Civic Intelligence

Simmons Family Charitable Foundation Co Nicholas R Simmons Trustee

990PF • Fiscal year 2017 • EIN 95-3978508

Mar 01, 2016 to Feb 28, 2017 • Filed on May 24, 2017

Organization Profile
25 Wheeler Ave GArcadia, CA 92006

(818) 409-3034

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

58th percentile

4.8%

Faster asset growth than 58% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

1.1%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,694,698

Up $77,898 (+4.8%) from 2016

Net Assets

Up

$1,694,698

Up $80,898 (+5.0%) from 2016

Liabilities

Down

$0

Down $3,000 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$88,358

Up $963 (+1.1%) from 2016

Expenses

Down

$7,460

Down $68,002 (-90%) from 2016

Net Income

Up

$80,898

Up $68,965 (+578%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,606,916Liabilities 2012: $1,0002012Assets 2013: $1,549,390Liabilities 2013: $02013Assets 2014: $1,591,829Liabilities 2014: $02014Assets 2015: $1,601,867Liabilities 2015: $0Net Assets 2015: $1,601,8672015Assets 2016: $1,616,800Liabilities 2016: $3,000Net Assets 2016: $1,613,8002016Assets 2017: $1,694,698Liabilities 2017: $0Net Assets 2017: $1,694,6982017Assets 2018: $1,671,027Liabilities 2018: $0Net Assets 2018: $1,671,0272018Assets 2019: $1,530,098Liabilities 2019: $0Net Assets 2019: $1,530,0982019Assets 2020: $1,563,397Liabilities 2020: $0Net Assets 2020: $1,563,3972020Assets 2021: $1,549,066Liabilities 2021: $0Net Assets 2021: $1,549,0662021Assets 2022: $1,499,375Liabilities 2022: $0Net Assets 2022: $1,499,3752022Assets 2023: $1,510,330Liabilities 2023: $0Net Assets 2023: $1,510,3302023Assets 2024: $1,573,026Liabilities 2024: $0Net Assets 2024: $1,573,0262024Assets 2025: $1,579,227Liabilities 2025: $0Net Assets 2025: $1,579,2272025

Highlighted filing

2017

Assets$1,694,698
Liabilities$0
Net Assets$1,694,698
Open 2017 Filing

Operations Trend

Revenue Growth40th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $104,299Expenses 2012: $50,387Net Income 2012: $53,9122012Revenue 2013: $74,352Expenses 2013: $130,878Net Income 2013: -$56,5262013Revenue 2014: $85,442Expenses 2014: $43,003Net Income 2014: $42,4392014Revenue 2015: $79,987Expenses 2015: $69,949Net Income 2015: $10,0382015Revenue 2016: $87,395Expenses 2016: $75,462Net Income 2016: $11,9332016Revenue 2017: $88,358Expenses 2017: $7,460Net Income 2017: $80,8982017Revenue 2018: $45,076Expenses 2018: $68,747Net Income 2018: -$23,6712018Revenue 2019: -$74,706Expenses 2019: $66,223Net Income 2019: -$140,9292019Revenue 2020: $107,683Expenses 2020: $74,384Net Income 2020: $33,2992020Revenue 2021: $55,990Expenses 2021: $70,321Net Income 2021: -$14,3312021Revenue 2022: $51,171Expenses 2022: $100,862Net Income 2022: -$49,6912022Revenue 2023: $96,902Expenses 2023: $85,947Net Income 2023: $10,9552023Revenue 2024: $111,420Expenses 2024: $48,724Net Income 2024: $62,6962024Revenue 2025: $98,164Expenses 2025: $91,963Net Income 2025: $6,2012025

Highlighted filing

2017

Revenue$88,358
Expenses$7,460
Net Income$80,898
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
May 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK L SIMMONSTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantADAT ARI ELHELP FUND PROGRAM FOR YOUNG MEN AND WOMEN TO PROMOTE STRONG HEALTHY LIFE CHOICESPUBLIC CHARITYVALLEY VILLAGE, CA, US$7,000
Filing and Contact Details

Filer

Filer Name
Simmons Family Charitable Foundation
EIN
95-3978508
Phone
8184093034
Address
25 WHEELER AVE G, ARCADIA, CA 92006

Signing Officer

Name
Frederick L Simmons
Title
Trustee
Phone
8184093034
Signed
2017-05-24
Discuss with paid preparer
Yes

Preparer

Firm
RICHARD H O'HARA & CO CPA'S
Address
503 WEST PALM DRIVE, PLACENTIA, CA 92870-2421
Preparer
Therese K Poitevin CPA
Phone
7145729787
Raw XML Appendix319 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HELP FUND PROGRAM FOR YOUNG MEN AND WOMEN TO PROMOTE STRONG HEALTHY LIFE CHOICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ADAT ARI EL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012020 BURBANK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VALLEY VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091607
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07035
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06941
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012801
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012801
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050493
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0648
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0613
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0613
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FORM RRF-1 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt080263
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KWK PARTNERS OFFSHORE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt080263
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt080263
TaxesSchedule/TaxesDetail/Amt0425
TaxesSchedule/TaxesDetail/CategoryTxt02016 FORM 990 PF ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK L SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08184093034
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMMONS FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FREDERICK L SIMMONS TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0SIMM
ReturnHeader/Filer/EIN0953978508
ReturnHeader/Filer/PhoneNum08184093034
ReturnHeader/Filer/USAddress/AddressLine1Txt025 WHEELER AVE G
ReturnHeader/Filer/USAddress/CityNm0ARCADIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F29942AF1E6698A7746A7881C4E75A70E26F5F92
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F29942AF1E6698A7746A7881C4E75A70E26F5F92
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.75.72.130
ReturnHeader/FilingSecurityInformation/IPDt02017-05-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:32:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952107355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD H O'HARA & CO CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0503 WEST PALM DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLACENTIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928702421
ReturnHeader/PreparerPersonGrp/PhoneNum07145729787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESE K POITEVIN CPA
ReturnHeader/ReturnTs02017-06-05T15:59:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,694,698
Liabilities
$0
Net assets
$1,694,698
Revenue
$88,358
Expenses
$7,460
Net income
$80,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.09$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.11$0.05$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.11$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.07$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.09$0.01$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.61$0.09$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$1.59$0.00$0.09$0.04$0.04
2013Summary only. Only limited summary data is available for this year.$1.55$0.00$0.07$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$1.61$0.00$0.10$0.05$0.05