SIMPSON SENIOR SERVICES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SIMPSON SENIOR SERVICES (EIN 23-2948991)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349306847
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T10:54:12-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232948991 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON SENIOR SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMP | BusinessNameControlTxt |
| Phone | 6106600112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD NO 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK AGUILAR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6106600112 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.22.228.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 21:01:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D55C9BF7EA9CC92FF5CD8A3B56631CEAE08BA54E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM W WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD NO 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,911,665 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SIMPSONSENIOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | MANAGING AFFILIATES THAT PROVIDE RESIDENCE AND NURSING CARE FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $505 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,714,033 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,840,214 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,296 | PYInvestmentIncomeAmt |
| CY Investment Income | $70,946 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,745,329 | PYTotalRevenueAmt |
| CY Total Revenue | $2,911,665 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,887,888 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,815,570 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $889,700 | PYOtherExpensesAmt |
| CY Other Expenses | $980,734 | CYOtherExpensesAmt |
| PY Total Expenses | $2,777,788 | PYTotalExpensesAmt |
| CY Total Expenses | $2,796,304 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$32,459 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $115,361 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,800,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,161,716 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $405,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $439,449 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,395,122 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,722,267 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SIMPSON SENIOR SERVICES IS DEDICATED TO MEETING THE NEEDS OF AN AGING COMMUNITY. THROUGH CAREFUL OVERSIGHT, THIS ORGANIZATION WILL ASSURE THAT EACH OF ITS COMMUNITIES STRIVES TO DELIVER THE HIGHEST QUALITY OF SERVICES. CONTINUED ON SCHEDULE O. THE ORGANIZATION ENSURES THAT QUALITY SERVICES WILL BE DELIVERED WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE, AND INTEGRITY. WE ARE COMMITTED TO A SYSTEM-WIDE OPERATION THAT OFFERS ALL RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,420,762 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,840,214 | RevenueAmt |
| Desc | SIMPSON SENIOR SERVICES IS A NONPROFIT ORGANIZATION WHICH DEVELOPS AND MANAGES CAMPUS COMMUNITIES FOR SENIOR ADULTS. ON AN EQUAL OPPORTUNITY BASIS, EACH COMMUNITY STRIVES TO DELIVER THE HIGHEST QUALITY OF SERVICE WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE, AND INTEGRITY. THE COMMUNITIES INCLUDE: SIMPSON HOUSE, SIMPSON MEADOWS, JENNER'S POND, SIMPSON MID-TOWN, AND SIMPSON GARDENS. ACCOMMODATIONS AND CARE VARY DEPENDING UPON THE CAMPUS AND MAY INCLUDE INDEPENDENT LIVING COTTAGES AND APARTMENTS, ASSISTED LIVING, PERSONAL CARE, SKILLED NURSING, AS WELL AS SUBSIDIZED HOUSING FOR MODERATE TO LOW-INCOME SENIORS. CONTINUED ON SCHEDULE O.AVAILABLE SERVICES ALSO VARY DEPENDING UPON THE CAMPUS AND MAY INCLUDE DINING SERVICES, HOUSEKEEPING, LAUNDRY, TRANSPORTATION, AS WELL AS ACTIVITIES SUCH AS: EXERCISE CLASSES, MUSICAL PROGRAMS AND PERFORMANCES, DAY AND OVERNIGHT TRIPS, HEALTH AND WELLNESS PROGRAMS, AND HAND ARTS. THE COMMUNITIES AND