Civic Intelligence

Simpson Foundation

990PF • Fiscal year 2011 • EIN 56-6244644

Oct 01, 2010 to Sep 30, 2011 • Filed on Apr 24, 2012

401-b South Green St28655
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$14,566

No earlier filing loaded for comparison.

Net Assets

$14,566

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,395

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2011: $14,566Liabilities 2011: $0Net Assets 2011: $14,5662011Assets 2012: $13,940Liabilities 2012: $12012Assets 2013: $15,579Liabilities 2013: $12013Assets 2014: $15,820Liabilities 2014: $0Net Assets 2014: $15,8202014Assets 2015: $16,234Liabilities 2015: $0Net Assets 2015: $16,2342015Assets 2016: $17,813Liabilities 2016: $0Net Assets 2016: $17,8132016Assets 2017: $14,224Liabilities 2017: $0Net Assets 2017: $14,2242017Assets 2018: $14,457Liabilities 2018: $0Net Assets 2018: $14,4572018Assets 2019: $13,574Liabilities 2019: $0Net Assets 2019: $13,5742019Assets 2020: $13,218Liabilities 2020: $0Net Assets 2020: $13,2182020Assets 2021: $12,798Liabilities 2021: $0Net Assets 2021: $12,7982021Assets 2022: $9,102Liabilities 2022: $0Net Assets 2022: $9,1022022Assets 2023: $7,468Liabilities 2023: $0Net Assets 2023: $7,4682023Assets 2024: $7,159Liabilities 2024: $0Net Assets 2024: $7,1592024

Highlighted filing

2011

Assets$14,566
Liabilities$0
Net Assets$14,566

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2011: $3,3952011Revenue 2012: $1,685Expenses 2012: $2,426Net Income 2012: -$7412012Revenue 2013: $1,499Expenses 2013: $0Net Income 2013: $1,4992013Revenue 2014: $1,693Expenses 2014: $1,500Net Income 2014: $1932014Revenue 2015: $1,799Expenses 2015: $1,410Net Income 2015: $3892015Revenue 2016: $1,789Expenses 2016: $664Net Income 2016: $1,1252016Revenue 2017: $1,773Expenses 2017: $5,719Net Income 2017: -$3,9462017Revenue 2018: $1,764Expenses 2018: $1,531Net Income 2018: $2332018Revenue 2019: $1,920Expenses 2019: $2,803Net Income 2019: -$8832019Revenue 2020: $1,344Expenses 2020: $1,700Net Income 2020: -$3562020Revenue 2021: $699Expenses 2021: $1,119Net Income 2021: -$4202021Revenue 2022: $204Expenses 2022: $3,900Net Income 2022: -$3,6962022Revenue 2023: $218Expenses 2023: $1,852Net Income 2023: -$1,6342023Revenue 2024: $241Expenses 2024: $550Net Income 2024: -$3092024

Highlighted filing

2011

Revenue-
Expenses$3,395
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Apr 24, 2012
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES REID SIMPSON IIChairman-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTOWN OF GLEN ALPINEGLEN ALPINE RECREATION NEEDS-GLEN ALPINE, NC, US$1,473
Filing and Contact Details

Filer

EIN
56-6244644
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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AppliedToPriorYearElection/Election0AN ELECTION IS MADE TO APPLY THE CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME OF PRIOR YEARS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2).
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0FHLMC 3040 CC PARTIAL CALL 31396A-NT-7
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1FHLMC 3040 CC PARTIAL CALL 31396A-NT-7
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2FHLMC 3040 CC PARTIAL CALL 31396A-NT-7
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3FHLMC 3040 CC PARTIAL CALL 31396A-NT-7
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4FHLMC 3040 CC PARTIAL CALL 31396A-NT-7
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES REID SIMPSON II
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CHAIRMAN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GLEN ALPINE RECREATION NEEDS
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears0741
IRS990PF/UndistributedIncome/AppliedToYear10732
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0726
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions01473
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears0741
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0726
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0732
OtherDecreasesSchedule/OtherDecreases/Amount0107
OtherDecreasesSchedule/OtherDecreases/Description0INTEREST & PENALTIES
OtherIncreasesSchedule/OtherIncreases/Amount0122
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF PRINCIPAL
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome01000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01000
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01000
TaxesSchedule/Taxes/AdjustedNetIncome0222
TaxesSchedule/Taxes/Amount0222
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0222
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0566244644
ReturnHeader/Filer/Name/BusinessNameLine10SIMPSON FOUNDATION
ReturnHeader/Filer/NameControl0SIMP
ReturnHeader/Filer/Phone08284379744
ReturnHeader/Filer/USAddress/AddressLine10401-B SOUTH GREEN ST
ReturnHeader/Filer/USAddress/City0MORGANTON
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028655
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-04-24
ReturnHeader/Officer/Name0JAMES REID SIMPSON II
ReturnHeader/Officer/Phone08284379744
ReturnHeader/Officer/Title0CHAIRMAN
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SMITH MILLER & BUFF CPA PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1489
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MORGANTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0286801489
ReturnHeader/Preparer/Name0MARK K MILLER CPA PFS CFP
ReturnHeader/Preparer/Phone08284378060
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-10-01
ReturnHeader/TaxPeriodEndDate02011-09-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-04-30T14:56:09-05:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.24$0.55$0.31
2023Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.22$1.85$1.63
2022Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.20$3.90$3.70
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.70$1.12$0.42
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.34$1.70$0.36
2019Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$1.92$2.80$0.88
2018Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.76$1.53$0.23
2017Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.77$5.72$3.95
2016Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.79$0.66$1.13
2015Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.80$1.41$0.39
2014Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.69$1.50$0.19
2013Summary only. Only limited summary data is available for this year.$15.6$0.00$1.50$0.00$1.50
2012Summary only. Only limited summary data is available for this year.$13.9$0.00$1.69$2.43$0.74
2011Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$3.40