Civic Intelligence

Sidney Milton and Leoma Simon Foundation

EIN 65-6282105 • Sunrise, FL

Pub. 78 Eligible
490 Sawgrass Corporate PkwySunrise, FL 33325
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2025

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$106,425

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

31st percentile

-0.3%

Faster asset growth than 31% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

44%

Faster revenue growth than 81% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,777,948

Down $39,725 (-0.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$11,777,948

Down $39,725 (-0.3%) from 2024

Operations
Liabilities / Revenue18th percentileNet Margin75th percentile

Revenue

Up

$1,575,008

Up $482,138 (+44%) from 2024

Expenses

Up

$1,155,755

Up $226,371 (+24%) from 2024

Net Income

Up

$419,253

Up $255,767 (+156%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2012: $14,917,030Liabilities 2012: $02012Assets 2013: $15,092,000Liabilities 2013: $02013Assets 2014: $14,942,935Liabilities 2014: $02014Assets 2015: $15,032,676Liabilities 2015: $02015Assets 2019: $13,722,250Liabilities 2019: $02019Assets 2020: $13,211,351Liabilities 2020: $02020Assets 2021: $12,768,278Liabilities 2021: $0Net Assets 2021: $12,768,2782021Assets 2022: $12,080,692Liabilities 2022: $0Net Assets 2022: $12,080,6922022Assets 2023: $12,016,027Liabilities 2023: $0Net Assets 2023: $12,016,0272023Assets 2024: $11,817,673Liabilities 2024: $0Net Assets 2024: $11,817,6732024Assets 2025: $11,777,948Liabilities 2025: $0Net Assets 2025: $11,777,9482025

Highlighted filing

2025

Assets$11,777,948
Liabilities$0
Net Assets$11,777,948
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2012: $720,893Expenses 2012: $1,063,593Net Income 2012: -$342,7002012Revenue 2013: $1,057,644Expenses 2013: $1,046,719Net Income 2013: $10,9252013Revenue 2014: $886,308Expenses 2014: $1,043,371Net Income 2014: -$157,0632014Revenue 2015: $1,190,282Expenses 2015: $1,093,198Net Income 2015: $97,0842015Revenue 2019: $547,001Expenses 2019: $1,069,851Net Income 2019: -$522,8502019Revenue 2020: $623,433Expenses 2020: $946,891Net Income 2020: -$323,4582020Revenue 2021: $560,451Expenses 2021: $1,019,916Net Income 2021: -$459,4652021Revenue 2022: $613,182Expenses 2022: $1,301,714Net Income 2022: -$688,5322022Revenue 2023: $309,092Expenses 2023: $1,040,402Net Income 2023: -$731,3102023Revenue 2024: $1,092,870Expenses 2024: $929,384Net Income 2024: $163,4862024Revenue 2025: $1,575,008Expenses 2025: $1,155,755Net Income 2025: $419,2532025

Highlighted filing

2025

Revenue$1,575,008
Expenses$1,155,755
Net Income$419,253
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,777,948
Liabilities
$0
Net assets
$11,777,948
Revenue
$1,575,008
Expenses
$1,155,755
Net income
$419,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.58$1.16$0.42
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.09$0.93$0.16
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.31$1.04$0.73
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.61$1.30$0.69
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.56$1.02$0.46
2020Summary only. Only limited summary data is available for this year.$13.2$0.00$0.62$0.95$0.32
2019Summary only. Only limited summary data is available for this year.$13.7$0.00$0.55$1.07$0.52
2015Summary only. Only limited summary data is available for this year.$15.0$0.00$1.19$1.09$0.10
2014Summary only. Only limited summary data is available for this year.$14.9$0.00$0.89$1.04$0.16
2013Summary only. Only limited summary data is available for this year.$15.1$0.00$1.06$1.05$0.01
2012Summary only. Only limited summary data is available for this year.$14.9$0.00$0.72$1.06$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT O'BRIENTrusteePT$106,425-$106,425
TIMOTHY DEVLINTrusteePT$70,950-$70,950
KENNETH EDELMANTrusteePT$70,950-$70,950
Filing and Contact Details

Filer

Filer Name
The Sidney Milton and Leoma
EIN
65-6282105
Phone
5613688666
Address
490 SAWGRASS CORPORATE PKWY, SUNRISE, FL 33325

Signing Officer

Name
Timothy Devlin
Title
Trustee
Phone
5613688666
Signed
2025-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Advisory LLC
Address
2401 NW BOCA RATON BLVD, BOCA RATON, FL 33431-6632
Preparer
Timothy R Devlin
Phone
5613671040
Raw XML Appendix339 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - SEE ATTACHMENTS C, D, AND E
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0COHNREZNICK ADVISORY LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0490 SAWGRASS CORPORATE PKWY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SUNRISE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033325
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1FL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd2FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05613688666
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SUBMIT APPLICATION ON ORGANIZATION LETTERHEAD WITH COPY OF FORM 1023, APPLICATION AND ACCEPTANCE OF EXEMPT STATUS FROM IRS, AND ANNUAL REPORT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TIMOTHY DELVIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05613688666
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02401 NW BOCA RATON BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOCA RATON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033432
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0804000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHMENT F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099999
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0804000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0874969
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0911746
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0148306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0299910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0138293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0114992
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt078215
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0586509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0148306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0299910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0138293
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0874969
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0664724
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0701501
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0458978
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES AND RETURN OF PRINCIPAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE AND DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEALS AND ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER AND INTERNET EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1703
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2128
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1234
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1938
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt091580
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt091580
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY DEVLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05613688666
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SIDNEY MILTON AND LEOMA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SIMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIDN
ReturnHeader/Filer/EIN0656282105
ReturnHeader/Filer/PhoneNum05613688666
ReturnHeader/Filer/USAddress/AddressLine1Txt0490 SAWGRASS CORPORATE PKWY
ReturnHeader/Filer/USAddress/CityNm0SUNRISE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033325
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0333709623
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02401 NW BOCA RATON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334316632
ReturnHeader/PreparerPersonGrp/PhoneNum05613671040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY R DEVLIN
ReturnHeader/ReturnTs02025-07-28T14:33:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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