Civic Intelligence

Simone Charitable Foundation Inc.

990PF • Fiscal year 2024 • EIN 82-3971316

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 23, 2025

Organization Profile

View Organization Page

8800 E Gainey Center Dr 160Scottsdale, AZ 85258

(480) 948-8161

Siviq Scores

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

Liabilities / Assets

38th percentile

0.10x

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

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

Liabilities / Revenue

70th percentile

0.96x

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

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

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

49th percentile

$379,179

Higher top officer pay than 49% of similar nonprofits.

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

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

Asset Growth

48th percentile

5.3%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

88th percentile

77%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$115,229,907

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

Net Assets

Up

$104,061,583

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

Liabilities

Down

$11,168,324

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

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin79th percentile

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

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$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
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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
Open 2024 Filing
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
Top Officer Pay49th percentile

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/BondNm18CAPTIAL ONE FINL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19CATERPILLAR FINL SVCS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21CLOROX CO DEL SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22COCA COLA CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23COLGATE PALMOTIVE CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25CONSOLIDATED EDISON CO N
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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/BondNm37INTERCONTINENTAL
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40LAM RESEARCH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41LOCKHEED MARTIN CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42LOCKHEED MARTIN CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43MARSH & MCLENNAN COS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44MARSH & MCLENNAN COS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45META PLATFORMS INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47MORGAN STANLEY
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm71UNITED HEALTH GROUP INC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm73VERIZON COMMUNICATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm74VISA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm75WALMART INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm76WASTE MGMT INC DEL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm77WELLS FARGO & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm78BLACKROCK FDS V
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm79FEDERATED HRMS INSTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm80GUGGENHEIM FDS TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm81PGIM HIGH YIELD FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm82PGIM TOTAL RETURN BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm83PIMCO INCOME FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt058295
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt165137
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt247310
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7108804
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1089330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1189979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12104712
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1394778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1491432
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1545829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1641777
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1823432
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1964285
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2139974
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2251120
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2522051
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2788130
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3051573
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3292200
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3750122
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3980159
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4054001
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4346527
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4551114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4646383
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4835721
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4944311
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5051919
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5198795
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5289726
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5348755
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5452108
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt55104605
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5628864
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5761789
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5886040
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Filings

Displayed year

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

Open filing
Assets
$115,229,907
Liabilities
$11,168,324
Net assets
$104,061,583
Revenue
$11,687,523
Expenses
$8,316,424
Net income
$3,371,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$115$11.2$104$11.7$8.32$3.37
2023Detailed filing. Detailed filing data is available for this year.$109$11.8$97.6$6.60$8.88$2.28
2022Detailed filing. Detailed filing data is available for this year.$110$11.8$98.2$5.89$9.20$3.32
2021Detailed filing. Detailed filing data is available for this year.$116$11.8$104$7.19$8.17$0.97
2020Detailed filing. Detailed filing data is available for this year.$117$11.7$106$36.7$10.5$26.1
2019Detailed filing. Detailed filing data is available for this year.$91.2$11.8$79.4$17.5$9.92$7.62