Civic Intelligence

Simon Family Foundation

990 • Fiscal year 2011 • EIN 54-1922543

Jul 01, 2010 to Jun 30, 2011 • Filed on May 10, 2012

Organization ProfileN/A
5000 Corporate Woods Drive No 20023462
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$6,739,471

Flat from 2011

Net Assets

Flat

$6,739,471

Flat from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$505,900

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $6,283,836Liabilities 2010: $0Net Assets 2010: $6,283,8362010Assets 2011: $6,739,471Liabilities 2011: $0Net Assets 2011: $6,739,4712011Assets 2011: $6,739,471Liabilities 2011: $0Net Assets 2011: $6,739,4712011Assets 2012: $6,346,642Liabilities 2012: $0Net Assets 2012: $6,346,6422012Assets 2013: $6,677,168Liabilities 2013: $0Net Assets 2013: $6,677,1682013Assets 2014: $7,077,447Liabilities 2014: $0Net Assets 2014: $7,077,4472014Assets 2015: $6,749,771Liabilities 2015: $0Net Assets 2015: $6,749,7712015Assets 2016: $6,315,663Liabilities 2016: $0Net Assets 2016: $6,315,6632016Assets 2017: $6,621,760Liabilities 2017: $0Net Assets 2017: $6,621,7602017Assets 2018: $6,685,738Liabilities 2018: $0Net Assets 2018: $6,685,7382018Assets 2019: $6,544,448Liabilities 2019: $0Net Assets 2019: $6,544,4482019Assets 2020: $6,128,599Liabilities 2020: $0Net Assets 2020: $6,128,5992020Assets 2021: $7,302,026Liabilities 2021: $0Net Assets 2021: $7,302,0262021Assets 2022: $6,592,711Liabilities 2022: $0Net Assets 2022: $6,592,7112022Assets 2023: $6,941,316Liabilities 2023: $0Net Assets 2023: $6,941,3162023Assets 2024: $7,435,299Liabilities 2024: $0Net Assets 2024: $7,435,2992024Assets 2025: $8,355,750Liabilities 2025: $0Net Assets 2025: $8,355,7502025

Highlighted filing

2011

Assets$6,739,471
Liabilities$0
Net Assets$6,739,471
Open 2011 Filing

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $494,0422010Expenses 2011: $505,9002011Revenue 2011: $430,115Expenses 2011: $505,900Net Income 2011: -$75,7852011Expenses 2012: $433,9002012Expenses 2013: $458,1732013Revenue 2014: $305,781Expenses 2014: $361,343Net Income 2014: -$55,5622014Revenue 2015: $245,416Expenses 2015: $380,310Net Income 2015: -$134,8942015Revenue 2016: -$88,669Expenses 2016: $360,908Net Income 2016: -$449,5772016Revenue 2017: $159,888Expenses 2017: $378,291Net Income 2017: -$218,4032017Revenue 2018: $249,559Expenses 2018: $373,981Net Income 2018: -$124,4222018Revenue 2019: $225,279Expenses 2019: $366,080Net Income 2019: -$140,8012019Revenue 2020: $86,714Expenses 2020: $339,864Net Income 2020: -$253,1502020Revenue 2021: $709,630Expenses 2021: $329,905Net Income 2021: $379,7252021Revenue 2022: $291,954Expenses 2022: $343,322Net Income 2022: -$51,3682022Revenue 2023: $202,843Expenses 2023: $336,413Net Income 2023: -$133,5702023Revenue 2024: $199,160Expenses 2024: $341,187Net Income 2024: -$142,0272024Revenue 2025: $477,724Expenses 2025: $376,706Net Income 2025: $101,0182025

Highlighted filing

2011

Revenue-
Expenses$505,900
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 10, 2012
Return Version
2010v3.4
Gross Receipts
$430,115
Mission and Program Overview

Mission

The foundation is operated exclusively for the benefit of, to perform the functions of, and to carry out the purposes of the tidewater jewish foundation.