CAMPUSES OF SIMPSON SENIOR SERVICES ARE COMMITTED TO THE BETTERMENT OF RESIDENTS, STAFF, AND THE COMMUNITIES AT LARGE AND OFFER RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. EACH CAMPUS BENEFITS FROM THE COMMITMENT AND SERVICE OF COMMUNITY AND RESIDENT VOLUNTEERS. THE COMMUNITIES STRIVE TO PROVIDE SERVICES AND CARE TO RESIDENTS EVEN IF THEY OUTLIVE THEIR FINANCIAL RESOURCES. THE COMMUNITIES OFFER TUITION ASSISTANCE TO ELIGIBLE EMPLOYEES IN SUPPORT OF CONTINUING EDUCATION, PROVIDE WORK SITES FOR CLINICAL AND HANDS-ON EDUCATION AND TRAINING, MAKE SPACE AVAILABLE FOR COMMUNITY ORGANIZATIONS AND GROUPS, PROMOTE STAFF AND RESIDENT VOLUNTEERISM IN THE COMMUNITY, AND MAKE CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $2,420,762 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK AGUILAR CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106600112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD NO 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JANIS MOORE CAMPBELL PHD | ||||||||
| CHAIR | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY ANN HOFFMAN PT | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV JAMES D ANDERMAN | ||||||||
| VICE CHAIR | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALVIN KINGCADE CLU CHFC | ||||||||
| TREASURER | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FIRAS SAIDI MD | ||||||||
| SECRETARY | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIM W WILLIAMS | ||||||||
| PRESIDENT/CEO | 35.00 | 5.00 | Yes (X) | Yes (X) | $362,622 | $0 | $23,036 | |
| BRAD DAGGETT | ||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD K DANKANICH | ||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE GOLLAPALLI | ||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK AGUILAR | ||||||||
| CHIEF FINANCIAL OFFICER | 35.00 | 5.00 | Yes (X) | $251,829 | $0 | $29,363 | ||
| CURTIS EVANS | ||||||||
| CHIEF OPERATING OFFICER | 35.00 | 5.00 | Yes (X) | $97,405 | $0 | $368 | ||
| BONNIE CHANDLER | ||||||||
| CORPORATE CONTROLLER | 40.00 | Yes (X) | $136,723 | $0 | $10,600 | |||
| HEATHER GIBBON | ||||||||
| DIRECTOR SALES & MARKETING | 40.00 | $145,068 | $0 | $23,036 | Yes (X) | |||
| PAUL ZARRILLI | ||||||||
| DIRECTOR SPECIAL PROJECTS | 40.00 | $131,071 | $0 | $23,036 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,124,718 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $109,439 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPUDATA | |||||
| 2701 COMMERCE WAY | PHILADELPHIA | PA | 191542875 | IT SERVICES | $475,924 |
| ADP INC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL SERVICES | $147,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $505 | AllOtherContributionsAmt |
| Total Contributions | $505 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $2,840,214 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,840,214 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,840,214 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,426 | TotalRevenueColumnAmt |
| Exclusion | $66,426 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,520 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,520 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,520 | TotalRevenueColumnAmt |
| Exclusion | $4,520 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,911,665 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,840,214 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,946 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,846 | TotalAmt |
| Program Services | $927,846 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,061 | TotalAmt |
| Program Services | $467,578 | ProgramServicesAmt |
| Management And General | $170,483 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,398 | TotalAmt |
| Program Services | $30,849 | ProgramServicesAmt |
| Management And General | $1,549 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,790 | TotalAmt |
| Program Services | $57,312 | ProgramServicesAmt |
| Management And General | $25,478 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,475 | TotalAmt |
