Civic Intelligence

The Howard Simons Foundation Inc

990PF • Fiscal year 2012 • EIN 59-3088970

Jul 01, 2011 to Jun 30, 2012 • Filed on May 14, 2013

Organization Profile
1289 Branchlands Drive22901
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$778,578

No earlier filing loaded for comparison.

Net Assets

$778,578

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$37,216

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2012: $778,578Liabilities 2012: $0Net Assets 2012: $778,5782012

Highlighted filing

2012

Assets$778,578
Liabilities$0
Net Assets$778,578
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0Expenses 2012: $37,2162012

Highlighted filing

2012

Revenue-
Expenses$37,216
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 14, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA SIMONS JORDANPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantT-GEN FOUNDATIONMEDICAL RESEARCHCHARITABLEPHOENIX, AZ, US$37,216
Filing and Contact Details

Filer

EIN
59-3088970
Raw XML Appendix177 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.

Path#Value
CompensationExplanation/Compensation/PersonName0ANNA SIMONS JORDAN
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0411877
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0LIFE INSURANCE
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0411877
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome01
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps037216
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss037216
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-37215
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps037216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss037216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss00
IRS990PF/BalanceSheets/CashBOY0978
IRS990PF/BalanceSheets/InvestmentsOtherBOY0786608
IRS990PF/BalanceSheets/InvestmentsOtherEOY0411877
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0411877
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0787586
IRS990PF/BalanceSheets/RetainedEarningsEOY0778578
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0366701
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0366701
IRS990PF/BalanceSheets/TotalAssetsBOY0787586
IRS990PF/BalanceSheets/TotalAssetsEOY0778578
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0778578
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0787586
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0778578
IRS990PF/BalanceSheets/TotalNetAssetsBOY0787586
IRS990PF/BalanceSheets/TotalNetAssetsEOY0778578
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-37215
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases031494
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases059701
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0810072
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0787586
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0778578
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted035924
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj035924
IRS990PF/DistributableAmount/DistributableAmountBeforeDed035924
IRS990PF/DistributableAmount/MinimumInvestmentReturn035924
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0778578
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0729416
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02009
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable010941
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0727407
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn035924
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0718475
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0729416
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ANNA SIMONS JORDAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10117 VIA GAYUBA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MONTEREY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093940
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions037216
IRS990PF/QualifyingDistributions/ExpensesAndContributions037216
IRS990PF/QualifyingDistributions/QualifyingDistributions037216
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0FLORENCE SIMONS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04349738256
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101289 BRANCHLANDS DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CHARLOTTESVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0229011783
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
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/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount037216
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10T-GEN FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10400 E VAN BUREN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode085004
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear037216
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear1037216
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted035924
IRS990PF/UndistributedIncome/QualifyingDistributions037216
IRS990PF/UndistributedIncome/UndistributedIncomeCY035924
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear037216
OtherDecreasesSchedule/OtherDecreases/Amount031494
OtherDecreasesSchedule/OtherDecreases/Description0PRIOR PERIOD ADJUSTMENT
OtherIncreasesSchedule/OtherIncreases/Amount059701
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON LIFE INSURANCE
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0593088970
ReturnHeader/Filer/Name/BusinessNameLine10THE HOWARD SIMONS FOUNDATION INC
ReturnHeader/Filer/NameControl0HOWA
ReturnHeader/Filer/USAddress/AddressLine101289 BRANCHLANDS DRIVE
ReturnHeader/Filer/USAddress/City0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022901
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0ANNA SIMONS
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LAW OFFICES OF NATALYA ATTESTATOVA CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 971
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BENICIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094510
ReturnHeader/Preparer/Name0NATALYA ATTESTATOVA
ReturnHeader/Preparer/Phone07073135359
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-15T22:38:51-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$778,578
Liabilities
$0
Net assets
$778,578
Revenue
-
Expenses
$37,216
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.37