Nonprofit · EIN 42-0950871
SIMPSON MEMORIAL HOME INC
Tax-exempt · WEST LIBERTY, IA 52776
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,865,084 | $10,355,819 | -$490,735 | $13,720,285 | $2,959,217 | $10,761,068 |
| June 30, 2024 | 990 | $9,235,271 | $9,988,141 | -$752,870 | $14,135,610 | $2,977,541 | $11,158,069 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $12,487
- Program service revenue
- $9,599,206
- Investment income
- $119,272
- Net rental income
- $134,119
- Net gain from sales of assets
- $29,122
- Other revenue
- $134,119
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $195,476
- Other salaries and wages
- $5,381,115
- Salaries, compensation and benefits (total)
- $6,492,803
- Professional fundraising fees
- $0
- Occupancy
- $397,297
- Depreciation
- $457,701
- Program services (functional)
- $8,981,546
- Management and general (functional)
- $1,374,273
Balance sheet and other
- Total assets, start of year
- $14,135,610
- Total assets, end of year
- $13,720,285
- Total liabilities, end of year
- $2,959,217
- Net assets, end of year
- $10,761,068
- Land, buildings and equipment
- $9,002,839
- Publicly traded securities
- $2,814,438
- Net assets without donor restrictions
- $10,364,861
- Net assets with donor restrictions
- $396,207
- Gross receipts
- $10,383,917
- Employees
- 245
- Volunteers
- 20
- Year formed
- 1975
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHAD THOMAS | EXECUTIVE DI Officer | 40 | $123,480 | $0 |
| CLIFFORD MCFERREN | ADMINISTRATO Officer | 40 | $111,592 | $0 |
| LAURA BRANDT | ADMINISTRATO Officer | 40 | $12,224 | $787 |
| LORI LEGGINS LEFT 6302024 | DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| CINDY MAYS TERM ENDED 6302025 | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| FRED GRUNDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TED MAROLF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GARY MOELLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BOB OWEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARA SEDLACEK | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| DAWN SMITH | TREAS.(PRES- Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHAD THOMAS | EXECUTIVE DI Officer | 40 | $95,166 | $0 |
| CLIFFORD MCFERREN | ADMINISTRATO Officer | 40 | $91,206 | $0 |
| LAURA BRANDT | ADMINISTRATO Officer | 40 | $73,605 | $9,160 |
| FRED GRUNDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LORI LEGGINS | PAST PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| CINDY MAYS | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GARY MOELLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TED MAROLF | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BOB OWEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARA SEDLACEK | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| DAWN SMITH | SECRETARY/TR Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 N MILLER ST, WEST LIBERTY, IA 52776-1102
- Principal officer (990 for 2024)
- DAWN SMITH, 1000 N MILLER STREET, WEST LIBERTY, IA 52776
- Signed the 990
- DAWN SMITH, TREAS.(PRES-ELECT)
- Phone
- (319) 627-4775
- Website
- WWW.SIMPSONMEMORIALHOME.ORG
- Return prepared by
- FORGE FINANCIAL & MANAGEMENT CONSULTING
Mission
PROVIDING CARE IN THE COMMUNITIES WE SERVE WHERE PEOPLE FEEL VALUED, SAFE, RESPECTED, AND LOVED.
Program accomplishments
- THE ORGANIZATION OPERATES TWO CAMPUSES THAT ACCEPTS PRIVATE PAY, MEDICARE, MEDICAID, AND LONG-TERM CARE INSURANCE. SIMPSON MEMORIAL HOME AT WEST LIBERTY HAS A 55 BED SNF/NF, 18 BED ASSISTED LIVING, 24 UNIT INDEPENDENT LIVING, AND 6 UNITS OF IL TOWNHOUSES. WILTON RETIREMENT COMMUNITY IN WILTON HAS A 34 BED SNF/NF (THAT INCLUDES 10 CCDI BEDS) AND A 24 BED ASSISTED LIVING.Expenses $8,981,546 · revenue $9,599,206
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0950871
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Suspense
- Donations deductible (Pub 78)
- Charity of unknown status, 50% limit
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E91Z)
- Assets (IRS master file)
- $13,720,285
- Income (IRS master file)
- $10,383,917
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,865,084 | $10,355,819 | $13,720,285 | XML |
| 990 | June 2024 | $9,235,271 | $9,988,141 | $14,135,610 | XML |
| 990 | June 2023 | $8,294,743 | $9,242,718 | $14,819,320 | IRS |
| 990 | June 2022 | $9,351,091 | $8,916,865 | $15,879,383 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-0950871).
Questions about SIMPSON MEMORIAL HOME INC
- What is the EIN of SIMPSON MEMORIAL HOME INC?
- The employer identification number (EIN) of SIMPSON MEMORIAL HOME INC is 42-0950871.
- Is SIMPSON MEMORIAL HOME INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to SIMPSON MEMORIAL HOME INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Charity of unknown status, 50% limit).
- Which annual return does SIMPSON MEMORIAL HOME INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SIMPSON MEMORIAL HOME INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIMPSON MEMORIAL HOME INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SIMPSON MEMORIAL HOME INC?
- The 990 for the year ended June 30, 2025 names DAWN SMITH.
- Who are the officers and directors of SIMPSON MEMORIAL HOME INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 3 received compensation from the organization, the highest $123,480 (CHAD THOMAS, EXECUTIVE DI).
- How much revenue does SIMPSON MEMORIAL HOME INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,865,084, expenses of $10,355,819 and total assets of $13,720,285 at year end.
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