| Program Services | $113,506 | ProgramServicesAmt |
| Management And General | $20,969 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,178 | TotalAmt |
| Management And General | $3,178 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,083 | TotalAmt |
| Management And General | $32,083 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,370 | TotalAmt |
| Management And General | $46,370 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,531 | TotalAmt |
| Program Services | $241,846 | ProgramServicesAmt |
| Management And General | $4,685 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,199 | TotalAmt |
| Management And General | $21,199 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,395 | TotalAmt |
| Program Services | $58,858 | ProgramServicesAmt |
| Management And General | $33,537 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,575 | TotalAmt |
| Program Services | $246,183 | ProgramServicesAmt |
| Management And General | $12,392 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,947 | TotalAmt |
| Program Services | $157,947 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,047 | TotalAmt |
| Program Services | $6,744 | ProgramServicesAmt |
| Management And General | $1,303 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,513 | TotalAmt |
| Program Services | $5,648 | ProgramServicesAmt |
| Management And General | $865 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,471 | TotalAmt |
| Program Services | $51,471 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RECRUITING & RETENTION | $28,856 | $28,856 | |
| DUES & SUBSCRIPTIONS | $18,661 | $17,871 | $790 |
| BOARD EXPENSES | $8,212 | $8,212 | |
| SPECIAL EVENTS | $661 | $661 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35 | TotalAmt |
| Program Services | $35 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,796,304 | TotalAmt |
| Program Services | $2,420,762 | ProgramServicesAmt |
| Management And General | $375,542 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,443,073 | BOYAmt |
| EOY | $697,433 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,462,037 | BOYAmt |
| EOY | $2,501,163 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,467 | BOYAmt |
| EOY | $153,171 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,902 | BOYAmt |
| EOY | $42,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,016,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $846,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,666 | BOYAmt |
| EOY | $170,632 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,924 | BOYAmt |
| EOY | $261,607 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,427,055 | BOYAmt |
| EOY | $3,335,370 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,800,124 | BOYAmt |
| EOY | $7,161,716 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,002 | BOYAmt |
| EOY | $439,449 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,002 | BOYAmt |
| EOY | $439,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,395,122 | BOYAmt |
| EOY | $6,722,267 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,395,122 | BOYAmt |
| EOY | $6,722,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,800,124 | BOYAmt |
| EOY | $7,161,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $115,361 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,729 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,778,487 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| SIMPSON HOUSE INC | ||||
| 231352227 | 10 | Yes (1) | $0 | $0 |
| SIMPSON MEADOWS | ||||
| 232948992 | 10 | Yes (1) | $0 | $0 |
| SIMPSON GLEN | ||||
| 232960640 | 10 | 0 | $0 | $0 |
| SIMPSON MID-TOWN | ||||
| 233089337 | 10 | 0 | $0 | $0 |
| JENNER'S POND INC | ||||
| 231548106 | 10 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION E, LINE 3A: | SIMPSON SENIOR SERVICES IS THE SOLE MEMBER OF EACH CAMPUS BOARD WITH CERTAIN RESERVE POWERS, IT CAN ELECT AND/OR REMOVE ALL MEMBERS OF EACH CAMPUS BOARD. |
