Civic Intelligence

Michael & Barbara Simpson Charitable Foundation

990PF • Fiscal year 2019 • EIN 36-3757033

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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.

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

4th percentile

-288%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

7th percentile

-63%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$309,212

Down $39,425 (-11%) from 2018

Net Assets

Down

$309,212

Down $39,425 (-11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$13,616

Down $23,317 (-63%) from 2018

Expenses

Up

$52,802

Up $23,088 (+78%) from 2018

Net Income

Down

-$39,186

Down $46,405 (-643%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$309,212
Liabilities$0
Net Assets$309,212
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$13,616
Expenses$52,802
Net Income-$39,186
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

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
2020-11-10
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 Appendix333 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SEI FEES
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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
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/PersonNm6MARK LIYEOS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt430 N LA SALLE ST SUITE 1232
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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/Amt044400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VINCEREMOS THERAPEUTIC RIDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013300 SIXTH COURT NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOXAHATCHEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033470
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044400
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/AppliedToCurrentYearAmt019690
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09454
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09454
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047875
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028185
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041716
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013531
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0239
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Book Tax Difference
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/Desc5PORTFOLIO DEDUCT - AG CREDIT OPP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PORTFOLIO DEDUCTIONS - AMITY OPPOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1103
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt399
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt470
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt552
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6473
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt470
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt552
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6473
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-325
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-325
TaxesSchedule/TaxesDetail/Amt0300
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN B MELLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
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 A Lihosit
ReturnHeader/ReturnTs02020-11-10T08:33:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$309,212
Liabilities
$0
Net assets
$309,212
Revenue
$13,616
Expenses
$52,802
Net income
-$39,186
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. 2019 filings • <$500k nonprofits