Civic Intelligence

The Simms Family Foundation C/O Vogel Consulting Sc

EIN 36-3413327 • Walworth, WI

PO Box 306Walworth, WI 53184-9998
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-808%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-30%

Faster asset growth than 6% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

14%

Faster revenue growth than 58% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,536,966

Down $1,970,369 (-30%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,536,966

Down $1,970,369 (-30%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Up

$413,517

Up $52,073 (+14%) from 2023

Expenses

Up

$3,756,556

Up $3,222,379 (+603%) from 2023

Net Income

Down

-$3,343,039

Down $3,170,306 (-1835%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,683,037Liabilities 2010: $0Net Assets 2010: $5,683,0372010Assets 2011: $5,959,442Liabilities 2011: $0Net Assets 2011: $5,959,4422011Assets 2012: $5,618,557Liabilities 2012: $0Net Assets 2012: $5,618,5572012Assets 2013: $5,630,216Liabilities 2013: $0Net Assets 2013: $5,630,2162013Assets 2014: $6,476,903Liabilities 2014: $0Net Assets 2014: $6,476,9032014Assets 2015: $6,488,721Liabilities 2015: $0Net Assets 2015: $6,488,7212015Assets 2016: $6,129,418Liabilities 2016: $0Net Assets 2016: $6,129,4182016Assets 2017: $6,110,944Liabilities 2017: $0Net Assets 2017: $6,110,9442017Assets 2018: $6,012,933Liabilities 2018: $0Net Assets 2018: $6,012,9332018Assets 2019: $5,854,510Liabilities 2019: $0Net Assets 2019: $5,854,5102019Assets 2020: $5,632,579Liabilities 2020: $0Net Assets 2020: $5,632,5792020Assets 2021: $5,833,431Liabilities 2021: $0Net Assets 2021: $5,833,4312021Assets 2022: $6,662,109Liabilities 2022: $0Net Assets 2022: $6,662,1092022Assets 2023: $6,507,335Liabilities 2023: $0Net Assets 2023: $6,507,3352023Assets 2024: $4,536,966Liabilities 2024: $0Net Assets 2024: $4,536,9662024

Highlighted filing

2024

Assets$4,536,966
Liabilities$0
Net Assets$4,536,966
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $284,8592010Expenses 2011: $367,3922011Expenses 2012: $514,8562012Revenue 2013: $399,923Expenses 2013: $391,195Net Income 2013: $8,7282013Revenue 2014: $1,305,495Expenses 2014: $458,808Net Income 2014: $846,6872014Revenue 2015: $384,991Expenses 2015: $373,173Net Income 2015: $11,8182015Revenue 2016: $49,399Expenses 2016: $408,702Net Income 2016: -$359,3032016Revenue 2017: $418,223Expenses 2017: $436,697Net Income 2017: -$18,4742017Revenue 2018: $299,368Expenses 2018: $400,024Net Income 2018: -$100,6562018Revenue 2019: $267,550Expenses 2019: $422,231Net Income 2019: -$154,6812019Revenue 2020: -$30,047Expenses 2020: $229,512Net Income 2020: -$259,5592020Revenue 2021: $445,017Expenses 2021: $238,971Net Income 2021: $206,0462021Revenue 2022: $1,377,200Expenses 2022: $554,418Net Income 2022: $822,7822022Revenue 2023: $361,444Expenses 2023: $534,177Net Income 2023: -$172,7332023Revenue 2024: $413,517Expenses 2024: $3,756,556Net Income 2024: -$3,343,0392024

Highlighted filing

2024

Revenue$413,517
Expenses$3,756,556
Net Income-$3,343,039
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,536,966
Liabilities
$0
Net assets
$4,536,966
Revenue
$413,517
Expenses
$3,756,556
Net income
-$3,343,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.41$3.76$3.34
2023Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.36$0.53$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$1.38$0.55$0.82
2021Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.45$0.24$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.03$0.23$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.27$0.42$0.15
2018Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.30$0.40$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.42$0.44$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.05$0.41$0.36
2015Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.38$0.37$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$1.31$0.46$0.85
2013Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.40$0.39$0.01
2012Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.51
2011Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.37
2010Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D SIMMS JRPresident, Director-$0--
MICHELLE P SIMMSTreasurer, Director-$0--
MADELEINE M SIMMSSecretary, Director-$0--
JOHN D SIMMS IIIDirector-$0--
SPENCER G SIMMSDirector-$0--
MICHAEL E SIMMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Simms Family Foundation
EIN
36-3413327
Phone
2627904960
Address
PO BOX 306, WALWORTH, WI 53184-9998

Signing Officer

Name
John D Simms
Title
President
Phone
2627904960
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Vogel Consulting Group Sc
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
Preparer
Shannon M Zur
Phone
2627904960
Raw XML AppendixShowing 400 of 569 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MICHAEL E SIMMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33415 GATEWAY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43415 GATEWAY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53415 GATEWAY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKFIELD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BROOKFIELD
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0CAPITAL GAINS ON SALES OF STOCK IN PORTFOLIO
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VOGEL CONSULTING SC
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARTIS-NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AURORA CHARTIABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AVOW HOPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BELFRY MUSIC THEATRE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHICAGO BOTANIC GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHICAGO COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CHICAGO COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7COLLIER COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8EPILEPSY FOUNDATION OF WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9EVAN SCHOLARS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11GENEVA LAKE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12KOHL'S CHILDREN MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13MAX MCGRAW WILDLIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14MAX MCGRAW WILDLIFE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15MILWAUKEE PBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16NCH HEALTHCARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17OPEN ARMS FREE CLINIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19ST DAVID EPISCOPAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20ST MATTHEW'S HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21WALWORTH LITERACY COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22WATER SAFETY PATROL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23WISCONSIN HISTORICAL FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt21NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt22NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt23NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05833 PELICAN BAY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13075 HIGHLAND PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2WHIPPOORWILL LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41000 LAKE COOK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt533 S STATE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt633 S STATE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71110 PINE RIDGE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt841 PARK RIDGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92501 PATRIOT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO BOX 412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11PO BOX 588
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122100 PATRIOT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO BOX 9

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