| PART IV, SECTION E, LINE 3B: | THE SIMPSON SENIOR SERVICES BOARD APPROVED STRATEGIC PLAN GUIDES AND DIRECTS THE WORK OF EACH AFFILIATE. ALL ANNUAL PLANS ARE DEVELOPED AND REVIEWED BY THE SIMPSON SENIOR SERVICES COO TO ENSURE CONSISTENCY WITH THE BOARD APPROVED STRATEGIC PLAN. EACH AFFILIATE PREPARES ANNUAL OPERATING BUDGETS WHICH ARE REVIEWED AND APPROVED BY THE SIMPSON SENIOR SERVICES PRESIDENT/CEO AND CFO PRIOR TO REVIEW AND APPROVAL BY THE SIMPSON SENIOR SERVICES BOARD OF DIRECTORS. |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $151,166 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,422 | DepreciationAmt |
| Book Value | $131,744 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $865,732 | OtherCostOrOtherBasisAmt |
| Depreciation | $826,844 | DepreciationAmt |
| Book Value | $38,888 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $170,632 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $7,947 |
| DUE FROM AFFILIATES | $3,327,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,335,370 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,123,449 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,729 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,778,487 | OtherRevenueAmt |
| Revenue Not Reported | -$1,788,216 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,911,665 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,911,665 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,796,304 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,796,304 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,796,304 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ASSET TRANSFER TO AFFILIATES -531,758. IMPAIRMENT LOSS ON PPE -1,258,903. PRIOR PERIOD ADJUSTMENT FOR INTERCOMPANY TRANSACTIONS 12,174. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIM W WILLIAMS | ||||||||||||||
| PRESIDENT/CEO | $334,289 | $0 | $19,633 | $0 | $8,700 | $0 | $0 | $0 | $23,036 | $0 | $385,658 | $0 | $0 | $0 |
| MARK AGUILAR | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $239,379 | $0 | $12,450 | $0 | $0 | $0 | $0 | $0 | $29,363 | $0 | $281,192 | $0 | $0 | $0 |
| HEATHER GIBBON | ||||||||||||||
| DIRECTOR SALES & MARKETING | $122,838 | $0 | $22,230 | $0 | $0 | $0 | $0 | $0 | $23,036 | $0 | $168,104 | $0 | $0 | $0 |
| PAUL ZARRILLI | ||||||||||||||
| DIRECTOR SPECIAL PROJECTS | $131,071 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,036 | $0 | $154,107 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT/CEO PARTICIPATES IN A 457(F) DEFERRED COMPENSATION/RETIREMENT PLAN. DURING 2018, THERE WERE NO CONTRIBUTIONS TO/DISTRIBUTIONS FROM THE PLAN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CFO. ONCE APPROVED, THE FORM 990 IS SENT TO THE PRESIDENT/CEO FOR REVIEW AND APPROVAL. THE PRESIDENT/CEO WILL THEN FORWARD A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS AND MEMBERS OF THE BOARD ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. ALL SIGNIFICANT NEW CONTRACTS ARE SUBJECT TO BOARD APPROVAL. ONGOING CONTRACTS ARE REVIEWED FOR ANY KNOWN POTENTIAL CONFLICT OF INTEREST. CONFLICTS OF INTEREST ARE REVIEWED AT THE BOARD LEVEL. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM BOARD DISCUSSIONS AND DECISIONS WHERE ANY CONFLICT WOULD BE PRESENT. ON AN ANNUAL BASIS, ALL DIRECTORS AND OFFICERS SIGN OFF ON A CONFLICT OF INTEREST STATEMENT AFFIRMING THAT THEY HAVE RECEIVED, UNDERSTAND, AND COMPLY WITH THE CONFLICT OF INTEREST POLICY. THEY MUST ALSO DISCLOSE ANY POTENTIAL CONFLICTS WITH SIMPSON RELATED TO FINANCIAL INTERESTS, TRANSACTIONS, OR RELATIONSHIPS (BUSINESS OR FAMILY AFFILIATES). |
