Civic Intelligence

The Bonnie Ward Simon Foundation

EIN 46-7165538 • Chicago, IL

10 S DearbornChicago, IL 60603
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

94th percentile

71%

Faster asset growth than 94% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1126%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,065,595

Up $856,614 (+71%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,065,595

Up $856,614 (+71%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin95th percentile

Revenue

Up

$1,072,900

Up $985,417 (+1126%) from 2023

Expenses

Down

$210,146

Down $3,026 (-1.4%) from 2023

Net Income

Up

$862,754

Up $988,443 (+786%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,804,396Liabilities 2014: $02014Assets 2015: $1,712,285Liabilities 2015: $02015Assets 2017: $1,611,314Liabilities 2017: $0Net Assets 2017: $1,611,3142017Assets 2018: $1,615,091Liabilities 2018: $0Net Assets 2018: $1,615,0912018Assets 2019: $1,587,852Liabilities 2019: $0Net Assets 2019: $1,587,8522019Assets 2020: $1,554,456Liabilities 2020: $0Net Assets 2020: $1,554,4562020Assets 2021: $1,420,785Liabilities 2021: $0Net Assets 2021: $1,420,7852021Assets 2022: $1,334,670Liabilities 2022: $0Net Assets 2022: $1,334,6702022Assets 2023: $1,208,981Liabilities 2023: $0Net Assets 2023: $1,208,9812023Assets 2024: $2,065,595Liabilities 2024: $0Net Assets 2024: $2,065,5952024

Highlighted filing

2024

Assets$2,065,595
Liabilities$0
Net Assets$2,065,595
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,631,488Expenses 2014: $66,584Net Income 2014: $1,564,9042014Revenue 2015: $30,341Expenses 2015: $122,452Net Income 2015: -$92,1112015Revenue 2017: $78,610Expenses 2017: $110,601Net Income 2017: -$31,9912017Revenue 2018: $83,484Expenses 2018: $79,707Net Income 2018: $3,7772018Revenue 2019: $89,605Expenses 2019: $116,844Net Income 2019: -$27,2392019Revenue 2020: $90,699Expenses 2020: $124,095Net Income 2020: -$33,3962020Revenue 2021: $236,673Expenses 2021: $370,344Net Income 2021: -$133,6712021Revenue 2022: $26,656Expenses 2022: $112,771Net Income 2022: -$86,1152022Revenue 2023: $87,483Expenses 2023: $213,172Net Income 2023: -$125,6892023Revenue 2024: $1,072,900Expenses 2024: $210,146Net Income 2024: $862,7542024

Highlighted filing

2024

Revenue$1,072,900
Expenses$210,146
Net Income$862,754
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,065,595
Liabilities
$0
Net assets
$2,065,595
Revenue
$1,072,900
Expenses
$210,146
Net income
$862,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.07$0.21$0.86
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09$0.21$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.24$0.37$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.08$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$1.71$0.00$0.03$0.12$0.09
2014Summary only. Only limited summary data is available for this year.$1.80$0.00$1.63$0.07$1.56
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 Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE WARD SIMONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Bonnie Ward Simon Foundation
EIN
46-7165538
Phone
8668885157
Address
10 S DEARBORN, CHICAGO, IL 60603

Signing Officer

Name
Bonnie Ward Simon
Title
Trustee
Phone
8668885157
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars Llp
Address
200 SOUTH WOOD AVENUE SUITE 125, ISELIN, NJ 08830-2706
Preparer
Rachel Efthemes
Phone
7325492800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50871607-10-7 SYNOPSYS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5388023B-10-3 TEMPUS AI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5488160R-10-1 TESLA INC
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00

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