Civic Intelligence

The David Simon Foundation

990PF • Fiscal year 2021 • EIN 46-1619656

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

Organization Profile
250 West 55th Street 3000New York, NY 10019

(212) 687-6948

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

85%

Higher net margin than 85% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

92%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$1,198,643

Up $200,947 (+20%) from 2020

Net Assets

Up

$1,198,643

Up $200,947 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin85th percentile

Revenue

Up

$237,758

Up $113,716 (+92%) from 2020

Expenses

Down

$36,811

Down $16,216 (-31%) from 2020

Net Income

Up

$200,947

Up $129,932 (+183%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,000,000Liabilities 2012: $0Net Assets 2012: $1,000,0002012Assets 2013: $1,425,076Liabilities 2013: $412,500Net Assets 2013: $1,012,5762013Assets 2014: $577,455Liabilities 2014: $0Net Assets 2014: $577,4552014Assets 2015: $983,328Liabilities 2015: $02015Assets 2016: $1,052,042Liabilities 2016: $0Net Assets 2016: $1,052,0422016Assets 2017: $1,194,193Liabilities 2017: $0Net Assets 2017: $1,194,1932017Assets 2018: $849,584Liabilities 2018: $0Net Assets 2018: $849,5842018Assets 2019: $922,840Liabilities 2019: $02019Assets 2020: $997,696Liabilities 2020: $0Net Assets 2020: $997,6962020Assets 2021: $1,198,643Liabilities 2021: $0Net Assets 2021: $1,198,6432021Assets 2022: $1,333,361Liabilities 2022: $0Net Assets 2022: $1,333,3612022Assets 2023: $1,493,844Liabilities 2023: $0Net Assets 2023: $1,486,0302023Assets 2024: $1,582,707Liabilities 2024: $0Net Assets 2024: $1,582,7072024

Highlighted filing

2021

Assets$1,198,643
Liabilities$0
Net Assets$1,198,643
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$400K$200K$0-$200K-$400KExpenses 2012: $02012Revenue 2013: $65,722Expenses 2013: $43,642Net Income 2013: $22,0802013Revenue 2014: -$256,664Expenses 2014: $82,591Net Income 2014: -$339,2552014Revenue 2015: $112,839Expenses 2015: $23,910Net Income 2015: $88,9292015Revenue 2016: $134,399Expenses 2016: $65,685Net Income 2016: $68,7142016Revenue 2017: $208,875Expenses 2017: $66,769Net Income 2017: $142,1062017Revenue 2018: -$254,218Expenses 2018: $90,891Net Income 2018: -$345,1092018Revenue 2019: $120,803Expenses 2019: $48,995Net Income 2019: $71,8082019Revenue 2020: $124,042Expenses 2020: $53,027Net Income 2020: $71,0152020Revenue 2021: $237,758Expenses 2021: $36,811Net Income 2021: $200,9472021Revenue 2022: $183,260Expenses 2022: $48,535Net Income 2022: $134,7252022Revenue 2023: $202,919Expenses 2023: $42,435Net Income 2023: $160,4842023Revenue 2024: $142,298Expenses 2024: $53,435Net Income 2024: $88,8632024

Highlighted filing

2021

Revenue$237,758
Expenses$36,811
Net Income$200,947
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J SIMONPresident-$0--
Filing and Contact Details

Filer

Filer Name
The David Simon Foundation
EIN
46-1619656
In Care Of
% DAVID J SIMON
Phone
2126876948
Address
250 WEST 55TH STREET 3000, NEW YORK, NY 10019

Signing Officer

Name
David Simon
Title
Trustee
Phone
2126876948
Signed
2022-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Stephen a Kepniss & Assoc Pc
Address
211 MOUNTAIN AVENUE, SPRINGFIELD, NJ 07081
Preparer
Stephen a Kepniss
Phone
9739211250
Raw XML Appendix297 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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028368
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05537
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028368
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05537
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016369
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011860
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011860
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0529
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0529
OtherIncomeSchedule2/OtherIncomeDetail/Desc0THROUGH TWIN OPPORTUNITIES FUND, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1THROUGH TWIN OFFSHORE, LTD
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-461
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1131370
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-461
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1131370
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITIES
TaxesSchedule/TaxesDetail/Amt03570
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126876948
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID SIMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0461619656
ReturnHeader/Filer/InCareOfNm0% DAVID J SIMON
ReturnHeader/Filer/PhoneNum02126876948
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 WEST 55TH STREET 3000
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN A KEPNISS & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 MOUNTAIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007081
ReturnHeader/PreparerPersonGrp/PhoneNum09739211250
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN A KEPNISS
ReturnHeader/ReturnTs02022-05-09T09:45:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,198,643
Liabilities
$0
Net assets
$1,198,643
Revenue
$237,758
Expenses
$36,811
Net income
$200,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.14$0.05$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.20$0.04$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.18$0.05$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.24$0.04$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.05$0.07
2019Summary only. Only limited summary data is available for this year.$0.92$0.00$0.12$0.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.25$0.09$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.21$0.07$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.07$0.07
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.11$0.02$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.26$0.08$0.34
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.41$1.01$0.07$0.04$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00