Civic Intelligence

David E and Melinda K Simmons Foundation

990PF • Fiscal year 2023 • EIN 20-1848806

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization Profile
1556 East ConnecticutSalt Lake City, UT 84103

(801) 971-9570

Siviq Scores

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

Liabilities / Assets

71st percentile

0.16x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

3.81x

Higher debt load relative to revenue than 96% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

-0.0%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-32%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$1,707,004

Down $144 (-0.0%) from 2022

Net Assets

Up

$1,440,393

Up $43,291 (+3.1%) from 2022

Liabilities

Down

$266,611

Down $43,435 (-14%) from 2022

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin91st percentile

Revenue

Down

$69,968

Down $32,889 (-32%) from 2022

Expenses

Up

$26,526

Up $24,502 (+1211%) from 2022

Net Income

Down

$43,442

Down $57,391 (-57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,685,373Liabilities 2011: $893,9722011Assets 2012: $1,677,828Liabilities 2012: $1,034,5012012Assets 2013: $1,676,412Liabilities 2013: $965,4422013Assets 2014: $1,718,417Liabilities 2014: $865,1932014Assets 2015: $1,717,476Liabilities 2015: $795,4092015Assets 2019: $1,776,977Liabilities 2019: $518,1482019Assets 2020: $1,820,704Liabilities 2020: $448,364Net Assets 2020: $1,372,3402020Assets 2021: $1,814,621Liabilities 2021: $378,580Net Assets 2021: $1,436,0412021Assets 2022: $1,707,148Liabilities 2022: $310,046Net Assets 2022: $1,397,1022022Assets 2023: $1,707,004Liabilities 2023: $266,611Net Assets 2023: $1,440,3932023Assets 2024: $1,742,210Liabilities 2024: $210,313Net Assets 2024: $1,531,8972024

Highlighted filing

2023

Assets$1,707,004
Liabilities$266,611
Net Assets$1,440,393
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$800K$600K$400K$200K$0Revenue 2011: $627,207Expenses 2011: $419,459Net Income 2011: $207,7482011Revenue 2012: $69,784Expenses 2012: $7,545Net Income 2012: $62,2392012Revenue 2013: $69,784Expenses 2013: $2,141Net Income 2013: $67,6432013Revenue 2014: $153,734Expenses 2014: $2,658Net Income 2014: $151,0762014Revenue 2015: $72,745Expenses 2015: $3,902Net Income 2015: $68,8432015Revenue 2019: $460,288Expenses 2019: $267,962Net Income 2019: $192,3262019Revenue 2020: $229,786Expenses 2020: $117,586Net Income 2020: $112,2002020Revenue 2021: $69,813Expenses 2021: $5,219Net Income 2021: $64,5942021Revenue 2022: $102,857Expenses 2022: $2,024Net Income 2022: $100,8332022Revenue 2023: $69,968Expenses 2023: $26,526Net Income 2023: $43,4422023Revenue 2024: $69,968Expenses 2024: $8,464Net Income 2024: $61,5042024

Highlighted filing

2023

Revenue$69,968
Expenses$26,526
Net Income$43,442
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E SIMMONSTrustee-$0--
MELINDA K SIMMONSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David E & Melinda K Simmons Foundation
EIN
20-1848806
Phone
8019719570
Address
1556 EAST CONNECTICUT, SALT LAKE CITY, UT 84103

Signing Officer

Name
David E Simmons
Title
Trustee
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Kent M Christensen CPA
Phone
8019724800
Raw XML Appendix216 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01350
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt069968
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt069968
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt069968
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01350
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt069968
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt069968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069968
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069968
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt043442
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt069968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0176
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt069968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069968
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0151
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01397102
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01440393
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt085796
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt085796
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt085796
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt086769
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0973
IRS990PF/DistributableAmountGrp/TotalTaxAmt0973
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0973
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0973
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0973
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01029
IRS990PF/FMVAssetsEOYAmt01726352
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01276
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01132
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt032392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt032392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt051740
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt099733
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt056298
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0210313
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0210313
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01673480
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01673480
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01673480
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01673480
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01397102
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01440393
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01707148
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01707004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01726352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0310046
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0266611
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01707148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01707004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01397102
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01440393
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01761814
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042963
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026427
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01717647
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt086769
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01735387
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01761814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID E SIMMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MELINDA K SIMMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01556 EAST CONNECTICUT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11556 EAST CONNECTICUT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALT LAKE CITY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184103
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt025000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt025000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01556 EAST CONNECTICUT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SALT LAKE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID E SIMMONS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08019719570
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UTAH STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0OLD MAIN HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084322
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt025000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt055144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031492
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt055144
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055144
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05652
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0151
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN FMV OF STOCKS DONATED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1144
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0210313
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DEFERRED GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0210313
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID E SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID E & MELINDA K SIMMONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0201848806
ReturnHeader/Filer/PhoneNum08019719570
ReturnHeader/Filer/USAddress/AddressLine1Txt01556 EAST CONNECTICUT
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084119
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kent M Christensen CPA
ReturnHeader/ReturnTs02024-11-05T09:01:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,707,004
Liabilities
$266,611
Net assets
$1,440,393
Revenue
$69,968
Expenses
$26,526
Net income
$43,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.21$1.53$0.07$0.01$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.27$1.44$0.07$0.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.31$1.40$0.10$0.00$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.38$1.44$0.07$0.01$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.45$1.37$0.23$0.12$0.11
2019Summary only. Only limited summary data is available for this year.$1.78$0.52$0.46$0.27$0.19
2015Summary only. Only limited summary data is available for this year.$1.72$0.80$0.07$0.00$0.07
2014Summary only. Only limited summary data is available for this year.$1.72$0.87$0.15$0.00$0.15
2013Summary only. Only limited summary data is available for this year.$1.68$0.97$0.07$0.00$0.07
2012Summary only. Only limited summary data is available for this year.$1.68$1.03$0.07$0.01$0.06
2011Summary only. Only limited summary data is available for this year.$1.69$0.89$0.63$0.42$0.21