Civic Intelligence

The Beth and Carl Siemon Family Foundation

EIN 93-4401037 • Naples, FL

Pub. 78 EligibleNTEE A99
9693 Wilshire Lakes BlvdNaples, FL 34109
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

NTEE A • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

NTEE A • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$32,100

Higher top officer pay than 45% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2025

Asset Growth

81st percentile

25%

Faster asset growth than 81% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$1,444,313

Up $284,313 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,444,313

Up $284,313 (+25%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin95th percentile

Revenue

Down

$301,002

Down $858,998 (-74%) from 2023

Expenses

Up

$56,250

Up $56,250 from 2023

Net Income

Down

$244,752

Down $915,248 (-79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2023: $1,160,000Liabilities 2023: $0Net Assets 2023: $1,160,0002023Assets 2024: $1,444,313Liabilities 2024: $0Net Assets 2024: $1,444,3132024

Latest loaded filing

2024

Assets$1,444,313
Liabilities$0
Net Assets$1,444,313
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.5M$1.0M$500K$0Revenue 2023: $1,160,000Expenses 2023: $0Net Income 2023: $1,160,0002023Revenue 2024: $301,002Expenses 2024: $56,250Net Income 2024: $244,7522024

Latest loaded filing

2024

Revenue$301,002
Expenses$56,250
Net Income$244,752
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.30$0.06$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.16$0.00$1.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 16, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAYLOR MARKOVITSPresidentPT$32,100-$32,100
CARL SIEMONChairmanPT$0--
BETH SIEMONTreasurerPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFLANDERS NATURE CENTERSUPPORT-WOODBURY, CT, US$250
Filing and Contact Details

Filer

Filer Name
The Beth and Carl Siemon Family
EIN
93-4401037
Phone
5138079170
Address
9693 WILSHIRE LAKES BLVD, NAPLES, FL 34109

Signing Officer

Name
Taylor Markovits
Title
President
Signed
2026-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Santoro & Sinnamon CPAs
Address
29 Mill Street Suite D-1, Wolfeboro, NH 03894
Preparer
Lorena A Sinnamon CPA
Phone
8002205521
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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