Civic Intelligence

Bader and Simon Foundation

990PF • Fiscal year 2023 • EIN 88-2251548

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization Profile
PO Box 5122Berkeley, CA 94705

(513) 201-7705

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.11x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.07x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

100th percentile

1610700%

Faster asset growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

2499900%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$16,108

Up $16,107 (+1610700%) from 2022

Net Assets

Up

$14,310

Up $14,310 from 2022

Liabilities

Up

$1,798

Up $1,797 (+179700%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin91st percentile

Revenue

Up

$25,000

Up $24,999 (+2499900%) from 2022

Expenses

Up

$10,690

Up $10,690 from 2022

Net Income

Up

$14,310

Up $14,309 (+1430900%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$20K$15K$10K$5.0K$0Assets 2022: $1Liabilities 2022: $1Net Assets 2022: $02022Assets 2023: $16,108Liabilities 2023: $1,798Net Assets 2023: $14,3102023Assets 2024: $19,471Liabilities 2024: $4,129Net Assets 2024: $15,3422024

Highlighted filing

2023

Assets$16,108
Liabilities$1,798
Net Assets$14,310
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$40K$30K$20K$10K$0Revenue 2022: $1Expenses 2022: $0Net Income 2022: $12022Revenue 2023: $25,000Expenses 2023: $10,690Net Income 2023: $14,3102023Revenue 2024: $38,037Expenses 2024: $37,005Net Income 2024: $1,0322024

Highlighted filing

2023

Revenue$25,000
Expenses$10,690
Net Income$14,310
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMARA WHITEPresident/Director-$0--
KATHRYN TURLEY-SONNEDirector-$0--
ANU MITRADirector-$0--
BRUCE MAGGIDirector-$0--
AC PANELLADirector-$0--
Filing and Contact Details

Filer

Filer Name
Bader Simon Foundation
EIN
88-2251548
Phone
5132017705
Address
PO BOX 5122, BERKELEY, CA 94705

Signing Officer

Name
Tamara White
Title
President/director
Phone
5132017705
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304
Preparer
Jasmine D Berjikly
Phone
6508458100
Raw XML Appendix317 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01521 GEORGET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11521 GEORGET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HUDSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1HUDSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd144236
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt120000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WORKERS COMPENSATION DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM TAMARA WHITE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0283
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1883
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0283
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1883
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMPUTER SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0878
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12880
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2222
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3124
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0878
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3124
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01798
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0STATE REGISTRATION
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05132017705
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BADER SIMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BADE
ReturnHeader/Filer/EIN0882251548
ReturnHeader/Filer/PhoneNum05132017705
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5122
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094705
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06508458100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASMINE D BERJIKLY
ReturnHeader/ReturnTs02024-11-12T10:32:53-06:00
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
$16,108
Liabilities
$1,798
Net assets
$14,310
Revenue
$25,000
Expenses
$10,690
Net income
$14,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.5$4.13$15.3$38.0$37.0$1.03
2023Detailed filing. Detailed filing data is available for this year.$16.1$1.80$14.3$25.0$10.7$14.3
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00