SIMPSON MID-TOWN INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SIMPSON MID-TOWN INC (EIN 23-3089337)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-27
IRS object ID
202512399349301601
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-08-27T14:50:12-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 MADISON AVENUE 7TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN233089337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMPSON MID-TOWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMPBusinessNameControlTxt
Phone6106100112PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 MONUMENT ROAD 202AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH R FRANIAKPersonNm
Person TitleCFOPersonTitleTxt
Phone6106100112PhoneNum
Signature2025-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAIME RAPPSPreparerPersonNm
PTINP01462990PTIN
Phone2126616166PhoneNum
Preparation2025-08-27PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAROL E MCKINLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 MONUMENT ROAD 202AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$385,032GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE HUD FUNDED HOUSING FOR THE LOW-INCOME AND ELDERLY.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$497PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$393,074PYProgramServiceRevenueAmt
CY Program Service Revenue$384,968CYProgramServiceRevenueAmt
PY Investment Income$49PYInvestmentIncomeAmt
CY Investment Income$64CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$393,620PYTotalRevenueAmt
CY Total Revenue$385,032CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$116,912PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$148,512CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$493,474PYOtherExpensesAmt
CY Other Expenses$477,009CYOtherExpensesAmt
PY Total Expenses$610,386PYTotalExpensesAmt
CY Total Expenses$625,521CYTotalExpensesAmt
PY Revenues Less Expenses-$216,766PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$240,489CYRevenuesLessExpensesAmt
Total Assets BOY$2,959,172TotalAssetsBOYAmt
Total Assets EOY$2,822,571TotalAssetsEOYAmt
Total Liabilities BOY$6,236,952TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,340,840TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$3,277,780NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$3,518,269NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSIMPSON MID-TOWN OWNS AND OPERATES A 40-UNIT RESIDENTIAL HOUSING PROJECT THAT PROVIDES HOUSING AND OTHER SERVICES TO ELDERLY, LOW INCOME RESIDENTS IN THE GREATER PHILADELPHIA, PA AREA. CONTINUED ON SCHEDULE O.THE PROJECT WAS FUNDED THROUGH A GRANT FROM THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). RENTS ARE CONTROLLED BY HUD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$495,668ExpenseAmt
Revenue$384,968RevenueAmt
DescSIMPSON MID-TOWN PROVIDES HOUSING FOR ELDERLY, LOW INCOME RESIDENTS IN ADDITION TO CERTAIN MONTHLY ACTIVITIES SUCH AS DAY TRIPS TO LOCAL POINTS OF INTEREST. SIMPSON MID-TOWN ASSISTS ITS RESIDENTS IN OBTAINING SERVICES OFFERED BY OTHER LOCAL CHARITABLE AND GOVERNMENT AGENCIES.Desc
Total Program Service Expenses$495,668TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKENNETH R FRANIAK CFOPersonNm
Phone6106100112PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 MONUMENT ROAD 202AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MEREDITH E OKENQUIST
CHAIR1.005.00Yes (X)Yes (X)$0$0$0
MICHELLE GOLLAPALLI
IMMEDIATE PAST CHAIR1.005.00Yes (X)Yes (X)$0$0$0
RICK HELLBERG
TREASURER1.005.00Yes (X)Yes (X)$0$0$0
DALINDA LOVE
SECRETARY1.005.00Yes (X)Yes (X)$0$0$0
REV DAVID W BROWN
DIRECTOR1.005.00Yes (X)$0$0$0
JOHN P DIMAGGIO
DIRECTOR1.005.00Yes (X)$0$0$0
ALAIN DUROSEAU
DIRECTOR1.005.00Yes (X)$0$0$0
MICHAEL SHARP
DIRECTOR1.005.00Yes (X)$0$0$0
MARCIA STANFORD
DIRECTOR1.005.00Yes (X)$0$0$0
CAROL MCKINLEY
PRESIDENT/CEO1.0039.00Yes (X)Yes (X)$0$415,558$15,859
KENNETH FRANIAK
CHIEF FINANCIAL OFFICER1.0039.00Yes (X)$0$349,023$20,760
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$764,581TotReportableCompRltdOrgAmt
Total Other Compensation$36,619TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRENTS & ASSISTANCEDesc
Business623000BusinessCd
Total Revenue Column$384,968TotalRevenueColumnAmt
Related Or Exempt Func Income$384,968RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$384,968TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$64TotalRevenueColumnAmt
Exclusion$64ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$385,032TotalRevenueColumnAmt
Related Or Exempt Func Income$384,968RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$64ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$129,958TotalAmt
Program Services$68,618ProgramServicesAmt
Management And General$61,340ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$605TotalAmt
Program Services$319ProgramServicesAmt
Management And General$286ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$9,242TotalAmt
Program Services$4,880ProgramServicesAmt
Management And General$4,362ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,707TotalAmt
Program Services$4,597ProgramServicesAmt
Management And General$4,110ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$28,440TotalAmt
