Civic Intelligence

Simon Foundation Incorporated

990PF • Fiscal year 2016 • EIN 56-2489875

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

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

79th percentile

0.52x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

2.49x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.0%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

55%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$7,090,456

Down $142,818 (-2.0%) from 2015

Net Assets

Up

$3,407,682

Up $287,820 (+9.2%) from 2015

Liabilities

Down

$3,682,774

Down $430,638 (-10%) from 2015

Revenue

Up

$1,481,624

Up $528,210 (+55%) from 2015

Expenses

Up

$1,193,804

Up $45,088 (+3.9%) from 2015

Net Income

Up

$287,820

Up $483,122 (+247%) from 2015

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

2016

Assets$7,090,456
Liabilities$3,682,774
Net Assets$3,407,682

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

2016

Revenue$1,481,624
Expenses$1,193,804
Net Income$287,820
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
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
2017-11-15
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/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt079871
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt079871
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt0344393
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0344393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0382931
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt061393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0384916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0285987
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0285987
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt012050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt039437
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt039437
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0908078
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01190705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0169979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01193804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0612663
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01481624
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01190705
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0169979
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01193804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt011769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt011769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011769
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0287820
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03407682
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03119862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03407682
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0260
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08854
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08854
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08854
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt07139765
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt09325
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt046145
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt070635
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt070635
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0130572
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02712875
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0742888
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05166243
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02641430
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02582303
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02582303
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04544699
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04423355
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04472664
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt03911302
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt03637817
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0202110
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt035632
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt013163
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt013163
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt013163
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03119862
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03407682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07233274
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07090456
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07139765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04113412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03682774
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07233274
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07090456
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03119862
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03407682
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044765
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt044765
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044765
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044765
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt060.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt072392
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

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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