Civic Intelligence

Simon Says Give Inc

990 • Fiscal year 2016 • EIN 45-4015006

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

3440 Federal Drive No 101Eagan, MN 55122

(612) 384-7470

Siviq Scores

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

Liabilities / Assets

78th percentile

0.11x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

40th percentile

-0.3%

Higher net margin than 40% 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

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Up

$28,415

Up $28,415 from 2015

Net Assets

$25,306

No earlier filing loaded for comparison.

Liabilities

Up

$3,109

Up $3,109 from 2015

Revenue

Up

$466,082

Up $183,359 (+65%) from 2015

Expenses

Up

$467,372

Up $190,813 (+69%) from 2015

Net Income

Down

-$1,290

Down $7,454 (-121%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2014: $19,197Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $02015Assets 2016: $28,415Liabilities 2016: $3,109Net Assets 2016: $25,3062016Assets 2017: $29,796Liabilities 2017: $17,385Net Assets 2017: $12,4112017Assets 2018: $58,844Liabilities 2018: $6,200Net Assets 2018: $52,6442018Assets 2019: $95,209Liabilities 2019: $1,608Net Assets 2019: $93,6012019Assets 2020: $63,462Liabilities 2020: $5,852Net Assets 2020: $57,6102020Assets 2021: $32,055Liabilities 2021: $10,730Net Assets 2021: $21,3252021Assets 2022: $17,060Liabilities 2022: $14,606Net Assets 2022: $2,4542022Assets 2023: $26,286Liabilities 2023: $15,393Net Assets 2023: $10,8932023Assets 2024: $10,480Liabilities 2024: $15,106Net Assets 2024: -$4,6262024

Highlighted filing

2016

Assets$28,415
Liabilities$3,109
Net Assets$25,306

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $144,943Expenses 2014: $137,836Net Income 2014: $7,1072014Revenue 2015: $282,723Expenses 2015: $276,559Net Income 2015: $6,1642015Revenue 2016: $466,082Expenses 2016: $467,372Net Income 2016: -$1,2902016Revenue 2017: $509,020Expenses 2017: $522,506Net Income 2017: -$13,4862017Revenue 2018: $289,145Expenses 2018: $248,331Net Income 2018: $40,8142018Revenue 2019: $276,166Expenses 2019: $261,723Net Income 2019: $14,4432019Revenue 2020: $119,521Expenses 2020: $157,112Net Income 2020: -$37,5912020Revenue 2021: $124,330Expenses 2021: $160,230Net Income 2021: -$35,9002021Revenue 2022: $129,284Expenses 2022: $146,839Net Income 2022: -$17,5552022Revenue 2023: $118,347Expenses 2023: $121,909Net Income 2023: -$3,5622023Revenue 2024: $75,492Expenses 2024: $100,183Net Income 2024: -$24,6912024

Highlighted filing

2016

Revenue$466,082
Expenses$467,372
Net Income-$1,290
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$470,397
Mission and Program Overview

Mission

To develop the next generation of leaders to be unstoppable.

To develop the next generation of leaders to be unstoppable. SIMON SAYS GIVE IS A NONPROFIT FOUNDED BY MANDI SIMON. We are a Kid Founded and Kid Operated organization. IN HONOR OF MANDI'S BIRTHDAY IN AUGUST, WE CELEBRATE HER BY GIVING SCHOOL READINESS TO AS MANY KIDS AS WE CAN WITH OUR ANNUAL HIGH FIVE FOR SUPPLIES DRIVE. WE also SUPPORT KIDS WITH BIRTHDAY CELEBRATIONS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$25,361$22,656▼ $2,705
Total Assets$25,361$28,415▲ $3,054
Other Assets Total$0$5,759▲ $5,759
Liabilities
Accounts Payable and Accrued Expenses$0$3,109▲ $3,109
Total Liabilities$0$3,109▲ $3,109
Net Assets / Fund Balance
Unrestricted Net Assets$25,361$25,306▼ $55
Total Net Assets Fund Balance$25,361$25,306▼ $55
Total Liabilities and Net Assets / Fund Balance$25,361$28,415▲ $3,054

