Nonprofit · EIN 23-2948991
SIMPSON SENIOR SERVICES
Tax-exempt · BALA CYNWYD, PA 19004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,696,346 | $4,804,503 | -$108,157 | $22,843,305 | $15,506,165 | $7,337,140 |
| December 31, 2023 | 990 | $5,330,273 | $5,488,881 | -$158,608 | $17,456,805 | $10,437,119 | $7,019,686 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,340,470
- Investment income
- $297,741
- Net gain from sales of assets
- $87
- Other revenue
- $58,135
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $801,200
- Other salaries and wages
- $2,291,012
- Salaries, compensation and benefits (total)
- $3,530,658
- Professional fundraising fees
- $0
- Legal fees
- $241,148
- Accounting fees
- $41,455
- Occupancy
- $155,848
- Travel
- $37,762
- Depreciation
- $126,453
- Program services (functional)
- $529,784
- Management and general (functional)
- $3,779,482
- Fundraising (functional)
- $495,237
Balance sheet and other
- Total assets, start of year
- $17,456,805
- Total assets, end of year
- $22,843,305
- Total liabilities, end of year
- $15,506,165
- Net assets, end of year
- $7,337,140
- Land, buildings and equipment
- $314,965
- Publicly traded securities
- $5,969,331
- Net assets without donor restrictions
- $7,287,140
- Net assets with donor restrictions
- $50,000
- Gross unrelated business income
- $45,839
- Gross receipts
- $4,993,998
- Employees
- 31
- Volunteers
- 0
- Year formed
- 1998
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROL MCKINLEY | PRESIDENT/CEO Trustee or director, Officer | 34 | $415,558 | $15,859 |
| KENNETH FRANIAK | CHIEF FINANCIAL OFFICER Officer | 34 | $349,023 | $20,760 |
| PATRICIA LAMOREUX | VP OF HUMAN RESOURCES Highest-paid employee | 40 | $232,380 | $17,376 |
| JESSICA STEWART | SENIOR DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $193,235 | $19,911 |
| DAVID JANUARY | REGIONAL DIR. OF CLINICAL SERVICES Highest-paid employee | 40 | $179,741 | $13,287 |
| SUSAN SHARP | VP OF PHILANTHANTHROPY Highest-paid employee | 40 | $158,480 | $6,339 |
| ASHLEY KRATZER | CORPORATE CONTROLLER Highest-paid employee | 40 | $148,334 | $13,009 |
| MEREDITH E OKENQUIST | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE GOLLAPALLI | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICK HELLBERG | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DALINDA LOVE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| REV DAVID W BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN P DIMAGGIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAIN DUROSEAU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL SHARP | DIRECTOR Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCIA STANFORD | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CAROL MCKINLEY | PRESIDENT/CEO Trustee or director, Officer | 34 | $476,276 | $13,199 |
| KEN FRANIAK | CHIEF FINANCIAL OFFICER Officer | 34 | $333,645 | $24,059 |
| PATRICIA LAMOREUX | VICE PRESIDENT OF HUMAN RESOURCES Highest-paid employee | 40 | $234,780 | $22,266 |
| JESSICA STEWART | SENIOR DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $189,447 | $25,870 |
| DOUGLAS FLASHER | CHIEF OPERATING OFFICER Officer | 34 | $188,014 | $10,042 |
| SUSAN SHARP | VICE PRESIDENT OF PHILANTHANTHROPY Highest-paid employee | 40 | $181,201 | $10,412 |
| ASHLEY KRATZER | CORPORATE CONTROLLER Highest-paid employee | 40 | $139,104 | $16,154 |
| TIFFANY FLYNN | REGIONAL DIRECTOR OF SALES Highest-paid employee | 40 | $117,077 | $14,897 |
| MICHELLE GOLLAPALLI | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MEREDITH OKENQUIST | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DALINDA LOVE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICK HELLBERG | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| REV JAMES D ANDERMAN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN DIMAGGIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV DAVID W BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV JOANNE MILES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAIN DUROSEAU | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 150 MONUMENT RD STE 202, BALA CYNWYD, PA 19004-1725
- In care of
- % JOHN H POTTS
- Principal officer (990 for 2024)
- CAROL E MCKINLEY, 150 MONUMENT ROAD 202, BALA CYNWYD, PA 19004
- Signed the 990
- KENNETH R FRANIAK, CFO
- Phone
- (610) 660-0112
- Website
- WWW.SIMPSONSENIOR.ORG
- Return prepared by
- GRASSI & CO CPA'S PC
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.
Program accomplishments
- 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 I & II. 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.Expenses $529,784 · revenue $4,340,470
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2948991
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $22,843,305
- Income (IRS master file)
- $4,993,998
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,696,346 | $4,804,503 | $22,843,305 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $5,330,273 | $5,488,881 | $17,456,805 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $4,614,783 | $4,667,690 | $15,537,368 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 23-2948991).
Questions about SIMPSON SENIOR SERVICES
- What is the EIN of SIMPSON SENIOR SERVICES?
- The employer identification number (EIN) of SIMPSON SENIOR SERVICES is 23-2948991.
- Is SIMPSON SENIOR SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to SIMPSON SENIOR SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SIMPSON SENIOR SERVICES 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 SENIOR SERVICES 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 SENIOR SERVICES 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 SENIOR SERVICES?
- The 990 for the year ended December 31, 2024 names CAROL E MCKINLEY.
- Who are the officers and directors of SIMPSON SENIOR SERVICES?
- The 990 for the year ended December 31, 2024 lists 16 people; 7 received compensation from the organization, the highest $415,558 (CAROL MCKINLEY, PRESIDENT/CEO).
- How much revenue does SIMPSON SENIOR SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,696,346, expenses of $4,804,503 and total assets of $22,843,305 at year end.
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All nonprofits in BALA CYNWYD · Pennsylvania · Housing and shelter