Filing and Contact Details

Filer

EIN
54-1922543
Raw XML AppendixShowing 400 of 522 raw XML fields

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IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs07618
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0PHILIP ROVNER, $7618 401(K) MATCH FROM TIDEWATER JEWISH FOUNDATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MR PHILIP ROVNER
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs04100
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0262444
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0QUESTIONS 7G AND 7H DO NOT APPLY TO THE ORGANIZATION BECAUSE THE ORGANIZATION DID NOT HAVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY OR CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES DURING THE YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation1KIM SIMON FINK, BEN SIMON, AND BRITT SIMON ARE SIBLINGS. AMY MARKMAN GOLDBERG AND JEFF MARKMAN ARE SIBLINGS. SIMONS AND MARKMANS ARE STEP-SIBLINGS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE 990 WAS MADE AVAILABLE TO DESIGNATED MEMBERS OF THE BOARD ELECTRONICALLY BY E-MAIL FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION SECURES AN UPDATED CONFLICT OF INTEREST POLICY EACH YEAR. IF ADDITIONAL KNOWLEDGE SURFACES THAT THERE IS A CONFLICT OF INTEREST ISSUE, ACTION IS THEN TAKEN.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC BY PROVIDING ELECTRONIC COPIES UPON WRITTEN REQUEST AT NO CHARGE OR BY PROVIDING PAPER COPIES UPON WRITTEN REQUEST SUBJECT TO A NOMINAL FEE.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 531,420.
IRS990ScheduleO/GeneralExplanation/Explanation6THE AUDIT FOR THE SIMON FAMILY FOUNDATION WAS A PART OF A CONSOLIDATED AUDIT FOR THE TIDEWATER JEWISH FOUNDATION, INC.
IRS990ScheduleO/GeneralExplanation/Explanation7QUESTION 1C DOES NOT APPLY TO THE ORGANIZATION BECAUSE THE ORGANIZATION DID NOT HAVE BACKUP WITHHOLDING FOR REPORTABLE PAYMENTS TO VENDORS AND REPORTABLE GAMING WINNINGS.
IRS990ScheduleO/GeneralExplanation/Explanation8THE ARTICLES OF INCORPORATION AND BYLAWS OF THE SIMON FAMILY FOUNDATION PROVIDE THAT THERE ARE THREE CLASSES OF VOTING DIRECTORS AND THAT MATTERS ARE TO BE VOTED UPON BY A MAJORITY OF VOTES. THE NUMBER OF VOTES IS ASSIGNED AND LIMITED BY CLASS: (1) TIDEWATER JEWISH FOUNDATION APPOINTED DIRECTORS, 3 VOTES CURRENTLY HELD BY 1 DIRECTOR, ARE INDEPENDENT; (2) INDEPENDENT DIRECTORS, 3 VOTES AND INDEPENDENT; AND (3) SIMON FAMILY DIRECTORS-HAVE 3 VOTES AND ARE NOT INDEPENDENT. HENCE THE RATIO OF INDEPENDENT TO NON-INDEPENDENT IS 6:3.
IRS990ScheduleO/GeneralExplanation/Explanation9SHORT TERM CAPTIAL GAIN FROM INVESTMENT POOL.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier3AUDIT COMMITTEE
IRS990ScheduleO/GeneralExplanation/Identifier4LINE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART V, Q 7G AND 7H
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 2B
IRS990ScheduleO/GeneralExplanation/ReturnReference5PART V, Q 1C
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION A, QUESTION 1
IRS990ScheduleO/GeneralExplanation/ReturnReference7PART VIII, STATEMENT OF REVENUE LINE 7A AND 7B
IRS990/ScheduleORequired01

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,739,471
Liabilities
$0
Net assets
$6,739,471
Revenue
-
Expenses
$505,900
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.48$0.38$0.10
2024Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.20$0.34$0.14
2023Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.20$0.34$0.13
2022Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.29$0.34$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.30$0.00$7.30$0.71$0.33$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.09$0.34$0.25
2019Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.23$0.37$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.25$0.37$0.12
2017Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.16$0.38$0.22
2016Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.09$0.36$0.45
2015Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.25$0.38$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.31$0.36$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$0.00$6.68$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$0.00$6.35$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.74$0.00$6.74$0.51
2011Summary only. Only limited summary data is available for this year.$6.74$0.00$6.74$0.43$0.51$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.00$6.28$0.49