Civic Intelligence

Simpson Meadows

990 • Fiscal year 2017 • EIN 23-2948992

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileWWW.SIMPSONMEADOWS.ORG
150 Monument Road No 105Bala Cynwyd, PA 19004

(610) 660-0112

Siviq Scores

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

Liabilities / Assets

97th percentile

1.30x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

2.88x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

56th percentile

4.5%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$393,439

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

11th percentile

-6.6%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$14,117,106

Down $992,403 (-6.6%) from 2016

Net Assets

Down

-$4,288,105

Down $614,387 (-17%) from 2016

Liabilities

Down

$18,405,211

Down $378,016 (-2.0%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin56th percentile

Revenue

Up

$6,380,887

Up $723,816 (+13%) from 2016

Expenses

Up

$6,094,588

Up $31,145 (+0.5%) from 2016

Net Income

Up

$286,299

Up $692,671 (+170%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $15,494,694Liabilities 2010: $15,195,567Net Assets 2010: $299,1272010Assets 2011: $15,334,052Liabilities 2011: $14,844,203Net Assets 2011: $489,8492011Assets 2012: $15,637,921Liabilities 2012: $14,325,136Net Assets 2012: $1,312,7852012Assets 2013: $14,640,558Liabilities 2013: $17,094,155Net Assets 2013: -$2,453,5972013Assets 2014: $14,562,071Liabilities 2014: $17,011,551Net Assets 2014: -$2,449,4802014Assets 2015: $15,461,893Liabilities 2015: $18,356,180Net Assets 2015: -$2,894,2872015Assets 2016: $15,109,509Liabilities 2016: $18,783,227Net Assets 2016: -$3,673,7182016Assets 2017: $14,117,106Liabilities 2017: $18,405,211Net Assets 2017: -$4,288,1052017Assets 2018: $14,203,738Liabilities 2018: $18,644,471Net Assets 2018: -$4,440,7332018Assets 2019: $15,485,455Liabilities 2019: $19,478,559Net Assets 2019: -$3,993,1042019Assets 2020: $15,045,172Liabilities 2020: $19,458,321Net Assets 2020: -$4,413,1492020Assets 2021: $16,075,834Liabilities 2021: $20,974,477Net Assets 2021: -$4,898,6432021Assets 2022: $15,227,500Liabilities 2022: $21,929,905Net Assets 2022: -$6,702,4052022Assets 2023: $15,065,982Liabilities 2023: $23,091,644Net Assets 2023: -$8,025,6622023Assets 2024: $14,043,211Liabilities 2024: $22,650,832Net Assets 2024: -$8,607,6212024

Highlighted filing

2017

Assets$14,117,106
Liabilities$18,405,211
Net Assets-$4,288,105
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,131,0052010Expenses 2011: $5,020,7952011Expenses 2012: $5,031,2982012Revenue 2013: $4,813,254Expenses 2013: $5,286,225Net Income 2013: -$472,9712013Revenue 2014: $5,568,253Expenses 2014: $5,529,283Net Income 2014: $38,9702014Revenue 2015: $5,843,247Expenses 2015: $6,136,820Net Income 2015: -$293,5732015Revenue 2016: $5,657,071Expenses 2016: $6,063,443Net Income 2016: -$406,3722016Revenue 2017: $6,380,887Expenses 2017: $6,094,588Net Income 2017: $286,2992017Revenue 2018: $6,661,571Expenses 2018: $6,519,855Net Income 2018: $141,7162018Revenue 2019: $7,333,544Expenses 2019: $7,061,931Net Income 2019: $271,6132019Revenue 2020: $6,559,462Expenses 2020: $6,880,462Net Income 2020: -$321,0002020Revenue 2021: $6,642,903Expenses 2021: $7,056,305Net Income 2021: -$413,4022021Revenue 2022: $6,573,253Expenses 2022: $7,972,270Net Income 2022: -$1,399,0172022Revenue 2023: $6,717,354Expenses 2023: $8,182,512Net Income 2023: -$1,465,1582023Revenue 2024: $6,421,731Expenses 2024: $8,210,647Net Income 2024: -$1,788,9162024

Highlighted filing

2017

Revenue$6,380,887
Expenses$6,094,588
Net Income$286,299
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$7,409,895
Mission and Program Overview

Mission

Simpson meadows is dedicated to meeting the needs of seniors in our community. Through careful oversight, we strive to deliver the highest quality of service with a sense of warmth, friendliness, individual pride and integrity. We are committed to offering our residents and staff opportunities for personal growth and spiritual enrichment.

