Civic Intelligence

Michael Simmons Charitable Foundation Tr

990PF • Fiscal year 2021 • EIN 82-6159113

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
CO Benintendi 26 Cmlth Ter 7Brighton, MA 02135

(617) 731-6619

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

3rd percentile

-99%

Faster asset growth than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-31%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$28,649

Down $5,084,403 (-99%) from 2020

Net Assets

Down

$28,649

Down $5,084,403 (-99%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin74th percentile

Revenue

Down

$92,254

Down $40,683 (-31%) from 2020

Expenses

Down

$64,874

Down $327,708 (-83%) from 2020

Net Income

Up

$27,380

Up $287,025 (+111%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $4,035,368Liabilities 2018: $0Net Assets 2018: $4,035,3682018Assets 2019: $5,372,697Liabilities 2019: $1Net Assets 2019: $5,372,6972019Assets 2020: $5,113,052Liabilities 2020: $1Net Assets 2020: $5,113,0522020Assets 2021: $28,649Liabilities 2021: $1Net Assets 2021: $28,6492021Assets 2022: $28,649Liabilities 2022: $0Net Assets 2022: $28,6492022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$28,649
Liabilities$1
Net Assets$28,649
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $4,485,091Expenses 2018: $303,435Net Income 2018: $4,181,6562018Revenue 2019: $1,730,758Expenses 2019: $295,963Net Income 2019: $1,434,7952019Revenue 2020: $132,937Expenses 2020: $392,582Net Income 2020: -$259,6452020Revenue 2021: $92,254Expenses 2021: $64,874Net Income 2021: $27,3802021Revenue 2022: $4,100Expenses 2022: $4,100Net Income 2022: $02022Revenue 2023: $2,301Expenses 2023: $3,300Net Income 2023: -$9992023

Highlighted filing

2021

Revenue$92,254
Expenses$64,874
Net Income$27,380
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN JONESTrustee-$0--
CAROL BENINTENDITrustee-$0--
JAMES ATLAS SIMMONSTrustee-$0--
JULIANA KOPECTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael Simmons Charitable Foundation
EIN
82-6159113
Phone
6177316619
Address
CO BENINTENDI 26 CMLTH TER 7, BRIGHTON, MA 02135

Signing Officer

Name
Carol Benintendi
Title
Trustee
Phone
6177316619
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
2950 E HARMONY RD STE 290, FORT COLLINS, CO 80528-3429
Preparer
Kyle Fritch CPA
Phone
9702238825
Raw XML Appendix331 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/StatementsRegardingActyGrp/PhoneNum06177316619
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039040
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039040
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039040
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039040
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039040
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt033635
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt033635
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0DURING 2020, THE TRUSTEES OF MICHAEL SIMMONS CHARITABLE FOUNDATION (TRUST) CREATED A NONPROFIT CORPORATION, THAT IS ALSO CLASSIFIED AS A PRIVATE FOUNDATION, TO FACILITATE THE CONDUCT OF THE TRUST'S CHARITABLE ACTIVITIES, WHICH THE TRUSTEES HAVE DETERMINED CAN BE MORE EFFECTIVELY ACCOMPLISHED BY OPERATING IN A CORPORATE FORM. IN OCTOBER OF 2021, THE TRUST TRANSFERRED ITS INVESTMENT ASSETS EXCEPT FOR A MINIMAL AMOUNT WHICH REMAINS IN THE TRUST'S CASH ACCOUNT TO MICHAEL SIMMONS CHARITABLE FOUNDATION, INC. (CORPORATION), THE NEWLY CREATED NONPROFIT CORPORATION. THE CORPORATION IS EFFECTIVELY CONTROLLED BY THE SAME PERSON OR PERSONS THAT EFFECTIVELY CONTROL THE TRUST. UNDER SECTION 1.507-3(A)(9)(I), IF A PRIVATE FOUNDATION TRANSFERS ALL OR A PORTION OF ITS NET ASSETS TO ONE OR MORE PRIVATE FOUNDATIONS THAT ARE EFFECTIVELY CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE SAME PERSON OR PERSONS THAT EFFECTIVELY CONTROLLED THE TRANSFEROR PRIVATE FOUNDATION, THE TRANSFEREE PRIVATE FOUNDATION WILL BE TREATED AS IF IT WERE THE TRANSFEROR PRIVATE FOUNDATION FOR PURPOSES OF SECTION 4940 THROUGH 4948 AND SECTION 507 THROUGH 509.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05111783
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXTRAORDINARY DECREASE IN NET ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE AND MAILING SERVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025670
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025670
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0142
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL BENINTENDI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06177316619
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL SIMMONS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0826159113
ReturnHeader/Filer/PhoneNum06177316619
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO BENINTENDI 26 CMLTH TER 7
ReturnHeader/Filer/USAddress/CityNm0BRIGHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002135
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02950 E HARMONY RD STE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805283429
ReturnHeader/PreparerPersonGrp/PhoneNum09702238825
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE FRITCH CPA
ReturnHeader/ReturnTs02022-11-14T11:29:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENINTENDI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,649
Liabilities
$1
Net assets
$28,649
Revenue
$92,254
Expenses
$64,874
Net income
$27,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.09$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.13$0.39$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$1.73$0.30$1.43
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$4.49$0.30$4.18