Management And General$28,440ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,618TotalAmt
Management And General$19,618ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$43,283TotalAmt
Program Services$37,365ProgramServicesAmt
Management And General$5,918ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,997TotalAmt
Program Services$12,997ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,530TotalAmt
Program Services$3,590ProgramServicesAmt
Management And General$940ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$45,221TotalAmt
Program Services$45,221ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,300TotalAmt
Program Services$1,011ProgramServicesAmt
Management And General$289ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$255,398TotalAmt
Program Services$255,398ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,253TotalAmt
Program Services$17,253ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REPAIRS & MAINTENANCE$17,294$17,294
TRASH REMOVAL$11,990$9,329$2,661
OTHER EXPENSES$10,952$9,063$1,889
EXTERMINATING$8,733$8,733

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$625,521TotalAmt
Program Services$495,668ProgramServicesAmt
Management And General$129,853ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,980BOYAmt
EOY$15,179EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$73,425BOYAmt
EOY$49,164EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,782BOYAmt
EOY$5,869EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,792,538LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,314,492LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,558,153BOYAmt
EOY$2,478,046EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$305,832BOYAmt
EOY$274,313EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,959,172BOYAmt
EOY$2,822,571EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$46,845BOYAmt
EOY$102,396EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
EOY$10,332EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$600,000BOYAmt
EOY$6,228,112EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,590,107BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,236,952BOYAmt
EOY$6,340,840EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$3,277,780BOYAmt
EOY-$3,518,269EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$3,277,780BOYAmt
EOY-$3,518,269EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,959,172BOYAmt
EOY$2,822,571EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$240,489ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$160CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$497CurrentTaxYearMinus1YearAmt
Total$1,657TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$345,752CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$359,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$412,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$393,571CurrentTaxYearMinus1YearAmt
Current Tax Year$384,968CurrentTaxYearAmt
Total$1,896,601TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$345,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$360,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$412,547CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$394,068CurrentTaxYearMinus1YearAmt
Current Tax Year$384,968CurrentTaxYearAmt
Total$1,898,258TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,898,258PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49CurrentTaxYearMinus1YearAmt
Current Tax Year$64CurrentTaxYearAmt
Total$202TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49CurrentTaxYearMinus1YearAmt
Current Tax Year$64CurrentTaxYearAmt
Total$202TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$110CurrentTaxYearMinus4YearsAmt
Total$110TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$346,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$360,790CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$412,583CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$394,117CurrentTaxYearMinus1YearAmt
Current Tax Year$385,032CurrentTaxYearAmt
Total$1,898,570TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99980PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER REVENUE - 2020 AMOUNT: $ 110.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,000OtherCostOrOtherBasisAmt
Book Value$12,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,425,373OtherCostOrOtherBasisAmt
Depreciation$4,037,213DepreciationAmt
Book Value$2,388,160BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$355,165OtherCostOrOtherBasisAmt
Depreciation$277,279DepreciationAmt
Book Value$77,886BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,478,046TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
TENANT TRUST FUNDS- CASH EQUIVALENTS$10,332
ASSETS LIMITED TO USE$263,981
FieldValueIRS element (for citing)
Total Book Value Other Assets$274,313TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$385,032TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$385,032RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$385,032TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$625,521TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$625,521ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$625,521TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:TENANT SECURITY DEPOSITS ARE HELD IN TRUST FOR THE DURATION OF THEIR STAY.
