Civic Intelligence

The Simeon Institute

990EZ • Fiscal year 2015 • EIN 33-0510109

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 20, 2016

Organization ProfileWWW.SIMEONINSTITUTE.ORG
161 Austin Drive Apt 16Burlington, VT 05401

(802) 865-5725

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$11,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

125%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$50,459

Up $28,024 (+125%) from 2014

Net Assets

Up

$50,459

Up $28,024 (+125%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Down

$53,729

Down $146,871 (-73%) from 2014

Expenses

Down

$25,705

Down $169,340 (-87%) from 2014

Net Income

Up

$28,024

Up $22,469 (+404%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$60K$40K$20K$0Assets 2013: $16,880Net Assets 2013: $16,8802013Assets 2014: $22,435Liabilities 2014: $0Net Assets 2014: $22,4352014Assets 2015: $50,459Liabilities 2015: $0Net Assets 2015: $50,4592015Assets 2016: $57,425Liabilities 2016: $0Net Assets 2016: $57,4252016

Highlighted filing

2015

Assets$50,459
Liabilities$0
Net Assets$50,459
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0Revenue 2013: $100,189Expenses 2013: $84,015Net Income 2013: $16,1742013Revenue 2014: $200,600Expenses 2014: $195,045Net Income 2014: $5,5552014Revenue 2015: $53,729Expenses 2015: $25,705Net Income 2015: $28,0242015Revenue 2016: $20,302Expenses 2016: $13,752Net Income 2016: $6,5502016

Highlighted filing

2015

Revenue$53,729
Expenses$25,705
Net Income$28,024
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$53,729
Mission and Program Overview

Mission

To collaborate with other value-adding affiliates who develop management and leadership competence for turbulent times, primarily serving colleges, universities and nonprofit organizations in dealing with their unique and complex issues

To collaborate with other value-adding affiliates who develop management and leadership competence for turbulent times, primarily serving colleges, universities and nonprofit organizations in dealing with their unique and complex issues.

Program Services

DescriptionGrantsExpenses
PROVIDED INTERIM LEADERSHIP SERVICES AND CURRICULUM REDESIGN TO COLLEGES AND UNIVERSITIES, INCLUDING THE FORMATION AND DEVELOPMENT OF LEADERSHIP COUNCILS AND THE INITIATION OF A MAJOR CENTER FOCUSING ON APPRECIATIVE INQUIRY.--
CARRIED OUT RESEARCH IN MILLENIAL LEADERSHIP.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANIS BRAGIN BALDASecretaryPT$11,500-$11,500
WESLEY D BALDAPresidentFT$0--
CLIFF R BENZELChairman-$0--
ROBERT VAN METERTreasurer-$0--
NELS ORTLUNDBoard Member-$0--
WENDY WALTERS COOKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Simeon Institute
EIN
33-0510109
In Care Of
% WESLEY BALDA
Address
161 Austin Drive Apt 16, Burlington, VT 05401

Signing Officer

Name
Wesley Balda
Title
President
Phone
8028655725
Signed
2016-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Danaher Attig & Plante Plc
Address
150 KENNEDY DR PO BOX 2166, SOUTH BURLINGTON, VT 05407-2166
Preparer
Karen J Danaher
Phone
8023830399
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:PAYROLL TAXES PAID FOR PRIOR YEAR Amount:3328”

Form 990EZ Part I Line 16

“Description:PAYROLL TAXES PAID IN ERORR Amount:1473”

Form 990EZ Part I Line 16

“Description:TECH SUPPORT Amount:431”

Form 990EZ Part I Line 16

“Description:SMALL EQUIPMENT Amount:1860”

Raw XML Appendix169 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANIS BRAGIN BALDA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt07823
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO COLLABORATE WITH OTHER VALUE-ADDING AFFILIATES WHO DEVELOP MANAGEMENT AND LEADERSHIP COMPETENCE FOR TURBULENT TIMES, PRIMARILY SERVING COLLEGES, UNIVERSITIES AND NONPROFIT ORGANIZATIONS IN DEALING WITH THEIR UNIQUE AND COMPLEX ISSUES.
IRS990EZ/ProgramServiceRevenueAmt01730
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025705
IRS990EZ/TotalRevenueAmt053729
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SIMEONINSTITUTE.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041250
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0119355
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051999
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041250
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0119355
IRS990ScheduleA/TotalSupportAmt0119355
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:PAYROLL TAXES PAID FOR PRIOR YEAR Amount:3328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:PAYROLL TAXES PAID IN ERORR Amount:1473
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:TECH SUPPORT Amount:431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:SMALL EQUIPMENT Amount:1860
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WESLEY BALDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08028655725
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Simeon Institute
ReturnHeader/Filer/BusinessNameControlTxt0SIME
ReturnHeader/Filer/EIN0330510109
ReturnHeader/Filer/InCareOfNm0% WESLEY BALDA
ReturnHeader/Filer/USAddress/AddressLine1Txt0161 Austin Drive Apt 16
ReturnHeader/Filer/USAddress/CityNm0Burlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005401
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 KENNEDY DR PO BOX 2166
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0054072166
ReturnHeader/PreparerPersonGrp/PhoneNum08023830399
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen J Danaher
ReturnHeader/ReturnTs02016-11-01T07:43:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,459
Liabilities
$0
Net assets
$50,459
Revenue
$53,729
Expenses
$25,705
Net income
$28,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.20$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.54$0.26$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$2.01$1.95$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.17$1.00$0.84$0.16