Civic Intelligence

Louis M Groen Foundation Co Lindhorst & Dreidame

990PF • Fiscal year 2014 • EIN 31-1802325

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 10, 2015

Organization Profile

Refreshing map…

312 Walnut Street Suite 3100Cincinnati, OH 45202

(513) 421-6630

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

4th percentile

-160%

Higher net margin than 4% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$600

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

$565,276

No earlier filing loaded for comparison.

Net Assets

$565,276

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin4th percentile

Revenue

$36,287

No earlier filing loaded for comparison.

Expenses

$94,312

No earlier filing loaded for comparison.

Net Income

-$58,025

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2014: $565,276Liabilities 2014: $0Net Assets 2014: $565,2762014Assets 2015: $5,386,780Liabilities 2015: $0Net Assets 2015: $5,386,7802015Assets 2016: $5,885,025Liabilities 2016: $0Net Assets 2016: $5,885,0252016Assets 2017: $15,595,575Liabilities 2017: $0Net Assets 2017: $15,595,5752017Assets 2018: $20,355,471Liabilities 2018: $0Net Assets 2018: $20,355,4712018Assets 2019: $20,015,898Liabilities 2019: $0Net Assets 2019: $20,015,8982019Assets 2020: $19,705,396Liabilities 2020: $0Net Assets 2020: $19,705,3962020Assets 2021: $19,324,955Liabilities 2021: $0Net Assets 2021: $19,324,9552021Assets 2024: $17,938,915Liabilities 2024: $0Net Assets 2024: $17,938,9152024

Highlighted filing

2014

Assets$565,276
Liabilities$0
Net Assets$565,276
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $36,287Expenses 2014: $94,312Net Income 2014: -$58,0252014Revenue 2015: $4,925,411Expenses 2015: $103,906Net Income 2015: $4,821,5052015Revenue 2016: $692,312Expenses 2016: $172,594Net Income 2016: $519,7182016Revenue 2017: $10,849,632Expenses 2017: $1,032,121Net Income 2017: $9,817,5112017Revenue 2018: $4,740,818Expenses 2018: $646,639Net Income 2018: $4,094,1792018Revenue 2019: $955,587Expenses 2019: $1,295,160Net Income 2019: -$339,5732019Revenue 2020: $800,018Expenses 2020: $1,383,441Net Income 2020: -$583,4232020Revenue 2021: $1,152,494Expenses 2021: $1,532,935Net Income 2021: -$380,4412021Revenue 2024: $2,231,387Expenses 2024: $1,625,344Net Income 2024: $606,0432024

Highlighted filing

2014

Revenue$36,287
Expenses$94,312
Net Income-$58,025
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edith BlockTrustee-$600-$600
Richard BlockTrustee-$600-$600
Edward J Cummings SrTrustee-$600-$600
Robert T CummingsTrustee-$600-$600
Frank LatuszekTrustee-$600-$600
Mary LatuszekTrustee-$600-$600
Edna K Groen Dec'd 12815Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-This grant was made to maintain the preserve donated to Otsego County by the Foundation.PCGaylord, MI, US$64,211
Filing and Contact Details

Filer

Filer Name
Louis M Groen Foundation
EIN
31-1802325
Phone
5134216630
Address
312 Walnut Street Suite 3100, Cincinnati, OH 45202

Signing Officer

Name
Edward J Cummings Sr
Title
Chairman
Signed
2015-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Coworth Financial Services LLC
Address
10999 Reed Hartman Hwy, Blue Ash, OH 45242
Preparer
Kevin L Holmes
Phone
5136735469
Raw XML Appendix337 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Edna K Groen Dec'd 12815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Edith Block
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Richard Block
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Edward J Cummings Sr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Robert T Cummings
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Frank Latuszek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Mary Latuszek
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0312 Walnut Street Suite 3100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cincinnati
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James Smith CO Lindhorst and
IRS990PF/StatementsRegardingActyGrp/PhoneNum05134216630
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt064211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0This grant was made to maintain the preserve donated to Otsego County by the Foundation.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Otsego County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 W Main
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Gaylord
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049735
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064211
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt035341
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt035341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0194211
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028870
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt054736
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087043
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023562
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064211
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028870
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0194211
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0165341
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt017986
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt017986
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0128487
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Other Investments
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0111445
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0126034
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Annual Dinner
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0264
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0264
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0286
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Return of Capital Distributions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04051
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04051
TaxesSchedule/TaxesDetail/Amt0142
TaxesSchedule/TaxesDetail/Amt1114
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/CategoryTxt2Ohio Registration Fees
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0142
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1114
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2200
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward J Cummings Sr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Louis M Groen Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Lindhorst & Dreidame
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0311802325
ReturnHeader/Filer/PhoneNum05134216630
ReturnHeader/Filer/USAddress/AddressLine1Txt0312 Walnut Street Suite 3100
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COWORTH FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010999 Reed Hartman Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Blue Ash
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05136735469
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin L Holmes
ReturnHeader/ReturnTs02015-08-10T12:57:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$565,276
Liabilities
$0
Net assets
$565,276
Revenue
$36,287
Expenses
$94,312
Net income
-$58,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$2.23$1.63$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$1.15$1.53$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.00$19.7$0.80$1.38$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.00$20.0$0.96$1.30$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$0.00$20.4$4.74$0.65$4.09
2017Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$10.8$1.03$9.82
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.69$0.17$0.52
2015Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$4.93$0.10$4.82
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04$0.09$0.06