Civic Intelligence

The Richard Simon Foundation for Alzheimer'S Inc

990EZ • Fiscal year 2017 • EIN 45-4156326

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 22, 2018

PO Box 238Northfield, NJ 08225

(609) 641-4772

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

3rd percentile

-719%

Higher net margin than 3% of similar nonprofits.

2017 filings • NTEE E • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$21,750

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 715.0% of source-year revenue.

2017 filings • NTEE E • <$500k nonprofits • Source year 2017

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2017 filings • NTEE E • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • NTEE E • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$194,824

Down $21,885 (-10%) from 2016

Net Assets

Down

$194,824

Down $21,885 (-10%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$3,042

Down $1,219 (-29%) from 2016

Expenses

Down

$24,927

Down $52,009 (-68%) from 2016

Net Income

Up

-$21,885

Up $50,790 (+70%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $327,651Liabilities 2013: $0Net Assets 2013: $327,6512013Assets 2014: $304,785Liabilities 2014: $0Net Assets 2014: $304,7852014Assets 2015: $289,384Liabilities 2015: $0Net Assets 2015: $289,3842015Assets 2016: $216,709Liabilities 2016: $0Net Assets 2016: $216,7092016Assets 2017: $194,824Net Assets 2017: $194,8242017Assets 2018: $171,827Liabilities 2018: $02018Assets 2019: $157,906Net Assets 2019: $157,9062019Assets 2020: $151,905Net Assets 2020: $151,9052020Assets 2021: $145,905Net Assets 2021: $145,9052021Assets 2022: $145,905Net Assets 2022: $145,9052022Assets 2023: $145,905Liabilities 2023: $02023Assets 2024: $145,905Net Assets 2024: $145,9052024Assets 2025: $145,905Net Assets 2025: $145,9052025

Highlighted filing

2017

Assets$194,824
Liabilities-
Net Assets$194,824

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2013: $120,071Expenses 2013: $110,503Net Income 2013: $9,5682013Revenue 2014: $63,220Expenses 2014: $86,086Net Income 2014: -$22,8662014Revenue 2015: $4,963Expenses 2015: $20,364Net Income 2015: -$15,4012015Revenue 2016: $4,261Expenses 2016: $76,936Net Income 2016: -$72,6752016Revenue 2017: $3,042Expenses 2017: $24,927Net Income 2017: -$21,8852017Revenue 2018: $1,941Expenses 2018: $24,938Net Income 2018: -$22,9972018Revenue 2019: $1,714Expenses 2019: $15,635Net Income 2019: -$13,9212019Expenses 2020: $6,0002020Expenses 2021: $6,0002021Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $02024Revenue 2025: $02025

Highlighted filing

2017

Revenue$3,042
Expenses$24,927
Net Income-$21,885
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 22, 2018
Return Version
2017v2.2
Gross Receipts
$3,042
Mission and Program Overview

Mission

The richard simon foundation for alzheimers, inc. Is a non-profit foundation created by friends and family of richard simon who won most of lifes challenges but lost his battle with alzheimers. We are dedicated to assisting patients and their families affected by this

The richard simon foundation for alzheimer's, inc. Is a non-profit foundation created by friends and family of richard simon who won most of life's challenges but lost his battle with alzheimer's. We are dedicated to assisting patients and their families affected by this terrible illness through education, emotional support, guidance, and referrals to agencies and professionals with the expertise needed to assist with every aspect of the disease and its impact on loved ones. We are eager for the day when scientific research will bring answers to many questions that today are unanswered regarding alzheimer's disease and when we might really speak of treatment and a cure.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ASSISTANCE TO ORGANIZATIONS THAT PROVIDE SUPPORT, SERVICES AND GUIDANCE TO INDIVIDUALS AND THEIR FAMILIES AFFECTED BY ALZHEIMER'S AND DEMENTIA.$500$22,250
CASE MANAGEMENT, EDUCATION AND AWARENESS: THE RSFA PROVIDES INTERVENTIONS, SUPPORT, GUIDANCE AND REFERRALS TO INDIVIDUALS AND THEIR FAMILIES AFFECTED BY ALZHEIMER'S AND DEMENTIA. THE GOAL OF THE PROGRAM IS TO OFFER SERVICES TO ENABLE SENIORS TO REMAIN AT HOME BY CREATING A SAFE ENVIRONMENT THROUGH EVALUATIONS, HOME VISITS, CUSTOMIZED SAFTEY PLANS AND CARE COORDINATION WITH COMMUNITY RESOURCES. IN ADDITION, THE RSFA OFFERS EDUCATION AND GUIDANCE THROUGH SUPPORT GROUP MEETINGS, AND EDUCATIONAL WORKSHOPS. THE SUPPORT GROUPS ARE INTENDED FOR CAREGIVERS, LOVED ONES AND FRIENDS OF THOSE SUFFERING FROM ALZHEIMER'S DISEASE. THE MEETINGS ARE FREE AND OPEN TO THE LOCAL COMMUNITY. THE EDUCATIONAL WORKSHOPS ARE TARGETED NOT ONLY TOWARDS FAMILY MEMBERS AND CAREGIVERS, BUT ALSO TOWARDS PROFESSIONALS IN THE COMMUNITY. THE PURPOSE OF THE PROGRAM IS TO INCREASE AWARENESS ABOUT ALZHEIMER'S AND DEMENTIA AND TO EDUCATE PROFESSIONALS.-$2,677
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA PIETROWSKIEmployeePT$21,750-$21,750
SAM SIMONTrustee-$0--
JOSEPH WOLFSONActing Presi-$0--
RENEE WOLFSONActing Execu-$0--
ELLEN SIMONActing Execu-$0--
WILLIAM WOLFSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Richard Simon Foundation for
EIN
45-4156326
Phone
6096414772
Address
PO BOX 238, NORTHFIELD, NJ 08225

