Civic Intelligence

The Sims Foundation Inc

990 • Fiscal year 2016 • EIN 74-2766013

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

44 East Avenue Suite 202Austin, TX 78701

(512) 472-1008

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

55th percentile

3.7%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$82,188

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

10%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

9.0%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$383,845

Up $35,483 (+10%) from 2015

Net Assets

Up

$380,369

Up $37,918 (+11%) from 2015

Liabilities

Down

$3,476

Down $2,435 (-41%) from 2015

Revenue

Up

$1,020,346

Up $84,614 (+9.0%) from 2015

Expenses

Up

$982,428

Up $54,732 (+5.9%) from 2015

Net Income

Up

$37,918

Up $29,882 (+372%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $128,700Liabilities 2011: $7,214Net Assets 2011: $121,4862011Assets 2012: $298,431Liabilities 2012: $43,949Net Assets 2012: $254,4822012Assets 2013: $310,600Liabilities 2013: $5,518Net Assets 2013: $305,0822013Assets 2014: $345,875Liabilities 2014: $11,460Net Assets 2014: $334,4152014Assets 2015: $348,362Liabilities 2015: $5,911Net Assets 2015: $342,4512015Assets 2016: $383,845Liabilities 2016: $3,476Net Assets 2016: $380,3692016Assets 2017: $400,830Liabilities 2017: $93,250Net Assets 2017: $307,5802017Assets 2018: $349,199Liabilities 2018: $42,612Net Assets 2018: $306,5872018Assets 2019: $665,613Liabilities 2019: $13,152Net Assets 2019: $652,4612019Assets 2020: $479,423Liabilities 2020: $56,124Net Assets 2020: $423,2992020Assets 2021: $372,546Liabilities 2021: $67,027Net Assets 2021: $305,5192021Assets 2022: $417,534Liabilities 2022: $55,592Net Assets 2022: $361,9422022Assets 2023: $793,463Liabilities 2023: $19,286Net Assets 2023: $774,1772023Assets 2024: $766,595Liabilities 2024: $16,483Net Assets 2024: $750,1122024

Highlighted filing

2016

Assets$383,845
Liabilities$3,476
Net Assets$380,369

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $806,217Expenses 2011: $736,296Net Income 2011: $69,9212011Expenses 2012: $820,9492012Revenue 2013: $839,630Expenses 2013: $789,030Net Income 2013: $50,6002013Revenue 2014: $865,529Expenses 2014: $836,129Net Income 2014: $29,4002014Revenue 2015: $935,732Expenses 2015: $927,696Net Income 2015: $8,0362015Revenue 2016: $1,020,346Expenses 2016: $982,428Net Income 2016: $37,9182016Revenue 2017: $1,246,979Expenses 2017: $1,319,768Net Income 2017: -$72,7892017Revenue 2018: $1,233,282Expenses 2018: $1,234,274Net Income 2018: -$9922018Revenue 2019: $1,653,000Expenses 2019: $1,307,126Net Income 2019: $345,8742019Revenue 2020: $766,850Expenses 2020: $1,143,948Net Income 2020: -$377,0982020Revenue 2021: $1,150,853Expenses 2021: $1,268,633Net Income 2021: -$117,7802021Revenue 2022: $1,588,416Expenses 2022: $1,531,993Net Income 2022: $56,4232022Revenue 2023: $1,715,267Expenses 2023: $1,303,031Net Income 2023: $412,2362023Revenue 2024: $1,151,859Expenses 2024: $1,194,856Net Income 2024: -$42,9972024

Highlighted filing

2016

Revenue$1,020,346
Expenses$982,428
Net Income$37,918
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,020,346
Mission and Program Overview

Mission

The foundation's purpose is to provide mental health and addiction recovery services for austin, texas musicians and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$320,881$317,834▼ $3,047
Accounts Receivable$25,380$63,910▲ $38,530
Total Assets$348,362$383,845▲ $35,483
Other Assets Total$2,101$2,101→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,911$3,476▼ $2,435
Total Liabilities$5,911$3,476▼ $2,435
Net Assets / Fund Balance
Unrestricted Net Assets$342,451$380,369▲ $37,918
Total Net Assets Fund Balance$342,451$380,369▲ $37,918
Total Liabilities and Net Assets / Fund Balance$348,362$383,845▲ $35,483

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,940$5,940
Leasehold Improvements-$3,617$3,617
Compensation and Service Providers

Employees

NameTitleBaseTotal
Brad PiersonClinical Director$82,188$82,188
Heather AldenManaging Director$78,352$78,352

