Civic Intelligence

Simons Memorial Scholarship Fnd Inc C/O Margaret Wood

EIN 38-2351516 • 501(c)3 • MT Pleasant, MI

Profile

Provide scholarships to mt pleasant area high school student athletes, provide support to mt pleasant area high school athletic programs, and provide support to various mt pleasant area school functions

2555 W Wing RdMT Pleasant, MI 48858

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

9th percentile

-110%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

5.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-26%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$60,665

Up $3,265 (+5.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$60,665

Up $3,265 (+5.7%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$4,721

Down $1,681 (-26%) from 2023

Expenses

Up

$9,930

Up $4,676 (+89%) from 2023

Net Income

Down

-$5,209

Down $6,357 (-554%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$80K$60K$40K$20K$0Assets 2010: $34,229Net Assets 2010: $34,2292010Assets 2011: $30,307Net Assets 2011: $30,3072011Assets 2012: $30,205Net Assets 2012: $30,2052012Assets 2013: $29,145Liabilities 2013: $0Net Assets 2013: $29,1452013Assets 2014: $29,708Liabilities 2014: $0Net Assets 2014: $29,7082014Assets 2015: $32,060Liabilities 2015: $0Net Assets 2015: $32,0602015Assets 2016: $34,532Liabilities 2016: $0Net Assets 2016: $34,5322016Assets 2017: $40,039Liabilities 2017: $0Net Assets 2017: $40,0392017Assets 2018: $39,614Liabilities 2018: $0Net Assets 2018: $39,6142018Assets 2019: $43,495Liabilities 2019: $0Net Assets 2019: $43,4952019Assets 2020: $50,402Liabilities 2020: $02020Assets 2021: $54,590Liabilities 2021: $0Net Assets 2021: $54,5902021Assets 2022: $48,703Liabilities 2022: $0Net Assets 2022: $48,7032022Assets 2023: $57,400Liabilities 2023: $0Net Assets 2023: $57,4002023Assets 2024: $60,665Net Assets 2024: $60,6652024

Highlighted filing

2024

Assets$60,665
Liabilities-
Net Assets$60,665
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2010: $4,391Expenses 2010: $11,133Net Income 2010: -$6,7422010Revenue 2011: $3,403Expenses 2011: $7,275Net Income 2011: -$3,8722011Revenue 2012: $4,835Expenses 2012: $4,937Net Income 2012: -$1022012Revenue 2013: $4,700Expenses 2013: $5,760Net Income 2013: -$1,0602013Revenue 2014: $5,970Expenses 2014: $5,407Net Income 2014: $5632014Revenue 2015: $7,492Expenses 2015: $5,140Net Income 2015: $2,3522015Revenue 2016: $7,028Expenses 2016: $5,060Net Income 2016: $1,9682016Revenue 2017: $8,817Expenses 2017: $5,326Net Income 2017: $3,4912017Revenue 2018: $12,473Expenses 2018: $10,912Net Income 2018: $1,5612018Revenue 2019: $6,118Expenses 2019: $6,935Net Income 2019: -$8172019Revenue 2020: $9,403Expenses 2020: $6,374Net Income 2020: $3,0292020Revenue 2021: $7,588Expenses 2021: $6,966Net Income 2021: $6222021Revenue 2022: $5,999Expenses 2022: $5,562Net Income 2022: $4372022Revenue 2023: $6,402Expenses 2023: $5,254Net Income 2023: $1,1482023Revenue 2024: $4,721Expenses 2024: $9,930Net Income 2024: -$5,2092024

Highlighted filing

2024

Revenue$4,721
Expenses$9,930
Net Income-$5,209
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$60,665
Liabilities
-
Net assets
$60,665
Revenue
$4,721
Expenses
$9,930
Net income
-$5,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.7$60.7$4.72$9.93$5.21
2023Detailed filing. Detailed filing data is available for this year.$57.4$0.00$57.4$6.40$5.25$1.15
2022Detailed filing. Detailed filing data is available for this year.$48.7$0.00$48.7$6.00$5.56$0.44
2021Detailed filing. Detailed filing data is available for this year.$54.6$0.00$54.6$7.59$6.97$0.62
2020Summary only. Only limited summary data is available for this year.$50.4$0.00$9.40$6.37$3.03
2019Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$6.12$6.94$0.82
2018Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$12.5$10.9$1.56
2017Detailed filing. Detailed filing data is available for this year.$40.0$0.00$40.0$8.82$5.33$3.49
2016Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$7.03$5.06$1.97
2015Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$7.49$5.14$2.35
2014Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$5.97$5.41$0.56
2013Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$4.70$5.76$1.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$30.2$4.84$4.94$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$30.3$3.40$7.28$3.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$34.2$4.39$11.1$6.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.0
Gross Receipts
$14,850
Mission and Program Overview

