Civic Intelligence

Simpson University Foundation

990 • Fiscal year 2016 • EIN 68-0274677

May 01, 2015 to Apr 30, 2016 • Filed on Feb 27, 2017

Organization ProfileN/A
2211 College View DriveRedding, CA 96003

(530) 244-5600

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.11x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.80x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

17th percentile

-5.5%

Faster asset growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-33%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$8,859,270

Down $519,517 (-5.5%) from 2015

Net Assets

Down

$7,872,155

Down $328,069 (-4.0%) from 2015

Liabilities

Down

$987,115

Down $191,448 (-16%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin88th percentile

Revenue

Down

$1,235,857

Down $605,474 (-33%) from 2015

Expenses

Down

$781,652

Down $754,052 (-49%) from 2015

Net Income

Up

$454,205

Up $148,578 (+49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,420,869Liabilities 2011: $5,297,016Net Assets 2011: $4,123,8532011Assets 2012: $9,695,955Liabilities 2012: $6,038,925Net Assets 2012: $3,657,0302012Assets 2013: $11,220,075Liabilities 2013: $5,942,461Net Assets 2013: $5,277,6142013Assets 2014: $9,258,195Liabilities 2014: $1,245,428Net Assets 2014: $8,012,7672014Assets 2015: $9,378,787Liabilities 2015: $1,178,563Net Assets 2015: $8,200,2242015Assets 2016: $8,859,270Liabilities 2016: $987,115Net Assets 2016: $7,872,1552016Assets 2017: $9,780,026Liabilities 2017: $1,010,965Net Assets 2017: $8,769,0612017Assets 2018: $9,739,588Liabilities 2018: $797,960Net Assets 2018: $8,941,6282018Assets 2019: $9,656,526Liabilities 2019: $758,289Net Assets 2019: $8,898,2372019Assets 2020: $9,087,441Liabilities 2020: $762,096Net Assets 2020: $8,325,3452020

Highlighted filing

2016

Assets$8,859,270
Liabilities$987,115
Net Assets$7,872,155
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: -$218,381Expenses 2011: $908,256Net Income 2011: -$1,126,6372011Revenue 2012: $441,328Expenses 2012: $822,516Net Income 2012: -$381,1882012Expenses 2013: $592,3872013Revenue 2014: $1,485,028Expenses 2014: $4,385,380Net Income 2014: -$2,900,3522014Revenue 2015: $1,841,331Expenses 2015: $1,535,704Net Income 2015: $305,6272015Revenue 2016: $1,235,857Expenses 2016: $781,652Net Income 2016: $454,2052016Revenue 2017: $870,125Expenses 2017: $109,356Net Income 2017: $760,7692017Revenue 2018: $910,127Expenses 2018: $739,584Net Income 2018: $170,5432018Revenue 2019: $1,094,022Expenses 2019: $1,194,722Net Income 2019: -$100,7002019Revenue 2020: $2,363,638Expenses 2020: $2,183,836Net Income 2020: $179,8022020

Highlighted filing

2016

Revenue$1,235,857
Expenses$781,652
Net Income$454,205
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Feb 27, 2017
Return Version
2015v3.0
Gross Receipts
$1,843,245
Mission and Program Overview

Mission

Raise and manage private support for the benefit of Simpson University

Raise and manage private support for the benefit of simpson university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,808,688$5,863,908▲ $55,220
Pledges and Grants Receivable$495,000$495,000→ $0
Savings and Temporary Cash Investments$432,949$460,146▲ $27,197
Total Assets$9,378,787$8,859,270▼ $519,517
Other Assets Total$2,642,150$2,040,216▼ $601,934
Liabilities
Other Liabilities$1,178,563$987,115▼ $191,448
Total Liabilities$1,178,563$987,115▼ $191,448
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,495,502$5,880,000▲ $384,498
Temporarily Rstr Net Assets$2,606,616$1,992,155▼ $614,461
Unrestricted Net Assets$98,106$0▼ $98,106
Total Net Assets Fund Balance$8,200,224$7,872,155▼ $328,069
Total Liabilities and Net Assets / Fund Balance$9,378,787$8,859,270▼ $519,517

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,040,216--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,493,269$406,732▼ $147,678-$6,474,012
2014$6,217,158$228,172▲ $272,282-$6,493,269
2013$5,904,690$159,463▲ $294,153-$6,217,158
2012$4,950,743$461,752▲ $544,495-$5,904,690
2011$4,901,986$72,584▲ $109,773-$4,950,743
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Gordon B FlinnSecretary (through 8/15/15)$109,850$109,850
Deborah CopelandSecretary (start 10/1/15)$40,915$40,915

Board Members and Trustees

NameTitle
Dr Raymond P ReidChair
David M PreszlerVice-chair
Alan E BurchettDirector
Charles R StaubDirector
David S RicheyDirector
Julie K IrvingDirector
Norman F ReinhardtDirector
Dr Robin K DummerChief Executive Officer
Bradley E WilliamsChief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$857,885
Program Service Revenue
$0
Investment Income
$362,223
Other Revenue
$15,749
All Other Contributions
$857,885
Change in Net Assets
$454,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$694,294
Other Expenses$87,358
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$691,094--$691,094
Fees for Service Investment Mgmnt Fees-$87,358-$87,358
Grants to Domestic Individuals$3,200--$3,200
Total Functional Expenses$694,294$87,358$0$781,652
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Simpson UniversityRedding, CA501(c)(3)To Provide Support to Simpson University$691,094
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Annuity/trust Agreement$987,115
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The cfo and controller review the form 990 before it is filed. The board is provided with a copy before filing.”

