Civic Intelligence

Anne Grady Foundation

990 • Fiscal year 2020 • EIN 31-1212795

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

Organization ProfileWWW.ANNEGRADY.ORG
1525 Eber RoadHolland, OH 43528

(419) 866-6500

Siviq Scores

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

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.80x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

44th percentile

4.8%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-21%

Faster revenue growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$11,305,509

Up $517,695 (+4.8%) from 2019

Net Assets

Up

$10,852,194

Up $836,601 (+8.4%) from 2019

Liabilities

Down

$453,315

Down $318,906 (-41%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin95th percentile

Revenue

Down

$567,488

Down $151,947 (-21%) from 2019

Expenses

Down

$182,532

Down $50,928 (-22%) from 2019

Net Income

Down

$384,956

Down $101,019 (-21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,935,720Liabilities 2010: $930,595Net Assets 2010: $6,005,1252010Assets 2011: $7,172,561Liabilities 2011: $887,922Net Assets 2011: $6,284,6392011Assets 2012: $7,616,626Liabilities 2012: $769,664Net Assets 2012: $6,846,9622012Assets 2013: $8,503,769Liabilities 2013: $840,603Net Assets 2013: $7,663,1662013Assets 2014: $8,863,355Liabilities 2014: $869,341Net Assets 2014: $7,994,0142014Assets 2015: $8,667,687Liabilities 2015: $724,655Net Assets 2015: $7,943,0322015Assets 2016: $8,931,817Liabilities 2016: $631,224Net Assets 2016: $8,300,5932016Assets 2017: $9,976,871Liabilities 2017: $849,342Net Assets 2017: $9,127,5292017Assets 2018: $9,562,633Liabilities 2018: $697,573Net Assets 2018: $8,865,0602018Assets 2019: $10,787,814Liabilities 2019: $772,221Net Assets 2019: $10,015,5932019Assets 2020: $11,305,509Liabilities 2020: $453,315Net Assets 2020: $10,852,1942020Assets 2021: $12,263,196Liabilities 2021: $438,106Net Assets 2021: $11,825,0902021Assets 2022: $11,108,652Liabilities 2022: $327,501Net Assets 2022: $10,781,1512022Assets 2023: $12,301,718Liabilities 2023: $546,595Net Assets 2023: $11,755,1232023Assets 2024: $13,454,462Liabilities 2024: $533,189Net Assets 2024: $12,921,2732024

Highlighted filing

2020

Assets$11,305,509
Liabilities$453,315
Net Assets$10,852,194
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $237,5412010Expenses 2011: $274,8782011Expenses 2012: $212,8702012Revenue 2013: $488,822Expenses 2013: $221,499Net Income 2013: $267,3232013Revenue 2014: $569,101Expenses 2014: $257,901Net Income 2014: $311,2002014Revenue 2015: $507,316Expenses 2015: $295,898Net Income 2015: $211,4182015Revenue 2016: $363,754Expenses 2016: $216,509Net Income 2016: $147,2452016Revenue 2017: $591,353Expenses 2017: $209,546Net Income 2017: $381,8072017Revenue 2018: $517,183Expenses 2018: $244,844Net Income 2018: $272,3392018Revenue 2019: $719,435Expenses 2019: $233,460Net Income 2019: $485,9752019Revenue 2020: $567,488Expenses 2020: $182,532Net Income 2020: $384,9562020Revenue 2021: $719,865Expenses 2021: $294,590Net Income 2021: $425,2752021Revenue 2022: $847,045Expenses 2022: $655,901Net Income 2022: $191,1442022Revenue 2023: $1,177,577Expenses 2023: $861,068Net Income 2023: $316,5092023Revenue 2024: $1,053,185Expenses 2024: $332,421Net Income 2024: $720,7642024

Highlighted filing

2020

Revenue$567,488
Expenses$182,532
Net Income$384,956
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Gross Receipts
$1,338,335
Mission and Program Overview

Mission

Anne grady foundation collects and holds donated funds on behalf of the anne grady corporation.

Collects donated funds on behalf of the anne grady corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,622,772$6,260,323▲ $637,551
Land, Buildings, and Equipment, Net$4,328,773$4,208,386▼ $120,387
Savings and Temporary Cash Investments$530,632$722,422▲ $191,790
Cash and Non-Interest-Bearing Accounts$80,285$110,030▲ $29,745
Pledges and Grants Receivable$107,445$0▼ $107,445
Accounts Receivable$2,100$4,348▲ $2,248
Total Assets$10,787,814$11,305,509▲ $517,695
Other Assets Total$115,807$0▼ $115,807
Liabilities
Mortgage Notes Payable Secured by Investment Property$714,859$393,703▼ $321,156
Accounts Payable and Accrued Expenses$50,000$50,000→ $0
Other Liabilities$6,662$6,662→ $0
Deferred Revenue$700$2,950▲ $2,250
Total Liabilities$772,221$453,315▼ $318,906
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,991,372$10,831,046▲ $839,674
Net Assets With Donor Restrictions$24,221$21,148▼ $3,073
Total Net Assets Fund Balance$10,015,593$10,852,194▲ $836,601
Total Liabilities and Net Assets / Fund Balance$10,787,814$11,305,509▲ $517,695

