Civic Intelligence

Michael & Barbara Simpson Charitable Foundation

990PF • Fiscal year 2016 • EIN 36-3757033

Jun 01, 2015 to May 31, 2016 • Filed on Oct 17, 2016

Organization Profile
30 N LA Salle StChicago, IL 60602

(312) 726-3110

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

6.0%

Faster asset growth than 61% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

181%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$384,647

Up $21,653 (+6.0%) from 2015

Net Assets

Up

$384,647

Up $21,653 (+6.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Up

$30,989

Up $19,970 (+181%) from 2015

Expenses

Up

$9,336

Up $5,990 (+179%) from 2015

Net Income

Up

$21,653

Up $13,980 (+182%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2015: $362,994Liabilities 2015: $0Net Assets 2015: $362,9942015Assets 2016: $384,647Liabilities 2016: $0Net Assets 2016: $384,6472016Assets 2017: $340,741Liabilities 2017: $15,000Net Assets 2017: $325,7412017Assets 2018: $348,637Liabilities 2018: $0Net Assets 2018: $348,6372018Assets 2019: $309,212Liabilities 2019: $0Net Assets 2019: $309,2122019Assets 2020: $377,719Liabilities 2020: $0Net Assets 2020: $377,7192020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$384,647
Liabilities$0
Net Assets$384,647
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$500K$0-$500KRevenue 2015: $11,019Expenses 2015: $3,346Net Income 2015: $7,6732015Revenue 2016: $30,989Expenses 2016: $9,336Net Income 2016: $21,6532016Revenue 2017: $15,636Expenses 2017: $44,040Net Income 2017: -$28,4042017Revenue 2018: $36,933Expenses 2018: $29,714Net Income 2018: $7,2192018Revenue 2019: $13,616Expenses 2019: $52,802Net Income 2019: -$39,1862019Revenue 2020: $83,743Expenses 2020: $8,432Net Income 2020: $75,3112020Revenue 2022: $33,027Expenses 2022: $448,351Net Income 2022: -$415,3242022

Highlighted filing

2016

Revenue$30,989
Expenses$9,336
Net Income$21,653
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Oct 17, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SIMPSONPresident-$0--
BARBARA B SIMPSONSecretary-$0--
LESLIE SIMPSONDirector-$0--
ELIZABETH S WESSELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Michael & Barbara Simpson
EIN
36-3757033
Phone
3127263110
Address
30 N LA SALLE ST, CHICAGO, IL 60602

Signing Officer

Name
Michael Simpson
Title
President
Signed
2016-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Simpson Estates Inc
Address
30 North Lasalle Ste 1232, Chicago, IL 60602-3344
Preparer
David A Lihosit
Phone
3127263110
Raw XML Appendix263 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ATTACHMENT TO MICHAEL & BARBARA SIMPSON CHARITABLE FOUNDATION FORM 990-PF When filing extension Form 8868 to request an automatic 3 month extension, I used an incorrect extension date. This foundation is a fiscal year foundation, and has a May 31, 2015 year end. This means the original due date was October 15, 2015, and the automatic 3 month extension date would be January 15, 2016. When I filed the extension, I listed the extension date as October 15, 2015 in error. I am e-filing this on January 12, 2016, and I hope you will honor the automatic 3 month extension date of January 15, 2016. Thank you for your assistance. David Lihosit Simpson Estates Inc. Tax Preparer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL SIMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA B SIMPSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH S WESSEL
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0468
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019209
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034146
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019209
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014937
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0468
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014937
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034146
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1936
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREP FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE AND EXECUTOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1468
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SIMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL & BARBARA SIMPSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0363757033
ReturnHeader/Filer/PhoneNum03127263110
ReturnHeader/Filer/USAddress/AddressLine1Txt030 N LA SALLE ST
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Simpson Estates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 North Lasalle Ste 1232
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606023344
ReturnHeader/PreparerPersonGrp/PhoneNum03127263110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Lihosit
ReturnHeader/ReturnTs02016-10-17T06:42:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,647
Liabilities
$0
Net assets
$384,647
Revenue
$30,989
Expenses
$9,336
Net income
$21,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33$4.48$4.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.84$0.08$0.75
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.14$0.53$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.37$0.30$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.15$3.26$0.16$0.44$0.28
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.31$0.09$0.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.11$0.03$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits