Civic Intelligence

The Todd and Betiana Simon Foundation

EIN 47-0820673 • Omaha, NE

11030 O StreetOmaha, NE 68137-2346
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

50th percentile

2.8%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

82nd percentile

66%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,397,570

Up $38,202 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,397,570

Up $38,202 (+2.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin89th percentile

Revenue

Up

$68,419

Up $27,316 (+66%) from 2023

Expenses

Down

$30,217

Down $9,137 (-23%) from 2023

Net Income

Up

$38,202

Up $36,453 (+2084%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,535,436Liabilities 2011: $02011Assets 2012: $2,838,550Liabilities 2012: $02012Assets 2013: $2,376,061Liabilities 2013: $22013Assets 2014: $2,238,070Liabilities 2014: $22014Assets 2015: $1,658,543Liabilities 2015: $02015Assets 2019: $1,564,266Liabilities 2019: $02019Assets 2020: $1,459,156Liabilities 2020: $0Net Assets 2020: $1,459,1562020Assets 2021: $1,405,330Liabilities 2021: $0Net Assets 2021: $1,405,3302021Assets 2022: $1,357,653Liabilities 2022: $0Net Assets 2022: $1,357,6532022Assets 2023: $1,359,368Liabilities 2023: $0Net Assets 2023: $1,359,3682023Assets 2024: $1,397,570Liabilities 2024: $0Net Assets 2024: $1,397,5702024

Highlighted filing

2024

Assets$1,397,570
Liabilities$0
Net Assets$1,397,570
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $111,674Expenses 2011: $783,117Net Income 2011: -$671,4432011Revenue 2012: $868,001Expenses 2012: $564,887Net Income 2012: $303,1142012Revenue 2013: $205,611Expenses 2013: $668,100Net Income 2013: -$462,4892013Revenue 2014: $640,117Expenses 2014: $778,108Net Income 2014: -$137,9912014Revenue 2015: $65,127Expenses 2015: $644,668Net Income 2015: -$579,5412015Revenue 2019: $38,041Expenses 2019: $114,031Net Income 2019: -$75,9902019Revenue 2020: -$13,342Expenses 2020: $91,755Net Income 2020: -$105,0972020Revenue 2021: $83,392Expenses 2021: $137,212Net Income 2021: -$53,8202021Revenue 2022: $8,490Expenses 2022: $54,060Net Income 2022: -$45,5702022Revenue 2023: $41,103Expenses 2023: $39,354Net Income 2023: $1,7492023Revenue 2024: $68,419Expenses 2024: $30,217Net Income 2024: $38,2022024

Highlighted filing

2024

Revenue$68,419
Expenses$30,217
Net Income$38,202
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,397,570
Liabilities
$0
Net assets
$1,397,570
Revenue
$68,419
Expenses
$30,217
Net income
$38,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.03$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.01$0.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.14$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.01$0.09$0.11
2019Summary only. Only limited summary data is available for this year.$1.56$0.00$0.04$0.11$0.08
2015Summary only. Only limited summary data is available for this year.$1.66$0.00$0.07$0.64$0.58
2014Summary only. Only limited summary data is available for this year.$2.24$0.00$0.64$0.78$0.14
2013Summary only. Only limited summary data is available for this year.$2.38$0.00$0.21$0.67$0.46
2012Summary only. Only limited summary data is available for this year.$2.84$0.00$0.87$0.56$0.30
2011Summary only. Only limited summary data is available for this year.$2.54$0.00$0.11$0.78$0.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD D SIMONPresident & TreasurerPT$0--
BARBARA GOLDSTEINSecretary-$0--
JOANNA FRENCHVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Todd and Betiana Simon Foundation
EIN
47-0820673
Phone
4025978115
Address
11030 O STREET, OMAHA, NE 68137-2346

Signing Officer

Name
Todd D Simon
Title
President
Phone
4025978115
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
John Hundtoft
Phone
4024968800
Raw XML Appendix352 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOANNA FRENCH
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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/IndividualWithBooksNm0TODD D SIMON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011030 O STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OMAHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0681372346
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04025978115
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT THE WORK OF SAGARMATHA NEXT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT NEBRASKAN SEALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FLIGHT-PATH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SEAL FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 390601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1935 ORANGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CORONADO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192118
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt090567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013072
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030950
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt053617
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PARTNERSHIP LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NONDEDUCTIBLE EXPENSES FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011950
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt137
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01652
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LANDMARK
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01652
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01652
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010680
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010680
TaxesSchedule/TaxesDetail/Amt01257
TaxesSchedule/TaxesDetail/Amt118
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1STATE INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01257
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt118
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD D SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04025978115
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TODD AND BETIANA SIMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TODD
ReturnHeader/Filer/EIN0470820673
ReturnHeader/Filer/PhoneNum04025978115
ReturnHeader/Filer/USAddress/AddressLine1Txt011030 O STREET
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0681372346
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470625816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013616 CALIFORNIA ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681545336
ReturnHeader/PreparerPersonGrp/PhoneNum04024968800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN HUNDTOFT
ReturnHeader/ReturnTs02025-11-17T08:42:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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