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,759--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dina B SimonPresident
Ben HansonDirector
Devon BlockDirector
Jeffry BrownDirector
Jennifer FlemmingDirector
Kent EnglerDirector
Lou AbramowskiDirector
Sara StanleyDirector
Tim SitzmannDirector
Trevor BeatyDirector
Brittany LloydSecretary
Bryan AltmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$470,385
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$-4,315
All Other Contributions
$453,445
Change in Net Assets
$-1,290

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table4,948$247,410Fair Market Value (FMV)
Food Inventory5,000$24,720Fair Market Value (FMV)
Other Non Cash Contri Table3$9,120Fair Market Value (FMV)
Other Non Cash Contri Table35$3,875Fair Market Value (FMV)
Other Non Cash Contri Table10$3,444Fair Market Value (FMV)
Total Noncash Contributions9,996$288,569-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$366,604
Other Expenses$100,768
Total Fundraising Expense$30,537
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$326,450--$326,450
Grants to Domestic Individuals$40,154--$40,154
Fees for Services Other-$27,146$158$27,304
Advertising--$25,489$25,489
Office Expenses-$19,867-$19,867
Occupancy-$9,497-$9,497
Other Expenses$7,954--$7,954
Travel--$4,890$4,890
Conferences and Meetings-$2,309-$2,309
Information Technology-$2,039-$2,039
Insurance-$1,196-$1,196
Fees for Services Accounting-$223-$223
Total Functional Expenses$374,558$62,277$30,537$467,372
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
360 CommunitiesBurnsville, MN501(c)(3)Provide backpacks and school supplies to children in need-
Anne Sullivan Anishinabe academy BeaconMinneapolis, MNschoolProvide backpacks and school supplies to children in need-
Boys and Girls Clubatlanta, GA501(c)(3)Provide backpacks and school supplies to children in need-
Cataract Lodge no 2Minneapolis, MN501(c)(10)Provide backpacks and school supplies to children in need-
Catholic Charities of the archdiocese of st paul & mplsMinneapolis, MN501(c)(3)Provide backpacks and school supplies to children in need-
Girl Scouts of mn and wi river valleysSt Paul, MN501(c)(3)Provide backpacks and school supplies to children in need-
Good in the HoodMinneapolis, MN501(c)(3)Provide backpacks and school supplies to children in need-
Hmong International Academy Beaconminneapolis, MNschoolProvide backpacks and school supplies to children in need-
Merrick Community ServicesSt Paul, MN501(c)(3)Provide backpacks and school supplies to children in need-
Minnesota Literacy CouncilSt Paul, MN501(c)(3)Provide backpacks and school supplies to children in need-
Nellie Stone Johnson Community SchoolMinneapolis, MNschoolProvide backpacks and school supplies to children in need-
Project Care Free Clinichibbing, MN501(c)(3)Provide backpacks and school supplies to children in need-
Project for Pride and LivingMinneapolis, MN501(c)(3)Provide backpacks and school supplies to children in need-
ResourceWesthopkins, MN501(c)(3)Provide backpacks and school supplies to children in need-
Stonebridge World SchoolMinneapolis, MNschoolProvide backpacks and school supplies to children in need-
Tesfa International Schoolminneapolis, MNschoolProvide backpacks and school supplies to children in need-
Treehouse incEdina, MN501(c)(3)Provide backpacks and school supplies to children in need-
TubmanMinneapolis, MN501(c)(3)Provide backpacks and school supplies to children in need-
Turning Point IncMinneapolis, MN501(c)(3)Provide backpacks and school supplies to children in need-
Unity SchoolBalsam Lake, WISchoolProvide backpacks and school supplies to children in need-
YMCA of the greater twin citiesminneapolis, MN501(c)(3)Provide backpacks and school supplies to children in need-
franklin middle schoolThief river falls, MNschoolProvide backpacks and school supplies to children in need-
minnesota internship center charter schoolminneapolis, MN501(c)(3)Provide backpacks and school supplies to children in need-
people responding in social ministryGolden Valley, MN501(c)(3)Provide backpacks and school supplies to children in need-
visitation monastery of minneapolisMinneapolis, MNchurchProvide backpacks and school supplies to children in need-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,315
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Show$16,395-$3,913-
cops vs kids sd$545-$402-
Total Events$16,940-$4,315$-4,315
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

The acting secretary takes notes at all board meetings. Records are distributed to all board members by email following meetings. Notes are not taken at committee meetings.