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,018,455
Program Service Revenue
$1,891
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,018,455
Change in Net Assets
$37,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,020,346
Total Revenue per Audited Statements
$1,020,346
Total Revenue per Form 990
$1,020,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$414,725
Salaries, Compensation, and Employee Benefits$375,485
Other Expenses$192,218
Total Fundraising Expense$123,705
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$414,725--$414,725
Other Salaries and Wages$146,295$48,341$8,606$203,242
Current Officers, Directors, Trustees, and Key Employees$115,558$38,184$6,798$160,540
Advertising--$34,123$34,123
Occupancy$22,056$7,352$1,225$30,633
Office Expenses$10,084$1,791$298$12,173
Other Expenses-$11,830$71,141$11,830
Payroll Taxes$8,426$2,809$468$11,703
Conferences and Meetings$7,088$2,363$394$9,845
Fees for Services Other$6,932$2,310$385$9,627
Insurance$3,312$1,104$184$4,600
Information Technology$3,622$501$83$4,206
Fees for Services Accounting-$4,040-$4,040
Total Functional Expenses$738,098$120,625$123,705$982,428

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$982,428
Total Expenses per Audited Statements$982,428
Total Expenses per Form 990$982,428
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is provided to the board of directors prior to its filing.

Form 990, Page 6, Part VI, Line 12C

Every employee and member of the board of directors is required to sign a conflict of interest statement at the beginning of participation with the organization.

Form 990, Page 6, Part VI, Line 15A

The governance committee sets compensation for key employees

Form 990, Page 6, Part VI, Line 15B

The governance committee sets compensation for remaining employees.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, financial statements and conflict of interest policy available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Sims Foundation Inc
EIN
74-2766013
Phone
5124721008
Address
44 EAST AVENUE SUITE 202, AUSTIN, TX 78701

Signing Officer

Name
Heather Alden
Title
Managing Director
Phone
5124721008
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Alden
Formed
1995
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
9
Volunteers
20

Preparer

Firm
Millan & Company Pc
Address
823 CONGRESS AVE STE 1330, AUSTIN, TX 78701-2440
Preparer
Richard K Millan
Phone
5124796819
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IRS990/ProgramServiceRevenueGrp/Desc0CLINICAL SERVICES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01891
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0927477
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0375398
IRS990/PYOtherExpensesAmt0184681
IRS990/PYProgramServiceRevenueAmt08255
IRS990/PYRevenuesLessExpensesAmt08036
IRS990/PYSalariesCompEmpBnftPaidAmt0367617
IRS990/PYTotalExpensesAmt0927696
IRS990/PYTotalRevenueAmt0935732
IRS990/ReconcilationRevenueExpnssAmt037918
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01881
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISER 41,841
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01018455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0927477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0845368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0827723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0946347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04565370
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01891
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt041841
IRS990ScheduleA/OtherIncome170Grp/TotalAmt041841
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99090
IRS990ScheduleA/PublicSupportPY170Pct00.98320
IRS990ScheduleA/PublicSupportTotal170Amt04565370
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01018455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0927477
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0845368
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0827723
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0946347
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04565370
IRS990ScheduleA/TotalSupportAmt04607211
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05940
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05940
IRS990ScheduleD/ExpensesSubtotalAmt0982428
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03617
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03617
IRS990ScheduleD/RevenueSubtotalAmt01020346
IRS990ScheduleD/TotalExpensesPerForm990Amt0982428
IRS990ScheduleD/TotalRevenuePerForm990Amt01020346
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01020346
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0982428
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0414725
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MENTAL HEALTH & ADDICTION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0786
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY EMPLOYEE AND MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF PARTICIPATION WITH THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNANCE COMMITTEE SETS COMPENSATION FOR KEY EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNANCE COMMITTEE SETS COMPENSATION FOR REMAINING EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0348362
IRS990/TotalAssetsEOYAmt0383845
IRS990/TotalAssetsGrp/BOYAmt0348362
IRS990/TotalAssetsGrp/EOYAmt0383845
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01018455
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0123705
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0120625
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0738098
IRS990/TotalFunctionalExpensesGrp/TotalAmt0982428
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05911
IRS990/TotalLiabilitiesEOYAmt03476
IRS990/TotalLiabilitiesGrp/BOYAmt05911
IRS990/TotalLiabilitiesGrp/EOYAmt03476
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0342451
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0380369
IRS990/TotalProgramServiceExpensesAmt0738098
IRS990/TotalProgramServiceRevenueAmt01891
IRS990/TotalReportableCompFromOrgAmt0160540
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01020346
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0348362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0383845
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0342451
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0380369
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.SIMSFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER ALDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05124721008
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SIMS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SIMS
ReturnHeader/Filer/EIN0742766013
ReturnHeader/Filer/PhoneNum05124721008
ReturnHeader/Filer/USAddress/AddressLine1Txt044 EAST AVENUE SUITE 202
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$1.15$1.19$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.77$1.72$1.30$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.06$0.36$1.59$1.53$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.07$0.31$1.15$1.27$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.06$0.42$0.77$1.14$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.65$1.65$1.31$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.04$0.31$1.23$1.23$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.09$0.31$1.25$1.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.02$0.98$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.34$0.94$0.93$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.33$0.87$0.84$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.31$0.84$0.79$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.04$0.25$0.82
2011Summary only. Only limited summary data is available for this year.$0.13$0.01$0.12$0.81$0.74$0.07