Form 990, Part VI, Section B, Line 12C

“The foundation has a written conflict of interest policy that is signed by each member of the governing board on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The simpson university foundation will provide a copy to any individual who requests information.”

Filing and Contact Details

Filer

Filer Name
Simpson University Foundation
EIN
68-0274677
Phone
5302445600
Address
2211 COLLEGE VIEW DRIVE, REDDING, CA 96003

Signing Officer

Name
Dr Robin K Dummer
Title
Chief Executive Officer
Phone
5302445600
Signed
2017-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Robin K Dummer
Formed
1992
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Kcoe Isom Llp
Address
1726 COURT STREET, REDDING, CA 96003
Preparer
Holly L Salisbury
Phone
5302412515
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of crt -261,237.”

Financial Statement Notes

PART V, LINE 4:

“The income from the endownment funds are used for the benefit of simpson college.”

PART X, LINE 2:

“On may 1, 2008, the university adopted fasb asc 740-10, which clarifies the accounting for uncertainty in income taxes recognized in the university's financial statements in accordance with fasb asc 740, and prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Fasb asc 740-10 also provides guidance on derecognition and measurement of a tax position taken or expected to be taken in a tax return. The adoption of fasb asc 740-10 did not have a material effect on the university.”

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0482181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0113237
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01431622
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015749
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02510
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt012299
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt094096
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-2078
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0122576
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72130
IRS990ScheduleA/PublicSupportPY170Pct00.72630
IRS990ScheduleA/PublicSupportTotal170Amt04619005
IRS990ScheduleA/SubstantialContributorsTotAmt0230097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0857885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01438641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01224132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0998275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0330169
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04849102
IRS990ScheduleA/TotalSupportAmt06403300
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt055320
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06493269
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0406732
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06474012
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0222991
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-147678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06217158
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0228172
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06493269
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0224343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272282
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05904690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0159463
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06217158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0141148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0294153
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt052300
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04950743
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0461752
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05904690
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0544495
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0133601
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04901986
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt072584
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04950743
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109773
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02040216
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS UNDER ANNUITY/TRUST AGREEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0987115
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY UNDER ANNUITY/TRUST AGREEMENT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.91170
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INCOME FROM THE ENDOWNMENT FUNDS ARE USED FOR THE BENEFIT OF SIMPSON COLLEGE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ON MAY 1, 2008, THE UNIVERSITY ADOPTED FASB ASC 740-10, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE UNIVERSITY'S FINANCIAL STATEMENTS IN ACCORDANCE WITH FASB ASC 740, AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC 740-10 ALSO PROVIDES GUIDANCE ON DERECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ADOPTION OF FASB ASC 740-10 DID NOT HAVE A MATERIAL EFFECT ON THE UNIVERSITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08830
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02040216
IRS990ScheduleD/TotalLiabilityAmt0987115
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0691094
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO SIMPSON UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SIMPSON UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0941339635
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02211 COLLEGE VIEW DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0REDDING
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096003
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SIMPSON UNIVERSITY FOUNDATION OPERATES FOR THE BENEFIT OF SIMPSON UNIVERSITY. THE FOUNDATION ADMINISTERS FUNDS RECEIVED AND DISBURSES THEM TO SIMPSON UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0176525
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1154706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt15436
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt010289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR ROBIN K DUMMER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BRADLEY E WILLIAMS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0193468
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1170431
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CFO AND CONTROLLER REVIEW THE FORM 990 BEFORE IT IS FILED. THE BOARD IS PROVIDED WITH A COPY BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS SIGNED BY EACH MEMBER OF THE GOVERNING BOARD ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SIMPSON UNIVERSITY FOUNDATION WILL PROVIDE A COPY TO ANY INDIVIDUAL WHO REQUESTS INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN VALUE OF CRT -261,237.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,859,270
Liabilities
$987,115
Net assets
$7,872,155
Revenue
$1,235,857
Expenses
$781,652
Net income
$454,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$9.09$0.76$8.33$2.36$2.18$0.18
2019Detailed filing. Detailed filing data is available for this year.$9.66$0.76$8.90$1.09$1.19$0.10
2018Detailed filing. Detailed filing data is available for this year.$9.74$0.80$8.94$0.91$0.74$0.17
2017Detailed filing. Detailed filing data is available for this year.$9.78$1.01$8.77$0.87$0.11$0.76
2016Detailed filing. Detailed filing data is available for this year.$8.86$0.99$7.87$1.24$0.78$0.45
2015Detailed filing. Detailed filing data is available for this year.$9.38$1.18$8.20$1.84$1.54$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.26$1.25$8.01$1.49$4.39$2.90
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$5.94$5.28$0.59
2012Summary only. Only limited summary data is available for this year.$9.70$6.04$3.66$0.44$0.82$0.38
2011Summary only. Only limited summary data is available for this year.$9.42$5.30$4.12$0.22$0.91$1.13