Form 990, Part VI, Section B, line 11B

The Form 990 is reviewed by the finance committee. A copy is then provided to the entire board of directors before it is filed with the internal revenue service.

Form 990, Part VI, Section B, line 12C

BOARD MEMBERS MEET QUARTERLY TO REVIEW THE YEAR'S ACTIVITY AND ARE ASKED AT THAT TIME TO DISCLOSE CONFLICTs OF INTEREST WITH ANY PROGRAMMING, DONORS, OR RECIPIENTS OF SIMON SAYS GIVE ACTIVITY. If a possible conflict of interest exists, the interested person must leave meetings during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest.

Form 990, Part VI, Section C, line 19

All public documents are available to the public upon request. They reside at simon says give offices with executive director, dina simon, at 3440 federal drive, suite 101, eagan, mn 55122, phone (888) 470-7523, email: [email protected]

Filing and Contact Details

Filer

Filer Name
Simon Says Give Inc
EIN
45-4015006
Phone
6123847470
Address
3440 Federal Drive No 101, Eagan, MN 55122

Signing Officer

Name
Bryan Altman
Title
treasurer
Phone
6123847470
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dina Simon
Formed
2012
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
1,199

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
225 S 6th St 2300, Minneapolis, MN 55402
Preparer
Lawrence H Mohr CPA
Phone
6128764500
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

Our South Dakota chapter launched their "Hunger Project," which consisted of: -"Make-a-Meal, Take-a-Meal" program taught a group of 10 foster kids how to make a healthy snack and provided the ingredients for a second snack they could make for their families. -2 Food Drives -"Dine to Donate" fundraisers at DQ and Pizza Rev to help fund projects

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IRS990/PrincipalOfficerNm0Dina Simon
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IRS990/ProgSrvcAccomActy2Grp/Desc0Birthday CelebrationsEvery child deserves a birthday celebration on his/her special day. We support children in-need between the age of 5 to 12 with a birthday celebration. Some of these birthday celebrations are a "hosted" birthday at a community center type venue and many are "birthdays in a box". Our birthdays in a box have everything you would need for a pop-up birthday party for a child to celebrate with 10 of his/her friends. In 2016 we celebrated 307 birthday children with parties or birthday boxes.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt015434
IRS990/ProgSrvcAccomActy3Grp/Desc0Youth LeadershipBeing that we are Kid Founded we are also Kid Operated. We have many youth that volunteer their time to help us with our Birthday Celebrations or our High Five for Supplies programing. In 2016, we had over 455 children under the age of 18 volunteering for our organization. These youth can also bring their own ideas to the table for service projects to continue to have impact on kids in whatever format they choose. An example of this would be our South Dakota Chapter conducts a Cops Vs Kids event where they raise money for food to be provided to kids that are hungry and in need of assistance. Our Youth Leaders or often speaking in front of adults in corporate settings or involved in larger events. At the 2016 WE Day event in MN our founder Mandi Simon shared the Simon Says Give story with 18,000 youth in the Exel Center in MN.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07954
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Hunger ProjectOur South Dakota chapter launched their Hunger Project, which consisted of:-"Make-a-Meal, Take-a-Meal" program taught a group of 10 foster kids how to make a healthy snack and provided the ingredients for a second snack they could make for their families. -2 Food Drives -"Dine to Donate" fundraisers at DQ and Pizza Rev to help fund projects
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IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Birthday celebrations
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt45600
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt1515000
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt2320000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt245000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0backpacks and school supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1backpacks and school supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2backpacks and school supplies
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc16backpacks and school supplies
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc19backpacks and school supplies
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IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc22backpacks and school supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc23backpacks and school supplies
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc24backpacks and school supplies

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