Civic Intelligence

Richard H Simons Charitable Trust Ada Simons & Rose Ins Agency Ch Tr

990PF • Fiscal year 2021 • EIN 59-7034786

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profile

View Organization Page

4000 Hollywood Blvd Apt 485 SouthHollywood, FL 33021

(954) 966-2112

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-1096%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

94th percentile

$238,001

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 904.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

6th percentile

-12%

Faster asset growth than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,056,560

Down $288,671 (-12%) from 2020

Net Assets

Down

$2,056,560

Down $288,671 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$26,329

Down $144,363 (-85%) from 2020

Expenses

Down

$314,998

Down $37,385 (-11%) from 2020

Net Income

Down

-$288,669

Down $106,978 (-59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,980,899Liabilities 2011: $02011Assets 2012: $3,746,608Liabilities 2012: $02012Assets 2013: $3,547,563Liabilities 2013: $02013Assets 2014: $3,366,070Liabilities 2014: $02014Assets 2015: $3,137,590Liabilities 2015: $02015Assets 2019: $2,526,917Liabilities 2019: $02019Assets 2020: $2,345,231Liabilities 2020: $0Net Assets 2020: $2,345,2312020Assets 2021: $2,056,560Liabilities 2021: $0Net Assets 2021: $2,056,5602021Assets 2022: $1,808,356Liabilities 2022: $0Net Assets 2022: $1,808,3562022Assets 2023: $1,643,513Liabilities 2023: $12023Assets 2024: $1,472,622Liabilities 2024: $0Net Assets 2024: $1,472,6222024

Highlighted filing

2021

Assets$2,056,560
Liabilities$0
Net Assets$2,056,560
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $370,331Expenses 2011: $417,128Net Income 2011: -$46,7972011Revenue 2012: $145,718Expenses 2012: $376,889Net Income 2012: -$231,1712012Revenue 2013: $181,088Expenses 2013: $379,246Net Income 2013: -$198,1582013Revenue 2014: $205,976Expenses 2014: $384,942Net Income 2014: -$178,9662014Revenue 2015: $150,416Expenses 2015: $377,177Net Income 2015: -$226,7612015Revenue 2019: $35,501Expenses 2019: $339,441Net Income 2019: -$303,9402019Revenue 2020: $170,692Expenses 2020: $352,383Net Income 2020: -$181,6912020Revenue 2021: $26,329Expenses 2021: $314,998Net Income 2021: -$288,6692021Revenue 2022: $67,023Expenses 2022: $315,229Net Income 2022: -$248,2062022Revenue 2023: $154,495Expenses 2023: $319,338Net Income 2023: -$164,8432023Revenue 2024: $136,886Expenses 2024: $307,777Net Income 2024: -$170,8912024

Highlighted filing

2021

Revenue$26,329
Expenses$314,998
Net Income-$288,669
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M KRAMERTrusteePT$204,000$34,001$238,001
Filing and Contact Details

Filer

Filer Name
Richard H Simons Charitable Trust
EIN
59-7034786
Phone
9549662112
Address
4000 HOLLYWOOD BLVD APT 485 SOUTH, HOLLYWOOD, FL 33021

Signing Officer

Name
Robert M Kramer
Title
Trustee
Phone
9549662112
Signed
2022-05-13
Discuss with paid preparer
No

Preparer

Firm
Robert L Weiner CPA
Address
P O BOX 39756, FORT LAUDERDALE, FL 33339-9756
Preparer
Robert L Weiner
Phone
9545612040
Raw XML Appendix294 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09549662112
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0NOT APPLICABLE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0131711
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0131711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0150898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0130824
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0154070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0159081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0162177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0162177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0722911
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0128038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0150898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0130824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0154070
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0159081
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0259749
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0128038
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0885088
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0757050
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03578
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0895
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04473
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09987
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LPL FINANCIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07990
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01997
TaxesSchedule/TaxesDetail/Amt012087
TaxesSchedule/TaxesDetail/CategoryTxt0Payroll taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09670
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02417
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09549662112
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD H SIMONS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0597034786
ReturnHeader/Filer/PhoneNum09549662112
ReturnHeader/Filer/USAddress/AddressLine1Txt04000 HOLLYWOOD BLVD APT 485 SOUTH
ReturnHeader/Filer/USAddress/CityNm0HOLLYWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592731051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT L WEINER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 39756
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333399756
ReturnHeader/PreparerPersonGrp/PhoneNum09545612040
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L WEINER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-16T10:10:10-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRAMER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,056,560
Liabilities
$0
Net assets
$2,056,560
Revenue
$26,329
Expenses
$314,998
Net income
-$288,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.14$0.31$0.17
2023Summary only. Only limited summary data is available for this year.$1.64$0.00$0.15$0.32$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.07$0.32$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.03$0.31$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.17$0.35$0.18
2019Summary only. Only limited summary data is available for this year.$2.53$0.00$0.04$0.34$0.30
2015Summary only. Only limited summary data is available for this year.$3.14$0.00$0.15$0.38$0.23
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$0.21$0.38$0.18
2013Summary only. Only limited summary data is available for this year.$3.55$0.00$0.18$0.38$0.20
2012Summary only. Only limited summary data is available for this year.$3.75$0.00$0.15$0.38$0.23
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$0.37$0.42$0.05