Civic Intelligence

Sim Einstein Research Foundation Inc

990PF • Fiscal year 2021 • EIN 84-4067402

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 27, 2022

Organization Profile
5650 E Paseo Del FuenteTucson, AZ 85750

(520) 299-3292

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

80th percentile

31%

Faster asset growth than 80% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

10%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$945,076

Up $221,723 (+31%) from 2020

Net Assets

Up

$945,076

Up $221,723 (+31%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin95th percentile

Revenue

Up

$272,189

Up $24,881 (+10%) from 2020

Expenses

Up

$46,891

Up $19,361 (+70%) from 2020

Net Income

Up

$225,298

Up $5,520 (+2.5%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.0M$500K$0Assets 2019: $500,000Liabilities 2019: $02019Assets 2020: $723,353Liabilities 2020: $0Net Assets 2020: $723,3532020Assets 2021: $945,076Liabilities 2021: $0Net Assets 2021: $945,0762021Assets 2022: $990,322Liabilities 2022: $0Net Assets 2022: $990,3222022Assets 2023: $979,029Liabilities 2023: $12023Assets 2024: $999,797Liabilities 2024: $0Net Assets 2024: $999,7972024

Highlighted filing

2021

Assets$945,076
Liabilities$0
Net Assets$945,076
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $500,000Expenses 2019: $0Net Income 2019: $500,0002019Revenue 2020: $247,308Expenses 2020: $27,530Net Income 2020: $219,7782020Revenue 2021: $272,189Expenses 2021: $46,891Net Income 2021: $225,2982021Revenue 2022: $94,770Expenses 2022: $54,724Net Income 2022: $40,0462022Revenue 2023: $44,302Expenses 2023: $55,595Net Income 2023: -$11,2932023Revenue 2024: $101,237Expenses 2024: $80,472Net Income 2024: $20,7652024

Highlighted filing

2021

Revenue$272,189
Expenses$46,891
Net Income$225,298
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN P SIMPresidentPT$0--
MARILYN B EINSTEINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sim Einstein Research Foundation Inc
EIN
84-4067402
Phone
5202993292
Address
5650 E PASEO DEL FUENTE, TUCSON, AZ 85750

Signing Officer

Name
Steven P Sim
Title
President
Phone
5202993292
Signed
2022-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Roberts Alexonis Group
Address
1660 E RIVER ROAD SUITE 100, TUCSON, AZ 85718
Preparer
D Jack Roberts CPA
Phone
5208817211
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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/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEVEN P SIM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05202993292
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05650 E PASEO DEL FUENTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TUCSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd085750
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION WILL MAKE GRANTS TO SECTION 501(C)(3) ORGANIZATIONS TO FUND, WITHOUT LIMITATION, RESEARCH, EDUCATIONAL AND RELATED ACTIVITIES PRIMARILY IN THE FIELDS OF HEALTH AND JEWISH PHILANTHROPY. THERE ARE NO SPECIFIC DOLLAR OR GEOGRAPHIC LIMITATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN P SIM
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARILYN B EINSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT IN SUPPORT OF ALZHEIMER'S RESEARCH AT NORTH CAROLINA STATE UNIVERSITY IN COLLABORATION WITH OTHER ACADEMIC INSTITUTIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANT IS FOR SUPPORT OF THE GLOBAL FOOD SYSTEMS AND SUSTAINABLE NUTRITION IN THE 21ST CENTURY SYMPOSIUM AND THE DIVERSITY SCHOLARS INITIATIVE AT THE NUTRITION OBESITY RESEARCH CENTER AT HARVARD (NORCH),
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTH CAROLINA VETERINARY MEDICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE GENERAL HOSPITAL CORPORATION DBA MASSACHUSETTS GENERAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01060 WILLIAM MOORE DR CB8401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 NASHUA ST STE 540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1021141101
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt036111
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04534
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04355
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04355
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04355
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04355
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04534
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN P SIM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05650 E PASEO DEL FUENTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TUCSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085750
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0451599
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt067419
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1113616
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2143420
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3127144
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02970 SHARES OF CLEARBRIDGE MLP AD MDSTRM (CTR)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14800 SHARES OF CLEARBRIDGE MLP AD MDSTRM (CTR)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc26090 SHARES OF CLEARBRIDGE MLP AD MDSTRM (CTR)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc34600 SHARES OF TORTOISE ENERGY INFRA (TYG)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-12-30
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES & TAX PREP - GADARIAN & GACY PLLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01789
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03575
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR RETURN OF CAPITAL
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0STEVEN P SIM
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1MARILYN B EINSTEIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05650 E PASEO DEL FUENTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt15650 E PASEO DEL FUENTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TUCSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1TUCSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1AZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0857501042
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd1857501042
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0102
TaxesSchedule/TaxesDetail/CategoryTxt02020 TAX PAID WITH 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN P SIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05202993292
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIM EINSTEIN RESEARCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SIME
ReturnHeader/Filer/EIN0844067402
ReturnHeader/Filer/PhoneNum05202993292
ReturnHeader/Filer/USAddress/AddressLine1Txt05650 E PASEO DEL FUENTE
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085750
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562386438
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTS ALEXONIS GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01660 E RIVER ROAD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085718
ReturnHeader/PreparerPersonGrp/PhoneNum05208817211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D JACK ROBERTS CPA
ReturnHeader/ReturnTs02022-10-27T18:06:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIM
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
$945,076
Liabilities
$0
Net assets
$945,076
Revenue
$272,189
Expenses
$46,891
Net income
$225,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.00$0.00$10.00$1.01$0.80$0.21
2023Summary only. Only limited summary data is available for this year.$9.79$0.00$0.44$0.56$0.11
2022Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.95$0.55$0.40
2021Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$2.72$0.47$2.25
2020Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$2.47$0.28$2.20
2019Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$0.00$5.00
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