Civic Intelligence

Jessie G S Simpson Trust 45420

990PF • Fiscal year 2015 • EIN 23-6200960

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

3 Radnor Corporate Center No 450Radnor, PA 19087-4546

(888) 995-5995

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$10,534

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

27th percentile

-3.7%

Faster asset growth than 27% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,327,041

Down $50,366 (-3.7%) from 2014

Net Assets

Down

$1,327,041

Down $50,366 (-3.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$57,314

Down $87,308 (-60%) from 2014

Expenses

Up

$108,311

Up $12,970 (+14%) from 2014

Net Income

Down

-$50,997

Down $100,278 (-203%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,337,542Liabilities 2010: $0Net Assets 2010: $1,337,5422010Assets 2011: $1,312,115Liabilities 2011: $0Net Assets 2011: $1,312,1152011Assets 2012: $1,337,141Liabilities 2012: $0Net Assets 2012: $1,337,1412012Assets 2013: $1,327,499Liabilities 2013: $0Net Assets 2013: $1,327,4992013Assets 2014: $1,377,407Liabilities 2014: $0Net Assets 2014: $1,377,4072014Assets 2015: $1,327,041Liabilities 2015: $0Net Assets 2015: $1,327,0412015Assets 2016: $1,336,811Liabilities 2016: $0Net Assets 2016: $1,336,8112016Assets 2017: $1,322,815Liabilities 2017: $0Net Assets 2017: $1,322,8152017Assets 2018: $1,323,730Liabilities 2018: $0Net Assets 2018: $1,323,7302018Assets 2019: $1,300,367Liabilities 2019: $0Net Assets 2019: $1,300,3672019Assets 2020: $1,184,041Liabilities 2020: $0Net Assets 2020: $1,184,0412020Assets 2021: $1,168,509Liabilities 2021: $0Net Assets 2021: $1,168,5092021Assets 2022: $1,060,128Liabilities 2022: $0Net Assets 2022: $1,060,1282022Assets 2023: $1,377,839Liabilities 2023: $0Net Assets 2023: $1,377,8392023Assets 2024: $1,331,233Liabilities 2024: $0Net Assets 2024: $1,331,2332024

Highlighted filing

2015

Assets$1,327,041
Liabilities$0
Net Assets$1,327,041

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $82,9362010Expenses 2011: $87,2862011Expenses 2012: $87,9752012Revenue 2013: $81,785Expenses 2013: $92,150Net Income 2013: -$10,3652013Revenue 2014: $144,622Expenses 2014: $95,341Net Income 2014: $49,2812014Revenue 2015: $57,314Expenses 2015: $108,311Net Income 2015: -$50,9972015Revenue 2016: $90,162Expenses 2016: $77,878Net Income 2016: $12,2842016Revenue 2017: $96,970Expenses 2017: $111,780Net Income 2017: -$14,8102017Revenue 2018: $115,011Expenses 2018: $114,093Net Income 2018: $9182018Revenue 2019: $92,599Expenses 2019: $115,433Net Income 2019: -$22,8342019Revenue 2020: -$2,669Expenses 2020: $113,889Net Income 2020: -$116,5582020Revenue 2021: $103,224Expenses 2021: $118,950Net Income 2021: -$15,7262021Revenue 2022: $33,486Expenses 2022: $141,711Net Income 2022: -$108,2252022Revenue 2023: $452,307Expenses 2023: $132,254Net Income 2023: $320,0532023Revenue 2024: $80,575Expenses 2024: $128,151Net Income 2024: -$47,5762024

Highlighted filing

2015

Revenue$57,314
Expenses$108,311
Net Income-$50,997
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE HAVERFORD TRUST COMPANYTrustee-$0$10,534$10,534
Filing and Contact Details

Filer

Filer Name
JESSIE G S SIMPSON #1
EIN
23-6200960
Phone
8889955995
Address
3 RADNOR CORPORATE CENTER NO 450, RADNOR, PA 19087-4546

Signing Officer

Name
The Haverford Trust Company
Title
Trustee
Phone
8889955995
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
1600 MARKET STREET 32ND FLOOR, PHILADELPHIA, PA 19103
Preparer
Thomas Mcglone
Phone
2152972100
Raw XML Appendix361 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.

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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08889955995
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARTRAM'S GARDEN YOUTH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOY'S LATIN OF PHILA CHARTER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GESU SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PHILADELPHIA ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WHYY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FRANKLIN INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05400 LINDBERGH BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15501 CEDAR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21700 WEST THOMPSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33400 W GIRARD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4150 NORTH 6TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5222 NORTH 20TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt092460
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt092458
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092460
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt066131
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt092458
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02825
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0850
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0631
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010429
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0HTC ACCOUNT #007909
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010429
TaxesSchedule/TaxesDetail/Amt01245
TaxesSchedule/TaxesDetail/Amt1502
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1502
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THE HAVERFORD TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08889955995
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JESSIE G S SIMPSON #1
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE HAVERFORD TRUST COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0236200960
ReturnHeader/Filer/PhoneNum08889955995
ReturnHeader/Filer/USAddress/AddressLine1Txt03 RADNOR CORPORATE CENTER NO 450
ReturnHeader/Filer/USAddress/CityNm0RADNOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190874546
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 MARKET STREET 32ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02152972100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS MCGLONE
ReturnHeader/ReturnTs02016-05-16T14:54:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.45$0.13$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.14$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.00$0.11$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.12$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.06$0.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.14$0.10$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08