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,609,009$2,244,770$4,853,779
Equipment$608,079$975,614$1,583,693
Land$991,298-$991,298
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
James WhitemanPresident
Aaron BieszczadBoard Member
Dale TolsonBoard Member
Duane WilsonBoard Member
Laurie MillsBoard Member
Matt LewandowskiBoard Member
Vince MarinelliSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$267,856
Program Service Revenue
$0
Investment Income
$188,524
Other Revenue
$111,108
All Other Contributions
$135,390
Change in Net Assets
$384,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,556
Grants and Similar Amounts Paid$46,976
Total Fundraising Expense$9,102
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$63,600-$63,600
Grants to Domestic Orgs$46,976--$46,976
Insurance-$25,948-$25,948
Interest$17,946--$17,946
Advertising--$9,102$9,102
Fees for Services Accounting-$7,900-$7,900
Fees for Services Legal-$4,460-$4,460
Other Expenses$1,039$1,000-$1,000
Office Expenses-$80-$80
All Other Expenses$-1,200--$-1,200
Total Functional Expenses$64,761$108,669$9,102$182,532
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Anne Grady CorporationHolland, OH501(c)(3)To Pay Expenses Related to Scholarships and Resident Needs.$46,976
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$344,908
Gaming Direct Expenses$286,867
Fundraising Gross Income$65,433
Fundraising Direct Expenses$14,485
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Enchanted Evening$65,433$65,433$14,485$50,948
Total Events$65,433$65,433$14,485$50,948
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$6,662
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“NONE”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Anne Grady Foundation
EIN
31-1212795
Phone
4198666500
Address
1525 EBER ROAD, HOLLAND, OH 43528

Signing Officer

Name
Roger Fortener
Title
Principal Officer
Phone
4198666500
Signed
2021-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Fortener
Formed
1987
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
20

Preparer

Firm
Gbq Partners LLC
Address
5580 MONROE STREET SUITE 210, SYLVANIA, OH 43560
Preparer
Christopher Falls
Phone
4198858338
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Fasb asc 740, income taxes, provides guidance for accounting for uncertainty in income taxes and clarifies how tax benefits for uncertain tax positions are to be recognized, measured, and reported in financial statements and requires certain disclosures of uncertain tax matters. At december 31, 2020 and 2019, the foundation did not have any unrecognized tax benefits. The organization's policy is to classify interest and penalties recognized in connection with income tax matters in interest expense and miscellaneous expense, respectively.”

