Civic Intelligence

Simes House Foundation Inc.

990EZ • Fiscal year 2016 • EIN 27-3543531

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

PO Box 557Manomet, MA 02345

(781) 258-6167

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

46th percentile

1.3%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.4%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$97,044

Down $1,363 (-1.4%) from 2015

Net Assets

Up

$95,792

Up $155 (+0.2%) from 2015

Liabilities

Down

$1,252

Down $1,518 (-55%) from 2015

Revenue

Up

$11,944

Up $4,167 (+54%) from 2015

Expenses

Down

$11,789

Down $1,821,475 (-99%) from 2015

Net Income

Up

$155

Up $1,825,642 (+100%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,737,420Liabilities 2011: $3,500Net Assets 2011: $1,733,9202011Assets 2012: $1,773,284Liabilities 2012: $600Net Assets 2012: $1,772,6842012Assets 2013: $1,930,250Liabilities 2013: $4,649Net Assets 2013: $1,925,6012013Assets 2014: $1,927,624Liabilities 2014: $3,267Net Assets 2014: $1,924,3572014Assets 2015: $98,407Liabilities 2015: $2,770Net Assets 2015: $95,6372015Assets 2016: $97,044Liabilities 2016: $1,252Net Assets 2016: $95,7922016Assets 2017: $94,923Liabilities 2017: $500Net Assets 2017: $94,4232017Assets 2018: $82,538Liabilities 2018: $350Net Assets 2018: $82,1882018Assets 2019: $87,416Liabilities 2019: $450Net Assets 2019: $86,9662019Assets 2020: $79,814Liabilities 2020: $500Net Assets 2020: $79,3142020Assets 2021: $86,793Liabilities 2021: $525Net Assets 2021: $86,2682021Assets 2022: $63,644Liabilities 2022: $575Net Assets 2022: $63,0692022Assets 2023: $57,946Liabilities 2023: $1,225Net Assets 2023: $56,7212023Assets 2024: $46,788Liabilities 2024: $700Net Assets 2024: $46,0882024

Highlighted filing

2016

Assets$97,044
Liabilities$1,252
Net Assets$95,792

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $8,5152011Expenses 2012: $8,7862012Revenue 2013: $161,237Expenses 2013: $8,320Net Income 2013: $152,9172013Revenue 2014: $18,966Expenses 2014: $20,210Net Income 2014: -$1,2442014Revenue 2015: $7,777Expenses 2015: $1,833,264Net Income 2015: -$1,825,4872015Revenue 2016: $11,944Expenses 2016: $11,789Net Income 2016: $1552016Revenue 2017: $11,911Expenses 2017: $13,280Net Income 2017: -$1,3692017Revenue 2018: $7,290Expenses 2018: $11,354Net Income 2018: -$4,0642018Revenue 2019: $4,557Expenses 2019: $11,413Net Income 2019: -$6,8562019Revenue 2020: $4,590Expenses 2020: $11,113Net Income 2020: -$6,5232020Revenue 2021: $5,887Expenses 2021: $9,873Net Income 2021: -$3,9862021Revenue 2022: $4,957Expenses 2022: $9,773Net Income 2022: -$4,8162022Revenue 2023: $5,117Expenses 2023: $14,056Net Income 2023: -$8,9392023Revenue 2024: $5,165Expenses 2024: $14,107Net Income 2024: -$8,9422024

Highlighted filing

2016

Revenue$11,944
Expenses$11,789
Net Income$155
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$21,192
Mission and Program Overview

Mission

To restore, preserve, maintain and operate the Simes House and its grounds, located at 29 Manomet Point Road, Manomet, Massachusetts and any additional properties received.

Our mission is to preserve the beauty and maintain the importance of St. Catherine's Chapel Park in the White Horse Beach area of Plymouth, MA as a self-sustaining community landmark. We encourage the use and enjoyment of this open space by community residents and visitors for quiet contemplation, casual conversations and approved family events. We played a key role in the successful restoration of the Simes House and Manomet Commons and we remain friends and supporters of this community treasure.

