Civic Intelligence

Sims Family Charitable Foundation

990PF • Fiscal year 2012 • EIN 20-3929525

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
5493 South 11000 West Road60941
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

61st percentile

3.6%

Faster asset growth than 61% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$672,639

Up $23,424 (+3.6%) from 2011

Net Assets

Up

$672,639

Up $23,424 (+3.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,747

Up $8,325 (+130%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$800K$600K$400K$200K$0Assets 2011: $649,215Liabilities 2011: $0Net Assets 2011: $649,2152011Assets 2012: $672,639Liabilities 2012: $0Net Assets 2012: $672,6392012Assets 2013: $711,525Liabilities 2013: $0Net Assets 2013: $711,5252013Assets 2014: $731,175Liabilities 2014: $0Net Assets 2014: $731,1752014Assets 2015: $673,380Liabilities 2015: $0Net Assets 2015: $673,3802015Assets 2016: $651,724Liabilities 2016: $0Net Assets 2016: $651,7242016Assets 2017: $590,982Liabilities 2017: $0Net Assets 2017: $590,9822017Assets 2018: $614,585Liabilities 2018: $0Net Assets 2018: $614,5852018Assets 2019: $606,410Liabilities 2019: $0Net Assets 2019: $606,4102019Assets 2020: $666,836Liabilities 2020: $0Net Assets 2020: $666,8362020Assets 2021: $651,341Liabilities 2021: $0Net Assets 2021: $651,3412021Assets 2022: $632,635Liabilities 2022: $0Net Assets 2022: $632,6352022Assets 2023: $654,214Liabilities 2023: $12023Assets 2024: $684,880Liabilities 2024: $0Net Assets 2024: $684,8802024

Highlighted filing

2012

Assets$672,639
Liabilities$0
Net Assets$672,639
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $6,4222011Expenses 2012: $14,7472012Revenue 2013: $45,386Expenses 2013: $6,500Net Income 2013: $38,8862013Revenue 2014: $59,481Expenses 2014: $39,831Net Income 2014: $19,6502014Revenue 2015: $29,260Expenses 2015: $87,222Net Income 2015: -$57,9622015Revenue 2016: $28,552Expenses 2016: $50,288Net Income 2016: -$21,7362016Revenue 2017: $76,624Expenses 2017: $137,493Net Income 2017: -$60,8692017Revenue 2018: $29,959Expenses 2018: $6,441Net Income 2018: $23,5182018Revenue 2019: $119,125Expenses 2019: $127,499Net Income 2019: -$8,3742019Revenue 2020: $74,644Expenses 2020: $14,572Net Income 2020: $60,0722020Revenue 2021: $24,093Expenses 2021: $39,845Net Income 2021: -$15,7522021Revenue 2022: -$3,944Expenses 2022: $15,036Net Income 2022: -$18,9802022Revenue 2023: $40,036Expenses 2023: $18,457Net Income 2023: $21,5792023Revenue 2024: $45,063Expenses 2024: $14,397Net Income 2024: $30,6662024

Highlighted filing

2012

Revenue-
Expenses$14,747
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne SimsPresident/DirectorFT$0--
Eleanor SimsVice President/DirectorFT$0--
Kevin SimsSecretary/DirectorFT$0--
Filing and Contact Details

