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The Simon Charitable Foundation

  • Santa Fe, NM
  • Tax-exempt since March 2011
  • EIN: 27-3309123

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.34M (2024)

Expenses
$1.24M (2024)

Total Assets
$1.4M (2024)

Total Liabilities
$77.5k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,340,915
Expenses
$1,239,652
Net Income
$101,263
Net Assets
$1,319,144
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,282,016
95.6%
Interest Revenue $6,109
0.5%
Dividends $52,790
3.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,174,925
94.8%
Compensation of Officers* $439,372
35.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,396,689
Total Liabilities $77,545
Net Assets $1,319,144
Compensation
Key Employees and Officers Compensation Other
Elisha Nash (Executive Di) $150,000 $17,975
Steve Simon (Executive Ch) $126,042 $33,297
Susan Talkington (Coo) $110,000 $18,806
Alan Marks (Secretary) $53,330 $0
Melynn Schuyler (Vp/Treasurer) $0 $0
Victoria Mora (Asst Secreta) $0 $0
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Document Links

990-PF
Filed on Feb. 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,328,508
Expenses
$1,571,555
Net Income
-$243,047
Net Assets
$1,207,933
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,279,394
96.3%
Interest Revenue $0
Dividends $50,153
3.8%
Sales of Assets -$1,039
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,549,839
98.6%
Compensation of Officers* $582,996
37.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,341,238
Total Liabilities $133,305
Net Assets $1,207,933
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Executive Chairman Of The Board) $265,000 $35,826
Elisha Nash (Executive Director) $145,594 $16,751
Susan Talkington (Chief Operating Officer) $119,182 $17,469
Janeth Santos (Program Coordinator) $60,091 $10,408
Alan Marks (Secretary & Assistant Trea) $53,220 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
Victoria Mora (Assistant Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,747,325
Expenses
$1,478,752
Net Income
$268,573
Net Assets
$1,453,285
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,735,100
99.3%
Interest Revenue $0
Dividends $12,125
0.7%
Sales of Assets $100
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,444,014
97.7%
Compensation of Officers* $265,000
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,542,464
Total Liabilities $89,179
Net Assets $1,453,285
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Executive Chairman Of The Board) $265,000 $37,952
Elisha Nash (Executive Director) $130,531 $17,169
Susan Talkington (Chief Operating Officer) $111,000 $17,534
Janeth Santos (Program Coordinator) $59,625 $10,227
Alan Marks (Secretary & Assistant Trea) $50,559 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
Victoria Mora (Assistant Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,713,354
Expenses
$1,424,054
Net Income
$289,300
Net Assets
$1,219,832
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,702,100
99.3%
Interest Revenue $0
Dividends $11,254
0.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,421,947
99.9%
Compensation of Officers* $255,039
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,378,696
Total Liabilities $158,864
Net Assets $1,219,832
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Executive Chairman Of The Board) $265,000 $36,206
Elisha Nash (Community Relations) $120,000 $16,877
Susan Talkington (Chief Operating Offi) $100,000 $15,700
Anissa Evans (Scholarship Program) $57,917 $2,778
Janeth Santos (Program Coordinator) $52,917 $7,268
Alan Marks (Secretary & Assistant Trea) $42,576 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
Victoria Mora (Assistant Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on Jan. 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,664,061
Expenses
$1,376,387
Net Income
$287,674
Net Assets
$993,746
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,641,000
98.6%
Interest Revenue $23,061
1.4%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,374,718
99.9%
Compensation of Officers* $255,278
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $996,482
Total Liabilities $2,736
Net Assets $993,746
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Chairman Of The Board & Pr) $230,812 $0
Susan Talkington (Director Of Operatio) $94,238 $0
Elisha Nash (Community Relations) $88,696 $0
Anissa Evans (Scholarship Program) $52,426 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
Alan Marks (Secretary & Assistant Trea) $0 $0
Victoria Mora (Assistant Secretary) $0 $0
Michael Ammerman (Simon Scholars Progr) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,598,004
Expenses
$1,440,552
Net Income
$157,452
Net Assets
$792,865
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,580,000
98.9%
Interest Revenue $18,004
1.1%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,438,817
99.9%
Compensation of Officers* $260,455
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $798,161
Total Liabilities $5,296
Net Assets $792,865