Mission

Provide scholarships to mt pleasant area high school student athletes, provide support to mt pleasant area high school athletic programs, and provide support to various mt pleasant area school functions that are underfunded by the state of michigan

Provide scholarships to mt pleasant area high school student athletes, provide support to mt pleasant area high school athletic programs, and provide support to various mt pleasant area school functions

Program Services

DescriptionGrantsExpenses
DONATIONS MADE TO LOCAL CHARITIES$4,100$4,100
FOUR (4) 1,000 SCHOLARSHIPS$4,000$4,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET WOODSecy/Treas-$0--
DANIEL SIMONSPresident-$0--
CECILIA JEROMEDirector-$0--
CONNIE MCCANNDirector-$0--
MICHAEL NATZELDirector-$0--
DAVID SIMONSDirector-$0--
JOSEPH SIMONSDirector-$0--
MARK SIMONSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Simons Memorial Scholarship Fnd Inc
EIN
38-2351516
Phone
9893303211
Address
2555 W WING RD, MT PLEASANT, MI 48858

Signing Officer

Name
Margaret Wood
Title
Secy/treas
Phone
9898662693
Signed
2025-09-22
Discuss with paid preparer
Yes

Preparer

Firm
Cain & Kostrzewa Cpas
Address
210 COURT ST, MOUNT PLEASANT, MI 48858-2358
Preparer
M C Kostrzewa
Phone
9897736911
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 500 michigan licenses 20 office supplies 550 total 1,070”

Form 990-ez, Part I, Line 20

“Investment increase 8,474 investment decline 0”

Form 990-ez, Part III

“Provide scholarships to mt pleasant area high school student athletes, provide support to mt pleasant area high school athletic programs, and provide support to various mt pleasant area school functions”

Raw XML Appendix146 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARGARET WOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum09893303211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02555 W WING RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MT PLEASANT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048858
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060665
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5209
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057400
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IRS990EZ/FundraisingGrossIncomeAmt014850
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08100
IRS990EZ/GrossReceiptsAmt014850
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057400
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060665
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057400
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060665
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGARET WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL SIMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CECILIA JEROME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CONNIE MCCANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL NATZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID SIMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSEPH SIMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARK SIMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECY/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt08474
IRS990EZ/OtherExpensesTotalAmt01070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO MT PLEASANT AREA HIGH SCHOOL STUDENT ATHLETES, PROVIDE SUPPORT TO MT PLEASANT AREA HIGH SCHOOL ATHLETIC PROGRAMS, AND PROVIDE SUPPORT TO VARIOUS MT PLEASANT AREA SCHOOL FUNCTIONS
IRS990EZ/PrintingPublicationsPostageAmt0210
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOUR (4) 1,000 SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS MADE TO LOCAL CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010129
IRS990EZ/SpecialEventsNetIncomeLossAmt04721
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09930
IRS990EZ/TotalProgramServiceExpensesAmt08100
IRS990EZ/TotalRevenueAmt04721
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04525
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt072472
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04525
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04320
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04525
IRS990ScheduleA/TotalSupportAmt04525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 500 MICHIGAN LICENSES 20 OFFICE SUPPLIES 550 TOTAL 1,070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT INCREASE 8,474 INVESTMENT DECLINE 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE SCHOLARSHIPS TO MT PLEASANT AREA HIGH SCHOOL STUDENT ATHLETES, PROVIDE SUPPORT TO MT PLEASANT AREA HIGH SCHOOL ATHLETIC PROGRAMS, AND PROVIDE SUPPORT TO VARIOUS MT PLEASANT AREA SCHOOL FUNCTIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECY/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum09898662693
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMONS MEMORIAL SCHOLARSHIP FND INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARGARET WOOD
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0382351516
ReturnHeader/Filer/PhoneNum09893303211
ReturnHeader/Filer/USAddress/AddressLine1Txt02555 W WING RD
ReturnHeader/Filer/USAddress/CityNm0MT PLEASANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048858
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383078905
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0488582358
ReturnHeader/PreparerPersonGrp/PhoneNum09897736911
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M C KOSTRZEWA
ReturnHeader/ReturnTs02025-09-22T16:22:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits