Civic Intelligence

Rosesimms Fund Inc.

990EZ • Fiscal year 2023 • EIN 83-4245672

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 23, 2024

Organization Profile
817 E 7th AveNew Smyrna Beach, FL 32169-3109

(407) 399-8185

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$214,091

Flat from 2023

Net Assets

Flat

$214,091

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Flat

$100,714

Flat from 2023

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2022: $113,377Liabilities 2022: $0Net Assets 2022: $113,3772022Assets 2023: $214,091Liabilities 2023: $0Net Assets 2023: $214,0912023Assets 2023: $214,091Liabilities 2023: $0Net Assets 2023: $214,0912023Assets 2024: $316,455Liabilities 2024: $20,000Net Assets 2024: $296,4552024

Highlighted filing

2023

Assets$214,091
Liabilities$0
Net Assets$214,091
Open 2023 Filing

Operations Trend

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

$150K$100K$50K$0Revenue 2022: $70,000Expenses 2022: $0Net Income 2022: $70,0002022Revenue 2023: $100,7142023Revenue 2023: $100,714Expenses 2023: $0Net Income 2023: $100,7142023Revenue 2024: $95,000Expenses 2024: $0Net Income 2024: $95,0002024

Highlighted filing

2023

Revenue$100,714
Expenses-
Net Income-
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 23, 2024
Return Version
2023v5.0
Gross Receipts
$100,714
Mission and Program Overview

Mission

Providing scholarships for education

Program Services

DescriptionGrantsExpenses
RECEIVING DONATIONS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA G SIMMSPresident-$0--
JON ROSENBERGVice President-$0--
LINDSEY GREEN-SIMMSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Rosesimms Fund Inc
EIN
83-4245672
Address
817 E 7TH AVE, New Smyrna Beach, FL 32169-3109

Signing Officer

Name
Debra G Simms
Title
President
Phone
4073998185
Signed
2024-03-23
Discuss with paid preparer
Yes

Preparer

Firm
A1a Affordable Accounting and Tax
Address
824-A N DIXIE FREEWAY, New Smyrna Beach, FL 32168
Preparer
Katherine I Currey
Phone
3864284260
Raw XML Appendix130 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBRA G SIMMS OFFICER
IRS990EZ/BooksInCareOfDetail/PhoneNum04073998185
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0817 E 7TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Smyrna Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032169
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0113377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0214091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0100714
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0214091
IRS990EZ/GrossReceiptsAmt0100714
IRS990EZ/InvestmentIncomeAmt0714
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0214091
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0214091
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBRA G SIMMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON ROSENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSEY GREEN-SIMMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING SCHOLARSHIPS FOR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RECEIVING DONATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0100714
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0215000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0714
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0714
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0714
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0714
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0215000
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/Total509Grp/TotalAmt0215000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0215714
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA G SIMMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04073998185
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSESIMMS FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0834245672
ReturnHeader/Filer/USAddress/AddressLine1Txt0817 E 7TH AVE
ReturnHeader/Filer/USAddress/CityNm0New Smyrna Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0321693109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810748610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A1A AFFORDABLE ACCOUNTING AND TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0824-A N DIXIE FREEWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Smyrna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032168
ReturnHeader/PreparerPersonGrp/PhoneNum03864284260
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine I Currey
ReturnHeader/ReturnTs02024-03-23T09:54:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMMS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,091
Liabilities
$0
Net assets
$214,091
Revenue
$100,714
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.20$2.96$0.95$0.00$0.95
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$1.01$0.00$1.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.70$0.00$0.70