Civic Intelligence

The Katalina and Michael Simon Foundation

990PF • Fiscal year 2020 • EIN 85-1620436

Jun 25, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$2,143,790

No earlier filing loaded for comparison.

Net Assets

$2,143,790

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$2,151,343

No earlier filing loaded for comparison.

Expenses

$7,553

No earlier filing loaded for comparison.

Net Income

$2,143,790

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,143,790Liabilities 2020: $0Net Assets 2020: $2,143,7902020Assets 2021: $2,921,750Liabilities 2021: $0Net Assets 2021: $2,921,7502021Assets 2022: $2,362,148Liabilities 2022: $0Net Assets 2022: $2,362,1482022Assets 2023: $1,912,359Liabilities 2023: $78,785Net Assets 2023: $1,833,5742023Assets 2024: $1,529,531Liabilities 2024: $0Net Assets 2024: $1,529,5312024

Highlighted filing

2020

Assets$2,143,790
Liabilities$0
Net Assets$2,143,790
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $2,151,343Expenses 2020: $7,553Net Income 2020: $2,143,7902020Revenue 2021: $1,021,520Expenses 2021: $243,560Net Income 2021: $777,9602021Revenue 2022: $7,221Expenses 2022: $566,823Net Income 2022: -$559,6022022Revenue 2023: -$194,383Expenses 2023: $334,191Net Income 2023: -$528,5742023Revenue 2024: $64,293Expenses 2024: $368,336Net Income 2024: -$304,0432024

Highlighted filing

2020

Revenue$2,151,343
Expenses$7,553
Net Income$2,143,790
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 25, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SimonDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Katalina and Michael Simon Foundation
EIN
85-1620436
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
michael simon
Title
president
Phone
8008391754
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix223 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/ChangesToArticlesOrBylawsInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Simon Michael
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt036 Everett Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Winchester
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0LOGMEIN, INC LOGM, 25000 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-08-13
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02053
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Simon Michael
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt036 Everett Avenue
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Winchester
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd001890
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0michael simon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Katalina and Michael Simon Foundation
ReturnHeader/Filer/BusinessNameControlTxt00
ReturnHeader/Filer/EIN0851620436
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-11-05T12:09:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0simon
ReturnHeader/TaxPeriodBeginDt02020-06-25
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,143,790
Liabilities
$0
Net assets
$2,143,790
Revenue
$2,151,343
Expenses
$7,553
Net income
$2,143,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.37$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.08$1.83$0.19$0.33$0.53
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.01$0.57$0.56
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$1.02$0.24$0.78
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.15$0.01$2.14