To operate a continuing care retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,472,591$9,142,313▼ $330,278
Investments in Publicly Traded Securities$3,476,749$4,004,388▲ $527,639
Cash and Non-Interest-Bearing Accounts$453,443$608,597▲ $155,154
Prepaid Expenses and Deferred Charges$99,964$87,314▼ $12,650
Accounts Receivable$79,308$51,429▼ $27,879
Savings and Temporary Cash Investments$283,239$43,548▼ $239,691
Total Assets$15,109,509$14,117,106▼ $992,403
Other Assets Total$1,244,215$179,517▼ $1,064,698
Liabilities
Deferred Revenue$10,644,226$10,931,498▲ $287,272
Tax Exempt Bond Liabilities$7,019,577$6,758,516▼ $261,061
Other Liabilities$585,344$454,915▼ $130,429
Accounts Payable and Accrued Expenses$534,080$260,282▼ $273,798
Total Liabilities$18,783,227$18,405,211▼ $378,016
Net Assets / Fund Balance
Temporarily Rstr Net Assets$699,013$732,287▲ $33,274
Unrestricted Net Assets$-4,372,731$-5,020,392▼ $647,661
Total Net Assets Fund Balance$-3,673,718$-4,288,105▼ $614,387
Total Liabilities and Net Assets / Fund Balance$15,109,509$14,117,106▼ $992,403

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,907,278$9,917,030$17,824,308
Equipment$406,396$2,117,639$2,524,035
Land$599,166-$599,166
Other Land Buildings$229,473$161,201$390,674
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Toni McclayChief Operating Officer (until 11/17)--$264,403$264,403
Kathleen ArdenkaniExecutive DirectorFT$93,473$29,888$123,361
Catherine BarbalaceSales CounselorFT$107,377$11,977$119,354

Board Members and Trustees

NameTitle
Janis Moore Campbell PhdChair (as of 11/17)
Mary Ann HoffmanCHAIR (UNTIL 11/17); IMM PAST CHAIR (AS OF 11/17)
Rhonda Karp EddImmediate Past Chair (until 11/17)
Kim W WilliamsPresident/CEO
Rev James D AndermanVice Chair (as of 11/17)
Mark AguilarChief Financial Officer
Toni McclayChief Operating Officer (until 11/17
Firas Saidi MdSecretary
Alvin Kingcade Clu ChfcTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Simpson Senior ServicesManagement Services150 MONUMENT ROAD SUITE 105, Bala Cynwyd, PA 19004$912,962
Flik LifestylesDietary ServicesPO BOX 102289, Atlanta, GA 30368-2289$620,066
Abriola CompanyBuilding Contractor Services1013 PLEASANT AVE, Wyndmoor, PA 19038$346,420
Glynndevins INCSales/marketing Consulting Services8880 WARD PKWY STE 400, Kansas City, MO 64114$178,469
Revenue and Support

