Civic Intelligence

Michael & Barbara Simpson Charitable Foundation

990PF • Fiscal year 2018 • EIN 36-3757033

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

136%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$348,637

Up $7,896 (+2.3%) from 2017

Net Assets

Up

$348,637

Up $22,896 (+7.0%) from 2017

Liabilities

Down

$0

Down $15,000 (-100%) from 2017

Revenue

Up

$36,933

Up $21,297 (+136%) from 2017

Expenses

Down

$29,714

Down $14,326 (-33%) from 2017

Net Income

Up

$7,219

Up $35,623 (+125%) from 2017

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

2018

Assets$348,637
Liabilities$0
Net Assets$348,637

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

2018

Revenue$36,933
Expenses$29,714
Net Income$7,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
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--
MARK LIYEOSTreasurer-$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
2019-11-15
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 Appendix375 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
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt015303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.028507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.09910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.00047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.00272
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0395257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0413365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0389764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0402388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0459490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0461450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt023533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.142534
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt023226
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt023533
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0307
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt023533
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030 N LA SALLE ST SUITE 1232
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0606023344
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SIMPSON ESTATES INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03127263110
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MORRIS ANIMAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRAYSON- JOCKEY CLUB RESEARCH FNDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1STRANGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0821 CORPORATE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1720 S COLORADO BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DENVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180246
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019456
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013531
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09454
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023533
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04077
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013531
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09454
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PORT DEDUCTIONS - AMITY VENTURES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORT DEDUCTIONS - IRONSIDES OPPOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PORT DEDUCTIONS - SGF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PORTFOLIO DEDUCT - AG ENERGY
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2146
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt443
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt443
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0222
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0222
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0677
OtherIncreasesSchedule/OtherIncreasesDetail/Amt115000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Book to Tax Difference
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Decrease in Pledges Payable
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt1201
TaxesSchedule/TaxesDetail/CategoryTxt0AG ENERGY PTRS - STATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN B MELLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/ReturnTs02019-11-15T13:31:35-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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