Civic Intelligence

The Querrey Simpson Charitable Foundation

990PF • Fiscal year 2019 • EIN 26-1346418

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization Profile
4501 Gulf Shore Blvd N No 702Naples, FL 34103

(239) 649-4328

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 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-31427%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $33,457 (-100%) from 2018

Net Assets

Down

$0

Down $3,457 (-100%) from 2018

Liabilities

Down

$0

Down $30,000 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$11

Down $33,449 (-100%) from 2018

Expenses

Down

$3,468

Down $32,973 (-90%) from 2018

Net Income

Down

-$3,457

Down $476 (-16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,073,185Liabilities 2011: $0Net Assets 2011: $4,073,1852011Assets 2012: $1,820,752Liabilities 2012: $0Net Assets 2012: $1,820,7522012Assets 2013: $4,105,539Liabilities 2013: $0Net Assets 2013: $4,105,5392013Assets 2014: $7,548,886Liabilities 2014: $0Net Assets 2014: $7,548,8862014Assets 2015: $856,898Liabilities 2015: $0Net Assets 2015: $856,8982015Assets 2016: $23,329Liabilities 2016: $0Net Assets 2016: $23,3292016Assets 2017: $6,438Liabilities 2017: $0Net Assets 2017: $6,4382017Assets 2018: $33,457Liabilities 2018: $30,000Net Assets 2018: $3,4572018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $1,699,6482011Expenses 2012: $7,190,0812012Revenue 2013: $7,298,389Expenses 2013: $5,007,047Net Income 2013: $2,291,3422013Revenue 2014: $20,723,371Expenses 2014: $17,280,024Net Income 2014: $3,443,3472014Revenue 2015: $13,929,143Expenses 2015: $20,621,131Net Income 2015: -$6,691,9882015Revenue 2016: $32,371Expenses 2016: $868,431Net Income 2016: -$836,0602016Revenue 2017: $6Expenses 2017: $16,897Net Income 2017: -$16,8912017Revenue 2018: $33,460Expenses 2018: $36,441Net Income 2018: -$2,9812018Revenue 2019: $11Expenses 2019: $3,468Net Income 2019: -$3,4572019

Highlighted filing

2019

Revenue$11
Expenses$3,468
Net Income-$3,457
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY QUERREYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Querrey Simpson Charitable
EIN
26-1346418
Phone
2396494328
Address
4501 GULF SHORE BLVD N NO 702, NAPLES, FL 34103

Signing Officer

Name
Kimberly K Querrey
Title
President
Phone
2396494328
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1 S WACKER DRIVE STE 800, CHICAGO, IL 60606
Preparer
Noah Ginsburg
Phone
3126343400
Raw XML Appendix284 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/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037967080
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037963818
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0AS OF THE FILING OF THIS RETURN, THE MINIMAL ASSETS HELD BY THE FOUNDATION HAVE BEEN DISTRIBUTED TO BIG SHOULDERS FUND (A 501(C)(3) CHARITABLE ORGANIZATION) IN ACCORDANCE WITH THE DISTRIBUTION AND TERMINATION INSTRUMENT WHICH IS ATTACHED TO THIS RETURN.
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt030000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNCLEARED CHECK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY K QUERREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02396494328
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE QUERREY SIMPSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0QUER
ReturnHeader/Filer/EIN0261346418
ReturnHeader/Filer/PhoneNum02396494328
ReturnHeader/Filer/USAddress/AddressLine1Txt04501 GULF SHORE BLVD N NO 702
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08534F9D4B158DB7EA19746B6D69D07D32AF12967
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00222B2B1A96A7541E0C04802FE581171DE7992F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.134
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:34:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 S WACKER DRIVE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126343400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NOAH GINSBURG
ReturnHeader/ReturnTs02020-11-12T11:09:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$11
Expenses
$3,468
Net income
-$3,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.03$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03$0.87$0.84
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$13.9$20.6$6.69
2014Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$20.7$17.3$3.44
2013Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$7.30$5.01$2.29
2012Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$7.19
2011Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$1.70