Revenue Composition

Contributions and Grants
$39,470
Program Service Revenue
$6,055,185
Investment Income
$172,091
Other Revenue
$114,141
All Other Contributions
$11,945
Change in Net Assets
$286,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,424,723
Revenue Not Reported on Financial Statements
$-43,836
Revenue Not Reported on Form 990
$293,141
Other Revenue Adjustments
$-43,836
Total Revenue per Audited Statements
$6,717,864
Total Revenue per Form 990
$6,380,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,569,531
Salaries, Compensation, and Employee Benefits$2,525,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,707,201$212,109-$1,919,310
Fees for Services Management$466,688$348,200-$814,888
Depreciation Depletion$756,138--$756,138
Occupancy$447,332--$447,332
Interest$288,772--$288,772
Other Employee Benefits$217,312$11,374-$228,686
Payroll Taxes$198,799$26,811-$225,610
Advertising-$205,064-$205,064
Insurance$4,146$144,425-$148,571
Current Officers, Directors, Trustees, and Key Employees-$123,224-$123,224
All Other Expenses$90,136$30,515-$120,651
Office Expenses$47,275$45,675-$92,950
Information Technology$450$76,622-$77,072
Fees for Services Other$60,118$6,211-$66,329
Other Expenses$37,867$819-$37,867
Pension Plan Contributions$23,981$4,246-$28,227
Travel$16,766$2,550-$19,316
Fees for Services Accounting-$13,508-$13,508
Fees for Services Lobbying-$4,918-$4,918
Fees for Services Legal-$3,818-$3,818
Conferences and Meetings$985$2,045-$3,030
Fees for Service Investment Mgmnt Fees-$226-$226
Total Functional Expenses$4,832,228$1,262,360$0$6,094,588

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,332,251
Expenses per Audited Statements$6,094,588
Total Expenses per Form 990$6,094,588
Expenses Not Reported on Form 990$1,237,663
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,148
Fundraising Gross Income$6,952
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Dinner$34,477$6,952$3,627$3,325
Total Events$34,477$6,952$13,148$-6,196
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$405,276
Obligation Under Interest Rate Swap Agreements$44,981
Annuities Payable$4,419
Due to Affiliates$239

Bond Issues

BondIssuerIssuedIssue PricePurpose
AChester County Health and Education Facilities Authority2015-12-23$7,019,577SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,019,577$6,074,169$259,200$133,345

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 corporate member of the corporation shall be simpson senior services.”

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

“The member shall have reserved powers to appoint and remove all members of the board of directors at any time.”

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

“The member shall have reserved powers to appoint and remove all members of the board of directors at any time, to approve any amendment to the articles of incorporation or by-laws, to approve the annual budgets, to approve any sale, lease, or transfer of assets, to approve indebtedness greater than $50,000, and to approve any merger, consolidation, or dissolution of the corporation.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the cfo. Once approved, the form 990 is sent to the president/ceo for review and approval. The president/ceo will then forward a copy of the form 990 to the board of directors for their review and approval prior to filing with the irs.”

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. Conflicts of interest are reviewed at the board level. Any individual with a conflict of interest must abstain from board discussions and decisions where any conflict would be present. On an annual basis all directors and officers sign off on a conflict of interest statement affirming that they have received, understand, and comply with the conflict of interest policy. They must also disclose any potential conflicts with simpson related to financial interests, transactions, or relationships (business or family affiliates).”

Form 990, Part VI, Section B, Line 15

“A sub-committee of the board of directors of simpson senior services (sss), a related organization, which is appointed by the board chair of sss has the specific duty of annually evaluating the performance of the president/ceo of the organization, including determining his annual compensation. A competent salary survey is used to benchmark compensation for the position utilizing leading age pa, leading age national, and cemo salary surveys and other studies. In addition, the guide star website is utilized to research the salary of similar positions at similar sized organizations in the local market area. The cfo, coo, and the executive directors' salaries of each community are determined by the president/ceo of sss on an annual basis. The president/ceo reviews the annual performance of these individuals relative to their position descriptions. The operating budgets, including salary increases, of each community are presented to the board for their approval on an annual basis.”

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

Filer Name
Simpson Meadows
EIN
23-2948992
Phone
6106600112
Address
150 MONUMENT ROAD NO 105, BALA CYNWYD, PA 19004

Signing Officer

Name
Mark Aguilar
Title
CFO
Phone
6106600112
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim W Williams
Formed
1998
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
5
Employees
16
Volunteers
22

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1650 MARKET STREET SUITE 4500, PHILADELPHIA, PA 19103-7341
Preparer
Julius C Green CPA
Phone
2159720701
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of derivative financial instrument 12,057. Net asset transfer to affiliate -1,193,827.”

