Civic Intelligence

Simon Foundation Incorporated

990PF • Fiscal year 2019 • EIN 56-2489875

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

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

0.45x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

2.77x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

28th percentile

-2.0%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-0.4%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$6,596,575

Down $133,924 (-2.0%) from 2018

Net Assets

Up

$3,653,471

Up $122,464 (+3.5%) from 2018

Liabilities

Down

$2,943,104

Down $256,388 (-8.0%) from 2018

Revenue

Down

$1,062,159

Down $4,448 (-0.4%) from 2018

Expenses

Down

$939,568

Down $24,986 (-2.6%) from 2018

Net Income

Up

$122,591

Up $20,538 (+20%) from 2018

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

2019

Assets$6,596,575
Liabilities$2,943,104
Net Assets$3,653,471

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

2019

Revenue$1,062,159
Expenses$939,568
Net Income$122,591
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.1
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
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Goldburd & Co Llp
Address
11 BROADWAY SUITE 1155, NEW YORK, NY 10004
Preparer
Jacob Goldburd
Phone
2123028970
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0122591
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0600000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0600000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0600000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt027073
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt0163778
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt044633
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0163778
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0480671
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0479536
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0915
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt089119
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt089119
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt0291469
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0291469
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0143436
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt016704
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0143436
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0241834
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0241834
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt023919
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023919
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt045189
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt045189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0842969
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0939568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0120464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0939568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0601135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01062159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0939568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0120464
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0939568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AVANGRID INC, 125 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DOMINION ENERGY INC, 50 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ENDBRIDGE INC, 172 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PFIZER INC, 125 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VERIZON COMMUNICATIONS, 100 SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0915
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0915
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0122591
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0127
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03653598
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03531007
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03653471
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0109
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09613
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09613
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09613
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013000
IRS990PF/FMVAssetsEOYAmt08624080
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01694
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt057765
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt052944
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt052944
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0307953
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02712875
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01073189
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05189384
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02464049
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02404922
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04432427
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04201235
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04116195
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt04116195
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt03186714
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt02932553
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt011084
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt010551
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt06450

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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