PART X, LINE 2:THE PROJECT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PROJECT IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PROJECT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CAROL MCKINLEY
PRESIDENT/CEO$0$415,558$0$0$0$0$0$13,800$0$2,059$0$431,417$0$0
KENNETH FRANIAK
CHIEF FINANCIAL OFFICER$0$349,023$0$0$0$0$0$13,800$0$6,960$0$369,783$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationSIMPSON SENIOR SERVICES, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEP/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2:THE FILING ENTITY IS AN AFFILIATE IN A GROUP OF WHICH SIMPSON SENIOR SERVICES ("SSS") IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. SSS REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V LINE 2, ARE THOSE WHO ARE EMPLOYEES OF THIS ORGANIZATION. THE SIMPSON MID-TOWN DOES NOT, HOWEVER, REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN.
FORM 990, PART VI, SECTION A, LINE 7ASIMPSON SENIOR SERVICES HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BBYLAWS MAY BE ALTERED, AMENDED, OR REPEALED BY THE VOTE OF THE BOARD OF DIRECTORS AT ANY REGULAR OR SPECIAL MEETING CONVENED AFTER NOTICE TO THE DIRECTORS OF THAT PURPOSE, BUT SUBJECT TO WRITTEN APPROVAL OF SIMPSON SENIOR SERVICES.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CALL 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 15A SUB-COMMITTEE OF THE BOARD OF DIRECTORS OF SIMPSON SENIOR SERVICES (SSS), A RELATED ORGANIZATION, WHICH IS APPOINTED BY THE BOARD CHAIR OF SSS 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 AND THE EXECUTIVE DIRECTORS' SALARIES OF EACH COMMUNITY ARE DETERMINED BY THE PRESIDENT/CEO OF SSS 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990 PART XI, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SIMPSON SENIOR SERVICES
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004232948991MANAGES AFFILIATES THAT PROVIDE RESIDENCE AND HEALTHCARE TO THE ELDERLYPA501(C)(3)LINE 12C, III-FIN/A0
SIMPSON GLEN
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004232960640CONTINUING CARE RETIREMENT COMMUNITYPA501(C)(3)LINE 100SIMPSON SENIOR SERVICES
SIMPSON MEADOWS
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004232948992CONTINUING CARE RETIREMENT COMMUNITYPA501(C)(3)LINE 100SIMPSON SENIOR SERVICES
THIRD CENTURY SERVICES
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004232948457PROVIDE MAINTENANCE AND OPERATION SUPPORT TO CCRC AFFILIATESPA501(C)(3)LINE 12B, II0SIMPSON SENIOR SERVICES
SIMPSON HOUSE FOUNDATION
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004232320545RECEIVE AND ADMINISTER FUNDS FOR THE CHARITABLE WORKS OF AFFILIATESPA501(C)(3)LINE 12B, II0SIMPSON SENIOR SERVICES
NARBERTH ADULT CARE SERVICES
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004232948458PROVIDE ADULT DAY CARE AND HEALTHCARE TO THE ELDERLYPA501(C)(3)PF0SIMPSON SENIOR SERVICES
JENNER'S POND INC
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004231548106CONTINUING CARE RETIREMENT COMMUNITYPA501(C)(3)LINE 100SIMPSON SENIOR SERVICES
SIMPSON FOUNDATION
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004454731794CHARITABLE, LITERARY, SCIENTIFIC, RELIGIOUS & EDUCATION FOR ELDERLYPA501(C)(3)LINE 100SIMPSON SENIOR SERVICES
SIMPSON HOUSE INC
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004231352227CONTINUING CARE RETIREMENT COMMUNITYPA501(C)(3)LINE 100SIMPSON SENIOR SERVICES

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
SIMPSON GARDENS LP
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004412069202ECONOMIC DEVELOPMENT OF LOW INCOME HOUSINGPAN/A0Yes (1)
SIMPSON SENIOR HOUSING II LP
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004833278445ECONOMIC DEVELOPMENT OF LOW INCOME HOUSINGPAN/A0Yes (1)
SIMPSON THERAPY SERVICES LLC
150 MONUMENT ROAD SUITE 202BALA CYNWYDPA19004881987119PROVIDES COMPREHENSIVE THERAPY SERVICESPAN/A0Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SIMPSON GARDENS HOUSING CORPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 MONUMENT ROAD SUITE 202AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
EIN412069201EIN
Primary ActivitiesECONOMIC DEVELOPMENT OF LOW INCOME HOUSINGPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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