Civic Intelligence

John M Simpson Foundation

990PF • Fiscal year 2019 • EIN 36-6071621

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

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.52x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$5,474,959

Up $72,110 (+1.3%) from 2018

Net Assets

Up

$5,263,959

Up $194,110 (+3.8%) from 2018

Liabilities

Down

$211,000

Down $122,000 (-37%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin72nd percentile

Revenue

Down

$406,341

Down $55,506 (-12%) from 2018

Expenses

Up

$337,838

Up $35,298 (+12%) from 2018

Net Income

Down

$68,503

Down $90,804 (-57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,178,142Liabilities 2012: $69,000Net Assets 2012: $4,109,1422012Assets 2013: $3,950,306Liabilities 2013: $51,000Net Assets 2013: $3,899,3062013Assets 2014: $4,879,484Liabilities 2014: $8,000Net Assets 2014: $4,871,4842014Assets 2015: $5,211,488Liabilities 2015: $0Net Assets 2015: $5,211,4882015Assets 2016: $5,345,533Liabilities 2016: $120,000Net Assets 2016: $5,225,5332016Assets 2017: $5,239,332Liabilities 2017: $305,000Net Assets 2017: $4,934,3322017Assets 2018: $5,402,849Liabilities 2018: $333,000Net Assets 2018: $5,069,8492018Assets 2019: $5,474,959Liabilities 2019: $211,000Net Assets 2019: $5,263,9592019Assets 2020: $4,975,482Liabilities 2020: $25,000Net Assets 2020: $4,950,4822020Assets 2021: $5,594,802Liabilities 2021: $200,000Net Assets 2021: $5,394,8022021Assets 2022: $5,397,247Liabilities 2022: $140,000Net Assets 2022: $5,257,2472022Assets 2023: $5,317,281Liabilities 2023: $295,000Net Assets 2023: $5,022,2812023Assets 2024: $5,526,247Liabilities 2024: $0Net Assets 2024: $5,526,2472024

Highlighted filing

2019

Assets$5,474,959
Liabilities$211,000
Net Assets$5,263,959
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2012: $313,4772012Revenue 2013: $115,387Expenses 2013: $346,931Net Income 2013: -$231,5442013Revenue 2014: $1,296,078Expenses 2014: $360,375Net Income 2014: $935,7032014Revenue 2015: $745,574Expenses 2015: $385,468Net Income 2015: $360,1062015Revenue 2016: $483,239Expenses 2016: $348,697Net Income 2016: $134,5422016Revenue 2017: $234,379Expenses 2017: $335,263Net Income 2017: -$100,8842017Revenue 2018: $461,847Expenses 2018: $302,540Net Income 2018: $159,3072018Revenue 2019: $406,341Expenses 2019: $337,838Net Income 2019: $68,5032019Revenue 2020: -$169,963Expenses 2020: $331,024Net Income 2020: -$500,9872020Revenue 2021: $834,963Expenses 2021: $406,323Net Income 2021: $428,6402021Revenue 2022: $174,065Expenses 2022: $401,316Net Income 2022: -$227,2512022Revenue 2023: $188,562Expenses 2023: $401,043Net Income 2023: -$212,4812023Revenue 2024: $748,784Expenses 2024: $439,620Net Income 2024: $309,1642024

Highlighted filing

2019

Revenue$406,341
Expenses$337,838
Net Income$68,503
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 Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN B MELLINPresident-$0--
DEBRA M COYSecretary-$0--
MARK LIYEOSTreasurer-$0--
PATRICIA S O'KIEFFEDirector-$0--
SUSAN S CAVENDERDirector-$0--
HOWARD B SIMPSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-AFRICAN EXPANSION PROJECT-TUCSON, AZ, US$30,000
Paid Grant-MATCH PROGRAM-SAN RAFAEL, CA, US$25,000
Paid Grant-SOL DOG LODGEPFTUCSON, AZ, US$25,000
Paid Grant-UNRESTRICTEDPFTUCSON, AZ, US$25,000
Paid Grant-TEEN COURT-TUCSON, AZ, US$20,000
Paid Grant-UNRESTRICTED-TUCSON, AZ, US$20,000
Paid Grant-UNRESTRICTED-HAVERHILL, MA, US$20,000
Paid Grant-MATCH PROGRAMPFTUCSON, AZ, US$20,000
Paid Grant-PLEDGE PAYMENT-TUCSON, AZ, US$17,000
Paid Grant-FAMILY MATTERS-TUCSON, AZ, US$10,000
Paid Grant-UNRESTRICTEDPFJACKSONVILLE, FL, US$10,000
Paid Grant-MATCHING FUNDPFTUCSON, AZ, US$10,000
Paid Grant-GALS BACKCOUNTRY SCIENCE CAMP-TUCSON, AZ, US$10,000
Paid Grant-UNRESTRICTEDPFWILSON, WY, US$10,000
Paid Grant-UNRESTRICTEDPFENCINITAS, CA, US$7,000
Paid Grant-UNRESTRICTED-tucson, AZ, US$6,000
Paid Grant-UNRESTRICTEDPFTUCSON, AZ, US$5,000
Paid Grant-UNRESTRICTEDPFTUCSON, AZ, US$5,000
Paid Grant-UNRESTRICTEDPFTUCSON, AZ, US$5,000
Paid Grant-UNRESTRICTED-CHICAGO, IL, US$85
Filing and Contact Details

