Civic Intelligence

Roger M Simon Family Private Foundation

EIN 86-2000155 • Farley, IA

920 Simon DriveFarley, IA 52046
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

57th percentile

0.1%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-100%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$3,380

Up $2 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,380

Up $2 (+0.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin99th percentile

Revenue

Down

$2

Down $500 (-100%) from 2023

Expenses

Down

$0

Down $345 (-100%) from 2023

Net Income

Down

$2

Down $155 (-99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0K$3.0K$2.0K$1.0K$0Assets 2021: $1,837Liabilities 2021: $0Net Assets 2021: $1,8372021Assets 2022: $3,221Liabilities 2022: $0Net Assets 2022: $3,2212022Assets 2023: $3,378Liabilities 2023: $0Net Assets 2023: $3,3782023Assets 2024: $3,380Liabilities 2024: $0Net Assets 2024: $3,3802024

Highlighted filing

2024

Assets$3,380
Liabilities$0
Net Assets$3,380
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2021: $231,006Expenses 2021: $229,169Net Income 2021: $1,8372021Revenue 2022: $1,212Expenses 2022: -$172Net Income 2022: $1,3842022Revenue 2023: $502Expenses 2023: $345Net Income 2023: $1572023Revenue 2024: $2Expenses 2024: $0Net Income 2024: $22024

Highlighted filing

2024

Revenue$2
Expenses$0
Net Income$2
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,380
Liabilities
$0
Net assets
$3,380
Revenue
$2
Expenses
$0
Net income
$2
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.01$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.01$0.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$2.31$2.29$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANDON SIMONDirector-$0--
JUSTIN PHILIPPDirector-$0--
JOE DEMMERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Roger M Simon Family Private Foundation
EIN
86-2000155
Phone
5635421144
Address
920 SIMON DRIVE, FARLEY, IA 52046

Signing Officer

Name
Roger J Simon
Title
President
Phone
5637443304
Signed
2025-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Locher & Davis Plc
Address
225 1ST AVENUE EAST, DYERSVILLE, IA 52040
Preparer
George Davis
Phone
5638759112
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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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ReturnHeader/ReturnTs02025-07-23T14:41:38-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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