Civic Intelligence

Herbert Simon Family Foundation

EIN 38-3905454 • Indianapolis, IN

600 E 96th Street 510Indianapolis, IN 46240
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

81st percentile

36%

Higher net margin than 81% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

91st percentile

35%

Faster asset growth than 91% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

69%

Faster revenue growth than 87% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$31,104,753

Up $8,118,990 (+35%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$31,104,753

Up $8,118,990 (+35%) from 2023

Operations
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Up

$22,734,479

Up $9,256,797 (+69%) from 2023

Expenses

Up

$14,609,943

Up $947,272 (+6.9%) from 2023

Net Income

Up

$8,124,536

Up $8,309,525 (+4492%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$40M$30M$20M$10M$0Assets 2013: $27,403,244Liabilities 2013: $02013Assets 2014: $33,263,122Liabilities 2014: $02014Assets 2015: $31,893,343Liabilities 2015: $02015Assets 2019: $37,230,912Liabilities 2019: $992019Assets 2020: $29,667,278Liabilities 2020: $1Net Assets 2020: $29,667,2782020Assets 2021: $26,075,189Liabilities 2021: $1Net Assets 2021: $26,075,1892021Assets 2022: $22,224,980Liabilities 2022: $1Net Assets 2022: $22,224,9802022Assets 2023: $22,985,763Liabilities 2023: $1Net Assets 2023: $22,985,7632023Assets 2024: $31,104,753Liabilities 2024: $0Net Assets 2024: $31,104,7532024

Highlighted filing

2024

Assets$31,104,753
Liabilities$0
Net Assets$31,104,753
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2013: $31,501,735Expenses 2013: $2,433,667Net Income 2013: $29,068,0682013Revenue 2014: $14,603,877Expenses 2014: $5,448,632Net Income 2014: $9,155,2452014Revenue 2015: $4,680,087Expenses 2015: $5,790,662Net Income 2015: -$1,110,5752015Revenue 2019: $13,771,060Expenses 2019: $8,244,334Net Income 2019: $5,526,7262019Revenue 2020: $2,275,416Expenses 2020: $9,722,409Net Income 2020: -$7,446,9932020Revenue 2021: $9,696,254Expenses 2021: $11,758,260Net Income 2021: -$2,062,0062021Revenue 2022: $7,831,017Expenses 2022: $11,096,244Net Income 2022: -$3,265,2272022Revenue 2023: $13,477,682Expenses 2023: $13,662,671Net Income 2023: -$184,9892023Revenue 2024: $22,734,479Expenses 2024: $14,609,943Net Income 2024: $8,124,5362024

Highlighted filing

2024

Revenue$22,734,479
Expenses$14,609,943
Net Income$8,124,536
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$31,104,753
Liabilities
$0
Net assets
$31,104,753
Revenue
$22,734,479
Expenses
$14,609,943
Net income
$8,124,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$22.7$14.6$8.12
2023Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$13.5$13.7$0.18
2022Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$7.83$11.1$3.27
2021Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$9.70$11.8$2.06
2020Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$2.28$9.72$7.45
2019Summary only. Only limited summary data is available for this year.$37.2$0.00$13.8$8.24$5.53
2015Summary only. Only limited summary data is available for this year.$31.9$0.00$4.68$5.79$1.11
2014Summary only. Only limited summary data is available for this year.$33.3$0.00$14.6$5.45$9.16
2013Summary only. Only limited summary data is available for this year.$27.4$0.00$31.5$2.43$29.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL M SIMONPresident / Director-$0--
HERBERT SIMONChair / Director-$0--
STEPHEN H SIMONDirector-$0--
JENNIFER K SIMONDirector-$0--
SARAH M SIMONDirector-$0--
ASHER M SIMONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Herbert Simon Family Foundation
EIN
38-3905454
Phone
3175752953
Address
600 E 96TH STREET 510, INDIANAPOLIS, IN 46240

Signing Officer

Name
Herbert Simon
Title
President / Director
Phone
3176361600
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Mark N Bernstein
Phone
3175802000
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