Filer

Filer Name
John M Simpson Foundation
EIN
36-6071621
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 AppendixShowing 400 of 690 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/MediumExplanationTxt0PORTFOLIO DEDUCTIONS- PARTNERSHIPS: SIMGLO 5,631 FLAG VENTURE PTRS II 289 FLAG PRIVATE EQUITY 1,279 FG-AFII 39 TOTAL 7,238
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04464.286 shrs DOUBLELINE CORE FIXED INCOME CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19000.90 shrs DOUBLELINE CORE FIXED INCOME CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc213489.209 shrs DOUBLELINE CORE FIXED INCOME CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SIMGLO, L.P. - SHORT TERM LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SIMGLO, L.P. - LONG TERM GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SIMGLO L.P. - STRADDLES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SGF, LLC - LONG TERM GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7IRONSIDES CO-INVEST - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8IRONSIDES OPPOR -SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9IRONSIDES OPPOR - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ANGELO GORDON OWL FUND - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ANGEL GORDON ENERGY FD - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ANGELO GORDON ENERGY FD - LONGTERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CLOUGH INVEST - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CLOUGH INVEST - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CLOUGH INVEST - SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CLOUGH INVEST - STRADDLES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CLOUGH HEALTH - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CLOUGH HEALTH - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19HAMILTON ROBINSON - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20UNIFILLER - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CALERA CAYMAN AIV I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CALERA AIV II - SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CALERA XXI LLC - SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24SGF LLC - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25UNIFILLER - DISTRIB IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26AMITY VENTURES - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27AMITY VENTURES - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28IRONSIDES CO-INVEST -SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0205410
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt068503
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01818
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0127425
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05265777
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05069849
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05263959
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0282225
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0282225
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0282225
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0289522
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07297
IRS990PF/DistributableAmountGrp/TotalTaxAmt07297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07799
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt06400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07297
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014199
IRS990PF/FMVAssetsEOYAmt06137088
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0-798
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt043508
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0-798
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0-798
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05069849
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05263959
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt046174
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt069989
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt069989
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01243201
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0944807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0941587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0226441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0226441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0194014
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0333000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0211000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03535799
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04234488
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04932264
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0307726
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05402849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05474959
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06137088
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0333000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0211000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05402849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05474959
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05069849
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05263959
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05878627
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02189040
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03689587
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt088179
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0289522
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05790448
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05878627
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JONATHAN B MELLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBRA M COY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK LIYEOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PATRICIA S O'KIEFFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4SUSAN S CAVENDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5HOWARD B SIMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt030 N LA SALLE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt130 N LA SALLE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt230 N LA SALLE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt330 N LA SALLE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt430 N LA SALLE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt530 N LA SALLE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd360602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd460602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd560602
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0281398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0285047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0261093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0295430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0310768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0317440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0319773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05790448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06005111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06315304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05974824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06194718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06464100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0283560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242984
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0283560
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0283560
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0283560
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PATRICIA S O'KIEFFE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SUSAN S CAVENDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000

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
$5,474,959
Liabilities
$211,000
Net assets
$5,263,959
Revenue
$406,341
Expenses
$337,838
Net income
$68,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.75$0.44$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.30$5.02$0.19$0.40$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.40$0.14$5.26$0.17$0.40$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.20$5.39$0.83$0.41$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.03$4.95$0.17$0.33$0.50
2019Detailed filing. Detailed filing data is available for this year.$5.47$0.21$5.26$0.41$0.34$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.40$0.33$5.07$0.46$0.30$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.24$0.31$4.93$0.23$0.34$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.12$5.23$0.48$0.35$0.13
2015Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.75$0.39$0.36
2014Detailed filing. Detailed filing data is available for this year.$4.88$0.01$4.87$1.30$0.36$0.94
2013Detailed filing. Detailed filing data is available for this year.$3.95$0.05$3.90$0.12$0.35$0.23
2012Detailed filing. Detailed filing data is available for this year.$4.18$0.07$4.11$0.31
Peer Organizations

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