Financial Statement Notes

PART X, LINE 2:

“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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in fair value of derivative financial instrument 12,057.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses -30,688. Fundraising expenses -13,148.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses 30,688. Fundraising expenses 13,148. Net asset transfer to affiliate 1,193,827.”

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt641952
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt720985
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt829888
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt911280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1011977
IRS990/Form990PartVIISectionAGrp/PersonNm0JANIS MOORE CAMPBELL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY ANN HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2REV JAMES D ANDERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3RHONDA KARP EDD
IRS990/Form990PartVIISectionAGrp/PersonNm4ALVIN KINGCADE CLU CHFC
IRS990/Form990PartVIISectionAGrp/PersonNm5FIRAS SAIDI MD
IRS990/Form990PartVIISectionAGrp/PersonNm6KIM W WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK AGUILAR
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHLEEN ARDENKANI
IRS990/Form990PartVIISectionAGrp/PersonNm9TONI MCCLAY
IRS990/Form990PartVIISectionAGrp/PersonNm10CATHERINE BARBALACE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt893473
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10107377
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6351487
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7226343
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9253123
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR (AS OF 11/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR (UNTIL 11/17); IMM PAST CHAIR (AS OF 11/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR (AS OF 11/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR (UNTIL 11/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF OPERATING OFFICER (UNTIL 11/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt10SALES COUNSELOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt027525
IRS990/FundraisingDirectExpensesAmt013148
IRS990/FundraisingGrossIncomeAmt06952
IRS990/GainOrLossGrp/SecuritiesAmt0102586
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01087758
IRS990/GrossReceiptsAmt07409895
IRS990/GrossRentsGrp/RealAmt030688
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt076622
IRS990/InformationTechnologyGrp/ProgramServicesAmt0450
IRS990/InformationTechnologyGrp/TotalAmt077072
IRS990/InsuranceGrp/ManagementAndGeneralAmt0144425
IRS990/InsuranceGrp/ProgramServicesAmt04146
IRS990/InsuranceGrp/TotalAmt0148571
IRS990/InterestGrp/ProgramServicesAmt0288772
IRS990/InterestGrp/TotalAmt0288772
IRS990/InvestmentIncomeGrp/ExclusionAmt069505
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt069505
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03476749
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04004388
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012195870
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09472591
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09142313
IRS990/LandBldgEquipCostOrOtherBssAmt021338183
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0985172
IRS990/LessRentalExpensesGrp/RealAmt030688
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt08219
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt08219
IRS990/MissionDesc0SIMPSON MEADOWS IS DEDICATED TO MEETING THE NEEDS OF SENIORS IN OUR COMMUNITY. THROUGH CAREFUL OVERSIGHT, WE STRIVE TO DELIVER THE HIGHEST QUALITY OF SERVICE WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE, AND INTEGRITY. CONTINUED ON SCHEDULE O.WE ARE COMMITTED TO OFFERING OUR RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-3673718
IRS990/NetAssetsOrFundBalancesEOYAmt0-4288105
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0102586
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0102586
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6196
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6196
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0281084
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0447332
IRS990/OccupancyGrp/TotalAmt0447332
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt045675
IRS990/OfficeExpensesGrp/ProgramServicesAmt047275
IRS990/OfficeExpensesGrp/TotalAmt092950
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01244215
IRS990/OtherAssetsTotalGrp/EOYAmt0179517
IRS990/OtherChangesInNetAssetsAmt0-1181770
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011374
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0217312
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0228686
IRS990/OtherExpensesGrp/Desc0FOOD/NUTRITION
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3BARBER/BEAUTY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0819
IRS990/OtherExpensesGrp/ProgramServicesAmt0311303
IRS990/OtherExpensesGrp/ProgramServicesAmt1105158