| FORM 990, PART VI, SECTION B, LINE 15 | A SUB-COMMITTEE OF THE BOARD OF DIRECTORS, WHICH IS APPOINTED BY THE BOARD CHAIR HAS THE SPECIFIC DUTY OF ANNUALLY EVALUATING THE PERFORMANCE OF THE PRESIDENT/CEO OF THE ORGANIZATION, INCLUDING DETERMINING HIS ANNUAL COMPENSATION. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION UTILIZING LEADING AGE PA, LEADING AGE NATIONAL, AND CEMO SALARY SURVEYS AND OTHER STUDIES. IN ADDITION, THE GUIDE STAR WEBSITE IS UTILIZED TO RESEARCH THE SALARY OF SIMILAR POSITIONS AT SIMILAR SIZED ORGANIZATIONS IN THE LOCAL MARKET AREA. THE CFO, COO, AND THE EXECUTIVE DIRECTORS' SALARIES OF EACH COMMUNITY ARE DETERMINED BY THE PRESIDENT/CEO OF SIMPSON SENIOR SERVICES ON AN ANNUAL BASIS. THE PRESIDENT/CEO REVIEWS THE ANNUAL PERFORMANCE OF THESE INDIVIDUALS RELATIVE TO THEIR POSITION DESCRIPTIONS. THE OPERATING BUDGETS, INCLUDING SALARY INCREASES, OF EACH COMMUNITY ARE PRESENTED TO THE BOARD FOR THEIR APPROVAL ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET ASSET TRANSFER TO AFFILIATES -531,758. IMPAIRMENT LOSS ON PPE -1,258,903. PRIOR PERIOD ADJUSTMENT FOR INTERCOMPANY TRANSACTIONS 12,174. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SIMPSON RETIREMENT COMMUNITIES LLC | |||||||||
| 150 MONUMENT ROAD | BALA CYNWYD | PA | 19004 | 454718638 | TO SUPPORT FACILITIES THAT CARE FOR THE ELDERLY | PA | $0 | $0 | SIMPSON SENIOR SERVICES |
| SIMPSON MANAGEMENT SERVICES LLC | |||||||||
| 150 MONUMENT ROAD | BALA CYNWYD | PA | 19004 | 454718718 | TO SUPPORT FACILITIES THAT CARE FOR THE ELDERLY | PA | $0 | $0 | SIMPSON SENIOR SERVICES |
| SIMPSON SENIOR HOUSING AND COMMUNITY SERVICES LLC | |||||||||
| 150 MONUMENT ROAD | BALA CYNWYD | PA | 19004 | 454718761 | TO SUPPORT FACILITIES THAT CARE FOR THE ELDERLY | PA | $0 | $0 | SIMPSON SENIOR SERVICES |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SIMPSON HOUSE | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 231352227 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 10 | SIMPSON SENIOR SERVICES | Yes (1) |
| SIMPSON MEADOWS | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232948992 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 10 | SIMPSON SENIOR SERVICES | Yes (1) |
| JENNER'S POND INC | ||||||||||
| 2000 GREENBRIAR LANE | WEST GROVE | PA | 19390 | 231548106 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 10 | SIMPSON SENIOR SERVICES | Yes (1) |
| THIRD CENTURY SERVICES | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232948457 | PROVIDE MAINTENANCE AND OPERATIONAL SUPPORT TO CCRC AFFILIATES | PA | 501(C)(3) | LINE 12B, II | SIMPSON SENIOR SERVICES | Yes (1) |
| SIMPSON GLEN | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232960640 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 10 | SIMPSON SENIOR SERVICES | Yes (1) |
| SIMPSON MID-TOWN | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 233089337 | PROVIDES HOUSING FOR ELDERLY AND LOW INCOME RESIDENTS | PA | 501(C)(3) | LINE 10 | SIMPSON SENIOR SERVICES | Yes (1) |
| SIMPSON HOUSE FOUNDATION | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232320545 | RECEIVE AND ADMINISTER FUNDS FOR THE CHARITABLE WORKS OF AFFILIATES | PA | 501(C)(3) | LINE 12B, II | SIMPSON SENIOR SERVICES | Yes (1) |
| NARBERTH ADULT CARE SERVICES | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232948458 | PROVIDE ADULT DAY CARE AND HEALTHCARE TO THE ELDERLY | PA | 501(C)(3) | PF | SIMPSON SENIOR SERVICES | Yes (1) |
| SIMPSON FOUNDATION | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 454731794 | CHARITABLE, LITERARY, SCIENTIFIC, RELIGIOUS & EDUCATION FOR ELDERLY | PA | 501(C)(3) | LINE 10 | SIMPSON SENIOR SERVICES | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON GARDENS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD SUITE 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412069202 | EIN |
| Primary Activities | ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON GARDEN HOUSING CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $32 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $334 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.00010 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON GARDENS HOUSING CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD SUITE 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412069201 | EIN |
| Primary Activities | ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON SENIOR SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SIMPSON HOUSE INC | ||
| L | $1,094,581 | COST |
| SIMPSON MEADOWS | ||
| L | $377,100 | COST |
| JENNER'S POND INC | ||
| L | $1,315,945 | COST |
| SIMPSON GLEN | ||
| R | $264,861 | COST |