Program Services

DescriptionGrantsExpenses
Preservation and maintenance of St. Catherine's Chapel Park.$9,829-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William E ShainVice PresidentPT$0--
Rick C WelkerTreasurerPT$0--
James PiersonPresidentPT$0--
Galen GreenDirector-$0--
Paul WilliamsSecretaryPT$0--
Barbara J ShainDirector-$0--
Filing and Contact Details

Filer

Filer Name
Simes House Foundation Inc
EIN
27-3543531
Phone
7812586167
Address
PO Box 557, Manomet, MA 02345

Signing Officer

Name
Rick Welker
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cozby & Company LLC
Address
124 Long Pond Rd Ste 12, Plymouth, MA 02360
Preparer
Heather L Cozby CPA
Phone
5088300007
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $48

Other Expenses.1009

Depreciation $491

Other Expenses.1012

Insurance $2141

Other Expenses.1

Operations $242

Other Expenses.3

Business licenses & fees $47

Other Assets.1002

Furniture and Fixtures - Beginning $1719 Furniture and Fixtures - Ending $1228

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $299 Prepaid Expenses and Deferred Charges - Ending $145

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $750 Accounts Payable and Accrued Expenses - Ending $1250

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $2020 Payable to Officers, Directors, Etc. - Ending $0

Total Liabilities.1

Sales Tax Payable - Beginning $0 Sales Tax Payable - Ending $2

Raw XML Appendix172 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Rick Welker
IRS990EZ/BooksInCareOfDetail/PhoneNum07812586167
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 557
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Manomet
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002345
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084389
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083671
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06848
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt08972
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0155
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0572
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt098407
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097044
IRS990EZ/FundraisingGrossIncomeAmt0276
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-120
IRS990EZ/GrossReceiptsAmt021192
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05216
IRS990EZ/LandAndBuildingsGrp/BOYAmt012000
IRS990EZ/LandAndBuildingsGrp/EOYAmt012000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095637
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095792
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095637
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095792
IRS990EZ/OccupancyRentUtltsAndMaintAmt08178
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0William E Shain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rick C Welker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James Pierson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Galen Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Paul Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Barbara J Shain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02018
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01373
IRS990EZ/OtherExpensesTotalAmt02969
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our mission is to preserve the beauty and maintain the importance of St. Catherine's Chapel Park in the White Horse Beach area of Plymouth, MA as a self-sustaining community landmark. We encourage the use and enjoyment of this open space by community residents and visitors for quiet contemplation, casual conversations and approved family events. We played a key role in the successful restoration of the Simes House and Manomet Commons and we remain friends and supporters of this community treasure.
IRS990EZ/PrintingPublicationsPostageAmt070
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Preservation and maintenance of St. Catherine's Chapel Park.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09829
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt08852
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0276
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02770
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01252
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011789
IRS990EZ/TotalProgramServiceExpensesAmt09829
IRS990EZ/TotalRevenueAmt011944
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.simeshousefoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt018966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0161238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0239146
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05096
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05096
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97910
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0239146
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04544
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt018966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0161238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047550
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0239146
IRS990ScheduleA/TotalSupportAmt0244242
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Operations $242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Business licenses & fees $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Furniture and Fixtures - Beginning $1719 Furniture and Fixtures - Ending $1228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prepaid Expenses and Deferred Charges - Beginning $299 Prepaid Expenses and Deferred Charges - Ending $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $750 Accounts Payable and Accrued Expenses - Ending $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payable to Officers, Directors, Etc. - Beginning $2020 Payable to Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sales Tax Payable - Beginning $0 Sales Tax Payable - Ending $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rick Welker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Simes House Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SIME
ReturnHeader/Filer/EIN0273543531
ReturnHeader/Filer/PhoneNum07812586167
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 557
ReturnHeader/Filer/USAddress/CityNm0Manomet
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cozby & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 Long Pond Rd Ste 12
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Plymouth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002360
ReturnHeader/PreparerPersonGrp/PhoneNum05088300007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather L Cozby CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T09:16:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$0.05$0.00$0.05$0.01$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.01$1.83$1.83
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.92$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.16$0.01$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.73$0.01