ROAD UNIT 4A
IRS990/USAddress/CityNm0NORTHBOOK
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IRS990/USAddress/ZIPCd060062
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02242137258
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID N SIMON SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0363928897
ReturnHeader/Filer/InCareOfNm0% HELEN SIMON
ReturnHeader/Filer/PhoneNum02242137258
ReturnHeader/Filer/USAddress/AddressLine1Txt01280 RUDOLPH ROAD UNIT 4A
ReturnHeader/Filer/USAddress/CityNm0NORTHBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0582C9729DE8DF3A33E7F9B91CE9F6BC11CCF99F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0893F63F50219578BB6036FDDAC92C0CC119D24F6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015832520182195000018
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0NINE PARKWAY NORTH SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472826300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIEZER HILDESHAIM
ReturnHeader/ReturnTs02018-08-07T16:45:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$565,065
Liabilities
$0
Net assets
$565,065
Revenue
$34,582
Expenses
$22,837
Net income
$11,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$5.61$5.65
2017Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.35$0.23$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.45$0.18$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.37$0.22$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.45$0.21$0.24
2013Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.58$0.27$0.31