Civic Intelligence

Simpson Charitable Trust

990 • Fiscal year 2018 • EIN 75-6362586

Jan 01, 2018 to Dec 31, 2018 • Filed on May 24, 2019

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

39th percentile

$22,697

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,184,502

Up $9,776 (+0.3%) from 2017

Net Assets

Up

$3,184,502

Up $9,776 (+0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin60th percentile

Revenue

Down

$136,443

Down $99,270 (-42%) from 2017

Expenses

Down

$126,667

Down $40,496 (-24%) from 2017

Net Income

Down

$9,776

Down $58,774 (-86%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2018

Assets$3,184,502
Liabilities$0
Net Assets$3,184,502
Open 2018 Filing

Operations Trend

Revenue Growth7th 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

2018

Revenue$136,443
Expenses$126,667
Net Income$9,776
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 24, 2019
Return Version
2018v3.1
Gross Receipts
$760,370
Mission and Program Overview

Mission

Support of other charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,174,726$3,184,502▲ $9,776
Investments in Publicly Traded Securities$3,000,958$3,100,000▲ $99,042
Savings and Temporary Cash Investments$173,768$84,502▼ $89,266
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,174,726$3,184,502▲ $9,776
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,174,726$3,184,502▲ $9,776
Total Liabilities and Net Assets / Fund Balance$3,174,726$3,184,502▲ $9,776
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
-Trustee$22,697$22,697
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$136,443
Other Revenue
$0
Change in Net Assets
$9,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,095
Salaries, Compensation, and Employee Benefits$22,697
Other Expenses$875
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,095--$103,095
Current Officers, Directors, Trustees, and Key Employees$11,348$11,349-$22,697
Fees for Services Accounting$438$437-$875
Total Functional Expenses$114,881$11,786$0$126,667
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Texas a & M DevelopmentCollege Station, TX-Scholarships$51,547
CAL FARLEY'S BOYS RANCHAmarillo, TX-Scholarships$25,773
Harmony Family Services IncAbilene, TX-Scholarships$25,773
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
2019-05-24
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
Raw XML Appendix399 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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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1401 GEORGE BUSH DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2600 W 11TH
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1COLLEGE STATION
IRS990ScheduleI/RecipientTable/USAddress/CityNm2AMARILLO
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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
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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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalVolunteersCnt00
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ReturnHeader/FilingSecurityInformation/IPTm010:51:01
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABILENE
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOE MELSON CPA
ReturnHeader/ReturnTs02019-05-30T06:08:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,184,502
Liabilities
$0
Net assets
$3,184,502
Revenue
$136,443
Expenses
$126,667
Net income
$9,776
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
2018Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.14$0.13$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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