Civic Intelligence

The Simpson Family Foundation Inc

EIN 41-2160896 • Windermere, FL

9315 Dole CircleWindermere, FL 34786-5304
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-153%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-6.1%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$454,678

Down $64,422 (-12%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

-$28,838

Down $59,086 (-195%) from 2022

Expenses

Down

$35,584

Down $8,754 (-20%) from 2022

Net Income

Down

-$64,422

Down $50,332 (-357%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $389,800Liabilities 2011: $0Net Assets 2011: $389,8002011Assets 2012: $396,147Liabilities 2012: $0Net Assets 2012: $396,1472012Assets 2013: $396,023Liabilities 2013: $12013Assets 2014: $391,368Liabilities 2014: $0Net Assets 2014: $391,3682014Assets 2015: $380,119Liabilities 2015: $0Net Assets 2015: $380,1192015Assets 2016: $357,483Liabilities 2016: $0Net Assets 2016: $357,4832016Assets 2017: $454,808Liabilities 2017: $0Net Assets 2017: $454,8082017Assets 2019: $525,676Liabilities 2019: $0Net Assets 2019: $525,6762019Assets 2020: $560,263Liabilities 2020: $0Net Assets 2020: $560,2632020Assets 2021: $533,190Liabilities 2021: $12021Assets 2022: $519,100Liabilities 2022: $0Net Assets 2022: $519,1002022Assets 2023: $454,678Liabilities 2023: $12023

Highlighted filing

2023

Assets$454,678
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2011: $23,3582011Expenses 2012: $28,6992012Revenue 2013: $26,269Expenses 2013: $26,382Net Income 2013: -$1132013Revenue 2014: $22,922Expenses 2014: $27,577Net Income 2014: -$4,6552014Revenue 2015: $17,054Expenses 2015: $28,303Net Income 2015: -$11,2492015Revenue 2016: $6,241Expenses 2016: $28,877Net Income 2016: -$22,6362016Revenue 2017: $120,642Expenses 2017: $23,317Net Income 2017: $97,3252017Revenue 2019: $24,543Expenses 2019: $36,882Net Income 2019: -$12,3392019Revenue 2020: $75,678Expenses 2020: $40,275Net Income 2020: $35,4032020Revenue 2021: $116,666Expenses 2021: $143,739Net Income 2021: -$27,0732021Revenue 2022: $30,248Expenses 2022: $44,338Net Income 2022: -$14,0902022Revenue 2023: -$28,838Expenses 2023: $35,584Net Income 2023: -$64,4222023

Highlighted filing

2023

Revenue-$28,838
Expenses$35,584
Net Income-$64,422

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 7, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL SIMPSONDirector, President, Secretary-$0--
ROSEANN BRITTAINDirector-$0--
KEN SEBOKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Simpson Family Foundation Inc
EIN
41-2160896
Phone
7725592181
Address
9315 DOLE CIRCLE, WINDERMERE, FL 34786-5304

Signing Officer

Name
Cheryl Simpson
Title
Director
Phone
7725592181
Signed
2023-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
33 SW FLAGLER AVENUE, STUART, FL 34994
Preparer
Gordon O Proctor CPA
Phone
7722832356
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)3 - UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)3 - UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113105 W COLONIAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21200 PARK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3738 S MASON STREET MSC 3516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201 CRISER HALL PO BOX 114000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51000 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARM SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WINTER GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HARRISONBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CLIFTON FORGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024484
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134787
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd524422
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024485
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0108094
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115359
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0108094
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07265
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0115359
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108094
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07931
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07931
TaxesSchedule/TaxesDetail/Amt0295
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/Amt22006
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0295
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22006
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL SIMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07725592181
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SIMPSON FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0412160896
ReturnHeader/Filer/PhoneNum07725592181
ReturnHeader/Filer/USAddress/AddressLine1Txt09315 DOLE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0WINDERMERE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0347865304
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 SW FLAGLER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STUART
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034994
ReturnHeader/PreparerPersonGrp/PhoneNum07722832356
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON O PROCTOR CPA
ReturnHeader/ReturnTs02023-09-11T09:22:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERYL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMPSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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