Civic Intelligence

Simpson Charitable Trust

990 • Fiscal year 2017 • EIN 75-6362586

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 12, 2018

Organization ProfileN/A
PO Box 701Abilene, TX 79604

(325) 627-7100

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$21,951

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

46th percentile

2.0%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,174,726

Up $61,810 (+2.0%) from 2016

Net Assets

Up

$3,174,726

Up $67,810 (+2.2%) from 2016

Liabilities

Down

$0

Down $6,000 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin84th percentile

Revenue

Up

$235,713

Up $53,003 (+29%) from 2016

Expenses

Up

$167,163

Up $37,300 (+29%) from 2016

Net Income

Up

$68,550

Up $15,703 (+30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,654,475Liabilities 2011: $0Net Assets 2011: $2,654,4752011Assets 2012: $2,794,022Liabilities 2012: $0Net Assets 2012: $2,794,0222012Assets 2013: $2,974,858Liabilities 2013: $0Net Assets 2013: $2,974,8582013Assets 2014: $3,046,334Liabilities 2014: $0Net Assets 2014: $3,046,3342014Assets 2015: $3,054,069Liabilities 2015: $0Net Assets 2015: $3,054,0692015Assets 2016: $3,112,916Liabilities 2016: $6,000Net Assets 2016: $3,106,9162016Assets 2017: $3,174,726Liabilities 2017: $0Net Assets 2017: $3,174,7262017Assets 2018: $3,184,502Liabilities 2018: $0Net Assets 2018: $3,184,5022018Assets 2019: $3,421,202Liabilities 2019: $0Net Assets 2019: $3,421,2022019Assets 2020: $3,415,512Liabilities 2020: $0Net Assets 2020: $3,415,5122020Assets 2021: $3,552,855Liabilities 2021: $0Net Assets 2021: $3,552,8552021Assets 2022: $4,393,468Liabilities 2022: $0Net Assets 2022: $4,393,4682022Assets 2023: $4,291,867Liabilities 2023: $0Net Assets 2023: $4,291,8672023Assets 2024: $4,453,134Liabilities 2024: $0Net Assets 2024: $4,453,1342024

Highlighted filing

2017

Assets$3,174,726
Liabilities$0
Net Assets$3,174,726
Open 2017 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $118,5752011Expenses 2012: $122,9612012Revenue 2013: $299,934Expenses 2013: $119,098Net Income 2013: $180,8362013Revenue 2014: $206,900Expenses 2014: $135,424Net Income 2014: $71,4762014Revenue 2015: $136,352Expenses 2015: $128,617Net Income 2015: $7,7352015Revenue 2016: $182,710Expenses 2016: $129,863Net Income 2016: $52,8472016Revenue 2017: $235,713Expenses 2017: $167,163Net Income 2017: $68,5502017Revenue 2018: $136,443Expenses 2018: $126,667Net Income 2018: $9,7762018Revenue 2019: $376,468Expenses 2019: $139,768Net Income 2019: $236,7002019Revenue 2020: $150,935Expenses 2020: $156,625Net Income 2020: -$5,6902020Revenue 2021: $302,570Expenses 2021: $165,227Net Income 2021: $137,3432021Revenue 2022: $964,863Expenses 2022: $124,250Net Income 2022: $840,6132022Revenue 2023: $88,793Expenses 2023: $190,394Net Income 2023: -$101,6012023Revenue 2024: $360,638Expenses 2024: $199,371Net Income 2024: $161,2672024

Highlighted filing

2017

Revenue$235,713
Expenses$167,163
Net Income$68,550
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 12, 2018
Return Version
2017v2.2
Gross Receipts
$1,407,166
Mission and Program Overview

