Civic Intelligence

The Sampson Foundation Inc.

990PF • Fiscal year 2021 • EIN 62-1655037

Dec 01, 2020 to Nov 30, 2021 • Filed on May 03, 2022

Organization Profile
200 Miller Main CircleKnoxville, TN 37919-6017

(865) 588-7641

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

30th percentile

2.9%

Higher net margin than 30% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

26th percentile

0.2%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

14%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,280,188

Up $14,193 (+0.2%) from 2020

Net Assets

Up

$6,280,188

Up $14,193 (+0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin30th percentile

Revenue

Up

$496,482

Up $62,720 (+14%) from 2020

Expenses

Up

$482,289

Up $23,895 (+5.2%) from 2020

Net Income

Up

$14,193

Up $38,825 (+158%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,370,919Liabilities 2011: $02011Assets 2012: $5,323,810Liabilities 2012: $02012Assets 2013: $5,284,923Liabilities 2013: $02013Assets 2014: $5,328,609Liabilities 2014: $0Net Assets 2014: $5,328,6092014Assets 2015: $5,362,126Liabilities 2015: $0Net Assets 2015: $5,362,1262015Assets 2016: $5,274,450Liabilities 2016: $0Net Assets 2016: $5,274,4502016Assets 2017: $6,286,733Liabilities 2017: $0Net Assets 2017: $6,286,7332017Assets 2018: $6,458,180Liabilities 2018: $0Net Assets 2018: $6,458,1802018Assets 2019: $6,290,627Liabilities 2019: $0Net Assets 2019: $6,290,6272019Assets 2020: $6,265,995Liabilities 2020: $0Net Assets 2020: $6,265,9952020Assets 2021: $6,280,188Liabilities 2021: $0Net Assets 2021: $6,280,1882021Assets 2022: $6,206,133Liabilities 2022: $0Net Assets 2022: $6,206,1332022Assets 2023: $6,066,863Liabilities 2023: $0Net Assets 2023: $6,066,8632023Assets 2024: $6,035,818Liabilities 2024: $0Net Assets 2024: $6,035,8182024

Highlighted filing

2021

Assets$6,280,188
Liabilities$0
Net Assets$6,280,188
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,634,062Expenses 2011: $216,320Net Income 2011: $2,417,7422011Revenue 2012: $218,639Expenses 2012: $265,748Net Income 2012: -$47,1092012Revenue 2013: $267,368Expenses 2013: $306,255Net Income 2013: -$38,8872013Revenue 2014: $421,356Expenses 2014: $377,670Net Income 2014: $43,6862014Revenue 2015: $412,738Expenses 2015: $379,221Net Income 2015: $33,5172015Revenue 2016: $307,435Expenses 2016: $359,858Net Income 2016: -$52,4232016Revenue 2017: $1,419,289Expenses 2017: $407,006Net Income 2017: $1,012,2832017Revenue 2018: $664,017Expenses 2018: $492,570Net Income 2018: $171,4472018Revenue 2019: $291,546Expenses 2019: $459,099Net Income 2019: -$167,5532019Revenue 2020: $433,762Expenses 2020: $458,394Net Income 2020: -$24,6322020Revenue 2021: $496,482Expenses 2021: $482,289Net Income 2021: $14,1932021Revenue 2022: $421,130Expenses 2022: $495,185Net Income 2022: -$74,0552022Revenue 2023: $356,162Expenses 2023: $495,432Net Income 2023: -$139,2702023Revenue 2024: $479,950Expenses 2024: $510,995Net Income 2024: -$31,0452024

Highlighted filing

2021

Revenue$496,482
Expenses$482,289
Net Income$14,193
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
May 3, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF KNIGHTVice President-$0--
W JAMES PUGH JRSecretary-$0--
MARY S BREWINGTONPresident-$0--
LAUREN BOWMANVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Sampson Foundation
EIN
62-1655037
Phone
8655887641
Address
200 MILLER MAIN CIRCLE, KNOXVILLE, TN 37919-6017

Signing Officer

Name
George B Sampson Trustee
Title
Vice President
Phone
8655887641
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Pugh & Company Pc
Address
315 N CEDAR BLUFF RD SUITE 200, KNOXVILLE, TN 37923
Preparer
Kimberly W Young CPA
Phone
8657690660
Raw XML Appendix338 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-A #12
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DISTRIBUTION TO DONOR ADVISED FUND
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE SAMPSON FOUNDATION AND RELATED PARTIES HAVE BEEN DONATING TO A DONOR-ADVISED FUND ("THE FUND") ADMINISTERED BY THE EAST TENNESSEE FOUNDATION SINCE DECEMBER 31, 1990. EXCEPT FOR A SMALL ADMINISTRATIVE COST, ALL DONATIONS TO THE FUND ARE DISTRIBUTED TO QUALIFYING CHARITIES IN A TIMELY MANNER FULFILLING THE SAMPSON FOUNDATION'S CHARITABLE PURPOSE WITHIN SECTION 170(C)(2)(B).
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY S BREWINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LAUREN BOWMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 MILLER MAIN CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KNOXVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0379196017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0W JAMES PUGH
IRS990PF/StatementsRegardingActyGrp/PhoneNum08655887641
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DESIGNATED FUND CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EAST TENNESSEE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0COMMUNITY TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0625 MARKET ST SUITE 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KNOXVILLE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0425000
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/AppliedToCurrentYearAmt0275689
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0153121
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0433148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0428810
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0157459
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0153121
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt07175
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST AND DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06505
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06505
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0197
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0197
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052910
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052910
TaxesSchedule/TaxesDetail/Amt0372
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0372
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE B SAMPSON TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08655887641
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAMPSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMP
ReturnHeader/Filer/EIN0621655037
ReturnHeader/Filer/PhoneNum08655887641
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 MILLER MAIN CIRCLE
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0379196017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621142155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PUGH & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 N CEDAR BLUFF RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KNOXVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037923
ReturnHeader/PreparerPersonGrp/PhoneNum08657690660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY W YOUNG CPA
ReturnHeader/ReturnTs02022-05-09T16:19:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAMPSON TRUSTEE
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,280,188
Liabilities
$0
Net assets
$6,280,188
Revenue
$496,482
Expenses
$482,289
Net income
$14,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.48$0.51$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.36$0.50$0.14
2022Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.42$0.50$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.50$0.48$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.43$0.46$0.02
2019Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.29$0.46$0.17
2018Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.66$0.49$0.17
2017Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$1.42$0.41$1.01
2016Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.31$0.36$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.41$0.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.42$0.38$0.04
2013Summary only. Only limited summary data is available for this year.$5.28$0.00$0.27$0.31$0.04
2012Summary only. Only limited summary data is available for this year.$5.32$0.00$0.22$0.27$0.05
2011Summary only. Only limited summary data is available for this year.$5.37$0.00$2.63$0.22$2.42