IRS990/OtherExpensesGrp/ProgramServicesAmt251801
IRS990/OtherExpensesGrp/ProgramServicesAmt337867
IRS990/OtherExpensesGrp/TotalAmt0311303
IRS990/OtherExpensesGrp/TotalAmt1105977
IRS990/OtherExpensesGrp/TotalAmt251801
IRS990/OtherExpensesGrp/TotalAmt337867
IRS990/OtherLiabilitiesGrp/BOYAmt0585344
IRS990/OtherLiabilitiesGrp/EOYAmt0454915
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0FOOD SERVICE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1BARBER/BEAUTY REVENUE
IRS990/OtherRevenueMiscGrp/Desc2MAINTENANCE REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt065922
IRS990/OtherRevenueMiscGrp/ExclusionAmt138054
IRS990/OtherRevenueMiscGrp/ExclusionAmt28142
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt065922
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt138054
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt28142
IRS990/OtherRevenueTotalAmt0120337
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0212109
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01707201
IRS990/OtherSalariesAndWagesGrp/TotalAmt01919310
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026811
IRS990/PayrollTaxesGrp/ProgramServicesAmt0198799
IRS990/PayrollTaxesGrp/TotalAmt0225610
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04246
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023981
IRS990/PensionPlanContributionsGrp/TotalAmt028227
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt099964
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt087314
IRS990/PrincipalOfficerNm0KIM W WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0NET RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1AMORT OF ENTRANCE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05839601
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1215584
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05839601
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1215584
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0625
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0136717
IRS990/PYOtherExpensesAmt03615474
IRS990/PYOtherRevenueAmt0111378
IRS990/PYProgramServiceRevenueAmt05408351
IRS990/PYRevenuesLessExpensesAmt0-406372
IRS990/PYSalariesCompEmpBnftPaidAmt02447969
IRS990/PYTotalExpensesAmt06063443
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05657071
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0286299
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06055185
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0283239
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043548
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FOOD SERVICE REVENUE - 2013 AMOUNT: $ 55,467. 2014 AMOUNT: $ 82,632. 2015 AMOUNT: $ 73,822. 2016 AMOUNT: $ 61,644. 2017 AMOUNT: $ 65,922. BARBER BEAUTY REVENUE - 2013 AMOUNT: $ 26,847. 2014 AMOUNT: $ 36,129. 2015 AMOUNT: $ 34,073. 2016 AMOUNT: $ 36,572. 2017 AMOUNT: $ 38,054. MAINTENANCE REVENUE - 2013 AMOUNT: $ 10,094. 2014 AMOUNT: $ 8,148. 2015 AMOUNT: $ 9,302. 2016 AMOUNT: $ 8,183. 2017 AMOUNT: $ 8,142. ALL OTHER REVENUE - 2013 AMOUNT: $ 43,464. 2014 AMOUNT: $ 65,124. 2015 AMOUNT: $ 19,503. 2016 AMOUNT: $ 4,979. 2017 AMOUNT: $ 8,219.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0177078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042844
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0295066
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0100193
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0153077
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0112267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt083665
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0255045
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0704247

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,117,106
Liabilities
$18,405,211
Net assets
-$4,288,105
Revenue
$6,380,887
Expenses
$6,094,588
Net income
$286,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$22.7$8.61$6.42$8.21$1.79
2023Summary only. Only limited summary data is available for this year.$15.1$23.1$8.03$6.72$8.18$1.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$21.9$6.70$6.57$7.97$1.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$21.0$4.90$6.64$7.06$0.41
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$19.5$4.41$6.56$6.88$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$19.5$3.99$7.33$7.06$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$18.6$4.44$6.66$6.52$0.14
2017Detailed filing. Detailed filing data is available for this year.$14.1$18.4$4.29$6.38$6.09$0.29
2016Summary only. Only limited summary data is available for this year.$15.1$18.8$3.67$5.66$6.06$0.41
2015Detailed filing. Detailed filing data is available for this year.$15.5$18.4$2.89$5.84$6.14$0.29
2014Summary only. Only limited summary data is available for this year.$14.6$17.0$2.45$5.57$5.53$0.04
2013Detailed filing. Detailed filing data is available for this year.$14.6$17.1$2.45$4.81$5.29$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$14.3$1.31$5.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$14.8$0.49$5.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$15.2$0.30$5.13