Civic Intelligence

Simpson Charitable Trust

990 • Fiscal year 2022 • EIN 75-6362586

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

43rd percentile

$26,964

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

219%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,393,468

Up $840,613 (+24%) from 2021

Net Assets

Up

$4,393,468

Up $840,613 (+24%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$964,863

Up $662,293 (+219%) from 2021

Expenses

Down

$124,250

Down $40,977 (-25%) from 2021

Net Income

Up

$840,613

Up $703,270 (+512%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2022

Assets$4,393,468
Liabilities$0
Net Assets$4,393,468
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$964,863
Expenses$124,250
Net Income$840,613
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$2,390,066
Mission and Program Overview

Mission

Support of other charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,552,855$4,393,468▲ $840,613
Investments in Publicly Traded Securities$3,296,501$4,164,106▲ $867,605
Savings and Temporary Cash Investments$256,354$229,362▼ $26,992
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,552,855$4,393,468▲ $840,613
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,552,855$4,393,468▲ $840,613
Total Liabilities and Net Assets / Fund Balance$3,552,855$4,393,468▲ $840,613
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Trustee$26,964$26,964
Revenue and Support

Revenue Composition

Contributions and Grants
$508,676
Program Service Revenue
$0
Investment Income
$456,167
Other Revenue
$20
All Other Contributions
$508,676
Change in Net Assets
$840,613

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$508,676Cost Basis
Total Noncash Contributions1$508,676-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,312
Salaries, Compensation, and Employee Benefits$26,963
Other Expenses$975
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,312--$96,312
Current Officers, Directors, Trustees, and Key Employees$13,482$13,481-$26,963
Fees for Services Accounting$488$487-$975
Total Functional Expenses$110,282$13,968$0$124,250
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CAL FARLEY'S BOYS RANCHAmarillo, TX-Scholarships$0
Harmony Family Services IncAbilene, TX-Scholarships$0
Texas a & M DevelopmentCollege Station, TX-Scholarships$0
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 35% controlled entity
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
First Financial Trust Asset Mgmt
Title
Trustee
Phone
3256277100
Signed
2023-05-11
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
Jaclyn Denise Decker CPA
Phone
3256724000
Raw XML AppendixShowing 400 of 426 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE PROVIDES COPIES OF THE INVESTEMENT REPORTS TO THE SUPPORTED ORGANIZATIONS AND PROVIDES THE ORGANIZATION AN OPPORTUNITY FOR INVESTMENT FEEDBACK.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION DID NOT MEET THE DISTRIBUTION REQUIREMENT FOR 2022 BUT HAS A REASONABLE CAUSE EXCEPTION AND THEREFORE STILL QUALIFIES AS A SUPPORTING ORGANIZATION. THE FAILURE WAS DUE TO A CLERICAL ERROR WHICH IS A REASONABLE CAUSE AND NOT WILLFUL NEGLECT. THE DISTRIBUTION REQUIREMENT WAS MET WITHIN 180 DAYS AFTER THE CLERICAL ERROR WAS DISCOVERED.
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024078
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt124078
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt248156
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2TEXAS A&M DEVELOPMENT FOUNDATION
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt096312
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/CashGrantAmt20
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt148156
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt224078
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IRS990ScheduleI/RecipientTable/USAddress/CityNm2AMARILLO
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177840
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd279101
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,393,468
Liabilities
$0
Net assets
$4,393,468
Revenue
$964,863
Expenses
$124,250
Net income
$840,613
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
2022Detailed filing. Detailed filing data is available for this year.$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
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