Raw XML AppendixShowing 400 of 472 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt050000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt050000
IRS990/AccountsReceivableGrp/BOYAmt02100
IRS990/AccountsReceivableGrp/EOYAmt04348
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COLLECTS DONATED FUNDS ON BEHALF OF THE ANNE GRADY CORPORATION.
IRS990/AdvertisingGrp/FundraisingAmt09102
IRS990/AdvertisingGrp/TotalAmt09102
IRS990/AllOtherContributionsAmt0135390
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0-1200
IRS990/AllOtherExpensesGrp/TotalAmt0-1200
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEVE KING
IRS990/BooksInCareOfDetail/PhoneNum04198666500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01525 EBER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOLLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043528
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt080285
IRS990/CashNonInterestBearingGrp/EOYAmt0110030
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0267856
IRS990/CYGrantsAndSimilarPaidAmt046976
IRS990/CYInvestmentIncomeAmt0188524
IRS990/CYOtherExpensesAmt0135556
IRS990/CYOtherRevenueAmt0111108
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0384956
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0182532
IRS990/CYTotalFundraisingExpenseAmt09102
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0567488
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0700
IRS990/DeferredRevenueGrp/EOYAmt02950
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ANNE GRADY FOUNDATION COLLECTS AND HOLDS DONATED FUNDS ON BEHALF OF THE ANNE GRADY CORPORATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt024221
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt021148
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt064761
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07900
IRS990/FeesForServicesAccountingGrp/TotalAmt07900
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04460
IRS990/FeesForServicesLegalGrp/TotalAmt04460
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt063600
IRS990/FeesForServicesManagementGrp/TotalAmt063600
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES WHITEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1VINCE MARINELLI
IRS990/Form990PartVIISectionAGrp/PersonNm2DALE TOLSON
IRS990/Form990PartVIISectionAGrp/PersonNm3AARON BIESZCZAD
IRS990/Form990PartVIISectionAGrp/PersonNm4DUANE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURIE MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm6MATT LEWANDOWSKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt014485
IRS990/FundraisingGrossIncomeAmt065433
IRS990/GainOrLossGrp/SecuritiesAmt059420
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt0286867
IRS990/GamingGrossIncomeAmt0344908
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0132466
IRS990/GrantAmt046976
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt046976
IRS990/GrantsToDomesticOrgsGrp/TotalAmt046976
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt059420
IRS990/GrossReceiptsAmt01338335
IRS990/GrossRentsGrp/RealAmt0471614
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt025948
IRS990/InsuranceGrp/TotalAmt025948
IRS990/InterestGrp/ProgramServicesAmt017946
IRS990/InterestGrp/TotalAmt017946
IRS990/InvestmentIncomeGrp/ExclusionAmt0129104
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0129104
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05622772
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06260323
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03220384
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04328773
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04208386
IRS990/LandBldgEquipCostOrOtherBssAmt07428770
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt0469495
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ANNE GRADY FOUNDATION COLLECTS AND HOLDS DONATED FUNDS ON BEHALF OF THE ANNE GRADY CORPORATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0714859
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0393703
IRS990/NetAssetsOrFundBalancesBOYAmt010015593
IRS990/NetAssetsOrFundBalancesEOYAmt010852194
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt059420
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt059420
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt050948
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt050948
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt058041
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt058041
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02119
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02119
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0451645
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09991372
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010831046
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080
IRS990/OfficeExpensesGrp/TotalAmt080
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0115807
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3TUITION REIMBURSEMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03008
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12673
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21000
IRS990/OtherExpensesGrp/ProgramServicesAmt01039
IRS990/OtherExpensesGrp/TotalAmt03008
IRS990/OtherExpensesGrp/TotalAmt12673
IRS990/OtherExpensesGrp/TotalAmt21039
IRS990/OtherExpensesGrp/TotalAmt31000
IRS990/OtherLiabilitiesGrp/BOYAmt06662
IRS990/OtherLiabilitiesGrp/EOYAmt06662
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0107445
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROGER FORTENER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0220023
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt091262
IRS990/PYInvestmentIncomeAmt0263747
IRS990/PYOtherExpensesAmt0142198
IRS990/PYOtherRevenueAmt0235665
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0485975
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0233460
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0719435
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0384956
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02119
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0530632
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0722422
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS ANNE GRADY CORPORATION. THE FOUNDATION PROVIDED $41,976 IN GRANTS TO THE SUPPORTED ORGANIZATION IN ORDER TO PAY EXPENSES RELATED TO SCHOLARSHIP AND RESIDENT NEEDS TO FURTHER THE EXEMPT PURPOSE OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341214508
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt046976
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ANNE GRADY CORPORATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt046976
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02609009
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02244770
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04853779
IRS990ScheduleD/EquipmentGrp/BookValueAmt0608079
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0975614
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01583693
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0991298
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0991298
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06662
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FASB ASC 740, INCOME TAXES, PROVIDES GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND CLARIFIES HOW TAX BENEFITS FOR UNCERTAIN TAX POSITIONS ARE TO BE RECOGNIZED, MEASURED, AND REPORTED IN FINANCIAL STATEMENTS AND REQUIRES CERTAIN DISCLOSURES OF UNCERTAIN TAX MATTERS. AT DECEMBER 31, 2020 AND 2019, THE FOUNDATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION'S POLICY IS TO CLASSIFY INTEREST AND PENALTIES RECOGNIZED IN CONNECTION WITH INCOME TAX MATTERS IN INTEREST EXPENSE AND MISCELLANEOUS EXPENSE, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04208386
IRS990ScheduleD/TotalLiabilityAmt06662
IRS990ScheduleG/CharitableDistributionRqrInd01
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014485
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ENCHANTED EVENING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065433
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050948
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014485
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014485
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt092573
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt0119265
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0211838
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0286867
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0150891
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt0194017
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0344908
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt058041
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt055152
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt024101
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt031051
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt019877
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt019877
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd01
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd01
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsPct01.00000
IRS990ScheduleG/GamingManagerPersonNm0CAROL OSINSKI
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd01
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0CAROL OSINSKI
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt01525 EBER RD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0HOLLAND
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0OH
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd043528
IRS990ScheduleG/StatesWhereGamingConductedCd0OH
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt046976
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PAY EXPENSES RELATED TO SCHOLARSHIPS AND RESIDENT NEEDS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ANNE GRADY CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0341214508
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01525 EBER ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOLLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043528
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH REGULAR COMMUNICATIONS WITH THE RECIPIENT ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010787814

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,305,509
Liabilities
$453,315
Net assets
$10,852,194
Revenue
$567,488
Expenses
$182,532
Net income
$384,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.53$12.9$1.05$0.33$0.72
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.55$11.8$1.18$0.86$0.32
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.33$10.8$0.85$0.66$0.19
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.44$11.8$0.72$0.29$0.43
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.45$10.9$0.57$0.18$0.38
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.77$10.0$0.72$0.23$0.49
2018Detailed filing. Detailed filing data is available for this year.$9.56$0.70$8.87$0.52$0.24$0.27
2017Detailed filing. Detailed filing data is available for this year.$9.98$0.85$9.13$0.59$0.21$0.38
2016Detailed filing. Detailed filing data is available for this year.$8.93$0.63$8.30$0.36$0.22$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.67$0.72$7.94$0.51$0.30$0.21
2014Detailed filing. Detailed filing data is available for this year.$8.86$0.87$7.99$0.57$0.26$0.31
2013Detailed filing. Detailed filing data is available for this year.$8.50$0.84$7.66$0.49$0.22$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.77$6.85$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.89$6.28$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$0.93$6.01$0.24