Civic Intelligence

Raymon Grace Foundation

990PF • Fiscal year 2023 • EIN 26-0287914

Jan 01, 2023 to Dec 31, 2023 • Filed on May 04, 2024

Organization Profile
220 Johnson StreetBristol, VA 24201

(423) 361-4182

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,735,616

Up $369,364 (+16%) from 2022

Net Assets

Up

$2,735,616

Up $369,364 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Up

$508,083

Up $105,951 (+26%) from 2022

Expenses

Up

$138,719

Up $31,634 (+30%) from 2022

Net Income

Up

$369,364

Up $74,317 (+25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $959,445Liabilities 2011: $2,678Net Assets 2011: $956,7672011Assets 2012: $1,096,017Liabilities 2012: $1,761Net Assets 2012: $1,094,2562012Assets 2013: $1,312,398Liabilities 2013: $1,761Net Assets 2013: $1,310,6372013Assets 2014: $1,386,349Liabilities 2014: $1,278Net Assets 2014: $1,385,0712014Assets 2015: $1,466,853Liabilities 2015: $1,278Net Assets 2015: $1,465,5752015Assets 2016: $1,460,266Liabilities 2016: $0Net Assets 2016: $1,460,2662016Assets 2017: $1,582,694Liabilities 2017: $0Net Assets 2017: $1,582,6942017Assets 2018: $1,642,009Liabilities 2018: $0Net Assets 2018: $1,642,0092018Assets 2019: $1,718,747Liabilities 2019: $0Net Assets 2019: $1,718,7472019Assets 2020: $1,900,355Liabilities 2020: $0Net Assets 2020: $1,900,3552020Assets 2021: $2,071,205Liabilities 2021: $0Net Assets 2021: $2,071,2052021Assets 2022: $2,366,252Liabilities 2022: $0Net Assets 2022: $2,366,2522022Assets 2023: $2,735,616Liabilities 2023: $0Net Assets 2023: $2,735,6162023Assets 2024: $3,108,423Liabilities 2024: $0Net Assets 2024: $3,108,4232024

Highlighted filing

2023

Assets$2,735,616
Liabilities$0
Net Assets$2,735,616
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $78,5032011Expenses 2012: $58,3752012Revenue 2013: $275,949Expenses 2013: $59,568Net Income 2013: $216,3812013Revenue 2014: $152,883Expenses 2014: $78,449Net Income 2014: $74,4342014Revenue 2015: $151,897Expenses 2015: $71,393Net Income 2015: $80,5042015Revenue 2016: $77,044Expenses 2016: $82,353Net Income 2016: -$5,3092016Revenue 2017: $234,316Expenses 2017: $111,888Net Income 2017: $122,4282017Revenue 2018: $230,033Expenses 2018: $141,785Net Income 2018: $88,2482018Revenue 2019: $213,167Expenses 2019: $136,429Net Income 2019: $76,7382019Revenue 2020: $322,594Expenses 2020: $140,986Net Income 2020: $181,6082020Revenue 2021: $293,750Expenses 2021: $122,900Net Income 2021: $170,8502021Revenue 2022: $402,132Expenses 2022: $107,085Net Income 2022: $295,0472022Revenue 2023: $508,083Expenses 2023: $138,719Net Income 2023: $369,3642023Revenue 2024: $598,874Expenses 2024: $226,067Net Income 2024: $372,8072024

Highlighted filing

2023

Revenue$508,083
Expenses$138,719
Net Income$369,364
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raymon GracePresidentFT$0--
David GraceSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Raymon Grace Foundation
EIN
26-0287914
Phone
4233614182
Address
220 Johnson Street, Bristol, VA 24201

Signing Officer

Name
David Grace
Title
Secretary
Signed
2024-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Summit CPA Services Inc
Address
1227 Volunteer Parkway, BRISTOL, TN 37620
Preparer
Eric Fields
Phone
4232740700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Newmont Mining Corp - 900 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Philip Morris Intl - 700 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Automatic Data Processing - 561 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Bristol Myers Squibb - 1239 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Kellanova
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Procter & Gamble Co - 700 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Wells Fargo & Co - 3500 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10National Health Investors Inc - 209.7025
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15American Water Works Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Berkshire Hathaway Inc CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Nutrien Limited
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Berkshire Hathaway - 100 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Blackberry Ltd - 500 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Annaly Capital Management
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29General Motors - 309.30 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32American Tower Corp
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1KKR & Co LP - 500 SH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AllianceBernstein
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Glb X Rbtcs
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Spdr S&P Intl Div
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Tritium
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141425
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt338874
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt0395463
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1229
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03378
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0138719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0138719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0110362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0508083
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0138719
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0138719
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt026611
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt026611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt411147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0217.0311 Walt Disney
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc120 Kyndryl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21 Orion Office
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.66556 GM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4318 GM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200 Spirit
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1229
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0369364
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02735616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02366252
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02735616
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0174081
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0174081
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0174081
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0175615
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01534
IRS990PF/DistributableAmountGrp/TotalTaxAmt01534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01607
IRS990PF/FMVAssetsEOYAmt02754772
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0326035
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt056638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0110739
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0110727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0146642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01268714
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01242752
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01887926
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt026708
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt026708
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02366252
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02735616

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,735,616
Liabilities
$0
Net assets
$2,735,616
Revenue
$508,083
Expenses
$138,719
Net income
$369,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.60$0.23$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.51$0.14$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.40$0.11$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.29$0.12$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.32$0.14$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.21$0.14$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.23$0.14$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.23$0.11$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.08$0.08$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.15$0.07$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.15$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.28$0.06$0.22
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.09$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08