Civic Intelligence

Simon Foundation for Education And

990PF • Fiscal year 2020 • EIN 68-0524905

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 26, 2021

Organization Profile
620 Newport Center Drive 12th FlooNewport Beach, CA 92660

(949) 720-1116

Siviq Scores

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

Liabilities / Assets

68th percentile

0.32x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

1.37x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

5th percentile

-149%

Higher net margin than 5% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

11th percentile

-6.2%

Faster asset growth than 11% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$23,967,220

Down $1,579,434 (-6.2%) from 2019

Net Assets

Down

$16,338,017

Down $8,761,431 (-35%) from 2019

Liabilities

Up

$7,629,203

Up $7,181,997 (+1606%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin5th percentile

Revenue

Up

$5,555,331

Up $5,638,789 (+6756%) from 2019

Expenses

Up

$13,827,804

Up $5,833,243 (+73%) from 2019

Net Income

Down

-$8,272,473

Down $194,454 (-2.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$40M$30M$20M$10M$0Assets 2011: $1,232,571Liabilities 2011: $02011Assets 2012: $1,487,323Liabilities 2012: $02012Assets 2013: $858,678Liabilities 2013: $02013Assets 2014: $1,389,692Liabilities 2014: $02014Assets 2015: $13,820,438Liabilities 2015: $02015Assets 2016: $7,298,243Liabilities 2016: $0Net Assets 2016: $7,298,2432016Assets 2017: $712,354Liabilities 2017: $0Net Assets 2017: $712,3542017Assets 2018: $33,386,572Liabilities 2018: $630,962Net Assets 2018: $32,755,6102018Assets 2019: $25,546,654Liabilities 2019: $447,206Net Assets 2019: $25,099,4482019Assets 2020: $23,967,220Liabilities 2020: $7,629,203Net Assets 2020: $16,338,0172020Assets 2021: $16,342,878Liabilities 2021: $6,962,549Net Assets 2021: $9,380,3292021Assets 2022: $7,421,820Liabilities 2022: $5,287,377Net Assets 2022: $2,134,4432022

Highlighted filing

2020

Assets$23,967,220
Liabilities$7,629,203
Net Assets$16,338,017
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MRevenue 2011: $1,566,456Expenses 2011: $3,340,861Net Income 2011: -$1,774,4052011Revenue 2012: $1,953,878Expenses 2012: $1,699,126Net Income 2012: $254,7522012Revenue 2013: $801,171Expenses 2013: $1,429,816Net Income 2013: -$628,6452013Revenue 2014: $1,930,393Expenses 2014: $1,399,379Net Income 2014: $531,0142014Revenue 2015: $13,676,966Expenses 2015: $1,247,839Net Income 2015: $12,429,1272015Revenue 2016: $123,679Expenses 2016: $6,695,874Net Income 2016: -$6,572,1952016Revenue 2017: $35,380,315Expenses 2017: $6,616,204Net Income 2017: $28,764,1112017Revenue 2018: $6,241,959Expenses 2018: $6,385,045Net Income 2018: -$143,0862018Revenue 2019: -$83,458Expenses 2019: $7,994,561Net Income 2019: -$8,078,0192019Revenue 2020: $5,555,331Expenses 2020: $13,827,804Net Income 2020: -$8,272,4732020Revenue 2021: -$1,308,916Expenses 2021: $8,371,951Net Income 2021: -$9,680,8672021Revenue 2022: $943,812Expenses 2022: $7,347,453Net Income 2022: -$6,403,6412022

Highlighted filing

2020

Revenue$5,555,331
Expenses$13,827,804
Net Income-$8,272,473
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 26, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY SIMON ABELSDirector-$0--
STEVEN H SIMONDirector-$0--
RONALD SIMONFounding DirectorPT$0--
GARY SINGERChairmanPT$0--
JAMES B FREEDMANDirector-$0--
GILBERT E LEVASSEUR JRDirector-$0--
ALEX CALEBRESEDirector-$0--
SANDI SIMONDirector-$0--
JAMES L DOTIDirector-$0--
JERRY LIUSecretary & Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Simon Foundation for Education and
EIN
68-0524905
Phone
9497201116
Address
620 NEWPORT CENTER DRIVE 12TH FLOO, NEWPORT BEACH, CA 92660

Signing Officer

Name
Ronald Simon
Title
Founder
Phone
9497201116
Signed
2021-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Wright Ford Young & Co
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618
Preparer
Ryan Working CPA
Phone
9499102727
Raw XML AppendixShowing 400 of 599 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3620 NEWPORT CENTER DRIVE 12TH FLOOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7620 NEWPORT CENTER DRIVE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8620 NEWPORT CENTER DRIVE 12TH FLOOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt07792319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06142935
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01242762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.394430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.284892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.173767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.180288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.884016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.449188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05322
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06340357
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06340357
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06340357
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt311A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST FROM INVESTMENT HELD FOR CHARITABLE PURPOSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1DIVIDENDS FROM INVESTMENT HELD FOR CHARITABLE PURPOSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2SECURITIES HELD FOR CHARITABLE PURPOSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3FEDERAL EXCISE TAX REFUND
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
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/IndividualWithBooksNm0GARY SINGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0620 NEWPORT CENTER DR 12TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09497201116
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,967,220
Liabilities
$7,629,203
Net assets
$16,338,017
Revenue
$5,555,331
Expenses
$13,827,804
Net income
-$8,272,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$7.42$5.29$2.13$0.94$7.35$6.40
2021Detailed filing. Detailed filing data is available for this year.$16.3$6.96$9.38$1.31$8.37$9.68
2020Detailed filing. Detailed filing data is available for this year.$24.0$7.63$16.3$5.56$13.8$8.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$0.45$25.1$0.08$7.99$8.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.63$32.8$6.24$6.39$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$35.4$6.62$28.8
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$0.12$6.70$6.57
2015Summary only. Only limited summary data is available for this year.$13.8$0.00$13.7$1.25$12.4
2014Summary only. Only limited summary data is available for this year.$1.39$0.00$1.93$1.40$0.53
2013Summary only. Only limited summary data is available for this year.$0.86$0.00$0.80$1.43$0.63
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$1.95$1.70$0.25
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$1.57$3.34$1.77