Civic Intelligence

Michael Simonson Foundation

990EZ • Fiscal year 2021 • EIN 46-4488884

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
PO Box 408Lancaster, NH 03584

(603) 779-5971

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

81st percentile

39%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-27%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-26%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$72,120

Down $26,074 (-27%) from 2020

Net Assets

Down

$72,120

Down $21,464 (-23%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$144,456

Down $49,972 (-26%) from 2020

Expenses

Down

$87,469

Down $49,515 (-36%) from 2020

Net Income

Down

$56,987

Down $457 (-0.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$100K$50K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $2,934Liabilities 2015: $02015Assets 2016: $1,920Liabilities 2016: $02016Assets 2017: $18,093Liabilities 2017: $02017Assets 2018: $84,358Liabilities 2018: $0Net Assets 2018: $78,6842018Assets 2019: $44,253Liabilities 2019: $0Net Assets 2019: $36,1402019Assets 2020: $98,194Liabilities 2020: $4,610Net Assets 2020: $93,5842020Assets 2021: $72,120Net Assets 2021: $72,1202021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$72,120
Liabilities-
Net Assets$72,120
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

$200K$100K$0-$100KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $4,550Expenses 2015: $1,616Net Income 2015: $2,9342015Revenue 2016: $200Expenses 2016: $1,214Net Income 2016: -$1,0142016Revenue 2017: $42,160Expenses 2017: $25,987Net Income 2017: $16,1732017Revenue 2018: $118,590Expenses 2018: $78,846Net Income 2018: $39,7442018Revenue 2019: $95,730Expenses 2019: $128,327Net Income 2019: -$32,5972019Revenue 2020: $194,428Expenses 2020: $136,984Net Income 2020: $57,4442020Revenue 2021: $144,456Expenses 2021: $87,469Net Income 2021: $56,9872021Revenue 2022: $4,955Expenses 2022: $16,486Net Income 2022: -$11,5312022

Highlighted filing

2021

Revenue$144,456
Expenses$87,469
Net Income$56,987
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$144,456
Mission and Program Overview

Mission

Personal empowerment education

Program Services

DescriptionGrantsExpenses
PERSONAL EMPOWERMENT EDUCATION THROUGH TRAINING AND SESSIONS-$46,877
SCHOLARSHIPS: HEALING SESSIONS AND EVENT PARTICIPATION AT NO OR REDUCED COST$8,678$8,678
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SIMONSONChairmanPT$0--
DOUGLAS COLLINSVP/Chair Per-$0--
CATHERINE WYATTTreasurer/SePT$0--
RENEE DAVISBoard Member-$0--
RICHARD GREENEBoard Member-$0--
ZVI HOFSTEDTERBoard Member-$0--
DAVID KAPLANBoard Member-$0--
JOANNE PETERSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Michael Simonson Foundation
EIN
46-4488884
Phone
6037795971
Address
PO BOX 408, LANCASTER, NH 03584

Signing Officer

Name
Michael Simonson
Title
Chairman
Phone
6037795971
Signed
2022-11-15

Preparer

Firm
John E Libby CPA Pllc
Address
60 WHITTIER HWY, MOULTONBOROUGH, NH 03254
Preparer
John Libby
Phone
6032535408
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Class of activity: esc training & sess cash contribution: 8,678 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses bank and other business fees 1,636 computer equipment 3,040 office expenses 1,228 healing tables 377 total 6,281”

Form 990-ez, Part II, Line 24

“Furniture and equipment 1,800 0 undeposited funds 140 0 due to/from esc 0 2,842 total 1,940 2,842”

Form 990-ez, Part II, Line 26

“Payroll liabilities 3,363 0 negative a/r 10,459 0 due to/from esc 1,253 0”

Raw XML Appendix166 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06037795971
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005824
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028268
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069278
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046755
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt056987
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt072410
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030208
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072120
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08678
IRS990EZ/GrossReceiptsAmt0144456
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015133
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072120
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015133
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL SIMONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUGLAS COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHERINE WYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RENEE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ZVI HOFSTEDTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOANNE PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/CHAIR PER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01940
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02842
IRS990EZ/OtherExpensesTotalAmt06281
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PERSONAL EMPOWERMENT EDUCATION
IRS990EZ/ProgramServiceRevenueAmt097672
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERSONAL EMPOWERMENT EDUCATION THROUGH TRAINING AND SESSIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS: HEALING SESSIONS AND EVENT PARTICIPATION AT NO OR REDUCED COST
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08678
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046877
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18678
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0100
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015075
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087469
IRS990EZ/TotalProgramServiceExpensesAmt055555
IRS990EZ/TotalRevenueAmt0144456
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt052333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0117977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0344337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0243
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt097701
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportPY170Pct00.82420
IRS990ScheduleA/PublicSupportTotal170Amt0344337
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt052333
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0117977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042160
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0344337
IRS990ScheduleA/TotalSupportAmt0344580
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/ExplanationTxt0CLASS OF ACTIVITY: ESC TRAINING & SESS CASH CONTRIBUTION: 8,678 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK AND OTHER BUSINESS FEES 1,636 COMPUTER EQUIPMENT 3,040 OFFICE EXPENSES 1,228 HEALING TABLES 377 TOTAL 6,281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FURNITURE AND EQUIPMENT 1,800 0 UNDEPOSITED FUNDS 140 0 DUE TO/FROM ESC 0 2,842 TOTAL 1,940 2,842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL LIABILITIES 3,363 0 NEGATIVE A/R 10,459 0 DUE TO/FROM ESC 1,253 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SIMONSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06037795971
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL SIMONSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0464488884
ReturnHeader/Filer/PhoneNum06037795971
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 408
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003584
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473188764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN E LIBBY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 WHITTIER HWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOULTONBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003254
ReturnHeader/PreparerPersonGrp/PhoneNum06032535408
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN LIBBY
ReturnHeader/ReturnTs02022-11-15T13:14:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMONSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,120
Liabilities
-
Net assets
$72,120
Revenue
$144,456
Expenses
$87,469
Net income
$56,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.05$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.44$0.87$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.05$0.94$1.94$1.37$0.57
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.36$0.96$1.28$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.79$1.19$0.79$0.40
2017Summary only. Only limited summary data is available for this year.$0.18$0.00$0.42$0.26$0.16
2016Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$0.03$0.00$0.05$0.02$0.03
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00