Civic Intelligence

Simon Family Foundation

EIN 86-2561630 • 501(c)3 • Glen Head, NY

Profile

The nonprofit's mission is to provide emergency relief and assistance to individuals and families living in war zones, helping to maintain local parks and foster community engagement, supporting first responders, and making grants to organizations that align with its mission, vision, and values and that support these charitable classes.

10 Rolling DriveGlen Head, NY 11545

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$597,646

Up $419,263 (+235%) from 2021

Liabilities

Down

$0

Down $30,000 (-100%) from 2021

Net Assets

Up

$597,646

Up $449,263 (+303%) from 2021

Operations
Liabilities / Revenue34th percentileNet Margin91st percentile

Revenue

Up

$247,578

Up $2,327 (+0.9%) from 2021

Expenses

Up

$114,757

Up $17,889 (+18%) from 2021

Net Income

Down

$132,821

Down $15,562 (-10%) from 2021

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2021: $178,383Liabilities 2021: $30,000Net Assets 2021: $148,3832021Assets 2024: $597,646Liabilities 2024: $0Net Assets 2024: $597,6462024

Highlighted filing

2024

Assets$597,646
Liabilities$0
Net Assets$597,646
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2021: $245,251Expenses 2021: $96,868Net Income 2021: $148,3832021Revenue 2024: $247,578Expenses 2024: $114,757Net Income 2024: $132,8212024

Highlighted filing

2024

Revenue$247,578
Expenses$114,757
Net Income$132,821
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$597,646
Liabilities
$0
Net assets
$597,646
Revenue
$247,578
Expenses
$114,757
Net income
$132,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$2.48$1.15$1.33
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.30$1.48$2.45$0.97$1.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$281,375
Mission and Program Overview

Mission

The nonprofit's mission is to provide emergency relief and assistance to individuals and families living in war zones, helping to maintain local parks and foster community engagement, supporting first responders, and making grants to organizations that align with its mission, vision, and values and that support these charitable classes.

Provide emergency relief and assistance to individuals and families living in war zones, helping to maintain local parks and foster community engagement, supporting first responders, and making grants to organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Receivables From Officers Etc$310,000$358,025▲ $48,025
Investments in Publicly Traded Securities$52,637$230,774▲ $178,137
Savings and Temporary Cash Investments$96,598$6,104▼ $90,494
Land, Buildings, and Equipment, Net$3,943$2,743▼ $1,200
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$463,178$597,646▲ $134,468
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$463,178$597,646▲ $134,468
Total Liabilities and Net Assets / Fund Balance$463,178$597,646▲ $134,468

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,743$5,658$8,401
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Richard SimonTrustee
Rose Natacha SimonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$237,387
Program Service Revenue
$0
Investment Income
$10,191
Other Revenue
$0
All Other Contributions
$237,387
Change in Net Assets
$132,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,757
Total Fundraising Expense$67
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$105,485--$105,485
Fees for Services Legal$6,997--$6,997
Depreciation Depletion-$1,200-$1,200
Information Technology-$608$67$675
Office Expenses-$400-$400
Total Functional Expenses$112,482$2,208$67$114,757
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$310,000$358,025▲ $48,025
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Rose natacha simon and richard simon, trustees, are married.”

Form 990, Part VI, Section B, Line 11B

“Board members receive a copy of the 990 for discussion and review prior to signing and filing.”

Form 990, Part VI, Section B, Line 12C

“The directors and officers must annually sign a document that they have received, read and agree to abide by the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Simon Family Foundation
EIN
86-2561630
Phone
5166866221
Address
10 ROLLING DRIVE, GLEN HEAD, NY 11545

Signing Officer

Name
Richard Simon
Title
Trustee
Phone
5166866221
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Simon
Formed
2021
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
2

Preparer

Firm
Anderson Global Business Group LLC
Address
3225 MCLEOD DRIVE, LAS VEGAS, NV 89121
Preparer
Karim Hanafy
Phone
8889692677
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Charitable donations to nonprofits: program service expenses 105,485. Management and general expenses 0. Fundraising expenses 0. Total expenses 105,485.”

Raw XML Appendix310 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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IRS990/LoanOutstandingInd01
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IRS990/MethodOfAccountingCashInd0X
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0RICHARD SIMON, TRUSTEE, PROVIDES CONSIDERABLE VALUABLE SERVICES TO THE ORGANIZATION WITHOUT COMPENSATION. INSTEAD, THE NONPROFIT IS PAYING THE LIFE INSURANCE PREMIUMS ON BEHALF OF RICHARD. GIVEN THE TIME AND ACTIVITIES BEING PERFORMED ON BEHALF OF THE NONPROFIT BY RICHARD, THE PREMIUMS ARE REASONABLE. IN ADDITION, THE NONPROFIT IS A BENEFICIARY OF THE LIFE INSURANCE POLICY.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART II, LINE 1
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROSE NATACHA SIMON AND RICHARD SIMON, TRUSTEES, ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS RECEIVE A COPY OF THE 990 FOR DISCUSSION AND REVIEW PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTORS AND OFFICERS MUST ANNUALLY SIGN A DOCUMENT THAT THEY HAVE RECEIVED, READ AND AGREE TO ABIDE BY THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHARITABLE DONATIONS TO NONPROFITS: PROGRAM SERVICE EXPENSES 105,485. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,485.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05166866221
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0862561630
ReturnHeader/Filer/PhoneNum05166866221
ReturnHeader/Filer/USAddress/AddressLine1Txt010 ROLLING DRIVE
ReturnHeader/Filer/USAddress/CityNm0GLEN HEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011545
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911956265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON GLOBAL BUSINESS GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03225 MCLEOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089121
ReturnHeader/PreparerPersonGrp/PhoneNum08889692677
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARIM HANAFY
ReturnHeader/ReturnTs02025-11-17T13:31:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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