Signing Officer

Name
Joseph Wolfson
Title
Acting President/ Se
Phone
6096414772
Signed
2018-02-22
Discuss with paid preparer
Yes

Preparer

Firm
PORTOCK BYE WEISS & CO CPA'S
Address
2701 NEW RD, NORTHFIELD, NJ 08225-2151
Preparer
James F Portock
Phone
6096466676
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24

Other depreciable assets 583 0 receivables due from officers 211,025 194,692 total 211,608 194,692

Form 990-ez, Part III

The richard simon foundation for alzheimer's, inc. Is a non-profit foundation created by friends and family of richard simon who won most of life's challenges but lost his battle with alzheimer's. We are dedicated to assisting patients and their families affected by this terrible illness through education, emotional support, guidance, and referrals to agencies and professionals with the expertise needed to assist with every aspect of the disease and its impact on loved ones. We are eager for the day when scientific research will bring answers to many questions that today are unanswered regarding alzheimer's disease and when we might really speak of treatment and a cure.

Form 990-ez, Part III, Line 29

Case management, education and awareness: the rsfa provides interventions, support, guidance and referrals to individuals and their families affected by alzheimer's and dementia. The goal of the program is to offer services to enable seniors to remain at home by creating a safe environment through evaluations, home visits, customized saftey plans and care coordination with community resources. In addition, the rsfa offers education and guidance through support group meetings, and educational workshops. The support groups are intended for caregivers, loved ones and friends of those suffering from alzheimer's disease. The meetings are free and open to the local community. The educational workshops are targeted not only towards family members and caregivers, but also towards professionals in the community. The purpose of the program is to increase awareness about alzheimer's and dementia and to educate professionals.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RICHARD SIMON FOUNDATION FOR ALZHEIMER'S, INC. IS A NON-PROFIT FOUNDATION CREATED BY FRIENDS AND FAMILY OF RICHARD SIMON WHO WON MOST OF LIFE'S CHALLENGES BUT LOST HIS BATTLE WITH ALZHEIMER'S. WE ARE DEDICATED TO ASSISTING PATIENTS AND THEIR FAMILIES AFFECTED BY THIS TERRIBLE ILLNESS THROUGH EDUCATION, EMOTIONAL SUPPORT, GUIDANCE, AND REFERRALS TO AGENCIES AND PROFESSIONALS WITH THE EXPERTISE NEEDED TO ASSIST WITH EVERY ASPECT OF THE DISEASE AND ITS IMPACT ON LOVED ONES. WE ARE EAGER FOR THE DAY WHEN SCIENTIFIC RESEARCH WILL BRING ANSWERS TO MANY QUESTIONS THAT TODAY ARE UNANSWERED REGARDING ALZHEIMER'S DISEASE AND WHEN WE MIGHT REALLY SPEAK OF TREATMENT AND A CURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CASE MANAGEMENT, EDUCATION AND AWARENESS: THE RSFA PROVIDES INTERVENTIONS, SUPPORT, GUIDANCE AND REFERRALS TO INDIVIDUALS AND THEIR FAMILIES AFFECTED BY ALZHEIMER'S AND DEMENTIA. THE GOAL OF THE PROGRAM IS TO OFFER SERVICES TO ENABLE SENIORS TO REMAIN AT HOME BY CREATING A SAFE ENVIRONMENT THROUGH EVALUATIONS, HOME VISITS, CUSTOMIZED SAFTEY PLANS AND CARE COORDINATION WITH COMMUNITY RESOURCES. IN ADDITION, THE RSFA OFFERS EDUCATION AND GUIDANCE THROUGH SUPPORT GROUP MEETINGS, AND EDUCATIONAL WORKSHOPS. THE SUPPORT GROUPS ARE INTENDED FOR CAREGIVERS, LOVED ONES AND FRIENDS OF THOSE SUFFERING FROM ALZHEIMER'S DISEASE. THE MEETINGS ARE FREE AND OPEN TO THE LOCAL COMMUNITY. THE EDUCATIONAL WORKSHOPS ARE TARGETED NOT ONLY TOWARDS FAMILY MEMBERS AND CAREGIVERS, BUT ALSO TOWARDS PROFESSIONALS IN THE COMMUNITY. THE PURPOSE OF THE PROGRAM IS TO INCREASE AWARENESS ABOUT ALZHEIMER'S AND DEMENTIA AND TO EDUCATE PROFESSIONALS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
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