Civic Intelligence

MC Everglow Fund Inc.

990PF • Fiscal year 2022 • EIN 47-2506761

Nov 01, 2021 to Oct 31, 2022 • Filed on Jan 30, 2023

Organization Profile
5350 Nakoma DriveDallas, TX 75209

(404) 226-3923

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

98th percentile

149%

Higher net margin than 98% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$10,000

Higher top officer pay than 49% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.6%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,423,843

Down $68,307 (-4.6%) from 2021

Net Assets

Down

$1,423,843

Down $68,307 (-4.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

-$71,544

Up $535,489 (+88%) from 2021

Expenses

Down

$34,823

Down $91,444 (-72%) from 2021

Net Income

Up

-$106,367

Up $626,933 (+85%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,200,115Liabilities 2015: $02015Assets 2017: $2,333,061Liabilities 2017: $0Net Assets 2017: $2,333,0612017Assets 2018: $2,308,771Liabilities 2018: $0Net Assets 2018: $2,308,7712018Assets 2019: $2,270,990Liabilities 2019: $0Net Assets 2019: $2,270,9902019Assets 2020: $2,237,324Liabilities 2020: $0Net Assets 2020: $2,237,3242020Assets 2021: $1,492,150Liabilities 2021: $0Net Assets 2021: $1,492,1502021Assets 2022: $1,423,843Liabilities 2022: $0Net Assets 2022: $1,423,8432022Assets 2023: $1,378,131Liabilities 2023: $0Net Assets 2023: $1,378,1312023Assets 2024: $1,586,351Liabilities 2024: $0Net Assets 2024: $1,586,3512024Assets 2025: $1,603,698Liabilities 2025: $0Net Assets 2025: $1,603,6982025

Highlighted filing

2022

Assets$1,423,843
Liabilities$0
Net Assets$1,423,843
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $2,215,000Expenses 2015: $14,885Net Income 2015: $2,200,1152015Revenue 2017: $196,355Expenses 2017: $63,439Net Income 2017: $132,9162017Revenue 2018: $18,750Expenses 2018: $43,040Net Income 2018: -$24,2902018Revenue 2019: $3,077Expenses 2019: $40,858Net Income 2019: -$37,7812019Revenue 2020: $3,120Expenses 2020: $36,786Net Income 2020: -$33,6662020Revenue 2021: -$607,033Expenses 2021: $126,267Net Income 2021: -$733,3002021Revenue 2022: -$71,544Expenses 2022: $34,823Net Income 2022: -$106,3672022Revenue 2023: $284,930Expenses 2023: $326,838Net Income 2023: -$41,9082023Revenue 2024: $609,033Expenses 2024: $400,813Net Income 2024: $208,2202024Revenue 2025: $470,404Expenses 2025: $295,083Net Income 2025: $175,3212025

Highlighted filing

2022

Revenue-$71,544
Expenses$34,823
Net Income-$106,367
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Jan 30, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER S GREENEDirector-$10,000-$10,000
ASHLEY GELLER GREENETreasurer-$10,000-$10,000
DAVID S GREENEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Simeon Squared Foundation Inc
EIN
47-2506761
Phone
4042263923
Address
5350 NAKOMA DRIVE, DALLAS, TX 75209

Signing Officer

Name
David S Greene
Title
President
Phone
4042263923
Signed
2023-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Reese Henry & Company Inc
Address
400 E MAIN ST STE 2, ASPEN, CO 81611
Preparer
Kelly G Boggs CPA
Phone
9709253771
Raw XML Appendix305 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01423843
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0J.P. MORGAN SECURITIES - MKT VALUE
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt038060
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074022
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074022
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074022
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt074186
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/NameChangeInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID S GREENE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDER S GREENE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ASHLEY GELLER GREENE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11620 WESTOVER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25350 NAKOMA DRIVE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ASPEN LACROSSE CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CAINEGEL CONNECTION FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ADDRESS AVAILABLE ON REQUEST - C/O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ADDRESS AVAILABLE ON REQUEST - C/O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ADDRESS AVAILABLE ON REQUEST - C/O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ADDRESS AVAILABLE ON REQUEST - C/O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0800 EPPLEY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1800 EPPLEY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2800 EPPLEY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3800 EPPLEY DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd181611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd381611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0DAVID S GREENE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
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/AppliedToCurrentYearAmt021911
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt038079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt038079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021911
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038079
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014032
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt038060
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/(LOSS)
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID S GREENE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04042263923
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMEON SQUARED FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SIME
ReturnHeader/Filer/EIN0472506761
ReturnHeader/Filer/PhoneNum04042263923
ReturnHeader/Filer/USAddress/AddressLine1Txt05350 NAKOMA DRIVE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840803727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REESE HENRY & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 E MAIN ST STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASPEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081611
ReturnHeader/PreparerPersonGrp/PhoneNum09709253771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY G BOGGS CPA
ReturnHeader/ReturnTs02023-01-30T13:17:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREENE
ReturnHeader/TaxPeriodBeginDt02021-11-01
ReturnHeader/TaxPeriodEndDt02022-10-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,423,843
Liabilities
$0
Net assets
$1,423,843
Revenue
-$71,544
Expenses
$34,823
Net income
-$106,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.47$0.30$0.18
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.61$0.40$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.28$0.33$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.07$0.03$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.61$0.13$0.73
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.00$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.00$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.02$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.20$0.06$0.13
2015Summary only. Only limited summary data is available for this year.$2.20$0.00$2.22$0.01$2.20