Civic Intelligence

Simon Family Foundation

990 • Fiscal year 2013 • EIN 54-1922543

Jul 01, 2012 to Jun 30, 2013 • Filed on Mar 19, 2014

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

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

58th percentile

5.2%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$6,677,168

Up $330,526 (+5.2%) from 2012

Net Assets

Up

$6,677,168

Up $330,526 (+5.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$458,173

Up $24,273 (+5.6%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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 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

2013

Assets$6,677,168
Liabilities$0
Net Assets$6,677,168
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $494,0422010Revenue 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

2013

Revenue-
Expenses$458,173
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Mar 19, 2014
Return Version
2012v2.1
Gross Receipts
$277,438
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 504 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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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0TJF, ITS SUPPORTING FOUNDATIONS, AND AFFILIATES, ARE QUALIFYING NONPROFIT ENTITIES AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE THEREFORE EXEMPT FROM FEDERAL AND STATE INCOME TAXES. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION'S MANAGEMENT HAS EVALUATED THE IMPACT OF THIS GUIDANCE TO ITS CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS, AND HAS NOT ACCRUED THE EFFECT OF ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2013. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES INCURRED, IF ANY, RELATED TO INCOME TAX POSITIONS AS OTHER INTEREST EXPENSE AND PENALTIES EXPENSE, RESPECTIVELY. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE 2009.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0TEAM SICASH - IN MEMORY OF MARVIN SIMON
IRS990ScheduleI/RecipientTable/PurposeOfGrant1JEWISH CAMP SCHOLARSHIPS, AND HELPING NEEDY CHILDREN IN HUNGARY
IRS990ScheduleI/RecipientTable/PurposeOfGrant2BACKPACK PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrant3SUPPORT OF HOMELESS FAMILY
IRS990ScheduleI/RecipientTable/PurposeOfGrant4MARVIN SIMON CAPITAL GIFT
IRS990ScheduleI/RecipientTable/PurposeOfGrant5MEMBERSHIP RETENTION
IRS990ScheduleI/RecipientTable/PurposeOfGrant6DIR. OF CONGREGATIONAL LIFE (FINAL DONATION)
IRS990ScheduleI/RecipientTable/PurposeOfGrant7PROGRAMMING, MATCHING, AND EDUCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrant8CREATE A JEWISH LEGACY INITIATIVE - GRANT TO HELP OFFSET EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrant9TEMPLE/SYNAGOGUE MATCH PROGRAM, DONATIONS, CONCIERGE, TECHNOLOGY, AND RELATIONSHIP-BASED FUNDRAISING.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10ALS ASSOCIATION - DCMDVA CHAPTER
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12FOODBANK OF SOUTHEASTERN VIRGINIA
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine13FORKIDS INC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine14FRIENDS OF THE JEWISH CHAPEL
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine15MARILYN AND MARVIN SIMON FAMILY JEWISH COMMUNITY CENTER
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine16OHEF SHOLOM TEMPLE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine17TEMPLE EMANUEL
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine18TIDEWATER JEWISH FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine19UNITED JEWISH FEDERATION OF TIDEWATER
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs07500
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MR PHILIP ROVNER
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IRS990ScheduleJ/Form990ScheduleJPartII/Title0SECRETARY/TREASURER
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IRS990/ScheduleJRequired01
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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 GOLDBERG IS THE SIMONS' STEP-SIBLING.
IRS990ScheduleO/GeneralExplanation/Explanation2THIS FORM 990 WAS MADE AVAILABLE ELECTRONICALLY TO DESIGNATED MEMBERS OF THE BOARD 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/Explanation5THE AUDIT FOR THE SIMON FAMILY FOUNDATION WAS A PART OF A CONSOLIDATED AUDIT FOR THE TIDEWATER JEWISH FOUNDATION, INC. THE PROCEDURES HAVE NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation6QUESTION 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/Explanation7THE 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/Explanation8SHORT TERM CAPTIAL GAIN FROM INVESTMENT POOL.
IRS990ScheduleO/GeneralExplanation/Identifier0AUDIT COMMITTEE
IRS990ScheduleO/GeneralExplanation/Identifier1LINE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART V, Q 7G AND 7H
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 2B
IRS990ScheduleO/GeneralExplanation/ReturnReference6PART V, Q 1C
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART VI, SECTION A, QUESTION 1
IRS990ScheduleO/GeneralExplanation/ReturnReference8PART VIII, STATEMENT OF REVENUE LINE 7A AND 7B
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine105000 CORPORATE WOODS DRIVE SUITE 20
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10TIDEWATER JEWISH FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0GRANTS AND COMMUNITY PROGRAMS
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Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,677,168
Liabilities
$0
Net assets
$6,677,168
Revenue
-
Expenses
$458,173
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
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