Civic Intelligence

Herbert and Bui Simon Foundation Inc.

990PF • Fiscal year 2019 • EIN 46-2577284

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile
PO Box 40857Indianapolis, IN 46240-0857

(317) 636-1600

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

87th percentile

24%

Faster asset growth than 87% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

2.0%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$8,616,786

Up $1,693,775 (+24%) from 2018

Net Assets

Up

$8,616,786

Up $2,093,775 (+32%) from 2018

Liabilities

Down

$1

Down $399,999 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin92nd percentile

Revenue

Up

$2,636,733

Up $52,903 (+2.0%) from 2018

Expenses

Up

$894,426

Up $41,095 (+4.8%) from 2018

Net Income

Up

$1,742,307

Up $11,808 (+0.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$15M$10M$5.0M$0Assets 2016: $3,971,742Liabilities 2016: $0Net Assets 2016: $3,971,7422016Assets 2017: $4,792,517Liabilities 2017: $0Net Assets 2017: $4,792,5172017Assets 2018: $6,923,011Liabilities 2018: $400,000Net Assets 2018: $6,523,0112018Assets 2019: $8,616,786Liabilities 2019: $1Net Assets 2019: $8,616,7862019Assets 2020: $8,023,816Liabilities 2020: $0Net Assets 2020: $8,023,8162020Assets 2021: $8,126,358Liabilities 2021: $0Net Assets 2021: $8,126,3582021Assets 2022: $8,670,279Liabilities 2022: $0Net Assets 2022: $8,670,2792022Assets 2023: $9,260,556Liabilities 2023: $0Net Assets 2023: $9,260,5562023Assets 2024: $10,220,139Liabilities 2024: $0Net Assets 2024: $10,220,1392024

Highlighted filing

2019

Assets$8,616,786
Liabilities$1
Net Assets$8,616,786
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $75,299Expenses 2016: $310,817Net Income 2016: -$235,5182016Revenue 2017: $1,490,777Expenses 2017: $495,378Net Income 2017: $995,3992017Revenue 2018: $2,583,830Expenses 2018: $853,331Net Income 2018: $1,730,4992018Revenue 2019: $2,636,733Expenses 2019: $894,426Net Income 2019: $1,742,3072019Revenue 2020: $354,658Expenses 2020: $868,360Net Income 2020: -$513,7022020Revenue 2021: $1,703,828Expenses 2021: $782,227Net Income 2021: $921,6012021Revenue 2022: $1,677,644Expenses 2022: $683,788Net Income 2022: $993,8562022Revenue 2023: $1,600,846Expenses 2023: $652,555Net Income 2023: $948,2912023Revenue 2024: $1,359,454Expenses 2024: $751,375Net Income 2024: $608,0792024

Highlighted filing

2019

Revenue$2,636,733
Expenses$894,426
Net Income$1,742,307
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PORNTIP BUI SIMONPresident-$0--
HERBERT SIMONVice President-$0--
ROBYN L FREEDMANSecretary-$0--
MARK N BERNSTEINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Herbert & Bui Simon Foundation Inc
EIN
46-2577284
Phone
3176361600
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857

Signing Officer

Name
Mark N Bernstein
Title
Treasurer
Phone
3175802000
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Mark N Bernstein
Phone
3175802000
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06545
IRS990PF/DistributableAmountGrp/TotalTaxAmt06545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03843
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0130
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03843
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06545
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010630
IRS990PF/FMVAssetsEOYAmt08988735
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt016062
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt09799
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt016062
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt016062
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0973555
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01111793
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01111793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0232127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01078317
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01152628
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03298443
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02992498
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03533582
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0400000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02265772
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03336429
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03094826
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06523011
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08616786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06923011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08616786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08988735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0400000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06923011
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08616786
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06523011
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08616786
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0143315
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt081687
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt079844
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07190289
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0279390
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03816073
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0107854
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03094826
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0354122
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07082435
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07190289
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PORNTIP BUI SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HERBERT SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBYN L FREEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK N BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 40857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 40857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 40857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 40857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0462400857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1462400857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2462400857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3462400857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0715475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0722020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0765000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0456500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0277000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0354000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0239500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.101021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.120818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.086426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.069523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.105192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.123148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07082435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06331824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05281979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03984314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03365283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01944816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0811100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.505107
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0804555
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0811100
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06545
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0811100
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HERBERT SIMON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 40857
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INDIANAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0462400857
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03176361600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,616,786
Liabilities
$1
Net assets
$8,616,786
Revenue
$2,636,733
Expenses
$894,426
Net income
$1,742,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$1.36$0.75$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$0.00$9.26$1.60$0.65$0.95
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$1.68$0.68$0.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.00$8.13$1.70$0.78$0.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.00$8.02$0.35$0.87$0.51
2019Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$2.64$0.89$1.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.40$6.52$2.58$0.85$1.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$1.49$0.50$1.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$0.08$0.31$0.24