Civic Intelligence

Percy & Adeline Simpson Memorial Trust

990PF • Fiscal year 2012 • EIN 64-6021113

Jan 01, 2012 to Dec 31, 2012 • Filed on May 02, 2013

Organization Profile
C/O Regions Bank P O Box 288636652-2886
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

90th percentile

$2,071

Higher top officer pay than 90% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

60th percentile

4.2%

Faster asset growth than 60% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$135,245

Up $5,447 (+4.2%) from 2011

Net Assets

$135,245

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,086

Up $339 (+5.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2011: $129,798Liabilities 2011: $12011Assets 2012: $135,245Liabilities 2012: $0Net Assets 2012: $135,2452012Assets 2013: $138,767Liabilities 2013: $0Net Assets 2013: $138,7672013Assets 2014: $141,029Liabilities 2014: $0Net Assets 2014: $141,0292014Assets 2015: $140,612Liabilities 2015: $0Net Assets 2015: $140,6122015Assets 2016: $133,468Liabilities 2016: $0Net Assets 2016: $133,4682016Assets 2017: $134,149Liabilities 2017: $0Net Assets 2017: $134,1492017Assets 2018: $130,127Liabilities 2018: $0Net Assets 2018: $130,1272018Assets 2019: $127,358Liabilities 2019: $02019Assets 2020: $126,234Liabilities 2020: $0Net Assets 2020: $126,2342020Assets 2021: $129,711Liabilities 2021: $0Net Assets 2021: $129,7112021Assets 2022: $127,360Liabilities 2022: $0Net Assets 2022: $127,3602022Assets 2023: $128,284Liabilities 2023: $0Net Assets 2023: $128,2842023Assets 2024: $129,981Liabilities 2024: $0Net Assets 2024: $129,9812024

Highlighted filing

2012

Assets$135,245
Liabilities$0
Net Assets$135,245
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2011: $8,549Expenses 2011: $6,747Net Income 2011: $1,8022011Expenses 2012: $7,0862012Revenue 2013: $10,716Expenses 2013: $7,194Net Income 2013: $3,5222013Revenue 2014: $9,591Expenses 2014: $7,332Net Income 2014: $2,2592014Revenue 2015: $7,049Expenses 2015: $7,466Net Income 2015: -$4172015Revenue 2016: $3,215Expenses 2016: $10,234Net Income 2016: -$7,0192016Revenue 2017: $9,779Expenses 2017: $8,856Net Income 2017: $9232017Revenue 2018: $4,729Expenses 2018: $8,807Net Income 2018: -$4,0782018Revenue 2019: $4,804Expenses 2019: $7,559Net Income 2019: -$2,7552019Revenue 2020: $7,165Expenses 2020: $8,328Net Income 2020: -$1,1632020Revenue 2021: $9,418Expenses 2021: $5,944Net Income 2021: $3,4742021Revenue 2022: $2,686Expenses 2022: $5,022Net Income 2022: -$2,3362022Revenue 2023: $7,509Expenses 2023: $6,582Net Income 2023: $9272023Revenue 2024: $8,962Expenses 2024: $7,259Net Income 2024: $1,7032024

Highlighted filing

2012

Revenue-
Expenses$7,086
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 2, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,071-$2,071
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMISSISSIPPI STATESUPPORT OF RECIPIENT'SEXEMPTMISSISSIPPI STATE, MS, US$3,921
Filing and Contact Details

Filer

EIN
64-6021113
Raw XML AppendixShowing 400 of 658 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162012-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold312012-08-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold322012-08-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold342012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold352012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold362012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold372012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold392012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-11-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold422012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold432012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold442012-11-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold452012-11-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1512.221 HIGH MARK GENEVA MID CAP GROWTH FD CL FI
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16128.947 MAINSTAY LARGE CAP GROWTH FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1991.429 PRINCIPAL L/C GROWTH FUND-IS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2053.531 PRINCIPAL L/C GROWTH FUND-IS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2120.771 THORNBURG INTL VALUE FD CL I #209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2227.98 INVESCO DIVERSIFIED DIVIDEND FD CL R5
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2316.967 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset245.264 DODGE & COX STK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2530.711 AMERICAN EUROPACIFIC GRTH-F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26146.428 AMERICAN EUROPACIFIC GRTH-F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2710.976 FEDERATED TOTAL RETURN BD FD INSTL SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2830.504 MAINSTAY LARGE CAP GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2918.503 PRINCIPAL L/C GROWTH FUND-IS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3017.343 TEMPLETON GLOBAL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3148.437 THORNBURG INTL VALUE FD CL I #209
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32209.093 THORNBURG INTL VALUE FD CL I #209
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3443.325 ARTISAN FDS INC SMALL CAP VALUE FD-INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35128.602 ARTISAN FDS INC SMALL CAP VALUE FD-INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3628.266 ARTISAN FDS INC MID CAP VALUE FD INV SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3797.464 ARTISAN FDS INC MID CAP VALUE FD INV SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38207.788 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset392402.092 DODGE & COX INCOME FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4028.011 FEDERATED TOTAL RETURN BD FD INSTL SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset413.177 MFS RESH INTL FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42889.334 PRINCIPAL L/C GROWTH FUND-IS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4312.038 TEMPLETON GLOBAL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset442.511 VANGUARD S/T BOND INDEX-SIG
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset454.348 VIRTUS EMERGING MARKETS OPPORTUNITY-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss039
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss411767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss42-1
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-4
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2568
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses26357
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3072
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses311262
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses322
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3433
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses35-3
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Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,245
Liabilities
$0
Net assets
$135,245
Revenue
-
Expenses
$7,086
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.09$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.08$0.01
2019Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.11$0.07$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.07
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.09$0.07$0.02