Civic Intelligence

Robert Ellis Simon Foundation

990PF • Fiscal year 2014 • EIN 95-6035905

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 05, 2015

312 S Canyon View DrLos Angeles, CA 90049

(310) 656-1111

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

3rd percentile

-144%

Higher net margin than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$20,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

17th percentile

-5.6%

Faster asset growth than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$2,978,578

Down $175,884 (-5.6%) from 2013

Net Assets

Down

$2,978,578

Down $175,884 (-5.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$122,546

Down $323,101 (-73%) from 2013

Expenses

Down

$298,430

Down $109,883 (-27%) from 2013

Net Income

Down

-$175,884

Down $213,218 (-571%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,228,997Liabilities 2011: $02011Assets 2012: $3,117,128Liabilities 2012: $0Net Assets 2012: $3,117,1282012Assets 2013: $3,154,462Liabilities 2013: $0Net Assets 2013: $3,154,4622013Assets 2014: $2,978,578Liabilities 2014: $0Net Assets 2014: $2,978,5782014Assets 2015: $2,868,223Liabilities 2015: $0Net Assets 2015: $2,868,2232015Assets 2016: $2,708,149Liabilities 2016: $0Net Assets 2016: $2,708,1492016Assets 2017: $2,790,050Liabilities 2017: $0Net Assets 2017: $2,790,0502017Assets 2018: $2,583,863Liabilities 2018: $0Net Assets 2018: $2,583,8632018Assets 2019: $2,591,099Liabilities 2019: $0Net Assets 2019: $2,591,0992019Assets 2020: $2,694,163Liabilities 2020: $0Net Assets 2020: $2,694,1632020Assets 2021: $2,652,224Liabilities 2021: $0Net Assets 2021: $2,652,2242021Assets 2022: $2,776,808Liabilities 2022: $0Net Assets 2022: $2,776,8082022Assets 2023: $2,686,313Liabilities 2023: $12023Assets 2024: $2,801,023Liabilities 2024: $0Net Assets 2024: $2,801,0232024

Highlighted filing

2014

Assets$2,978,578
Liabilities$0
Net Assets$2,978,578

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $145,963Expenses 2011: $231,124Net Income 2011: -$85,1612011Expenses 2012: $272,2812012Revenue 2013: $445,647Expenses 2013: $408,313Net Income 2013: $37,3342013Revenue 2014: $122,546Expenses 2014: $298,430Net Income 2014: -$175,8842014Revenue 2015: $162,468Expenses 2015: $272,823Net Income 2015: -$110,3552015Revenue 2016: $95,536Expenses 2016: $255,610Net Income 2016: -$160,0742016Revenue 2017: $243,596Expenses 2017: $161,695Net Income 2017: $81,9012017Revenue 2018: $229,270Expenses 2018: $435,457Net Income 2018: -$206,1872018Revenue 2019: $390,778Expenses 2019: $383,542Net Income 2019: $7,2362019Revenue 2020: $449,706Expenses 2020: $346,642Net Income 2020: $103,0642020Revenue 2021: $376,076Expenses 2021: $418,015Net Income 2021: -$41,9392021Revenue 2022: $302,654Expenses 2022: $178,070Net Income 2022: $124,5842022Revenue 2023: $360,218Expenses 2023: $450,713Net Income 2023: -$90,4952023Revenue 2024: $626,057Expenses 2024: $511,347Net Income 2024: $114,7102024

Highlighted filing

2014

Revenue$122,546
Expenses$298,430
Net Income-$175,884
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 5, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN G WILLENSTrustee-$20,000-$20,000
RALPH WILLIAMSExecutive Director-$5,125-$5,125
HAROLD WILLIAMSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert Ellis Simon Foundation
EIN
95-6035905
Phone
3106561111
Address
312 S Canyon View Dr, Los Angeles, CA 90049

Signing Officer

Name
Joan G Willens
Title
Trustee
Signed
2015-11-05
Discuss with paid preparer
Yes

Preparer

Firm
St Amand - Hershow Cpas an Accountancy Corporation
Address
19816 HENSHAW ST, WOODLAND HILLS, CA 91364-2603
Preparer
Jeffrey S Hershow CPA
Phone
8189996625
Raw XML Appendix314 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/GrantOrContributionPurposeTxt0To help those in need by offering the necessary tools to develop safe sufficent lives, focusing on domestic violence victims, runaway and homeless youth, and other community members who need extra help to create stable lives.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To provide free legal services to people with mental disabilities primarily in Los Angeles with an emphasis on obtaining government benefits and services.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDECULTURALLY, COMPETENT, ASSESSIBLE, HIGH QUALITY MENTAL HEALTH CARE FOR ADULTS, CHILDREN AND FAMILIES WHO SUFFER FROM MENTAL ILLNESS OR SEVERE EMOTIONAL PROBLEMS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO PROVIDE A WORKPLACE WHERE LGBT PEOPLE THRIVE AS HEALTHY, EQUAL AND COMPLETE MEMBERS OF SOCIETY.THEY SUPPORT PIONEERING PROGRAMS AND ADVOCACY TO MEET COMMUNITY NEEDS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE COMPREHENSIVE, FAMILY CENTERED SOCIAL, EDUCATIONAL AND BEHAVIORIAL HEALTH SERVICES THAT ENCOURAGE CHILDREN, ADOLESCENTS AND THEIR FAMILIES TO LEAD SELF RELIANT, STABLE AND PRODUCTIVE LIVES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm01736 FAMILY CRISIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MENTAL HEALTH ADVOCACY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMANECER COMMUNITY COUNSELING SERVI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LOS ANGELES LGBT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4VISTA DEL MAR CHILD FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02116 ARLINGTON AVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13255 WILSHIRE BLVD SUITE 902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21200 WILSHIRE BLVD SUITE 608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31625 N SCHRADER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43200 MOTOR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490034
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0240000
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/AppliedToCurrentYearAmt0224113
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0224113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0118982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt080878
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080878
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0144262
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0118982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09393
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0240000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015887
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0225140
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0209253
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22352
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020075
TaxesSchedule/TaxesDetail/Amt05750
TaxesSchedule/TaxesDetail/Amt1653
TaxesSchedule/TaxesDetail/Amt285
TaxesSchedule/TaxesDetail/CategoryTxt0CORPORATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0653
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN G WILLENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert Ellis Simon Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0956035905
ReturnHeader/Filer/PhoneNum03106561111
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 S Canyon View Dr
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ST AMAND - HERSHOW CPAS AN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019816 HENSHAW ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913642603
ReturnHeader/PreparerPersonGrp/PhoneNum08189996625
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey S Hershow CPA
ReturnHeader/ReturnTs02015-11-10T08:41:08-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.63$0.51$0.11
2023Summary only. Only limited summary data is available for this year.$2.69$0.00$0.36$0.45$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.30$0.18$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.38$0.42$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.45$0.35$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.39$0.38$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.23$0.44$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.24$0.16$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.10$0.26$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16$0.27$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.12$0.30$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.45$0.41$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.27
2011Summary only. Only limited summary data is available for this year.$3.23$0.00$0.15$0.23$0.09