Civic Intelligence

Michael & Barbara Simpson Charitable Foundation

990PF • Fiscal year 2017 • EIN 36-3757033

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

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

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

0.96x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-182%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$340,741

Down $43,906 (-11%) from 2016

Net Assets

Down

$325,741

Down $58,906 (-15%) from 2016

Liabilities

Up

$15,000

Up $15,000 from 2016

Revenue

Down

$15,636

Down $15,353 (-50%) from 2016

Expenses

Up

$44,040

Up $34,704 (+372%) from 2016

Net Income

Down

-$28,404

Down $50,057 (-231%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$340,741
Liabilities$15,000
Net Assets$325,741

Operations Trend

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

2017

Revenue$15,636
Expenses$44,040
Net Income-$28,404
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SIMPSONDirector-$0--
BARBARA B SIMPSONDirector-$0--
LESLIE SIMPSONDirector-$0--
ELIZABETH S WESSELDirector-$0--
JONATHAN B MELLINPresident-$0--
DEBRA M COYSecretary-$0--
TIMOTHY M CRENSHAWTreasurer-$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
Jonathan B Mellin
Title
President
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Simpson Estates Inc
Address
30 North Lasalle Ste 1232, Chicago, IL 60602-3344
Preparer
David Lihosit
Phone
3127263110
Raw XML Appendix398 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0119.42 shares NORTHERN MULTI MAN GLOBAL RE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.008 shares AM CASTLE & CO.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2.004 shares AM CASTLE & CO.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 shares FLEXSHARES TRUST MORNINGSTAR US MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41145.721 shrs NORTHERN MULTI MAN GLOBAL RE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51939.125 shrs. NORTHERN MULTI MAN Hi YIELD OPPOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61487.969 shrs. NORTHERN MULTI MAN GL LSTD INFRASTRUCT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7FROM ANGELO GORDON ENRG PTR - SHORT TERM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL SIMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA B SIMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LESLIE SIMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH S WESSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JONATHAN B MELLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DEBRA M COY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6TIMOTHY M CRENSHAW
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt240 W SCHILLER AVE APT 1E
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt430 N LA SALLE ST SUITE 1232
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030 N LA SALLE ST SUITE 1232
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SIMPSON ESTATES INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03127263110
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0GRAYSON-JOCKEY CLUB RESEARCH FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1VINCEREMOS THERAPEUDIC RIDING CENTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113300 6th COURT NORTH
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011095
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03595
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior Period Valuation Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORTFOLIO DEDUCT - AG ENERGY
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0339
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0339
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Decrease in Pledges Payable
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt1141
TaxesSchedule/TaxesDetail/CategoryTxt0AG ENERGY PTRS - STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1141
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN B MELLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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/PreparerFirmEIN0362541394
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 Lihosit
ReturnHeader/ReturnTs02018-11-13T07:09:54-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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