Filer

EIN
20-3929525
Raw XML Appendix314 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/AccountingFees/AdjustedNetIncome07500
AccountingFeesSchedule/AccountingFees/Amount07500
AccountingFeesSchedule/AccountingFees/Category0Wagner Consulting
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome07500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis018760
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis113818
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02008-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12008-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice029051
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice125095
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0IShares Tr Russell Midcap Growth Index Fd
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1I Shares Tr Russell Midcap Value Index Fd
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet010291
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet111277
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue053054
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue16298
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue238548
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue324986
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV060495
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV18062
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV238654
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV325205
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0IShares Iboxx Invest Grd Corp Bond Fd
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1Ishares Tr Barclays 7-10 yr Bd Fd
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2Vanguard Bd Index Fd Inc Total Bd
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3IShares Tr Iboxx High Yiel Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue012077
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue137277
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue26841
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue311864
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue444554
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5111900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6107466
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue724210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue843220
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue924674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1040736
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1111144
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue126056
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue136531
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1424121
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue157118
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV09614
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV143834
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27119
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV311928
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV452250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5109813
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6125610
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV723106
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV850610
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV919886
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1043523
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1112135
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV126787
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV136669
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1435644
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV158258
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0I Shares Inc MSCI Japan Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1I Shares Tr Russell Midcap Growth Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2IShares Inc Msci Singapore Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3IShares Inc Msci Cda Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4IShares Tr Russel Midcap Value Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5IShares Tr Russell 1000 Value Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6IShares Tr Russell 1000 Growth Indes Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7IShares TR Russell 2000 Value Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8IShares Tr Russell 2000 Growth Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9IShares TR SP Europe 350 Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10IShares TR Dow Jones U S Real Estate Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11Ishares TR Ftse Xinhau Hk China 25 Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12IShares Inc Msci Australia Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13IShares Msci Germany Index Fd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14Spdr Gold Tr Gold Shs
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15Ega Emerging Global Shs Tr Egs
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome016462
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome021709
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome038171
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA038171
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm07500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm07500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss07500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm021709
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm016462
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss016462
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses023424
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice054287
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm06658
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm06658
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss06658
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss021709
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome024013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0174
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm014158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm014158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss014747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome038171
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses038171
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm014158
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm014158
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss014747
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0122886
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0122886
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0132416
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0487143
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0519789
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0566786
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY039186
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY029964
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV029964
IRS990PF/BalanceSheets/TotalAssetsBOY0649215
IRS990PF/BalanceSheets/TotalAssetsEOY0672639
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0729166
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0649215
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0672639
IRS990PF/BalanceSheets/TotalNetAssetsBOY0649215
IRS990PF/BalanceSheets/TotalNetAssetsEOY0672639
IRS990PF/BalanceSheets/UnrestrictedBOY0649215
IRS990PF/BalanceSheets/UnrestrictedEOY0672639
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome021709
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis018760
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis113818
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-12-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-12-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0IShares Tr Russell Midcap Growth Index Fd
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1I Shares Tr Russell Midcap Value Index Fd
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss010291
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss111277
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses010291
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses111277
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice029051
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice125095
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses023424
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0672639
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0649215
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0672639
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted034403
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj034403
IRS990PF/DistributableAmount/DistributableAmountBeforeDed034403
IRS990PF/DistributableAmount/MinimumInvestmentReturn034883
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0480
IRS990PF/DistributableAmount/TotalTax0480
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0480
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0480
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0480
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0480
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0729166
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0708283
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances038846
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable010624
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0669437
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn034883
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0697659
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0708283
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0050.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1050.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition2050.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Wayne Sims
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Eleanor Sims
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Kevin Sims
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President/Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Vice President/Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Secretary/director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105493 S 11000 W Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115493 S 11000 W Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121114 Baldwin Ct
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Herscher
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Herscher
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Naperville
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode060941
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode160941
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode260565
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct021871
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets021631
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.031005
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.093016
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0697659
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10668039
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20634301
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30534100
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0240
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2059000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.093016
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Synovus Trust Company NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07066413942
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10P O Box 23024
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Columbus
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0GA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode031902
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10None
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10None
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Must apply of application form to be obtained from above individual.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Donald Wagner
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08153250602
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10P O Box 201
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Herscher
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode060941
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Must be a senior currently enrolled at Herscher High School and must attend State of Illinois supported university
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0March 15
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted034403
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2027697
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50873668
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus034403
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY034403
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50839265
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear027697
IRS990PF/UndistributedIncome/ExcessFromYear2027697
IRS990PF/UndistributedIncome/TotalCorpus0866962
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0901365
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/AdjustedNetIncome06658
LegalFeesSchedule/LegalFees/Amount06658
LegalFeesSchedule/LegalFees/Category0Synovus Family Asset Management
LegalFeesSchedule/LegalFees/NetInvestmentIncome06658
OtherExpensesSchedule/OtherExpenses/Description0Miscellaneous
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0174
TaxesSchedule/Taxes/Amount0400
TaxesSchedule/Taxes/Amount115
TaxesSchedule/Taxes/Category0Tax on investment income
TaxesSchedule/Taxes/Category1State Fees
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0203929525
ReturnHeader/Filer/Name/BusinessNameLine10Sims Family Charitable Foundation
ReturnHeader/Filer/NameControl0SIMS
ReturnHeader/Filer/Phone08153250602
ReturnHeader/Filer/USAddress/AddressLine105493 South 11000 West Road
ReturnHeader/Filer/USAddress/City0Herscher
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060941
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-05-07
ReturnHeader/Officer/Name0Wayne K Sims
ReturnHeader/Officer/Phone08153250602
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-05-07
ReturnHeader/Preparer/Name0Donald Wagner
ReturnHeader/Preparer/Phone08153250602
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-07T11:43:57-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$672,639
Liabilities
$0
Net assets
$672,639
Revenue
-
Expenses
$14,747
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.45$0.14$0.31
2023Summary only. Only limited summary data is available for this year.$6.54$0.00$0.40$0.18$0.22
2022Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.04$0.15$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.24$0.40$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.75$0.15$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$1.19$1.27$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.15$0.00$6.15$0.30$0.06$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.77$1.37$0.61
2016Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.29$0.50$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.29$0.87$0.58
2014Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.59$0.40$0.20
2013Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.45$0.07$0.39
2012Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.15
2011Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $500k-$1M nonprofits