Civic Intelligence

Joan & Virgil Stiefel Simon Foundation

990PF • Fiscal year 2017 • EIN 36-3747124

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 03, 2018

Organization Profile
PO Box 5198Snowmass Village, CO 81615

(970) 923-1070

Siviq Scores

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

Liabilities / Assets

88th percentile

0.33x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

99th percentile

5.05x

Higher debt load relative to revenue than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.0%

Faster asset growth than 47% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

4.8%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Flat

$4,389

Flat from 2016

Net Assets

Up

$2,946

Up $141 (+5.0%) from 2016

Liabilities

Down

$1,443

Down $141 (-8.9%) from 2016

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin91st percentile

Revenue

Up

$286

Up $13 (+4.8%) from 2016

Expenses

Down

$145

Down $42 (-22%) from 2016

Net Income

Up

$141

Up $55 (+64%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0K$4.0K$2.0K$0Assets 2014: $4,389Liabilities 2014: $1,792Net Assets 2014: $2,5972014Assets 2015: $4,389Liabilities 2015: $1,670Net Assets 2015: $2,7192015Assets 2016: $4,389Liabilities 2016: $1,584Net Assets 2016: $2,8052016Assets 2017: $4,389Liabilities 2017: $1,443Net Assets 2017: $2,9462017Assets 2018: $4,389Liabilities 2018: $1,322Net Assets 2018: $3,0672018Assets 2019: $1,790Liabilities 2019: $0Net Assets 2019: $1,7902019Assets 2020: $1,978Liabilities 2020: $0Net Assets 2020: $1,9782020Assets 2021: $2,064Liabilities 2021: $0Net Assets 2021: $2,0642021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$4,389
Liabilities$1,443
Net Assets$2,946
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2014: $250Expenses 2014: $177Net Income 2014: $732014Revenue 2015: $269Expenses 2015: $147Net Income 2015: $1222015Revenue 2016: $273Expenses 2016: $187Net Income 2016: $862016Revenue 2017: $286Expenses 2017: $145Net Income 2017: $1412017Revenue 2018: $312Expenses 2018: $191Net Income 2018: $1212018Revenue 2019: $3,824Expenses 2019: $5,101Net Income 2019: -$1,2772019Revenue 2020: $188Expenses 2020: $0Net Income 2020: $1882020Revenue 2021: $146Expenses 2021: $60Net Income 2021: $862021Revenue 2022: $2,708Expenses 2022: $4,772Net Income 2022: -$2,0642022

Highlighted filing

2017

Revenue$286
Expenses$145
Net Income$141
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIRGIL STIEFEL SIMONPresident-$0--
JOAN SIMONSecretary-$0--
JAY STIEFEL SIMONDirector-$0--
LESLIE JOAN SIMONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Joan & Virgil Stiefel Simon Foundation
EIN
36-3747124
Phone
9709231070
Address
PO BOX 5198, SNOWMASS VILLAGE, CO 81615

Signing Officer

Name
Simon S Virgil
Title
President
Phone
9709231070
Signed
2018-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Bansley and Kiener Llp
Address
8745 W HIGGINS RD STE 200, CHICAGO, IL 60631-2704
Preparer
Paul a Merkel
Phone
3122632700
Raw XML Appendix285 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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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0212
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0212
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0145
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01584
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN BALANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01443
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SIMON S VIRGIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09709231070
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN & VIRGIL STIEFEL SIMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0363747124
ReturnHeader/Filer/PhoneNum09709231070
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5198
ReturnHeader/Filer/USAddress/CityNm0SNOWMASS VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081615
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId087FD1500B2978E11F0658B77A35818F5936530F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId048C3C7B36390F27719C8D205A17F77BD93FF6BE5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.97.105
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:08:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362152389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BANSLEY AND KIENER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08745 W HIGGINS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606312704
ReturnHeader/PreparerPersonGrp/PhoneNum03122632700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL A MERKEL
ReturnHeader/ReturnTs02018-10-03T13:13:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,389
Liabilities
$1,443
Net assets
$2,946
Revenue
$286
Expenses
$145
Net income
$141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0$0$0$2,708$4,772$2,064
2021Detailed filing. Detailed filing data is available for this year.$2,064$0$2,064$146$60$86
2020Detailed filing. Detailed filing data is available for this year.$1,978$0$1,978$188$0$188
2019Detailed filing. Detailed filing data is available for this year.$1,790$0$1,790$3,824$5,101$1,277
2018Detailed filing. Detailed filing data is available for this year.$4,389$1,322$3,067$312$191$121
2017Detailed filing. Detailed filing data is available for this year.$4,389$1,443$2,946$286$145$141
2016Detailed filing. Detailed filing data is available for this year.$4,389$1,584$2,805$273$187$86
2015Detailed filing. Detailed filing data is available for this year.$4,389$1,670$2,719$269$147$122
2014Detailed filing. Detailed filing data is available for this year.$4,389$1,792$2,597$250$177$73