Civic Intelligence

Harold E Simon Charitable Foundation Inc.

990PF • Fiscal year 2024 • EIN 59-2747958

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 07, 2025

Organization Profile
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

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

2.56x

Higher debt load relative to revenue than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-3105%

Higher net margin than 1% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$5,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 818.3% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-7.7%

Faster asset growth than 33% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$259,150

Down $21,742 (-7.7%) from 2023

Net Assets

Down

$257,587

Down $18,971 (-6.9%) from 2023

Liabilities

Down

$1,563

Down $2,771 (-64%) from 2023

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$611

Down $390 (-39%) from 2023

Expenses

Down

$19,582

Down $9,864 (-33%) from 2023

Net Income

Up

-$18,971

Up $9,474 (+33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2024

Assets$259,150
Liabilities$1,563
Net Assets$257,587
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

2024

Revenue$611
Expenses$19,582
Net Income-$18,971
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

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
2025-10-07

Preparer

Firm
The Simon Crair Group CPA's
Address
8925 SW 148th St Suite 212, Miami, FL 33176
Preparer
David F Simon
Phone
3052342797
Raw XML Appendix336 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Friends of United Hatzalah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Beth Torah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Whitney Dance Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JAFCO
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/RecipientUSAddress/AddressLine1Txt014450 Beechnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14200 Biscayne Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2442 5th Avenue Suite 1866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt320350 NE 26th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt414109 S Dixie Hwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54200 N University Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3N Miami Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Palmetto Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Sunrise
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5333516210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09558
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/DistributableAsAdjustedAmt012922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041062
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041062
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115100
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016776
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028343
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019382
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016776
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016776
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0156162
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139386
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012922
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01330
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OVERPAID FEDERAL TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0159
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0159
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
TaxesSchedule/TaxesDetail/Amt01836
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01836
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID F SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03052342797
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-07
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650117299
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Simon Crair Group CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08925 SW 148th St Suite 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033176
ReturnHeader/PreparerPersonGrp/PhoneNum03052342797
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David F Simon
ReturnHeader/ReturnTs02025-10-07T07:12:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$259,150
Liabilities
$1,563
Net assets
$257,587
Revenue
$611
Expenses
$19,582
Net income
-$18,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.59$0.02$2.58$0.01$0.20$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.04$2.77$0.01$0.29$0.28
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.04$2.50$0.13$0.18$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.57$0.01$2.55$0.17$0.35$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.07$2.73$0.20$0.21$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.75$0.01$2.74$0.16$0.42$0.26
2015Summary only. Only limited summary data is available for this year.$3.41$0.00$0.12$0.27$0.14
2014Summary only. Only limited summary data is available for this year.$3.55$0.00$0.11$0.24$0.12
2013Summary only. Only limited summary data is available for this year.$3.68$0.01$0.23$0.20$0.02
2012Summary only. Only limited summary data is available for this year.$3.63$0.01$0.09$0.28$0.18
2011Summary only. Only limited summary data is available for this year.$3.88$0.07$0.14$0.22$0.08