Civic Intelligence

Simpson Foundation

990PF • Fiscal year 2019 • EIN 56-6244644

Oct 01, 2018 to Sep 30, 2019 • Filed on Jun 09, 2020

Organization Profile
401-b South Green StMorganton, NC 28655

(828) 437-9744

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$13,574

Down $883 (-6.1%) from 2018

Net Assets

Down

$13,574

Down $883 (-6.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Up

$1,920

Up $156 (+8.8%) from 2018

Expenses

Up

$2,803

Up $1,272 (+83%) from 2018

Net Income

Down

-$883

Down $1,116 (-479%) from 2018

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

2019

Assets$13,574
Liabilities$0
Net Assets$13,574
Open 2019 Filing

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

2019

Revenue$1,920
Expenses$2,803
Net Income-$883
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jun 9, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES REID SIMPSON IIChairman-$0--
Filing and Contact Details

Filer

Filer Name
Simpson Foundation
EIN
56-6244644
Phone
8284379744
Address
401-B SOUTH GREEN ST, MORGANTON, NC 28655

Signing Officer

Name
James Reid Simpson Ii
Title
Chairman
Phone
8284379744
Signed
2020-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Smith Miller & Buff CPA Pa
Address
PO BOX 1489, MORGANTON, NC 28680-1489
Preparer
Mark K Miller CPA Pfs Cfp
Phone
8284378060
Raw XML Appendix294 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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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0580
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0580
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES REID SIMPSON II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08284379744
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMPSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0566244644
ReturnHeader/Filer/PhoneNum08284379744
ReturnHeader/Filer/USAddress/AddressLine1Txt0401-B SOUTH GREEN ST
ReturnHeader/Filer/USAddress/CityNm0MORGANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028655
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId060A7A7D17EE7F1EC69522E4505219EE0119DD2A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId009420F7717A3BD74A2EC696EA8912E8C9CF11385
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-06-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:46:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561394468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH MILLER & BUFF CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1489
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0286801489
ReturnHeader/PreparerPersonGrp/PhoneNum08284378060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK K MILLER CPA PFS CFP
ReturnHeader/ReturnTs02020-06-22T12:27:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,574
Liabilities
$0
Net assets
$13,574
Revenue
$1,920
Expenses
$2,803
Net income
-$883
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