Mission

Support of other charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,106,916$3,174,726▲ $67,810
Investments in Publicly Traded Securities$3,043,409$3,000,958▼ $42,451
Savings and Temporary Cash Investments$69,507$173,768▲ $104,261
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,112,916$3,174,726▲ $61,810
Liabilities
Other Liabilities$6,000$0▼ $6,000
Total Liabilities$6,000$0▼ $6,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,106,916$3,174,726▲ $67,810
Total Liabilities and Net Assets / Fund Balance$3,112,916$3,174,726▲ $61,810
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
-Trustee$21,951$21,951
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$235,713
Other Revenue
$0
Change in Net Assets
$68,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$144,362
Salaries, Compensation, and Employee Benefits$21,951
Other Expenses$850
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$144,362--$144,362
Current Officers, Directors, Trustees, and Key Employees$10,975$10,976-$21,951
Fees for Services Accounting$425$425-$850
Total Functional Expenses$155,762$11,401$0$167,163
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas a & M DevelopmentCollege Station, TX-Scholarships$72,181
Abilene Girls HomeAbilene, TX-Scholarships$36,090
CAL FARLEY'S BOYS RANCHAmarillo, TX-Scholarships$36,090
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - the 990 is reviewed by the institutional trustee before it is filed.”

Form 990, Part VI, Section C, Line 19

“Some documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Simpson Charitable Trust
EIN
75-6362586
Phone
3256277100
Address
PO BOX 701, ABILENE, TX 79604

Signing Officer

Name
Zach Reyes
Title
Vice President
Phone
3256277100
Signed
2018-03-12
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
400 PINE ST STE 600, ABILENE, TX 79601-5190
Preparer
Joe Melson CPA
Phone
3256724000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book value adjustment -740.”

Raw XML Appendix398 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
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd15
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd29
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt036090
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt172181
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt236090
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ABILENE GIRLS HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1TEXAS A&M DEVELOPMENT FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CAL FARLEY'S BOYS RANCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0144361
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt036090
IRS990ScheduleI/RecipientTable/CashGrantAmt172181
IRS990ScheduleI/RecipientTable/CashGrantAmt236090
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ABILENE GIRLS HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TEXAS A & M DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CAL FARLEY'S BOYS RANCH
IRS990ScheduleI/RecipientTable/RecipientEIN0751255107
IRS990ScheduleI/RecipientTable/RecipientEIN1742245072
IRS990ScheduleI/RecipientTable/RecipientEIN2750808768
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0305 GRAPE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1401 GEORGE BUSH DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2600 W 11TH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ABILENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1COLLEGE STATION
IRS990ScheduleI/RecipientTable/USAddress/CityNm2AMARILLO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd079601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177840
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd279101
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO SPECIFIC TAX EXEMPT ORGANIZATIONS AS SPECIFIED BY THE LAST WILL AND TESTAMENT OF PAULINE B. SIMPSON.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE 990 IS REVIEWED BY THE INSTITUTIONAL TRUSTEE BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOME DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK VALUE ADJUSTMENT -740.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03112916
IRS990/TotalAssetsEOYAmt03174726
IRS990/TotalAssetsGrp/BOYAmt03112916
IRS990/TotalAssetsGrp/EOYAmt03174726
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011401
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0155762
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167163
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt06000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03106916
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03174726
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0155762
IRS990/TotalReportableCompFromOrgAmt021951
IRS990/TotalRevenueGrp/ExclusionAmt0235713
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235713
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03112916
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03174726
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 701
IRS990/USAddress/CityNm0ABILENE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd079604
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACH REYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03256277100
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMPSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SIMP
ReturnHeader/Filer/EIN0756362586
ReturnHeader/Filer/PhoneNum03256277100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701
ReturnHeader/Filer/USAddress/CityNm0ABILENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079604
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08A32B7158F71C812724A2824FB0E59309BD6590C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B7FEDDDB59CEC5B972D12EC8AB2EFC11308F9F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.235.81.209
ReturnHeader/FilingSecurityInformation/IPDt02018-03-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:15:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 PINE ST STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABILENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0796015190
ReturnHeader/PreparerPersonGrp/PhoneNum03256724000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE MELSON CPA
ReturnHeader/ReturnTs02018-03-22T10:36:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,174,726
Liabilities
$0
Net assets
$3,174,726
Revenue
$235,713
Expenses
$167,163
Net income
$68,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.36$0.20$0.16
2023Summary only. Only limited summary data is available for this year.$4.29$0.00$4.29$0.09$0.19$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.00$4.39$0.96$0.12$0.84
2021Summary only. Only limited summary data is available for this year.$3.55$0.00$3.55$0.30$0.17$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.15$0.16$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.38$0.14$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.14$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.24$0.17$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.01$3.11$0.18$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.14$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.21$0.14$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.30$0.12$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits