Civic Intelligence

Lucille B Deinzer Charitable Trust

990PF • Fiscal year 2021 • EIN 26-6251718

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
200 East Jackson StreetMuncie, IN 47305

(765) 747-1500

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$9,295

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

18th percentile

-4.0%

Faster asset growth than 18% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

261%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$575,942

Down $23,843 (-4.0%) from 2020

Net Assets

Down

$575,942

Down $23,843 (-4.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin14th percentile

Revenue

Up

$109,063

Up $78,845 (+261%) from 2020

Expenses

Up

$132,906

Up $23 (+0.0%) from 2020

Net Income

Up

-$23,843

Up $78,822 (+77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$800K$600K$400K$200K$0Assets 2018: $748,735Liabilities 2018: $0Net Assets 2018: $748,7352018Assets 2019: $702,480Liabilities 2019: $0Net Assets 2019: $702,4802019Assets 2020: $599,785Liabilities 2020: $0Net Assets 2020: $599,7852020Assets 2021: $575,942Liabilities 2021: $0Net Assets 2021: $575,9422021Assets 2022: $606,261Liabilities 2022: $0Net Assets 2022: $606,2612022Assets 2023: $495,912Liabilities 2023: $0Net Assets 2023: $495,9122023Assets 2024: $436,929Liabilities 2024: $0Net Assets 2024: $436,9292024

Highlighted filing

2021

Assets$575,942
Liabilities$0
Net Assets$575,942
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100K-$200KRevenue 2018: $62,977Expenses 2018: $157,057Net Income 2018: -$94,0802018Revenue 2019: $85,784Expenses 2019: $132,060Net Income 2019: -$46,2762019Revenue 2020: $30,218Expenses 2020: $132,883Net Income 2020: -$102,6652020Revenue 2021: $109,063Expenses 2021: $132,906Net Income 2021: -$23,8432021Revenue 2022: $162,039Expenses 2022: $131,720Net Income 2022: $30,3192022Revenue 2023: -$11,617Expenses 2023: $98,732Net Income 2023: -$110,3492023Revenue 2024: $27,447Expenses 2024: $86,430Net Income 2024: -$58,9832024

Highlighted filing

2021

Revenue$109,063
Expenses$132,906
Net Income-$23,843
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$9,295-$9,295
Filing and Contact Details

Filer

Filer Name
Lucille B Deinzer Charitable Trust
EIN
26-6251718
Phone
7657471500
Address
200 EAST JACKSON STREET, MUNCIE, IN 47305

Signing Officer

Name
Kathleen Elliott
Title
Officer-tax Mgr
Phone
7657471500
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Raw XML Appendix318 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE PURPOSE OF THE DEINZER FUND COMMITTEE IS TO GLORIFY GOD BY UTILIZING FUNDS AVAILABLE FROM THE TRUST TO BENEFIT INDIVIDUALS OF MONROE COUNTY, MI AS GOD'S WORD TELLS US IN MATTHEW 25:34-40. THE COMMITTEE ALSO MONITORS AND SCREENS THOSE INDIVIDUALS WHO MAY RECEIVE SUCH FUNDS, PRESENTS THEM TO THE CHURCH COUNCIL FOR APPROVAL, MAINTAINS PROPER CORRESPONDENCE WITH RECIPIENTS AND CREATES AND MAINTAINS APPROPRIATE DOCUMENTS AND INFORMATION NECESSARY TO ACCOMPLISH THE ABOVE-STATED PURPOSE. PLEASE CONTACT THE DEINZER FUND COMMITTEE FOR THE APPLICATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TRINITY LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07342422734
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE LUCILLE B DEINZER CHARITABLE TRUST WAS ESTABLISHED TO BENEFIT AND SUPPORT PROGRAMS AND ACTIVITIES OF TRINITY LUTHERAN CHURCH OF MONROE, MICHIGAN, AND WITH THE CHURCH'S ASSISTANCE, TO BENEFIT INDIGENT PERSONS, INCLUDING CHILDREN, LIVING IN MONROE COUNTY, MICHIGAN, WITHOUT REGARD TO RACE, COLOR OR CREED. TRUST INCOME IS USED TO PROVIDE FOOD AND CLOTHING AND TO PAY MEDICAL EXPENSES FOR ELIGIBLE RECIPIENTS. INDIVIDUALS MAY QUALIFY FOR DISTRIBUTIONS IF THEY HAVE RESIDED IN MONROE COUNTY, MICHIGAN FOR AT LEAST 365 DAYS AND LIVE UNDER 150% OF THE FEDERAL POVERTY GUIDELINE FOR MICHIGAN. CARE FOR ANY ONE INDIVIDUAL OR FAMILY IS LIMITED BY THE CHARITABLE TRUST TO $10,000 ANNUALL IN ANY COMBINATION OF FOOD, CLOTHING, OR PAYMENT OF MEDICAL EXPENSES. TRINITY LUTHERAN CHURCH IS CHARGED BY THE CHARITABLE TRUST INSTRUMENT WITH ADMINISTERING DISTRIBUTIONS OF CASH, FOOD AND CLOTHING TO INDIGENT PERSONS INCLUDING CHILDREN. THE CHURCH SATISFIES ITS RESPONSIBILITIES THROUGH THE FUND COMMITTEE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT PROGRAMS AND ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRINITY LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0323 SCOTT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONROE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048161
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0119682
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040104
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt088537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt080519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt097824
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt099695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0122708
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0122708
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0454950
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt088375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt088537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt080519
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt097824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt099695
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0128479
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt088375
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0577658
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0489283
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/Amt11217
TaxesSchedule/TaxesDetail/Amt2383
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1CURRENT YEAR FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YEAR FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt039
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER-TAX MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum07657471500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCILLE B DEINZER CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DTD 6/14/04 01C427
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0266251718
ReturnHeader/Filer/PhoneNum07657471500
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST JACKSON STREET
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02022-05-16T11:05:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLIOTT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$575,942
Liabilities
$0
Net assets
$575,942
Revenue
$109,063
Expenses
$132,906
Net income
-$23,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.27$0.86$0.59
2023Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.12$0.99$1.10
2022Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$1.62$1.32$0.30
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$1.09$1.33$0.24
2020Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.30$1.33$1.03
2019Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.86$1.32$0.46
2018Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.63$1.57$0.94