Civic Intelligence

Margo Simons Family Foundation

EIN 82-2992313 • Cincinnati, OH

C/O Stifel 221 East Fourth Street 2Cincinnati, OH 45202
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1433%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,871,120

Up $589,884 (+18%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$3,871,120

Up $589,884 (+18%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin95th percentile

Revenue

Up

$739,335

Up $691,113 (+1433%) from 2023

Expenses

Up

$149,451

Up $33,015 (+28%) from 2023

Net Income

Up

$589,884

Up $658,098 (+965%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $6,975,118Liabilities 2018: $0Net Assets 2018: $6,975,1182018Assets 2019: $3,325,623Liabilities 2019: $1Net Assets 2019: $3,325,6232019Assets 2020: $3,302,913Liabilities 2020: $1Net Assets 2020: $3,302,9132020Assets 2021: $3,280,704Liabilities 2021: $1Net Assets 2021: $3,280,7042021Assets 2022: $3,349,450Liabilities 2022: $1Net Assets 2022: $3,349,4502022Assets 2023: $3,281,236Liabilities 2023: $1Net Assets 2023: $3,281,2362023Assets 2024: $3,871,120Liabilities 2024: $0Net Assets 2024: $3,871,1202024

Highlighted filing

2024

Assets$3,871,120
Liabilities$0
Net Assets$3,871,120
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2018: $64,669Expenses 2018: $100,153Net Income 2018: -$35,4842018Revenue 2019: $261,435Expenses 2019: $3,910,930Net Income 2019: -$3,649,4952019Revenue 2020: $62,843Expenses 2020: $85,553Net Income 2020: -$22,7102020Revenue 2021: $156,130Expenses 2021: $174,646Net Income 2021: -$18,5162021Revenue 2022: $231,722Expenses 2022: $162,976Net Income 2022: $68,7462022Revenue 2023: $48,222Expenses 2023: $116,436Net Income 2023: -$68,2142023Revenue 2024: $739,335Expenses 2024: $149,451Net Income 2024: $589,8842024

Highlighted filing

2024

Revenue$739,335
Expenses$149,451
Net Income$589,884
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,871,120
Liabilities
$0
Net assets
$3,871,120
Revenue
$739,335
Expenses
$149,451
Net income
$589,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.74$0.15$0.59
2023Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.05$0.12$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.23$0.16$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.16$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.06$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.26$3.91$3.65
2018Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.06$0.10$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margo L SimonsPresident-$0--
Elizabeth EmgeSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Margo Simons Family Foundation
EIN
82-2992313
Phone
4152186045
Address
C/O Stifel 221 East Fourth Street 2, Cincinnati, OH 45202

Signing Officer

Name
Margo L Simons
Title
President
Signed
2025-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Trimble Weist Dye & Ezra CPAs
Address
5990 Greenwood Plaza Blvd Suite 203, Greenwood Village, CO 80111
Preparer
Deborah L Dye
Phone
3032208899
Raw XML Appendix325 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3510(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5510(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St Helena Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1St Helena Beautification Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Fractured Atlas Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Center for Conservative Women
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Mayo Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5St Helena Community Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Xerces Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010 Woodland Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 454
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2228 Park Ave S 56651
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3112 Elden Street Suite P
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 First Street SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51291 Madrona Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61631 NE Broadway Street 821
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0St Helena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1St Helena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Herndon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Rochester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Saint Helena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd697232
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0127400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0131900
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0200574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt068674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02974755
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt068674
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02906081
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0131900
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02906081
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02974755
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01550
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01550
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012786
TaxesSchedule/TaxesDetail/Amt01815
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01815
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margo L Simons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Margo Simons Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0822992313
ReturnHeader/Filer/PhoneNum04152186045
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Stifel 221 East Fourth Street 2
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841063568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trimble Weist Dye & Ezra CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05990 Greenwood Plaza Blvd Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwood Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum03032208899
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah L Dye
ReturnHeader/ReturnTs02025-03-02T11:06:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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