Civic Intelligence

Simmons Family Charitable Foundation

EIN 95-3978508 • Burbank, CA

4100 W Alameda Ave 350Burbank, CA 91505
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

52nd percentile

6.3%

Higher net margin than 52% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2026

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,579,227

Up $6,201 (+0.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,579,227

Up $6,201 (+0.4%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin52nd percentile

Revenue

Down

$98,164

Down $13,256 (-12%) from 2024

Expenses

Up

$91,963

Up $43,239 (+89%) from 2024

Net Income

Down

$6,201

Down $56,495 (-90%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,606,916Liabilities 2012: $1,0002012Assets 2013: $1,549,390Liabilities 2013: $02013Assets 2014: $1,591,829Liabilities 2014: $02014Assets 2015: $1,601,867Liabilities 2015: $0Net Assets 2015: $1,601,8672015Assets 2016: $1,616,800Liabilities 2016: $3,000Net Assets 2016: $1,613,8002016Assets 2017: $1,694,698Liabilities 2017: $0Net Assets 2017: $1,694,6982017Assets 2018: $1,671,027Liabilities 2018: $0Net Assets 2018: $1,671,0272018Assets 2019: $1,530,098Liabilities 2019: $0Net Assets 2019: $1,530,0982019Assets 2020: $1,563,397Liabilities 2020: $0Net Assets 2020: $1,563,3972020Assets 2021: $1,549,066Liabilities 2021: $0Net Assets 2021: $1,549,0662021Assets 2022: $1,499,375Liabilities 2022: $0Net Assets 2022: $1,499,3752022Assets 2023: $1,510,330Liabilities 2023: $0Net Assets 2023: $1,510,3302023Assets 2024: $1,573,026Liabilities 2024: $0Net Assets 2024: $1,573,0262024Assets 2025: $1,579,227Liabilities 2025: $0Net Assets 2025: $1,579,2272025

Highlighted filing

2025

Assets$1,579,227
Liabilities$0
Net Assets$1,579,227
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $104,299Expenses 2012: $50,387Net Income 2012: $53,9122012Revenue 2013: $74,352Expenses 2013: $130,878Net Income 2013: -$56,5262013Revenue 2014: $85,442Expenses 2014: $43,003Net Income 2014: $42,4392014Revenue 2015: $79,987Expenses 2015: $69,949Net Income 2015: $10,0382015Revenue 2016: $87,395Expenses 2016: $75,462Net Income 2016: $11,9332016Revenue 2017: $88,358Expenses 2017: $7,460Net Income 2017: $80,8982017Revenue 2018: $45,076Expenses 2018: $68,747Net Income 2018: -$23,6712018Revenue 2019: -$74,706Expenses 2019: $66,223Net Income 2019: -$140,9292019Revenue 2020: $107,683Expenses 2020: $74,384Net Income 2020: $33,2992020Revenue 2021: $55,990Expenses 2021: $70,321Net Income 2021: -$14,3312021Revenue 2022: $51,171Expenses 2022: $100,862Net Income 2022: -$49,6912022Revenue 2023: $96,902Expenses 2023: $85,947Net Income 2023: $10,9552023Revenue 2024: $111,420Expenses 2024: $48,724Net Income 2024: $62,6962024Revenue 2025: $98,164Expenses 2025: $91,963Net Income 2025: $6,2012025

Highlighted filing

2025

Revenue$98,164
Expenses$91,963
Net Income$6,201
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,579,227
Liabilities
$0
Net assets
$1,579,227
Revenue
$98,164
Expenses
$91,963
Net income
$6,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.09$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.11$0.05$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.11$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.07$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.09$0.01$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.61$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$0.09$0.04$0.04
2013Summary only. Only limited summary data is available for this year.$1.55$0.00$0.07$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.10$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
May 19, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLAS R SIMMONSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EMERGENCY FINANCIAL AID TO HOLOCAUST SURVIVORS IN EASTERN EUROPE.PCLOS ANGELES, CA, US$50,000
Paid Grant-ANIMAL SHELTER PROVIDING HUMANE CARE OF HOMELESS DOGS AND CATS.PCSAN LUIS OBISPO, CA, US$25,000
Paid Grant-SUPPORT FOR MONITORING AND RESTORATION OF THE ESTERO BAY WATERSHED.PCMORRO BAY, CA, US$2,400
Filing and Contact Details

Filer

Filer Name
Simmons Family Charitable Foundation
EIN
95-3978508
Phone
8184093034
Address
4100 W ALAMEDA AVE 350, BURBANK, CA 91505

Signing Officer

Name
Nicholas R Simmons
Title
Trustee
Signed
2025-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Aguirre & Co
Address
418 E LA HABRA BOULEVARD, LA HABRA, CA 90631
Preparer
Eric Aguirre CPA
Phone
9093940355
Raw XML Appendix247 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193442
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293405
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt077400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031467
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt058429
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070645
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt089896
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039178
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt058429
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt088117
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt088117
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/Amt1347
TaxesSchedule/TaxesDetail/Amt21720
TaxesSchedule/TaxesDetail/CategoryTxt0CA REG. OF CHARITABLE TRUST
TaxesSchedule/TaxesDetail/CategoryTxt1FED EXCISE TAX ON NET INV INC - 2023
TaxesSchedule/TaxesDetail/CategoryTxt2FED EXCISE TAX ON NET INV INC - 2024
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt075
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICHOLAS R SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMMONS FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO NICHOLAS R SIMMONS TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SIMM
ReturnHeader/Filer/EIN0953978508
ReturnHeader/Filer/PhoneNum08184093034
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 W ALAMEDA AVE 350
ReturnHeader/Filer/USAddress/CityNm0BURBANK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091505
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274133326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGUIRRE & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0418 E LA HABRA BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA HABRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090631
ReturnHeader/PreparerPersonGrp/PhoneNum09093940355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Aguirre CPA
ReturnHeader/ReturnTs02025-05-19T14:36:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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