Civic Intelligence

Annette C Simmons Foundation

990PF • Fiscal year 2024 • EIN 87-4145877

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 10, 2025

Organization Profile
PO Box 25019Dallas, TX 75225

(972) 685-0019

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$22,189,850

Up $3,425,848 (+18%) from 2023

Net Assets

Up

$22,189,850

Up $3,425,848 (+18%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin97th percentile

Revenue

Down

$3,717,927

Down $8,333,213 (-69%) from 2023

Expenses

Down

$282,986

Down $1,560,050 (-85%) from 2023

Net Income

Down

$3,434,941

Down $6,773,163 (-66%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$30M$20M$10M$0Assets 2021: $5,800,000Liabilities 2021: $1Net Assets 2021: $5,800,0002021Assets 2022: $7,686,669Liabilities 2022: $1Net Assets 2022: $7,686,6692022Assets 2023: $18,764,002Liabilities 2023: $1Net Assets 2023: $18,764,0022023Assets 2024: $22,189,850Liabilities 2024: $0Net Assets 2024: $22,189,8502024

Highlighted filing

2024

Assets$22,189,850
Liabilities$0
Net Assets$22,189,850
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$15M$10M$5.0M$0Revenue 2021: $5,800,000Expenses 2021: $0Net Income 2021: $5,800,0002021Revenue 2022: $5,571,575Expenses 2022: $7,296Net Income 2022: $5,564,2792022Revenue 2023: $12,051,140Expenses 2023: $1,843,036Net Income 2023: $10,208,1042023Revenue 2024: $3,717,927Expenses 2024: $282,986Net Income 2024: $3,434,9412024

Highlighted filing

2024

Revenue$3,717,927
Expenses$282,986
Net Income$3,434,941
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNETTE C SIMMONSChair-$0--
AMY FLECK SIMMONSPresident, Vice-Chair, Treasurer-$0--
SHANNON CAGNINASecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Annette C Simmons Foundation
EIN
87-4145877
Phone
9726850019
Address
PO BOX 25019, DALLAS, TX 75225

Signing Officer

Name
Amy Fleck Simmons
Title
President
Phone
2144789449
Signed
2025-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Rebecca a Rodriguez
Phone
2108286281
Raw XML Appendix327 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02888
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1546005
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1528161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BARINGS BDC INC COM
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03184714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt166816
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt050081
IRS990PF/DistributableAmountGrp/TotalTaxAmt050081
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNETTE C SIMMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY FLECK SIMMONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHANNON CAGNINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT, VICE-CHAIR, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09726850019
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A GRANT REQUEST SHOULD INCLUDE THE FOLLOWING INFORMATION: MISSION STATEMENT OF THE ORGANIZATION; COPY OF IRS DETERMINATION LETTER OR OTHER VERIFICATION OF THE ORGANIZATION'S TAX-EXEMPT STATUS; PURPOSE OF GRANT; AMOUNT REQUESTED; SUMMARY OF HOW THE MISSION AND VALUES OF THE ORGANIZATION ALIGN WITH THOSE THE FOUNDATION; A BRIEF HISTORY OF THE ORGANIZATION; A SUMMARY OF PRIOR GRANTS RECEIVED, IF ANY; IF AMOUNT REQUESTED EXCEEDS $50,000, A COPY OF FINANCIAL STATEMENTS INCLUDING BUDGETS, BALANCE SHEET, AND INCOME STATEMENT (WITH DETAILED LISTS OF INCOME BY SOURCE) FOR THE MOST RECENTLY ENDED FISCAL YEAR.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1A GRANT REQUEST SHOULD INCLUDE THE FOLLOWING INFORMATION: MISSION STATEMENT OF THE ORGANIZATION; COPY OF IRS DETERMINATION LETTER OR OTHER VERIFICATION OF THE ORGANIZATION'S TAX-EXEMPT STATUS; PURPOSE OF GRANT; AMOUNT REQUESTED; SUMMARY OF HOW THE MISSION AND VALUES OF THE ORGANIZATION ALIGN WITH THOSE THE FOUNDATION; A BRIEF HISTORY OF THE ORGANIZATION; A SUMMARY OF PRIOR GRANTS RECEIVED, IF ANY; IF AMOUNT REQUESTED EXCEEDS $50,000, A COPY OF FINANCIAL STATEMENTS INCLUDING BUDGETS, BALANCE SHEET, AND INCOME STATEMENT (WITH DETAILED LISTS OF INCOME BY SOURCE) FOR THE MOST RECENTLY ENDED FISCAL YEAR.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1AMY FLECK SIMMONS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION ONLY MAKES GRANTS TO US PUBLIC CHARITIES DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1THE FOUNDATION ONLY MAKES GRANTS TO US PUBLIC CHARITIES DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2).
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0996683
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0949151
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0893796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt055355
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0949151
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0103872
TaxesSchedule/TaxesDetail/Amt08214
TaxesSchedule/TaxesDetail/Amt165125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08214
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY FLECK SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02144789449
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ANNETTE C SIMMONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0874145877
ReturnHeader/Filer/PhoneNum09726850019
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 25019
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019026 RIDGEWOOD PKWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078259
ReturnHeader/PreparerPersonGrp/PhoneNum02108286281
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA A RODRIGUEZ
ReturnHeader/ReturnTs02025-06-11T15:11:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,189,850
Liabilities
$0
Net assets
$22,189,850
Revenue
$3,717,927
Expenses
$282,986
Net income
$3,434,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$3.72$0.28$3.43
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$12.1$1.84$10.2
2022Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$5.57$0.01$5.56
2021Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$5.80$0.00$5.80