Civic Intelligence

Claire and Samuel Simon Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 42-1565736

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

152 Woodland AvenueRidgewood, NJ 07450

(201) 689-1128

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2020 filings • NTEE P12 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.00x

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

2020 filings • NTEE P12 • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

98%

Higher net margin than 95% of similar nonprofits.

2020 filings • NTEE P12 • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2020 filings • NTEE P12 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

8.5%

Faster asset growth than 62% of similar nonprofits.

2020 filings • NTEE P12 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-27%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • NTEE P12 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$184,085

Up $14,497 (+8.5%) from 2019

Net Assets

Up

$184,085

Up $14,497 (+8.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$14,780

Down $5,552 (-27%) from 2019

Expenses

Down

$283

Down $25,287 (-99%) from 2019

Net Income

Up

$14,497

Up $19,735 (+377%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $223,369Liabilities 2010: $0Net Assets 2010: $223,3692010Assets 2011: $217,543Liabilities 2011: $0Net Assets 2011: $217,5432011Assets 2012: $228,631Liabilities 2012: $02012Assets 2013: $206,586Liabilities 2013: $0Net Assets 2013: $206,5862013Assets 2014: $194,027Liabilities 2014: $02014Assets 2015: $200,305Liabilities 2015: $02015Assets 2016: $190,022Liabilities 2016: $0Net Assets 2016: $190,0222016Assets 2017: $179,888Liabilities 2017: $0Net Assets 2017: $179,8882017Assets 2019: $169,588Liabilities 2019: $0Net Assets 2019: $169,5882019Assets 2020: $184,085Liabilities 2020: $0Net Assets 2020: $184,0852020Assets 2021: $202,931Liabilities 2021: $0Net Assets 2021: $202,9312021Assets 2022: $212,612Liabilities 2022: $0Net Assets 2022: $212,6122022Assets 2023: $216,622Liabilities 2023: $0Net Assets 2023: $216,6222023Assets 2024: $233,229Liabilities 2024: $0Net Assets 2024: $233,2292024

Highlighted filing

2020

Assets$184,085
Liabilities$0
Net Assets$184,085

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $9,3012010Expenses 2011: $11,1112011Revenue 2012: $12,788Expenses 2012: $1,700Net Income 2012: $11,0882012Revenue 2013: $8,367Expenses 2013: $30,412Net Income 2013: -$22,0452013Revenue 2014: $15,088Expenses 2014: $27,647Net Income 2014: -$12,5592014Revenue 2015: $11,891Expenses 2015: $5,613Net Income 2015: $6,2782015Revenue 2016: $12,976Expenses 2016: $23,259Net Income 2016: -$10,2832016Revenue 2017: $14,376Expenses 2017: $24,510Net Income 2017: -$10,1342017Revenue 2019: $20,332Expenses 2019: $25,570Net Income 2019: -$5,2382019Revenue 2020: $14,780Expenses 2020: $283Net Income 2020: $14,4972020Revenue 2021: $20,947Expenses 2021: $2,101Net Income 2021: $18,8462021Revenue 2022: $10,031Expenses 2022: $350Net Income 2022: $9,6812022Revenue 2023: $10,393Expenses 2023: $6,271Net Income 2023: $4,1222023Revenue 2024: $16,743Expenses 2024: $64Net Income 2024: $16,6792024

Highlighted filing

2020

Revenue$14,780
Expenses$283
Net Income$14,497
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL TAMIRIAN-MANDELIPresident & Secretary-$0--
EDITH GABOWITZVice President & Treasurer-$0--
MATTHEW MANDELITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Claire & Samuel Simon Charitable
EIN
42-1565736
Phone
2016891128
Address
152 WOODLAND AVENUE, RIDGEWOOD, NJ 07450

Signing Officer

Name
Gail Tamirian-mandeli
Title
President & Secretary
Phone
2016891128
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sax Llp
Address
389 INTERPACE PARKWAY STE 3, PARSIPPANY, NJ 07054
Preparer
Maria Plucinsky
Phone
9734726250
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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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09657
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09648
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02179
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039699
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049347
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt124
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt124
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL TAMIRIAN-MANDELI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02016891128
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAIRE & SAMUEL SIMON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CLAI
ReturnHeader/Filer/EIN0421565736
ReturnHeader/Filer/PhoneNum02016891128
ReturnHeader/Filer/USAddress/AddressLine1Txt0152 WOODLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0RIDGEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812950760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0389 INTERPACE PARKWAY STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARSIPPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007054
ReturnHeader/PreparerPersonGrp/PhoneNum09734726250
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIA PLUCINSKY
ReturnHeader/ReturnTs02021-11-15T13:17:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GAIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TAMIRIAN-MANDELI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.17$0.00$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.10$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.10$0.00$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.21$0.02$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.15$0.00$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.20$0.26$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.14$0.25$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.13$0.23$0.10
2015Summary only. Only limited summary data is available for this year.$2.00$0.00$0.12$0.06$0.06
2014Summary only. Only limited summary data is available for this year.$1.94$0.00$0.15$0.28$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.08$0.30$0.22
2012Summary only. Only limited summary data is available for this year.$2.29$0.00$0.13$0.02$0.11
2011Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.11
2010Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.09