Kh Simpson Foundation Inc.

990PF • Fiscal year 2022 • EIN 85-0937778

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 12, 2023

Organization Profile

5426 Efird RoadWilmington, NC 28409

(888) 730-4933

Siviq Scores

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

0.00x

Higher debt load relative to assets than 76% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

0.00x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

42%

Higher net margin than 69% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

1.5%

Faster asset growth than 67% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

3.0%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets76th percentile

Assets

$5,121,758

Up $75,398 (+1.5%) from 2021

Net Assets

$5,121,758

Up $75,398 (+1.5%) from 2021

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue74th percentile Net Margin69th percentile

Revenue

$216,354

Up $6,393 (+3.0%) from 2021

Expenses

Down

$125,043

Down $112,575 (-47%) from 2021

Net Income

$91,311

Up $118,968 (+430%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

Highlighted filing

2022

Assets$5,121,758

Liabilities$0

Net Assets$5,121,758

Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

Highlighted filing

2022

Revenue$216,354

Expenses$125,043

Net Income$91,311

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Oct 12, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay71st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATHARINE E SULLIVAN	Co-Trustee	-	$0	-	-
HAZEL CLAIRE EFIRD	Co-Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Kh Simpson Foundation Inc
EIN: 85-0937778
Phone: 8887304933
Address: 5426 EFIRD ROAD, WILMINGTON, NC 28409

Signing Officer

Name: Katharine E Sullivan
Title: Co-trustee
Phone: 8887304933
Signed: 2023-10-12
Discuss with paid preparer: Yes

Preparer

Firm: Earney & Company Llp
Address: 710 MILITARY CUTOFF ROAD SUITE 250, WILMINGTON, NC 28405
Preparer: Adrienne Mckinney CPA
Phone: 9102569995

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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28757
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	28220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	15564
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	84436
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	237861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	222297
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	84436
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	15913
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	COST BASIS ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	19648
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	WF BANK FEES AND AGENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	19648
TaxesSchedule/TaxesDetail/Amt	0	643
TaxesSchedule/TaxesDetail/Amt	1	4752
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	643
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	4752
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KATHARINE E SULLIVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KH SIMPSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	KHSI
ReturnHeader/Filer/EIN	0	850937778
ReturnHeader/Filer/PhoneNum	0	8887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5426 EFIRD ROAD
ReturnHeader/Filer/USAddress/CityNm	0	WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	561719839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	EARNEY & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	710 MILITARY CUTOFF ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	28405
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9102569995
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ADRIENNE MCKINNEY CPA
ReturnHeader/ReturnTs	0	2023-10-13T12:55:52-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KATHARINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SULLIVAN
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $5,121,758
Liabilities: $0
Net assets: $5,121,758
Revenue: $216,354
Expenses: $125,043
Net income: $91,311

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.01	$0.00	$5.01	$0.34	$0.28	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$4.94	$0.00	$4.94	$0.07	$0.25	$0.18
2022Detailed filing. Detailed filing data is available for this year.	$5.12	$0.00	$5.12	$0.22	$0.13	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$0.21	$0.24	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$5.08	$0.00	$5.08	$5.08	$0.00	$5.08