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Chairman Of The Board & President) $231,963 $10,586
Susan Talkington (Director Of Operatio) $84,414 $3,636
Michael Ammerman (Simon Scholars Progr) $69,390 $1,709
Elisha Nash (Community Relations) $61,745 $2,900
Anissa Evans (Scholarship Program) $52,465 $1,969
Alan Marks (Secretary & Assistant Treasurer) $42,588 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,522,241
Expenses
$1,419,985
Net Income
$102,256
Net Assets
$618,588
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,518,370
99.7%
Interest Revenue $3,871
0.3%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,416,667
99.8%
Compensation of Officers* $299,455
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $628,375
Total Liabilities $9,787
Net Assets $618,588
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Chairman Of The Board & Ce) $256,880 $10,275
Susan Talkington (Director Of Operatio) $87,000 $1,552
Michael Ammerman (Simon Scholars Progr) $75,000 $3,000
Bear Nash (Community Relations) $70,625 $2,625
Anissa Evans (Scholarship Program) $50,036 $1,950
Alan Marks (Secretary) $42,575 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Jan. 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,680,460
Expenses
$1,792,594
Net Income
-$112,134
Net Assets
$496,887
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,592,614
94.8%
Interest Revenue $309
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,671,095
93.2%
Compensation of Officers* $300,324
16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $496,975
Total Liabilities $88
Net Assets $496,887
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Chairman Of The Board & Ce) $257,824 $10,313
David Sellers (Street Food Inst. Pr) $90,000 $2,950
Susan Talkington (Director Of Operatio) $87,000 $1,426
Michael Ammerman (Simon Scholars Progr) $82,208 $3,288
Tina Garcia Shams (Director Of Communit) $59,950 $0
Alan Marks (Secretary) $42,500 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,014,206
Expenses
$2,193,291
Net Income
-$179,085
Net Assets
$569,021
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,689,747
83.9%
Interest Revenue $100
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,733,042
> 100%
Compensation of Officers* $220,000
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $665,789
Total Liabilities $96,768
Net Assets $569,021
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Chairman Of The Board & Ce) $220,000 $8,800
David Sellers (Street Food Inst. Pr) $115,000 $2,400
Susan Talkington (Director Of Operatio) $87,542 $3,488
Michael Ammerman (Simon Scholars Progr) $75,000 $3,000
Tina Garcia Shams (Director Of Communit) $74,100 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
Alan Marks (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,038,540
Expenses
$1,851,451
Net Income
$187,089
Net Assets
$748,106
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,861,567
91.3%
Interest Revenue $4,158
0.2%
Dividends $0
Sales of Assets -$368
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,831,747
98.9%
Compensation of Officers* $220,000
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $758,492
Total Liabilities $10,386
Net Assets $748,106
Compensation
Key Employees and Officers Compensation Other
Steve Simon (Chairman Of The Board & Ceo) $220,000 $8,800
David Sellers (Street Food Inst. Pr) $105,000 $800
Susan Talkington (Director Of Operatio) $86,500 $3,260
Michael Ammerman (Simon Scholars Progr) $75,000 $2,860
Tina Garcia Shams (Director Of Communit) $74,100 $0
Melynn Schuyler (Vice President & Treasurer) $0 $0
Alan Marks (Secretary) $0 $0
+ View more people

Document Links

990-PF
Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,838,314
Expenses
$1,796,064
Net Income
$42,250
Net Assets
$561,017
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,809,000
98.4%
Interest Revenue $596
0.0%
Dividends $0
Sales of Assets $0
Other Income -$851
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,785,259
99.4%
Compensation of Officers* $220,000
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $577,720
Total Liabilities $16,703
Net Assets $561,017

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,809,091
Expenses
$1,638,101
Net Income
$170,990
Net Assets
$518,767
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,809,000
100.0%
Interest Revenue $91
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,637,015
99.9%
Compensation of Officers* $20,750
1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $525,147
Total Liabilities $6,380
Net Assets $518,767

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,236,962
Expenses
$1,366,689
Net Income
-$129,727
Net Assets
$347,777
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,236,960
100.0%
Interest Revenue $2
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,366,318
100.0%
Compensation of Officers* $298,098
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $353,634
Total Liabilities $5,857
Net Assets $347,777

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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