Civic Intelligence

Louis M Groen Foundation Co Lindhorst & Dreidame

990PF • Fiscal year 2019 • EIN 31-1802325

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

29th percentile

$75,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

25th percentile

-1.7%

Faster asset growth than 25% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Down

$20,015,898

Down $339,573 (-1.7%) from 2018

Net Assets

Down

$20,015,898

Down $339,573 (-1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$955,587

Down $3,785,231 (-80%) from 2018

Expenses

Up

$1,295,160

Up $648,521 (+100%) from 2018

Net Income

Down

-$339,573

Down $4,433,752 (-108%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$20,015,898
Liabilities$0
Net Assets$20,015,898

Operations Trend

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

2019

Revenue$955,587
Expenses$1,295,160
Net Income-$339,573
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edward J Cummings SrDirectorPT$75,000-$75,000
Edith BlockDirector-$37,506-$37,506
Robert T CummingsDirector-$25,000-$25,000
Richard BlockDirector-$1,800$568$2,368
James SmithDirector-$0$529$529
Brad WilderDirector-$0--
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
James Smith
Title
Director
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Coworth Financial Services LLC
Address
11155 Kenwood Rd Ste 6D, Cincinnati, OH 45242
Preparer
Kevin L Holmes
Phone
5136735469
Raw XML AppendixShowing 400 of 422 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/PersonNm2Edward J Cummings Sr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Robert T Cummings
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0312 Walnut Street Suite 3100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cincinnati
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James Smith CO Lindhorst and
IRS990PF/StatementsRegardingActyGrp/PhoneNum05134216630
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0721969
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3972
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0This grant was made to maintain the preserve donated to Otsego County by the Louis M. Groen Charitable Trust and the 25 acres donated to Otsego County by the Louis M. Groen Foundation.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Memorial
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Otsego County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Ronald McDonald House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2St Dominic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Other
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 W Main
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1341 Erkenbrecker Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24551 Delhi Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3365 Industrial Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Harrison
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Reclass to distributions
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0135903
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt139400
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0135903
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1-39400
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01304527
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Other Investments
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0990478
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01065464
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0974
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11101
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24554
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt38590
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0974
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24554
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38590
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Rental Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Stop Stick LTD Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt076168
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt076168
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1562238
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0319
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1104874
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bank Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0319
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt187375
TaxesSchedule/TaxesDetail/Amt0111976
TaxesSchedule/TaxesDetail/Amt18646
TaxesSchedule/TaxesDetail/Amt29320
TaxesSchedule/TaxesDetail/Amt311695
TaxesSchedule/TaxesDetail/Amt4248
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll
TaxesSchedule/TaxesDetail/CategoryTxt3Real Estate Taxes
TaxesSchedule/TaxesDetail/CategoryTxt4Registration Fees
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08646
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt19320
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt211695
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3248
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13

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