Civic Intelligence

Sims Family Charitable Foundation

990PF • Fiscal year 2018 • EIN 20-3929525

Jan 01, 2018 to Dec 31, 2018 • Filed on May 11, 2019

5493 South 11000 West RoadHerscher, IL 60941

(815) 325-0602

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

61st percentile

4.0%

Faster asset growth than 61% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$614,585

Up $23,603 (+4.0%) from 2017

Net Assets

Up

$614,585

Up $23,603 (+4.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$29,959

Down $46,665 (-61%) from 2017

Expenses

Down

$6,441

Down $131,052 (-95%) from 2017

Net Income

Up

$23,518

Up $84,387 (+139%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$614,585
Liabilities$0
Net Assets$614,585

Operations Trend

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

2018

Revenue$29,959
Expenses$6,441
Net Income$23,518
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 11, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

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

Filer

Filer Name
Sims Family Charitable Foundation
EIN
20-3929525
Phone
8153250602
Address
5493 South 11000 West Road, Herscher, IL 60941

Signing Officer

Name
Wayne K Sims
Title
President
Signed
2019-05-11
Discuss with paid preparer
No

Preparer

Firm
Wagner Consulting
Address
P O Box 201, Herscher, IL 60941
Preparer
Donald A Wagner
Phone
8153250602
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/AddressLine1Txt0P O Box 23024
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Columbus
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd031902
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Synovus Trust Company NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07066413942
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Must apply of application form to be obtained from above individual.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Donald Wagner
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08153250602
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O Box 201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Herscher
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060941
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Must be a senior currently enrolled at Herscher High School and must attend State of Illinois supported university
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0March 15
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/DistributableAsAdjustedAmt033717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt033717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt090067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015492
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt033717
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt077452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt077452
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt077452
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111169
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt05573
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Synovus Family Asset Management
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05573
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05573
OtherIncreasesSchedule/OtherIncreasesDetail/Amt085
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Non Dividend Distribution
TaxesSchedule/TaxesDetail/Amt0704
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/Amt2149
TaxesSchedule/TaxesDetail/CategoryTxt0Income tax
TaxesSchedule/TaxesDetail/CategoryTxt1State Fees
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes Paid
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Wayne K Sims
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sims Family Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SIMS
ReturnHeader/Filer/EIN0203929525
ReturnHeader/Filer/PhoneNum08153250602
ReturnHeader/Filer/USAddress/AddressLine1Txt05493 South 11000 West Road
ReturnHeader/Filer/USAddress/CityNm0Herscher
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060941
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08546794C567C60820E2FCA58CCED38FC2ED8AF39
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08546794C567C60820E2FCA58CCED38FC2ED8AF39
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03634182019120ssiuscg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.94.74.1
ReturnHeader/FilingSecurityInformation/IPDt02019-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:00:58
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wagner Consulting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Herscher
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060941
ReturnHeader/PreparerPersonGrp/PhoneNum08153250602
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Donald A Wagner
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-11T03:53:18-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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