Civic Intelligence

Harold E Simon Charitable Foundation Inc.

990PF • Fiscal year 2020 • EIN 59-2747958

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

8925 SW 148 StreetMiami, FL 33176

(305) 234-2797

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.32x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-2.4%

Higher net margin than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$5,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$279,727

Up $4,972 (+1.8%) from 2019

Net Assets

Down

$273,209

Down $475 (-0.2%) from 2019

Liabilities

Up

$6,518

Up $5,447 (+509%) from 2019

Revenue

Up

$20,154

Up $4,134 (+26%) from 2019

Expenses

Down

$20,629

Down $21,411 (-51%) from 2019

Net Income

Up

-$475

Up $25,545 (+98%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $387,750Liabilities 2011: $7,1462011Assets 2012: $363,050Liabilities 2012: $8782012Assets 2013: $368,403Liabilities 2013: $1,0992013Assets 2014: $355,303Liabilities 2014: $2832014Assets 2015: $341,094Liabilities 2015: $2952015Assets 2019: $274,755Liabilities 2019: $1,071Net Assets 2019: $273,6842019Assets 2020: $279,727Liabilities 2020: $6,518Net Assets 2020: $273,2092020Assets 2021: $256,514Liabilities 2021: $1,146Net Assets 2021: $255,3682021Assets 2022: $253,467Liabilities 2022: $3,717Net Assets 2022: $249,7502022Assets 2023: $280,892Liabilities 2023: $4,334Net Assets 2023: $276,5582023Assets 2024: $259,150Liabilities 2024: $1,563Net Assets 2024: $257,5872024

Highlighted filing

2020

Assets$279,727
Liabilities$6,518
Net Assets$273,209

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $13,808Expenses 2011: $21,943Net Income 2011: -$8,1352011Revenue 2012: $9,319Expenses 2012: $27,749Net Income 2012: -$18,4302012Revenue 2013: $22,799Expenses 2013: $20,474Net Income 2013: $2,3252013Revenue 2014: $11,290Expenses 2014: $23,574Net Income 2014: -$12,2842014Revenue 2015: $12,309Expenses 2015: $26,740Net Income 2015: -$14,4312015Revenue 2019: $16,020Expenses 2019: $42,040Net Income 2019: -$26,0202019Revenue 2020: $20,154Expenses 2020: $20,629Net Income 2020: -$4752020Revenue 2021: $17,222Expenses 2021: $35,063Net Income 2021: -$17,8412021Revenue 2022: $12,850Expenses 2022: $18,463Net Income 2022: -$5,6132022Revenue 2023: $1,001Expenses 2023: $29,446Net Income 2023: -$28,4452023Revenue 2024: $611Expenses 2024: $19,582Net Income 2024: -$18,9712024

Highlighted filing

2020

Revenue$20,154
Expenses$20,629
Net Income-$475
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID F SIMONVP/ SecPT$5,000-$5,000
JENNIFER DESARRODirector-$0--
Filing and Contact Details

Filer

Filer Name
Harold E Simon Charitable Foundation Inc
EIN
59-2747958
Phone
3052342797
Address
8925 SW 148 STREET, MIAMI, FL 33176

Signing Officer

Name
David F Simon
Title
Director
Phone
3052342797
Signed
2021-05-04

Preparer

Firm
THE SIMON CRAIR GROUP CPA'S
Address
8925 SW 148th St Suite 218, Miami, FL 33176
Preparer
David F Simon CPA
Phone
3052342797
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0JEWISH STUDIES & AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1JEWISH STUDIES& AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PUBLIC AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PUBLIC AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4JEWISH STUDIES& AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PUBLIC AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PUBLIC AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PUBLIC AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHABAD OF HOMESTEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BETH TORAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BSA Troop 457
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GIRL SCOUT TROUP 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHABAD KENDALLPINECREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MIAMI RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6TOYS FOR TOTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WMB NOW FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020557 Old Cutler Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120350 NE 26 Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27600 SW 104 Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311347 SW 160 STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48700 SW 112 sTREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53553 NW 50TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt618650 NW 62ND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt716300 SW 137 AVENUE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cutler Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HIALEAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033189
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233156
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733177
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0128877
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025120
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019382
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019382
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0143024
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0123642
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014236
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Kramer, Green Zuckerman et al legal services
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt042
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt042
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01490
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OVERPAID FEDERAL TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01223
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01224
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
TaxesSchedule/TaxesDetail/Amt0267
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0267
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID F SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03052342797
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harold E Simon Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0592747958
ReturnHeader/Filer/PhoneNum03052342797
ReturnHeader/Filer/USAddress/AddressLine1Txt08925 SW 148 STREET
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE SIMON CRAIR GROUP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08925 SW 148th St Suite 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033176
ReturnHeader/PreparerPersonGrp/PhoneNum03052342797
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David F Simon CPA
ReturnHeader/ReturnTs02021-10-29T12:27:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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