Civic Intelligence

Simone Charitable Foundation Inc

EIN 82-3971316 • Scottsdale, AZ

8800 E Gainey Center Dr 160Scottsdale, AZ 85258
Siviq Scores

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

Liabilities / Assets

38th percentile

0.10x

Higher debt load relative to assets than 38% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.96x

Higher debt load relative to revenue than 70% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$379,179

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

51st percentile

5.3%

Faster asset growth than 51% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$115,229,907

Up $5,783,719 (+5.3%) from 2023

Liabilities

Down

$11,168,324

Down $655,861 (-5.5%) from 2023

Net Assets

Up

$104,061,583

Up $6,439,580 (+6.6%) from 2023

Revenue

Up

$11,687,523

Up $5,088,239 (+77%) from 2023

Expenses

Down

$8,316,424

Down $559,640 (-6.3%) from 2023

Net Income

Up

$3,371,099

Up $5,647,879 (+248%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2019: $91,188,319Liabilities 2019: $11,790,128Net Assets 2019: $79,398,1912019Assets 2020: $117,315,592Liabilities 2020: $11,655,471Net Assets 2020: $105,660,1212020Assets 2021: $116,213,813Liabilities 2021: $11,774,599Net Assets 2021: $104,439,2142021Assets 2022: $110,014,873Liabilities 2022: $11,794,033Net Assets 2022: $98,220,8402022Assets 2023: $109,446,188Liabilities 2023: $11,824,185Net Assets 2023: $97,622,0032023Assets 2024: $115,229,907Liabilities 2024: $11,168,324Net Assets 2024: $104,061,5832024

Highlighted filing

2024

Assets$115,229,907
Liabilities$11,168,324
Net Assets$104,061,583

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2019: $17,544,636Expenses 2019: $9,923,273Net Income 2019: $7,621,3632019Revenue 2020: $36,683,329Expenses 2020: $10,539,262Net Income 2020: $26,144,0672020Revenue 2021: $7,192,727Expenses 2021: $8,167,481Net Income 2021: -$974,7542021Revenue 2022: $5,885,657Expenses 2022: $9,200,673Net Income 2022: -$3,315,0162022Revenue 2023: $6,599,284Expenses 2023: $8,876,064Net Income 2023: -$2,276,7802023Revenue 2024: $11,687,523Expenses 2024: $8,316,424Net Income 2024: $3,371,0992024

Highlighted filing

2024

Revenue$11,687,523
Expenses$8,316,424
Net Income$3,371,099

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK GRAYSONPresidentFT$359,414$19,765$379,179
CURT CHRISTENSENTreasurerFT$190,941$11,456$202,397
JAMES GEAVESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Simone Charitable Foundation Inc
EIN
82-3971316
Phone
4809488161
Address
8800 E GAINEY CENTER DR 160, SCOTTSDALE, AZ 85258

Signing Officer

Name
Curt Christensen
Title
Treasurer
Phone
4809488161
Signed
2025-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
2355 E CAMELBACK RD STE 900, PHOENIX, AZ 85016-9065
Preparer
Karen L Peck CPA
Phone
4803151040
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23COLGATE PALMOTIVE CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25CONSOLIDATED EDISON CO N
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26DUKE ENERGY OHIO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27ECOLAB INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28ELECTRONIC ARTS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29ELEVANCE HEALTH INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30ENTERGY MISS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31ENTERPRISE PRODS OPER LLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32GENERAL DYNAMICS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33GOLDMAN SACHS GROUP INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35HERSHEY CO
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39INTUIT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40LAM RESEARCH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41LOCKHEED MARTIN CORP
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43MARSH & MCLENNAN COS INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45META PLATFORMS INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55PUBLIC STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56PUBLIC SVC ELEC GAS CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm57REPUBLIC SERVICES INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59STATE STR CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm60STRYKER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm61STRYKER CORP
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm71UNITED HEALTH GROUP INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm73VERIZON COMMUNICATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm74VISA INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm77WELLS FARGO & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm78BLACKROCK FDS V
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm79FEDERATED HRMS INSTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm80GUGGENHEIM FDS TR
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm83PIMCO INCOME FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt058295
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt247310
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