Civic Intelligence

Simpson House Foundation

990 • Fiscal year 2013 • EIN 23-2320545

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 23, 2014

150 Monument Road No 10519004

(610) 660-0112

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

100th percentile

$342,762

Higher top officer pay than 100% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Flat

$0

Flat from 2012

Net Assets

Flat

$0

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$0

No earlier filing loaded for comparison.

Expenses

Flat

$0

Flat from 2012

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$0Expenses 2010: $02010Expenses 2011: $02011Expenses 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014

Highlighted filing

2013

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 23, 2014
Return Version
2013v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

The purpose of the organization is to serve the needs of the community through its support to simpson house, inc.

Simpson house foundation was organized to receive and administer charitable funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers

Employees

NameTitleOtherTotal
Rosann SmithExecutive Director$144,137$144,137
Toni McclayCOO$118,064$118,064

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The sole coroporate member shall be simpson house, inc.

Form 990, Part VI, Section A, Line 7A

The member shall have the power to appoint and remove all members of the board of directors at any time.

Form 990, Part VI, Section A, Line 7B

The member has the reserved powers to approve any amendment to the articles of incorporation or the by-laws, to aprrove the annual capital and operting budgets of the corporation, to approve any sale, lease, or other transfer of substantial assets of the corporation, to approve the incurrence of any indebtedness by the corporation in amounts greater than $50,000, and to approve any merger, consolidation, or dissolution to the corporation.

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the chief financial officer. Once approved, the form 990 is given to the president/chief executive officer for review and approval. The president/chief executive officer will then give a copy of the form 990 to the board of directors for their review and approval prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

All officers and members of the board are subject to the conflict of interest policy. All significant new contracts are subject to board approval. Ongoing contracts are reviewed for any known potential conflict of interest. If a conflict arises, level at which the determination of a conflict of interest exists is determined at the board level. Conflicts of interests are reviewed at the board level. Any individual with a conflict of interest is abstained from board discussions and decisions where any conflict would be present.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents,conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
23-2320545
Phone
6106600112

Signing Officer

Name
James J Koniszewski
Title
CFO
Phone
6106600112
Signed
2014-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Williams
Formed
1984
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Preparer
James D Watson
Phone
2156433900
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization has not changed its process from the prior year.

Financial Statement Notes

PART X, LINE 2:

Fin 48 footnote: the organization follows the provisions of the income tax standard regarding the recognition and measurement of uncertain tax positions. The application of these provisions has no impact on the organization's financial statements. The organization's income tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The organization is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes. The tax returns for the years 2010 to 2012 are open to examination by federal and state authorities.

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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE COROPORATE MEMBER SHALL BE SIMPSON HOUSE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBER SHALL HAVE THE POWER TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBER HAS THE RESERVED POWERS TO APPROVE ANY AMENDMENT TO THE ARTICLES OF INCORPORATION OR THE BY-LAWS, TO APRROVE THE ANNUAL CAPITAL AND OPERTING BUDGETS OF THE CORPORATION, TO APPROVE ANY SALE, LEASE, OR OTHER TRANSFER OF SUBSTANTIAL ASSETS OF THE CORPORATION, TO APPROVE THE INCURRENCE OF ANY INDEBTEDNESS BY THE CORPORATION IN AMOUNTS GREATER THAN $50,000, AND TO APPROVE ANY MERGER, CONSOLIDATION, OR DISSOLUTION TO THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. ONCE APPROVED, THE FORM 990 IS GIVEN TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. THE PRESIDENT/CHIEF EXECUTIVE OFFICER WILL THEN GIVE A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OFFICERS AND MEMBERS OF THE BOARD ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. ALL SIGNIFICANT NEW CONTRACTS ARE SUBJECT TO BOARD APPROVAL. ONGOING CONTRACTS ARE REVIEWED FOR ANY KNOWN POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT ARISES, LEVEL AT WHICH THE DETERMINATION OF A CONFLICT OF INTEREST EXISTS IS DETERMINED AT THE BOARD LEVEL. CONFLICTS OF INTERESTS ARE REVIEWED AT THE BOARD LEVEL. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS ABSTAINED FROM BOARD DISCUSSIONS AND DECISIONS WHERE ANY CONFLICT WOULD BE PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10SIMPSON SENIOR SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0412069201
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10SIMPSON GARDENS HOUSING CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine10150 MONUMENT ROAD SUITE 105
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0BALA CYNWYD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode019004
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine10SIMPSON SENIOR SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0412069202
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0ECONOMIC DEVELOPMENT FOR LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine10SIMPSON GARDENS LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt03901912
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt0271350
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine10150 MONUMENT ROAD SUITE 105
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/City0BALA CYNWYD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCode019004
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SIMPSON SENIOR SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11SIMPSON HOUSE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12SIMPSON MEADOWS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13JENNER'S POND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine14THIRD CENTURY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine15SIMPSON GLEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine16SIMPSON MID-TOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine17NARBERTH ADULT CARE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine18SIMPSON FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232948991
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1231352227
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2232948992
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3231548106
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4232948457
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5232960640
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6233089337
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7232948458
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8454731794
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt7501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt8501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd7PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd8PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MANAGES AFFILIATES PROVIDING RESIDENCE AND HEALTHCARE TO RESIDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CCRC PROVIDING HEALTHCARE, HOUSING, AND RELATED SERVICES TO THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CCRC PROVIDING HEALTHCARE, HOUSING, AND RELATED SERVICES TO THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3CCRC PROVIDING HEALTHCARE, HOUSING, AND RELATED SERVICES TO THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4PROVIDES SUPPORTIVE SERVICES TO FACILITIES PROVIDING CARE TO THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5CCRC PROVIDING HEALTHCARE, HOUSING, AND RELATED SERVICES TO THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6PROVIDES HOUSING FOR ELDERLY, LOW INCOME RESIDENTS

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