Civic Intelligence

Simon Foundation Incorporated

990PF • Fiscal year 2015 • EIN 56-2489875

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

184 Fern AvenueLitchfield, CT 06759

(860) 519-1516

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.57x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

4.31x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

17th percentile

-20%

Higher net margin than 17% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,233,274

Down $232,696 (-3.1%) from 2014

Net Assets

Down

$3,119,862

Down $195,302 (-5.9%) from 2014

Liabilities

Down

$4,113,412

Down $37,394 (-0.9%) from 2014

Revenue

Down

$953,414

Down $1,415,965 (-60%) from 2014

Expenses

Up

$1,148,716

Up $184,654 (+19%) from 2014

Net Income

Down

-$195,302

Down $1,600,619 (-114%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $5,005,429Liabilities 2011: $4,351,610Net Assets 2011: $653,8192011Assets 2012: $4,870,985Liabilities 2012: $2,886,441Net Assets 2012: $1,984,5442012Assets 2013: $4,784,367Liabilities 2013: $2,874,520Net Assets 2013: $1,909,8472013Assets 2014: $7,465,970Liabilities 2014: $4,150,806Net Assets 2014: $3,315,1642014Assets 2015: $7,233,274Liabilities 2015: $4,113,412Net Assets 2015: $3,119,8622015Assets 2016: $7,090,456Liabilities 2016: $3,682,774Net Assets 2016: $3,407,6822016Assets 2017: $6,876,750Liabilities 2017: $3,447,796Net Assets 2017: $3,428,9542017Assets 2018: $6,730,499Liabilities 2018: $3,199,492Net Assets 2018: $3,531,0072018Assets 2019: $6,596,575Liabilities 2019: $2,943,104Net Assets 2019: $3,653,4712019Assets 2020: $8,402,332Liabilities 2020: $2,798,567Net Assets 2020: $5,603,7652020Assets 2021: $7,338,201Liabilities 2021: $2,763,230Net Assets 2021: $4,574,9712021Assets 2022: $7,239,549Liabilities 2022: $3,186,427Net Assets 2022: $4,053,1222022Assets 2023: $7,165,648Liabilities 2023: $3,599,633Net Assets 2023: $3,566,0152023Assets 2024: $7,017,323Liabilities 2024: $3,151,424Net Assets 2024: $3,865,8992024

Highlighted filing

2015

Assets$7,233,274
Liabilities$4,113,412
Net Assets$3,119,862

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $990,9812011Expenses 2012: $984,9852012Revenue 2013: $789,338Expenses 2013: $864,035Net Income 2013: -$74,6972013Revenue 2014: $2,369,379Expenses 2014: $964,062Net Income 2014: $1,405,3172014Revenue 2015: $953,414Expenses 2015: $1,148,716Net Income 2015: -$195,3022015Revenue 2016: $1,481,624Expenses 2016: $1,193,804Net Income 2016: $287,8202016Revenue 2017: $1,033,080Expenses 2017: $1,011,808Net Income 2017: $21,2722017Revenue 2018: $1,066,607Expenses 2018: $964,554Net Income 2018: $102,0532018Revenue 2019: $1,062,159Expenses 2019: $939,568Net Income 2019: $122,5912019Revenue 2020: $991,281Expenses 2020: $1,061,853Net Income 2020: -$70,5722020Revenue 2021: $842,736Expenses 2021: $1,025,321Net Income 2021: -$182,5852021Revenue 2022: $367,285Expenses 2022: $889,134Net Income 2022: -$521,8492022Revenue 2023: $432,360Expenses 2023: $919,467Net Income 2023: -$487,1072023Revenue 2024: $437,429Expenses 2024: $1,120,745Net Income 2024: -$683,3162024

Highlighted filing

2015

Revenue$953,414
Expenses$1,148,716
Net Income-$195,302
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK GREENBERGDirector-$0--
LINDA GREENBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Simon Foundation Inc
EIN
56-2489875
Phone
8605191516
Address
184 FERN AVENUE, LITCHFIELD, CT 06759

Signing Officer

Name
Mark Greenberg
Title
Director
Phone
8605191516
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Goldburd & Co Llp
Address
42 WEST 38TH STREET, NEW YORK, NY 10018
Preparer
Jacob Goldburd
Phone
2123028970
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07425
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt033754
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt033754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0846574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01149797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0114219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01148716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0550000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0953414
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01149797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0114219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01148716
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-195302
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03119862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03315164
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03119862
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08795
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt07233820
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0100519
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt046145
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt046145
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt071445
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02712875
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0642794
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05187493
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02700557
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02641430
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02641430
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04643894
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04544699
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04545245
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt04131131
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt03911302
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt019675
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0202110
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt020000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03315164
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03119862
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07465970
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07233274
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07233820
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04150806
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04113412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07465970
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07233274
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03315164
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03119862
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018441
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018441
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018441
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018441
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt060.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt062262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0LISA AGRESTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0GENERAL MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt048 EAST LITCHFIELD RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LITCHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd006759
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK GREENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA GREENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0184 FERN AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1184 FERN AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LITCHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LITCHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006759
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106759
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt010000
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/Year3Amt010000
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02006-11-29
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt02989235
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/Year1Amt01904626
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/Year2Amt0505440
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/Year3Amt0579169
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.02$3.15$3.87$0.44$1.12$0.68
2023Detailed filing. Detailed filing data is available for this year.$7.17$3.60$3.57$0.43$0.92$0.49
2022Detailed filing. Detailed filing data is available for this year.$7.24$3.19$4.05$0.37$0.89$0.52
2021Detailed filing. Detailed filing data is available for this year.$7.34$2.76$4.57$0.84$1.03$0.18
2020Detailed filing. Detailed filing data is available for this year.$8.40$2.80$5.60$0.99$1.06$0.07
2019Detailed filing. Detailed filing data is available for this year.$6.60$2.94$3.65$1.06$0.94$0.12
2018Detailed filing. Detailed filing data is available for this year.$6.73$3.20$3.53$1.07$0.96$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.88$3.45$3.43$1.03$1.01$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.09$3.68$3.41$1.48$1.19$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.23$4.11$3.12$0.95$1.15$0.20
2014Detailed filing. Detailed filing data is available for this year.$7.47$4.15$3.32$2.37$0.96$1.41
2013Detailed filing. Detailed filing data is available for this year.$4.78$2.87$1.91$0.79$0.86$0.07
2012Detailed filing. Detailed filing data is available for this year.$4.87$2.89$1.98$0.98
2011Detailed filing. Detailed filing data is available for this year.$5.01$4.35$0.65$0.99