Civic Intelligence

Simpson Foundation

990PF • Fiscal year 2024 • EIN 56-6244644

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 04, 2025

Organization Profile
401-b South Green StMorganton, NC 28655

(828) 437-9744

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

40th percentile

-4.1%

Faster asset growth than 40% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$7,159

Down $309 (-4.1%) from 2023

Net Assets

Down

$7,159

Down $309 (-4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$241

Up $23 (+11%) from 2023

Expenses

Down

$550

Down $1,302 (-70%) from 2023

Net Income

Up

-$309

Up $1,325 (+81%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2024

Assets$7,159
Liabilities$0
Net Assets$7,159
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

2024

Revenue$241
Expenses$550
Net Income-$309
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 4, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer PayScore unavailable

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
2025-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Holland Whitesell & Co Pllc
Address
PO BOX 1489, MORGANTON, NC 28680-1489
Preparer
Mark K Miller CPA Pfs Cfp
Phone
8284378060
Raw XML Appendix237 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/ElectionDesc0AN 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).
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NOT REQUIRED BY NORTH CAROLINA ATTORNEY GENERAL
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04407
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt082
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0270
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05391
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES REID SIMPSON II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES REID SIMPSON II
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0401 S GREEN ST
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES REID SIMPSON II
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ReturnHeader/BusinessOfficerGrp/PhoneNum08284379744
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
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ReturnHeader/Filer/EIN0566244644
ReturnHeader/Filer/PhoneNum08284379744
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ReturnHeader/Filer/USAddress/CityNm0MORGANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028655
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561706742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON HOLLAND WHITESELL & CO PLLC
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/ReturnTs02025-08-25T09:51:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,159
Liabilities
$0
Net assets
$7,159
Revenue
$241
Expenses
$550
Net income
-$309
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