Civic Intelligence

Lucille Ellis Simon Foundation C/O Nksfb LLC DBA Focus Operating LLC

990PF • Fiscal year 2015 • EIN 95-6035906

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

2811 Wilshire BlvdSanta Monica, CA 90403

(310) 829-7654

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

6th percentile

-103%

Higher net margin than 6% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$567

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

16%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$9,852,986

Down $307,585 (-3.0%) from 2014

Net Assets

Down

$9,852,986

Down $307,585 (-3.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$276,691

Up $38,864 (+16%) from 2014

Expenses

Up

$560,885

Up $16,582 (+3.0%) from 2014

Net Income

Up

-$284,194

Up $22,282 (+7.3%) from 2014

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $8,159,530Liabilities 2011: $02011Assets 2012: $8,555,567Liabilities 2012: $02012Assets 2013: $9,849,026Liabilities 2013: $02013Assets 2014: $10,160,571Liabilities 2014: $0Net Assets 2014: $10,160,5712014Assets 2015: $9,852,986Liabilities 2015: $0Net Assets 2015: $9,852,9862015Assets 2016: $9,875,837Liabilities 2016: $0Net Assets 2016: $9,875,8372016Assets 2018: $9,286,055Liabilities 2018: $0Net Assets 2018: $9,286,0552018Assets 2019: $10,285,054Liabilities 2019: $0Net Assets 2019: $10,285,0542019Assets 2020: $10,843,547Liabilities 2020: $0Net Assets 2020: $10,843,5472020Assets 2021: $11,927,232Liabilities 2021: $0Net Assets 2021: $11,927,2322021Assets 2022: $10,323,363Liabilities 2022: $0Net Assets 2022: $10,323,3632022Assets 2023: $11,366,671Liabilities 2023: $12023Assets 2024: $12,229,997Liabilities 2024: $0Net Assets 2024: $12,229,9972024

Highlighted filing

2015

Assets$9,852,986
Liabilities$0
Net Assets$9,852,986

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $199,209Expenses 2011: $484,984Net Income 2011: -$285,7752011Revenue 2012: $253,383Expenses 2012: $492,036Net Income 2012: -$238,6532012Revenue 2013: $211,538Expenses 2013: $550,959Net Income 2013: -$339,4212013Revenue 2014: $237,827Expenses 2014: $544,303Net Income 2014: -$306,4762014Revenue 2015: $276,691Expenses 2015: $560,885Net Income 2015: -$284,1942015Revenue 2016: $1,561,538Expenses 2016: $601,657Net Income 2016: $959,8812016Revenue 2018: $594,644Expenses 2018: $594,805Net Income 2018: -$1612018Revenue 2019: -$24,093Expenses 2019: $598,100Net Income 2019: -$622,1932019Revenue 2020: $580,241Expenses 2020: $501,579Net Income 2020: $78,6622020Revenue 2021: $796,518Expenses 2021: $725,268Net Income 2021: $71,2502021Revenue 2022: $1,125,453Expenses 2022: $638,541Net Income 2022: $486,9122022Revenue 2023: $562,850Expenses 2023: $703,549Net Income 2023: -$140,6992023Revenue 2024: $961,278Expenses 2024: $719,195Net Income 2024: $242,0832024

Highlighted filing

2015

Revenue$276,691
Expenses$560,885
Net Income-$284,194
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM E GREANEYTreasurer-$567-$567
DONALD SIMONChairman-$0--
PAMELA SIMON JENSENPresident-$0--
ERIC SIMONVice President-$0--
DOUGLAS SIMONVice President-$0--
Filing and Contact Details

Filer

Filer Name
Lucille Ellis Simon Foundation
EIN
95-6035906
Phone
3108297654
Address
2811 WILSHIRE BLVD, SANTA MONICA, CA 90403

Signing Officer

Name
Pamela Simon Jensen
Title
President
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Avery & Greig LLP
Address
2811 Wilshire Blvd 700, Santa Monica, CA 90403
Preparer
Howard H Avery
Phone
3108297654
Raw XML Appendix355 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0EXPLANATION OF FINANCIAL TRANSACTIONS ON 990-PF PAGE 5, PART VII-B, ITEM 1(A)(4):TRAVEL EXPENSE REIMBURSEMENTS WERE PAID TO DOUGLAS SIMON, A VICE PRESIDENT OF THE FOUNDATION.WILLIAM GREANEY, CPA, A TREASURER OF THE FOUNDATION, WAS REIMBURSED FOR HIS TIME AT HIS NORMAL HOURLY RATE.THE ABOVE REFERENCED TRAVEL EXPENSE AND TIME REIMBURSEMENTS REPRESENT QUALIFIED PAYMENTS UNDER I.R.C. SECTION 4941(D)(2)(E).
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0450026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0456111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0414523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0407385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0430585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010056518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010019305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09293938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08504613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08327354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07918162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0466792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.246033
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0466792
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0466792
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0466792
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02811 WILSHIRE BLVD 700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0AVERY & GREIG LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108297654
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0439000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0439000
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/AppliedToCurrentYearAmt0466792
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0499103
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt032311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037094
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt032311
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04783
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0466792
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04783
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037094
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0340
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0340
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023391
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFF. FROM GAIN ON SECS: FASB 124
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES & PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07316
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07316
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt071476
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt071476
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/Amt12115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02105
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA SIMON JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCILLE ELLIS SIMON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO AVERY & GREIG LLP
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0956035906
ReturnHeader/Filer/PhoneNum03108297654
ReturnHeader/Filer/USAddress/AddressLine1Txt02811 WILSHIRE BLVD
ReturnHeader/Filer/USAddress/CityNm0SANTA MONICA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Avery & Greig LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02811 Wilshire Blvd 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Monica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090403
ReturnHeader/PreparerPersonGrp/PhoneNum03108297654
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD H AVERY
ReturnHeader/ReturnTs02016-05-11T10:33:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$0.96$0.72$0.24
2023Summary only. Only limited summary data is available for this year.$11.4$0.00$0.56$0.70$0.14
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.13$0.64$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.80$0.73$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.58$0.50$0.08
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.02$0.60$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$0.59$0.59$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.88$0.00$9.88$1.56$0.60$0.96
2015Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$0.28$0.56$0.28
2014Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.24$0.54$0.31
2013Summary only. Only limited summary data is available for this year.$9.85$0.00$0.21$0.55$0.34
2012Summary only. Only limited summary data is available for this year.$8.56$0.00$0.25$0.49$0.24
2011Summary only. Only limited summary data is available for this year.$8.16$0.00$0.20$0.48$0.29