Civic Intelligence

Sim Einstein Research Foundation Inc

990PF • Fiscal year 2023 • EIN 84-4067402

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
5650 E Paseo Del FuenteTucson, AZ 85750

(520) 404-9291

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-53%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$979,029

Flat from 2023

Net Assets

$979,029

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin19th percentile

Revenue

Flat

$44,302

Flat from 2023

Expenses

Flat

$55,595

Flat from 2023

Net Income

Flat

-$11,293

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th 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: $0Net Assets 2023: $979,0292023Assets 2023: $979,029Liabilities 2023: $12023Assets 2024: $999,797Liabilities 2024: $0Net Assets 2024: $999,7972024

Highlighted filing

2023

Assets$979,029
Liabilities$0
Net Assets$979,029
Open 2023 Filing

Operations Trend

Revenue Growth7th 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 2023: $44,302Expenses 2023: $55,595Net Income 2023: -$11,2932023Revenue 2024: $101,237Expenses 2024: $80,472Net Income 2024: $20,7652024

Highlighted filing

2023

Revenue$44,302
Expenses$55,595
Net Income-$11,293
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven P SimPresidentPT$0--
Marilyn B EinsteinDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Sim Einstein Research Foundation Inc
EIN
84-4067402
Phone
5204049291
Address
5650 E Paseo Del Fuente, Tucson, AZ 85750

Signing Officer

Name
Steven P Sim
Title
President
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Roberts Group CPAs
Address
1660 E River Rd Ste 100, Tucson, AZ 85718
Preparer
D Jack Roberts CPA
Phone
5208817211
Raw XML Appendix297 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Marilyn B Einstein
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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.
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Marilyn B Einstein
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANT AIMS TO EXPAND ITS RESEARCH PROGRAM TO INCLUDE NEW FUNDING OPPORTUNITIES FOR SCIENTISTS WHO ARE SPECIFICALLY INTERESTED IN RESEARCHING HOW INTEGRATIVE MEDICINE APPROACHES MIGHT IMPROVE THE LIVES OF THOSE LIVING WITH CHRONIC LYMPHOCYTIC LEUKEMIA (CLL) AND SMALL LYMPHOCYTIC LUMPHOMA (SLL).
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219131
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt048562
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02684
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01438
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01246
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01438
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02684
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01246
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM CHARLES SCHWAB
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01514
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01514
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Licenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0489
TaxesSchedule/TaxesDetail/Amt13000
TaxesSchedule/TaxesDetail/Amt21000
TaxesSchedule/TaxesDetail/Amt32949
TaxesSchedule/TaxesDetail/CategoryTxt02022 TAXES PAID WITH 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt12023 ESTIMATED TAX PAYMENT 05.10.23
TaxesSchedule/TaxesDetail/CategoryTxt22023 ESTIMATED TAX PAYMENT 12.22.23
TaxesSchedule/TaxesDetail/CategoryTxt3INCOME TAX REFUND 12.11.23
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven P Sim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sim Einstein Research Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0844067402
ReturnHeader/Filer/PhoneNum05204049291
ReturnHeader/Filer/USAddress/AddressLine1Txt05650 E Paseo Del Fuente
ReturnHeader/Filer/USAddress/CityNm0Tucson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085750
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562386438
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Roberts Group CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01660 E River Rd Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085718
ReturnHeader/PreparerPersonGrp/PhoneNum05208817211
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D Jack Roberts CPA
ReturnHeader/ReturnTs02024-11-12T11:21:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$979,029
Liabilities
$0
Net assets
$979,029
Revenue
$44,302
Expenses
$55,595
Net income
-$11,293
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
2023Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$0.44$0.56$0.11
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