Civic Intelligence

St Simon Charitable Foundation Inc C/O Robert G Wilmers

990PF • Fiscal year 2015 • EIN 52-2339484

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 15, 2015

Organization Profile
350 PARK AVENUE 6th flNew York, NY 10022

(212) 350-2498

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.

2015 filings • NTEE T • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • NTEE T • $25M-$50M nonprofits • Source year 2015

Net Margin

61st percentile

37%

Higher net margin than 61% of similar nonprofits.

2015 filings • NTEE T • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

86th percentile

19%

Faster asset growth than 86% of similar nonprofits.

2015 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

5.2%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$37,066,517

Up $5,837,510 (+19%) from 2014

Net Assets

Up

$37,066,517

Up $5,837,510 (+19%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin61st percentile

Revenue

Up

$3,724,128

Up $184,767 (+5.2%) from 2014

Expenses

Up

$2,331,916

Up $1,557,833 (+201%) from 2014

Net Income

Down

$1,392,212

Down $1,373,066 (-50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$400M$300M$200M$100M$0Assets 2011: $21,070,328Liabilities 2011: $0Net Assets 2011: $21,070,3282011Assets 2012: $23,101,349Liabilities 2012: $0Net Assets 2012: $23,101,3492012Assets 2013: $28,463,729Liabilities 2013: $0Net Assets 2013: $28,463,7292013Assets 2014: $31,229,007Liabilities 2014: $0Net Assets 2014: $31,229,0072014Assets 2015: $37,066,517Liabilities 2015: $0Net Assets 2015: $37,066,5172015Assets 2018: $52,025,493Liabilities 2018: $0Net Assets 2018: $52,025,4932018Assets 2019: $270,424,920Liabilities 2019: $0Net Assets 2019: $270,424,9202019Assets 2020: $297,723,837Liabilities 2020: $0Net Assets 2020: $297,723,8372020Assets 2021: $312,831,455Liabilities 2021: $0Net Assets 2021: $312,831,4552021Assets 2022: $323,896,245Liabilities 2022: $0Net Assets 2022: $323,896,2452022Assets 2023: $321,728,157Liabilities 2023: $0Net Assets 2023: $321,728,1572023Assets 2024: $324,789,996Liabilities 2024: $0Net Assets 2024: $324,789,9962024

Highlighted filing

2015

Assets$37,066,517
Liabilities$0
Net Assets$37,066,517
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

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

$150M$100M$50M$0-$50MExpenses 2011: $2,109,3202011Expenses 2012: $996,7962012Expenses 2013: $82,0482013Revenue 2014: $3,539,361Expenses 2014: $774,083Net Income 2014: $2,765,2782014Revenue 2015: $3,724,128Expenses 2015: $2,331,916Net Income 2015: $1,392,2122015Revenue 2018: $16,169,603Expenses 2018: $3,858,030Net Income 2018: $12,311,5732018Revenue 2019: $148,066,464Expenses 2019: $5,722,307Net Income 2019: $142,344,1572019Revenue 2020: $49,397,318Expenses 2020: $22,098,401Net Income 2020: $27,298,9172020Revenue 2021: $25,407,230Expenses 2021: $10,299,612Net Income 2021: $15,107,6182021Revenue 2022: $32,718,030Expenses 2022: $21,653,240Net Income 2022: $11,064,7902022Revenue 2023: $14,807,549Expenses 2023: $16,975,637Net Income 2023: -$2,168,0882023Revenue 2024: $23,926,201Expenses 2024: $20,864,362Net Income 2024: $3,061,8392024

Highlighted filing

2015

Revenue$3,724,128
Expenses$2,331,916
Net Income$1,392,212
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G WILMERSPresident-$0--
Filing and Contact Details

Filer

Filer Name
St Simon Charitable Foundation Inc
EIN
52-2339484
In Care Of
% ROBERT G WILMERS
Phone
2123502498
Address
350 PARK AVENUE 6th fl, NEW YORK, NY 10022

Signing Officer

Name
Robert G Wilmers
Title
President
Phone
2123502498
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Dorian a Vergos & Company LLC
Address
352 7TH AVE - SUITE 1501, NEW YORK, NY 10001
Preparer
Dorian a Vergos
Phone
2123074800
Raw XML Appendix371 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOR ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FOR ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FRENCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MASS MOCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALBRIGHT-KNOX ART GALLERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE WOMEN & CHILDREN'S HOSPITAL OF BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CENTRAL PARK CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WESTMINSTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE, 501(C)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE, 501(C)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE, 501(C)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE, 501(C)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE, 501(C)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE, 501(C)(3) CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022 EAST 60TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11040 MASS MOCA WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21285 ELMWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3219 BRYANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt414 EAST 60TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5465 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORTH ADAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BUFFALO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd514203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02300500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052618
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02252982
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02261124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02305600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02208506
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02252982
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT G WILMERS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1robert g wilmers
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0350 PARK AVENUE 6TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1350 park avenue 6th floor
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1new york
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110022
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11825950
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01825950
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc015,000 SHARES OF M&T STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DELAWARE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DELAWARE CORPORATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY DEPT.OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4160
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02265
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14445298
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SECTION 507(B)(2) TRANSFER FROM ROCHE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FOUNDATION
TaxesSchedule/TaxesDetail/Amt015000
TaxesSchedule/TaxesDetail/Amt14599
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - BALANCE DUE
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G WILMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02123502498
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST SIMON CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT G WILMERS
ReturnHeader/Filer/BusinessNameControlTxt0STSI
ReturnHeader/Filer/EIN0522339484
ReturnHeader/Filer/InCareOfNm0% ROBERT G WILMERS
ReturnHeader/Filer/PhoneNum02123502498
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 PARK AVENUE 6th fl
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DORIAN A VERGOS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0352 7TH AVE - SUITE 1501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02123074800
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIAN A VERGOS
ReturnHeader/ReturnTs02015-11-17T08:09:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$37,066,517
Liabilities
$0
Net assets
$37,066,517
Revenue
$3,724,128
Expenses
$2,331,916
Net income
$1,392,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$325$0.00$325$23.9$20.9$3.06
2023Detailed filing. Detailed filing data is available for this year.$322$0.00$322$14.8$17.0$2.17
2022Detailed filing. Detailed filing data is available for this year.$324$0.00$324$32.7$21.7$11.1
2021Detailed filing. Detailed filing data is available for this year.$313$0.00$313$25.4$10.3$15.1
2020Detailed filing. Detailed filing data is available for this year.$298$0.00$298$49.4$22.1$27.3
2019Detailed filing. Detailed filing data is available for this year.$270$0.00$270$148$5.72$142
2018Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$16.2$3.86$12.3
2015Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$3.72$2.33$1.39
2014Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$3.54$0.77$2.77
2013Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$0.08
2012Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$1.00
2011Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$2.11