Civic Intelligence

The Simon Family Foundation

EIN 36-4325958 • Highland Park, IL

1755 Lake Cook Rd Apt 314Highland Park, IL 60035
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.03x

Higher debt load relative to revenue than 22% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$47,500

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

48th percentile

4.7%

Faster asset growth than 48% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$59,545,098

Up $2,670,590 (+4.7%) from 2023

Liabilities

Up

$233,239

Up $233,239 from 2023

Net Assets

Up

$59,311,859

Up $2,437,351 (+4.3%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin76th percentile

Revenue

Up

$8,519,032

Up $1,646,676 (+24%) from 2023

Expenses

Up

$6,183,169

Up $788,725 (+15%) from 2023

Net Income

Up

$2,335,863

Up $857,951 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2013: $47,432,944Liabilities 2013: $11,077Net Assets 2013: $47,421,8672013Assets 2014: $48,777,588Liabilities 2014: $7,986Net Assets 2014: $48,769,6022014Assets 2015: $46,636,759Liabilities 2015: $14,588Net Assets 2015: $46,622,1712015Assets 2016: $45,623,543Liabilities 2016: $4,329Net Assets 2016: $45,619,2142016Assets 2017: $44,545,324Liabilities 2017: $23,423Net Assets 2017: $44,521,9012017Assets 2018: $44,974,274Liabilities 2018: $7,245Net Assets 2018: $44,967,0292018Assets 2019: $53,994,699Liabilities 2019: $0Net Assets 2019: $53,994,6992019Assets 2020: $52,535,533Liabilities 2020: $0Net Assets 2020: $52,535,5332020Assets 2021: $57,269,601Liabilities 2021: $0Net Assets 2021: $57,269,6012021Assets 2022: $55,757,890Liabilities 2022: $0Net Assets 2022: $55,757,8902022Assets 2023: $56,874,508Liabilities 2023: $0Net Assets 2023: $56,874,5082023Assets 2024: $59,545,098Liabilities 2024: $233,239Net Assets 2024: $59,311,8592024

Highlighted filing

2024

Assets$59,545,098
Liabilities$233,239
Net Assets$59,311,859
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2013: $4,211,425Expenses 2013: $2,746,263Net Income 2013: $1,465,1622013Revenue 2014: $5,162,096Expenses 2014: $4,085,176Net Income 2014: $1,076,9202014Revenue 2015: $2,331,958Expenses 2015: $4,481,707Net Income 2015: -$2,149,7492015Revenue 2016: $2,099,012Expenses 2016: $3,337,285Net Income 2016: -$1,238,2732016Revenue 2017: $3,306,644Expenses 2017: $4,342,874Net Income 2017: -$1,036,2302017Revenue 2018: $5,089,722Expenses 2018: $4,691,141Net Income 2018: $398,5812018Revenue 2019: $13,680,063Expenses 2019: $4,647,214Net Income 2019: $9,032,8492019Revenue 2020: $3,229,902Expenses 2020: $4,447,714Net Income 2020: -$1,217,8122020Revenue 2021: $9,855,130Expenses 2021: $5,117,234Net Income 2021: $4,737,8962021Revenue 2022: $3,999,166Expenses 2022: $5,506,576Net Income 2022: -$1,507,4102022Revenue 2023: $6,872,356Expenses 2023: $5,394,444Net Income 2023: $1,477,9122023Revenue 2024: $8,519,032Expenses 2024: $6,183,169Net Income 2024: $2,335,8632024

Highlighted filing

2024

Revenue$8,519,032
Expenses$6,183,169
Net Income$2,335,863
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,545,098
Liabilities
$233,239
Net assets
$59,311,859
Revenue
$8,519,032
Expenses
$6,183,169
Net income
$2,335,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.5$0.23$59.3$8.52$6.18$2.34
2023Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$6.87$5.39$1.48
2022Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$4.00$5.51$1.51
2021Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$9.86$5.12$4.74
2020Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$3.23$4.45$1.22
2019Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$13.7$4.65$9.03
2018Detailed filing. Detailed filing data is available for this year.$45.0$0.01$45.0$5.09$4.69$0.40
2017Detailed filing. Detailed filing data is available for this year.$44.5$0.02$44.5$3.31$4.34$1.04
2016Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$2.10$3.34$1.24
2015Detailed filing. Detailed filing data is available for this year.$46.6$0.01$46.6$2.33$4.48$2.15
2014Detailed filing. Detailed filing data is available for this year.$48.8$0.01$48.8$5.16$4.09$1.08
2013Detailed filing. Detailed filing data is available for this year.$47.4$0.01$47.4$4.21$2.75$1.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT SIMON IIIPresidentPT$47,500-$47,500
JUDITH SIMONVice PresidentPT$47,500-$47,500
STEVEN SIMONAssistant-$0--
Filing and Contact Details

Filer

Filer Name
The Simon Family Foundation
EIN
36-4325958
Phone
8478359195
Address
1755 LAKE COOK RD APT 314, HIGHLAND PARK, IL 60035

Signing Officer

Name
Albert Simon Iii
Title
President
Phone
8478359195
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1001 WATER ST STE 500, TAMPA, FL 33602
Preparer
Kristen Barnett
Phone
8133162300
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