Siemer Institute is located in Columbus, OH. The organization was established in 2017. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2022, Siemer Institute employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Siemer Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Siemer Institute generated $6.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (8.6%) each year. All expenses for the organization totaled $5.3m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Siemer Institute has awarded 451 individual grants totaling $46,441,375. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O.
Describe the Organization's Program Activity:
SOCIAL SERVICES
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Barbara Siemer Chair/director | OfficerTrustee | 1.5 | $0 |
Elizabeth Siemer President & Vice Chair/dir | OfficerTrustee | 1.5 | $0 |
Tanny Crane Vice President/director | OfficerTrustee | 1.5 | $0 |
Douglas F Kridler Secretary/director | OfficerTrustee | 1.5 | $0 |
Scott G Heitkamp Treasurer/director | OfficerTrustee | 2 | $0 |
Kimberly A Habash Dorniden President & National Dir. | Officer | 50 | $186,540 |
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $6,250,000 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $20,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $6,270,000 |
| Total Program Service Revenue | $0 |
| Investment income | $138,013 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $202,669 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,610,682 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $4,593,500 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $202,418 |
| Compensation of current officers, directors, key employees. | $30,363 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $96,605 |
| Pension plan accruals and contributions | $19,218 |
| Other employee benefits | $13,405 |
| Payroll taxes | $19,635 |
| Fees for services: Management | $55,000 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $87,258 |
| Advertising and promotion | $1,171 |
| Office expenses | $3,549 |
| Information technology | $2,309 |
| Royalties | $0 |
| Occupancy | $2,500 |
| Travel | $1,873 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $164 |
| All other expenses | $176 |
| Total functional expenses | $5,269,556 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,814,480 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,100 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $7,906,458 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $14,723,038 |
| Accounts payable and accrued expenses | $19,972 |
| Grants payable | $3,309,500 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $3,329,472 |
| Net assets without donor restrictions | $11,393,566 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $14,723,038 |
Over the last fiscal year, Siemer Institute has awarded $4,578,500 in support to 90 organizations.
| Grant Recipient | Amount |
|---|---|
CAPITAL AREA UNITED WAY PURPOSE: SOCIAL SERVICES | $140,000 |
METRO UNITED WAY INC PURPOSE: SOCIAL SERVICES | $25,000 |
HEART OF FLORIDA UNITED WAY PURPOSE: SOCIAL SERVICES | $10,000 |
ORANGE COUNTY UNITED WAY PURPOSE: SOCIAL SERVICES | $100,000 |
HEART OF FLORIDA UNITED WAY PURPOSE: SOCIAL SERVICES | $75,000 |
ORANGE COUNTY UNITED WAY PURPOSE: SOCIAL SERVICES | $25,000 |