Civic Intelligence

Mary a Simpson & Lionel S Simpson Chartiable Foundation Tr

990PF • Fiscal year 2020 • EIN 63-6184150

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 31, 2021

Organization Profile
51 KingswayMobile, AL 36608

(251) 454-6055

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-3.4%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$374,110

Up $5,005 (+1.4%) from 2019

Net Assets

Up

$374,110

Up $5,005 (+1.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Down

$12,004

Down $428 (-3.4%) from 2019

Expenses

Down

$6,999

Down $19,338 (-73%) from 2019

Net Income

Up

$5,005

Up $18,910 (+136%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2017: $395,564Liabilities 2017: $0Net Assets 2017: $395,5642017Assets 2018: $383,010Liabilities 2018: $0Net Assets 2018: $383,0102018Assets 2019: $369,105Liabilities 2019: $0Net Assets 2019: $369,1052019Assets 2020: $374,110Liabilities 2020: $0Net Assets 2020: $374,1102020Assets 2021: $352,116Liabilities 2021: $0Net Assets 2021: $352,1162021Assets 2022: $311,613Liabilities 2022: $0Net Assets 2022: $311,6132022Assets 2023: $277,699Liabilities 2023: $12023Assets 2024: $325,612Liabilities 2024: $0Net Assets 2024: $325,6122024

Highlighted filing

2020

Assets$374,110
Liabilities$0
Net Assets$374,110
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

$100K$50K$0-$50KRevenue 2017: $24,696Expenses 2017: $18,877Net Income 2017: $5,8192017Revenue 2018: $7,726Expenses 2018: $20,280Net Income 2018: -$12,5542018Revenue 2019: $12,432Expenses 2019: $26,337Net Income 2019: -$13,9052019Revenue 2020: $12,004Expenses 2020: $6,999Net Income 2020: $5,0052020Revenue 2021: $19,742Expenses 2021: $41,736Net Income 2021: -$21,9942021Revenue 2022: $2,577Expenses 2022: $43,080Net Income 2022: -$40,5032022Revenue 2023: -$7,985Expenses 2023: $25,929Net Income 2023: -$33,9142023Revenue 2024: $73,111Expenses 2024: $25,198Net Income 2024: $47,9132024

Highlighted filing

2020

Revenue$12,004
Expenses$6,999
Net Income$5,005
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 31, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN A DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mary Ann Simpson and
EIN
63-6184150
Phone
2514546055
Address
51 KINGSWAY, MOBILE, AL 36608

Signing Officer

Name
Stephen a Davis
Title
Trustee
Phone
2514797482
Signed
2021-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Ccsme Pc
Address
2062 DAUPHIN STREET, MOBILE, AL 36606
Preparer
William H Singleton CPA
Phone
2514797482
Raw XML Appendix361 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01958
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt264182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt323441
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt493098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9374
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131372
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt184860
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt194668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt202888
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211907
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2223683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23103735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt244715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt254807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt264736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt272786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt284719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt294808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALLIANCEBERNSTEIN HIGH INC ADV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AM CENT INV INTMD TERM TAX-FREE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES EDGE MSCI USA VL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES NASDAQ BIOTECH ETF (SECT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES RUS MDCP VAL ETF (IWS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES US HOME CONS ETF (ITB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6NORTHERN LIGHTS SIERRA TACT BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7NORTHERN LIGHTS SIERRA TACT MUNI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8NORTHERN LTS MAIN SECTOR ETF (SECT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9NORTHERN LTS SIERRA STRATEGIC IN (SS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10NORTHERN LTS SIERRA TACT ALL (SIRRX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11NORTHERN LTS TOEWS TACT IN (THHYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12NRTHRN LTS TOEWS TACT GRWTH (THGWX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13NRTHRN LTS TOEWS UNCONSTR IN (TUIFX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PIMCO EMRG MKTS BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15RBB ORINDA OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16RUSSELL FUNDS GLOBAL INFRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17SELECT SECT SPDR HEALTHCARE ETF (XLV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SELECT SECTOR SPDR FINANCIAL ETF (XL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SELECT SECTOR SPDR TECH ETF (XLK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SELECT SPDRSPDR TR ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21SPDR S&P BANK ETF (KBE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22SPDR S&P BIOTECH ETF (XBI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VANECK VECTORS ETF GOLD MINERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24VANGUARD CONSUM STP (VDC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25INVESCO ETF (PSCT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26INVESCO QQQ TRUST (QQQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ISHARES RUSSELL (IWM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ISHARES MSCI VALUE FACTOR (VLUE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29SCHWAB STRATEGIC (SCHV)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30SELECT SECROT SPDR DISCR EFT (XLY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31SPDR S&P HOMEBUILD (XHB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32VANECK VECTORS SEMICONDUCTOR (SMH)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33BLACKROCK FUNDS (BHYIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34COHEN & STEERS FUNDS (CPXIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35GOLDMAN SACHS (GSHIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36NORTHERN LTS TOEWS TACTICAL (THLGX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37NORTHERN LTS SIERRA TACTICAL (SSIRX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38NORTHERN LTS SIERRA TACTICAL (STBJX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39NORTHERN LTS TACTICAL (STMEX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40PIMCO HIGH YIELD (PHIYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41PIMCO INTL BOND (PFOAX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42PRINCIPAL FUNDS (PPSIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43VANGUARD (VWINX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44VIRTUS FUNDS (SAMHX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0606
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt289553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt324769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt492069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt151125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt184974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt195134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt202998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2224778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23103908
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt244984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt254947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt264931
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt273047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt285028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt012463
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-460
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt012004
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012004
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01958
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01958
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012221
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012463
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05005
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0155563
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-460
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05223
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04235
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04235
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06999
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012222
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012004
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06999
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt039499
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1116524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt037675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1117640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERITRADE SEE ATTACHED STATEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMERITRADE SEE ATTACHED STATEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-460
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05005
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0374110
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0369105
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0374110
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018704
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018704
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018704
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018777
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt073
IRS990PF/DistributableAmountGrp/TotalTaxAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt073
IRS990PF/FMVAssetsEOYAmt0410029
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0395564
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0395564
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06062
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03297
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03297
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0357850
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0364908
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0400827
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-26459
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-21454
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05193
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05905
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05905
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0369105
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0374110
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0410029
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0369105
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0374110
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0369105
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0374110
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0381259
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012792
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0368467
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05719
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018777
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0375540
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0381259
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN A DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt051 KINGSWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOBILE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd036608
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN A DAVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt051 KINGSWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOBILE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd036608
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02514546055
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018704
IRS990PF/UndistributedIncomeGrp/Taxable2Amt018735
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018704
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018735
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04235
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN A DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02514797482
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARY ANN SIMPSON AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LIONEL S SIMPSON CHARITABLE FDTN
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0636184150
ReturnHeader/Filer/PhoneNum02514546055
ReturnHeader/Filer/USAddress/AddressLine1Txt051 KINGSWAY
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630927529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCSME PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02062 DAUPHIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514797482
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H SINGLETON CPA
ReturnHeader/ReturnTs02021-11-04T16:24:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,110
Liabilities
$0
Net assets
$374,110
Revenue
$12,004
Expenses
$6,999
Net income
$5,005
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.73$0.25$0.48
2023Summary only. Only limited summary data is available for this year.$2.78$0.00$0.08$0.26$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.03$0.43$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$0.20$0.42$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.12$0.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$0.12$0.26$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.08$0.20$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.25$0.19$0.06