Civic Intelligence

The Leon J Simkins Charitable Foundation

990PF • Fiscal year 2012 • EIN 59-2757208

Sep 01, 2011 to Aug 31, 2012 • Filed on Jul 15, 2013

C/O Berkowitz Pollack Brant200 South Biscayne Blvd Sixth Flo33131
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

19th percentile

-4.1%

Faster asset growth than 19% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$10,141,921

Down $433,410 (-4.1%) from 2011

Net Assets

Down

$9,786,434

Down $433,458 (-4.2%) from 2011

Liabilities

Up

$355,487

Up $48 (+0.0%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$670,750

Down $116,272 (-15%) 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.

$15M$10M$5.0M$0Assets 2010: $10,357,015Liabilities 2010: $344,685Net Assets 2010: $10,012,3302010Assets 2011: $10,575,331Liabilities 2011: $355,439Net Assets 2011: $10,219,8922011Assets 2012: $10,141,921Liabilities 2012: $355,487Net Assets 2012: $9,786,4342012Assets 2013: $10,203,990Liabilities 2013: $353,072Net Assets 2013: $9,850,9182013Assets 2014: $10,328,558Liabilities 2014: $936,3642014Assets 2015: $9,816,459Liabilities 2015: $1,080,897Net Assets 2015: $8,735,5622015Assets 2016: $9,058,934Liabilities 2016: $497,570Net Assets 2016: $8,561,3642016Assets 2017: $9,542,450Liabilities 2017: $790,563Net Assets 2017: $8,751,8872017Assets 2018: $13,463,662Liabilities 2018: $0Net Assets 2018: $13,463,6622018Assets 2019: $13,479,633Liabilities 2019: $1Net Assets 2019: $13,479,6332019Assets 2020: $13,382,970Liabilities 2020: $38,654Net Assets 2020: $13,344,3162020Assets 2021: $13,711,264Liabilities 2021: $1Net Assets 2021: $13,711,2622021Assets 2022: $11,552,892Liabilities 2022: $1Net Assets 2022: $11,552,8922022Assets 2023: $11,464,774Liabilities 2023: $20,000Net Assets 2023: $11,444,7742023Assets 2024: $11,504,143Liabilities 2024: $20,834Net Assets 2024: $11,483,3092024

Highlighted filing

2012

Assets$10,141,921
Liabilities$355,487
Net Assets$9,786,434

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $600,3512010Expenses 2011: $787,0222011Expenses 2012: $670,7502012Revenue 2013: $205,900Expenses 2013: $608,051Net Income 2013: -$402,1512013Revenue 2014: $209,999Expenses 2014: $780,332Net Income 2014: -$570,3332014Revenue 2015: $102,115Expenses 2015: $758,747Net Income 2015: -$656,6322015Revenue 2016: $177,661Expenses 2016: $351,859Net Income 2016: -$174,1982016Revenue 2017: $1,029,357Expenses 2017: $838,834Net Income 2017: $190,5232017Revenue 2018: $4,839,527Expenses 2018: $918,315Net Income 2018: $3,921,2122018Revenue 2019: $723,363Expenses 2019: $1,052,533Net Income 2019: -$329,1702019Revenue 2020: $1,339,090Expenses 2020: $1,090,488Net Income 2020: $248,6022020Revenue 2021: $1,528,396Expenses 2021: $1,144,726Net Income 2021: $383,6702021Revenue 2022: -$729,254Expenses 2022: $1,424,482Net Income 2022: -$2,153,7362022Revenue 2023: $1,416,494Expenses 2023: $1,393,983Net Income 2023: $22,5112023Revenue 2024: $1,384,616Expenses 2024: $2,582,003Net Income 2024: -$1,197,3872024

Highlighted filing

2012

Revenue-
Expenses$670,750
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jul 15, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEON J SIMKINSCo-Trustee-$0--
ALBERT SIMKINSCo-Trustee-$0--
MICHELLE SIMKINS RUBELLCo-Trustee-$0--
DAVID SIMKINSCo-Trustee-$0--
MICHAEL SIMKINSCo-Trustee-$0--
RONALD SIMKINSCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAspen Community FoundationCHARITABLE501(C)(3)ASPEN, CO, US$310,723
Paid GrantMiami Beach JCCCHARITABLE501(C)(3)Miami Beach, FL, US$250,000
Paid GrantEpilpsey FoundationCHARITABLE501(C)(3)Miami, FL, US$20,000
Paid GrantLove & HopeCHARITABLE501(C)(3)Northfield, OH, US$12,000
Paid GrantDiabetes Research Institute FoundationCHARITABLE501(C)(3)HOLLYWOOD, FL, US$10,875
Paid GrantBest BuddiesCHARITABLE501(C)(3)Miami, FL, US$10,000
Paid GrantTemple Israel of Greater MiamiCHARITABLE501(C)(3)Miami, FL, US$6,000
Paid GrantStarkey Hearing FoundationCHARITABLE501(C)(3)EDEN PRAIRIE, MN, US$5,000
Paid GrantMt Sinai Medical center FoundationCHARITABLE501(C)(3)MIAMI BEACH, FL, US$2,500
Paid GrantGreater miami Hebrew AcademyCHARITABLE501(C)(3)Miami Beach, FL, US$2,160
Paid GrantLeukemia & Lymphoma SocietyCHARITABLE501(C)(3)Plantation, FL, US$1,000
Paid GrantChallenge Unlimited FoundationCHARITABLE501(C)(3)Andover, MA, US$500
Filing and Contact Details

Filer

EIN
59-2757208
Raw XML AppendixShowing 400 of 589 raw XML fields

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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY09786434
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IRS990PF/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MICHELLE SIMKINS RUBELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3DAVID SIMKINS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MICHAEL SIMKINS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5RONALD SIMKINS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O Berkowitz Pollack Brant
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O Berkowitz Pollack Brant
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O Berkowitz Pollack Brant
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13C/O Berkowitz Pollack Brant
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15C/O Berkowitz Pollack Brant
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Miami
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode533131
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0466313
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.038079
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.04574
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.048664
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.004981
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IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets012245943
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3011329218
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4011861749
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5061038
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.190396
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IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0630758
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01783
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0630758
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BERKOWITZ POLLACK BRANT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03053797000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10200 S BISCAYNE BLVD 6TH FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Miami
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0331315310
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SupplementaryInformation/ContributingManager0LEON J SIMKINS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount06000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32160
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount520000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.5$0.02$11.5$1.38$2.58$1.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.02$11.4$1.42$1.39$0.02
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.73$1.42$2.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.00$13.7$1.53$1.14$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.04$13.3$1.34$1.09$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$0.72$1.05$0.33
2018Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$4.84$0.92$3.92
2017Detailed filing. Detailed filing data is available for this year.$9.54$0.79$8.75$1.03$0.84$0.19
2016Detailed filing. Detailed filing data is available for this year.$9.06$0.50$8.56$0.18$0.35$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.82$1.08$8.74$0.10$0.76$0.66
2014Summary only. Only limited summary data is available for this year.$10.3$0.94$0.21$0.78$0.57
2013Detailed filing. Detailed filing data is available for this year.$10.2$0.35$9.85$0.21$0.61$0.40
2012Detailed filing. Detailed filing data is available for this year.$10.1$0.36$9.79$0.67
2011Detailed filing. Detailed filing data is available for this year.$10.6$0.36$10.2$0.79
2010Detailed filing. Detailed filing data is available for this year.$10.4$0.34$10.0$0.60