Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 45-4731794

SIMPSON FOUNDATION

Tax-exempt · BALA CYNWYD, PA 19004

Financials

$317K$347K2023$327K$86K2024
Revenue Expenses · by fiscal year end
Financials of SIMPSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$326,523$85,939$240,584$497,438$0$497,438
December 31, 2023990$317,258$346,700-$29,442$350,649$94,037$256,612
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$315,250
Program service revenue
$0
Investment income
$11,273
Net gain from sales of assets
$338
Other revenue
$0

Expenses

Grants and similar amounts paid
$64,934
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$64,934
Fundraising (functional)
$21,005

Balance sheet and other

Total assets, start of year
$350,649
Total assets, end of year
$497,438
Total liabilities, end of year
$0
Net assets, end of year
$497,438
Publicly traded securities
$114,397
Net assets without donor restrictions
$293,257
Net assets with donor restrictions
$204,181
Gross receipts
$326,523
Employees
0
Volunteers
10
Year formed
2011
State of legal domicile
PA

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
CAROL MCKINLEYPRESIDENT/CEO
Trustee or director, Officer
1$0$415,558$15,859
KENNETH FRANIAKCHIEF FINANCIAL OFFICER
Officer
1$0$349,023$20,760
MEREDITH E OKENQUISTCHAIR
Trustee or director, Officer
1$0$0$0
MICHELLE GOLLAPALLIIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0$0$0
RICK HELLBERGTREASURER
Trustee or director, Officer
1$0$0$0
DALINDA LOVESECRETARY
Trustee or director, Officer
1$0$0$0
REV DAVID W BROWNDIRECTOR
Trustee or director
1$0$0$0
JOHN DIMAGGIODIRECTOR
Trustee or director
1$0$0$0
ALAIN DUROSEAUDIRECTOR
Trustee or director
1$0$0$0
MICHAEL SHARPDIRECTOR
Trustee or director
1$0$0$0
MARCIA STANFORDDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CAROL MCKINLEYPRESIDENT/CEO
Trustee or director, Officer
1$0$476,276$13,199
KEN FRANIAKCHIEF FINANCIAL OFFICER
Officer
1$0$333,645$24,059
DOUGLAS FLASHERCHIEF OPERATING OFFICER
Officer
1$0$188,014$10,042
MICHELLE GOLLAPALLICHAIR
Trustee or director, Officer
1$0$0$0
MEREDITH OKENQUISTVICE CHAIR
Trustee or director, Officer
1$0$0$0
DALINDA LOVESECRETARY
Trustee or director, Officer
1$0$0$0
RICK HELLBERGTREASURER
Trustee or director, Officer
1$0$0$0
REV JAMES D ANDERMANIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0$0$0
JOHN DIMAGGIODIRECTOR
Trustee or director
1$0$0$0
REV DAVID W BROWNDIRECTOR
Trustee or director
1$0$0$0
REV JOANNE MILESDIRECTOR
Trustee or director
1$0$0$0
ALAIN DUROSEAUDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
150 MONUMENT ROAD, BALA CYNWYD, PA 19004-1702
Mailing address (990-N for 2022)
150 MONUMENT ROAD 202, BALA CYNWYD PA 19004
Principal officer (990 for 2024)
CAROL MCKINLEY, 150 MONUMENT ROAD, BALA CYNWYD, PA 19004
Principal officer (990-N for 2022)
CAROL MCKINLEY, 150 MONUMENT ROAD 202, BALA CYNWYD PA 19004
Signed the 990
KENNETH R FRANIAK, CFO
Phone
(610) 660-0112
Return prepared by
GRASSI & CO CPA'S PC

Mission

THE FOUNDATION SHALL BE RESPONSIBLE FOR THE OVERALL FUNDRAISING AND PHILANTHROPIC PROGRAMS OF SIMPSON HOUSE, JENNER'S POND, SIMPSON SENIOR SERVICES AND SIMPSON MEADOWS AND ALL OTHER ENTITIES WHICH MAY HEREAFTER BECOME PART OF THE SIMPSON SENIOR SERVICES OBLIGATED GROUP (THE "OBLIGATED GROUP").IN PERFORMING ITS DUTIES, THE FOUNDATION SHALL ACT IN A MANNER WHICH WILL FURTHER A COORDINATED APPROACH TO PROVIDE FUNDRAISING AND PHILANTHROPIC PROGRAMS WHICH BENEFIT ALL OF THE VARIOUS ENTITIES WHICH COMPRISE THE OBLIGATED GROUP. THE ESTABLISHMENT OF ALL FUNDRAISING PROGRAMS, WHETHER FOR ONLY THE FOUNDATION, THE OBLIGATED GROUP OR ANY MEMBER THEREOF, SHALL BE EXCLUSIVELY VESTED IN FOUNDATION.

990 for the year ended December 31, 2024

Program accomplishments

  • SIMPSON FOUNDATION WAS ESTABLISHED TO RECEIVE AND ADMINISTER FUNDS FOR THE SUPPORT OF SIMPSON HOUSE, JENNER'S POND, AND SIMPSON MEADOWS AND ALL OTHER RELATED ORGANIZATIONS OF SIMPSON SENIOR SERVICES.
    Expenses $64,934 · grants $64,934

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
45-4731794
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$497,438
Income (IRS master file)
$326,523

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$326,523$85,939$497,438XML
990December 2023$317,258$346,700$350,649XML
990-N for 2022
Officer: CAROL MCKINLEY
December 31, 2022≤ $50,000 receipts––e-Postcard
990December 2022–––IRS
990-N for 2020
Officer: KIM WILLIAMS
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: KIM WILLIAMS
December 31, 2019≤ $50,000 receipts––e-Postcard

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 45-4731794).

Questions about SIMPSON FOUNDATION

What is the EIN of SIMPSON FOUNDATION?
The employer identification number (EIN) of SIMPSON FOUNDATION is 45-4731794.
Is SIMPSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to SIMPSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does SIMPSON FOUNDATION 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 FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIMPSON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SIMPSON FOUNDATION?
The 990 for the year ended December 31, 2024 names CAROL MCKINLEY.
Who are the officers and directors of SIMPSON FOUNDATION?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does SIMPSON FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $326,523, expenses of $85,939 and total assets of $497,438 at year end.

Other nonprofits in BALA CYNWYD

All nonprofits in BALA CYNWYD · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations