Civic Intelligence

The Simeon Institute

990EZ • Fiscal year 2016 • EIN 33-0510109

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

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

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

76th percentile

$1,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

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

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$57,425

Up $6,966 (+14%) from 2015

Net Assets

Up

$57,425

Up $6,966 (+14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Down

$20,302

Down $33,427 (-62%) from 2015

Expenses

Down

$13,752

Down $11,953 (-47%) from 2015

Net Income

Down

$6,550

Down $21,474 (-77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2016

Assets$57,425
Liabilities$0
Net Assets$57,425
Open 2016 Filing

Operations Trend

Revenue Growth7th 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

2016

Revenue$20,302
Expenses$13,752
Net Income$6,550
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.1
Gross Receipts
$20,302
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 TRAINING TO COMMUNITY ORGANIZATIONS FOR LEADERSHIP DEVELOPMENT, BOARD DEVELOPMENT, SENIOR EXECUTIVE COACHING AND MENTORING, AND CRISIS MANAGEMENT PLANNING.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANIS BRAGIN BALDASecretaryPT$1,000-$1,000
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
2017-11-15
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:TECH SUPPORT Amount:245”

Form 990EZ Part I Line 16

“Description:SMALL EQUIPMENT Amount:2493”

Form 990EZ Part I Line 16

“Description:PARKING Amount:59”

Form 990EZ Part I Line 16

“Description:ENTERTAINMENT Amount:553”

Form 990EZ Part I Line 16

“Description:PENALTIES AND INTEREST Amount:245”

Form 990EZ Part I Line 20

“Description:PRIOR PERIOD ADJUSTMENT TO NET ASSETS Amount:416”

Raw XML Appendix179 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/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WESLEY D BALDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANIS BRAGIN BALDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLIFF R BENZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT VAN METER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NELS ORTLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WENDY WALTERS COOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0416
IRS990EZ/OtherExpensesTotalAmt06922
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/PrintingPublicationsPostageAmt012
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013752
IRS990EZ/TotalRevenueAmt020302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SIMEONINSTITUTE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0139355
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0261571
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt0139355
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt041250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026106
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0139355
IRS990ScheduleA/TotalSupportAmt0139355
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:TECH SUPPORT Amount:245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:SMALL EQUIPMENT Amount:2493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:PARKING Amount:59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:ENTERTAINMENT Amount:553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:PENALTIES AND INTEREST Amount:245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:PRIOR PERIOD ADJUSTMENT TO NET ASSETS Amount:416
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 20
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WESLEY BALDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08028655725
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD1B2DBD78DB6D2A91B4141909895B924CFEE408
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId003016720173145000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.162.196.1
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANAHER ATTIG & PLANTE PLC
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/PreparerPersonNm0Karen J Danaher
ReturnHeader/ReturnTs02017-11-10T07:04:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,425
Liabilities
$0
Net assets
$57,425
Revenue
$20,302
Expenses
$13,752
Net income
$6,550
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