Civic Intelligence

The Simpson Foundation

EIN 63-0925496 • Kansas City, MO

PO Box 874080Kansas City, MO 64187-4080
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

86th percentile

47%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$23,065

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

274%

Faster revenue growth than 96% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,649,705

Up $368,102 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,649,705

Up $368,102 (+16%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin86th percentile

Revenue

Up

$791,072

Up $579,650 (+274%) from 2024

Expenses

Down

$422,807

Down $92,554 (-18%) from 2024

Net Income

Up

$368,265

Up $672,204 (+221%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,268,690Liabilities 2012: $12012Assets 2013: $4,114,428Liabilities 2013: $0Net Assets 2013: $4,114,4282013Assets 2014: $4,030,525Liabilities 2014: $0Net Assets 2014: $4,030,5252014Assets 2015: $3,853,101Liabilities 2015: $0Net Assets 2015: $3,853,1012015Assets 2016: $3,669,646Liabilities 2016: $0Net Assets 2016: $3,669,6462016Assets 2018: $3,175,724Liabilities 2018: $0Net Assets 2018: $3,175,7242018Assets 2019: $3,414,239Liabilities 2019: $0Net Assets 2019: $3,414,2392019Assets 2020: $3,171,079Liabilities 2020: $0Net Assets 2020: $3,171,0792020Assets 2021: $2,916,730Liabilities 2021: $0Net Assets 2021: $2,916,7302021Assets 2022: $2,800,799Liabilities 2022: $0Net Assets 2022: $2,800,7992022Assets 2023: $2,584,598Liabilities 2023: $0Net Assets 2023: $2,584,5982023Assets 2024: $2,281,603Liabilities 2024: $0Net Assets 2024: $2,281,6032024Assets 2025: $2,649,705Liabilities 2025: $0Net Assets 2025: $2,649,7052025

Highlighted filing

2025

Assets$2,649,705
Liabilities$0
Net Assets$2,649,705
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $149,518Expenses 2012: $331,300Net Income 2012: -$181,7822012Expenses 2013: $356,4062013Revenue 2014: $303,090Expenses 2014: $383,881Net Income 2014: -$80,7912014Revenue 2015: $223,474Expenses 2015: $403,505Net Income 2015: -$180,0312015Revenue 2016: $164,139Expenses 2016: $347,400Net Income 2016: -$183,2612016Revenue 2018: $164,093Expenses 2018: $398,034Net Income 2018: -$233,9412018Revenue 2019: $622,826Expenses 2019: $387,550Net Income 2019: $235,2762019Revenue 2020: $105,596Expenses 2020: $350,120Net Income 2020: -$244,5242020Revenue 2021: $71,376Expenses 2021: $321,034Net Income 2021: -$249,6582021Revenue 2022: $194,665Expenses 2022: $311,260Net Income 2022: -$116,5952022Revenue 2023: $77,592Expenses 2023: $298,417Net Income 2023: -$220,8252023Revenue 2024: $211,422Expenses 2024: $515,361Net Income 2024: -$303,9392024Revenue 2025: $791,072Expenses 2025: $422,807Net Income 2025: $368,2652025

Highlighted filing

2025

Revenue$791,072
Expenses$422,807
Net Income$368,265
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,649,705
Liabilities
$0
Net assets
$2,649,705
Revenue
$791,072
Expenses
$422,807
Net income
$368,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.79$0.42$0.37
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.21$0.52$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.08$0.30$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.19$0.31$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.07$0.32$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.11$0.35$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.62$0.39$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.16$0.40$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.16$0.35$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.22$0.40$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.30$0.38$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.36
2012Summary only. Only limited summary data is available for this year.$4.27$0.00$0.15$0.33$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Nov 19, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS STONETrusteePT$23,065-$23,065
MARY HOGENTrusteePT$22,653-$22,653
NATIONAL ADVISORS TRUST COTrusteePT$17,988-$17,988
Filing and Contact Details

Filer

Filer Name
The Simpson Foundation
EIN
63-0925496
Phone
8775273476
Address
PO BOX 874080, KANSAS CITY, MO 64187-4080

Signing Officer

Name
Oakworth Capital Bank
Title
Trustee
Phone
8775273476
Signed
2025-11-19
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
105 TALLAPOOSA STREET STE 300, MONTGOMERY, AL 36104
Preparer
Gregory E Sellers CPA Aep
Phone
3342712200
Raw XML AppendixShowing 400 of 592 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/ElectionDesc0THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FOR THE 2021 TAX YEAR ENDING 04/30/2022 IN THE AMOUNT OF $73,510.
CashDeemedCharitableExplnStmt/ShortExplanationTxt0THIS FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN CALCULATION A TOTAL OF $321,722 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NONCHARITABLE ASSETS. THE FAIR MARKET VALUE OF ALL ASSETS REPORTED ON PART IX, LINE 1D IS $5,997,741. THE TIMBERLAND VALUE CONSTITUTES $3,989,000 OF THIS AMOUNT. THE TIMBERLAND IS NOT READILY CONVERTIBLE TO CASH; THEREFORE, THE FOUNDATION MUST MAINTAIN A HIGHER CASH BALANCE TO MEET THE REQUIRED DISBURSEMENTS FOR CHARITABLE PURPOSES.
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