Civic Intelligence

Monsignor Robert Amann Foundation Tr

990PF • Fiscal year 2021 • EIN 31-6633536

Jan 01, 2021 to Dec 31, 2021 • Filed on Dec 05, 2022

Organization Profile
7430 Rossmore CourtCenterville, OH 45459

(937) 299-0072

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-158%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-4.9%

Faster asset growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$493,515

Down $25,577 (-4.9%) from 2020

Net Assets

Down

$493,515

Down $25,162 (-4.9%) from 2020

Liabilities

Down

$0

Down $415 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Up

$17,755

Up $17,755 from 2020

Expenses

Up

$45,862

Up $4,507 (+11%) from 2020

Net Income

Up

-$28,107

Up $13,248 (+32%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$800K$600K$400K$200K$0Assets 2013: $749,274Liabilities 2013: $0Net Assets 2013: $749,2742013Assets 2015: $704,039Liabilities 2015: $0Net Assets 2015: $704,0392015Assets 2016: $638,238Liabilities 2016: $2,092Net Assets 2016: $636,1462016Assets 2017: $606,994Liabilities 2017: $0Net Assets 2017: $606,9942017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $582,9172018Assets 2019: $561,030Liabilities 2019: $0Net Assets 2019: $561,0302019Assets 2020: $519,092Liabilities 2020: $415Net Assets 2020: $518,6772020Assets 2021: $493,515Liabilities 2021: $0Net Assets 2021: $493,5152021Assets 2022: $477,692Liabilities 2022: $0Net Assets 2022: $477,6922022Assets 2023: $433,661Liabilities 2023: $0Net Assets 2023: $433,6612023Assets 2024: $405,688Liabilities 2024: $0Net Assets 2024: $405,6882024

Highlighted filing

2021

Assets$493,515
Liabilities$0
Net Assets$493,515
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2013: $70,003Expenses 2013: $90,517Net Income 2013: -$20,5142013Revenue 2015: $41,136Expenses 2015: $53,039Net Income 2015: -$11,9032015Revenue 2016: $0Expenses 2016: $72,400Net Income 2016: -$72,4002016Revenue 2017: $15,161Expenses 2017: $28,169Net Income 2017: -$13,0082017Revenue 2018: $10,301Expenses 2018: $34,199Net Income 2018: -$23,8982018Revenue 2019: $9,663Expenses 2019: $31,550Net Income 2019: -$21,8872019Revenue 2020: $0Expenses 2020: $41,355Net Income 2020: -$41,3552020Revenue 2021: $17,755Expenses 2021: $45,862Net Income 2021: -$28,1072021Revenue 2022: $9,325Expenses 2022: $45,000Net Income 2022: -$35,6752022Revenue 2023: $0Expenses 2023: $52,390Net Income 2023: -$52,3902023Revenue 2024: $5,745Expenses 2024: $41,065Net Income 2024: -$35,3202024

Highlighted filing

2021

Revenue$17,755
Expenses$45,862
Net Income-$28,107
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Dec 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD AMANNTrustee-$0--
MARGARET GRUNKEMEYERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALTER HIGH SCHOOLTUITION ASSISTANCE-KETTERING, OH, US$10,000
Paid GrantCARROLL HIGH SCHOOLTUITION ASSISTANCE-DAYTON, OH, US$10,000
Paid GrantCHAMINADE-JULIENNE HIGH SCHOOLTUITION ASSISTANCE-DAYTON, OH, US$10,000
Paid GrantCATHOLIC SOCIAL SERVICESBASIC NEEDS-DAYTON, OH, US$5,000
Paid GrantBISHOP FENWICK SOCIETYTUITION ASSISTANCE-CINCINNATI, OH, US$5,000
Paid GrantRETIREMENT FUND FOR THE RELIGIOUSBASIC NEEDS-CINCINNATI, OH, US$5,000
Filing and Contact Details

Filer

Filer Name
Monsignor Robert Amann Foundation
EIN
31-6633536
Phone
9372990072
Address
7430 ROSSMORE COURT, CENTERVILLE, OH 45459

Signing Officer

Name
Richard Amann
Title
Trustee
Phone
9372990072
Signed
2022-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Letner Inc
Address
10950 INDUSTRY LANE, MIAMISBURG, OH 45342
Preparer
Kathy Tomasiak
Phone
9374338887
Raw XML Appendix272 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041128
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04929
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019417
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076358
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056941
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD AMANN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0600 HARMON AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DAYTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd045419
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES - ANNUITY DISTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0590
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1272
OtherIncomeSchedule2/OtherIncomeDetail/Desc01099-R ANNUITY DISTRIBUTION - TAXABLE PORTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DEBT DISCHARGE - BANK CHARGES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02113
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1642
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02945
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS - ANNUITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0415
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BANK OVERDRAFT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD AMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09372990072
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONSIGNOR ROBERT AMANN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONS
ReturnHeader/Filer/EIN0316633536
ReturnHeader/Filer/PhoneNum09372990072
ReturnHeader/Filer/USAddress/AddressLine1Txt07430 ROSSMORE COURT
ReturnHeader/Filer/USAddress/CityNm0CENTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045459
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311228600
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LETNER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010950 INDUSTRY LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMISBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09374338887
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY TOMASIAK
ReturnHeader/ReturnTs02022-12-05T04:19:46-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AMANN
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
$493,515
Liabilities
$0
Net assets
$493,515
Revenue
$17,755
Expenses
$45,862
Net income
-$28,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.06$0.41$0.35
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.00$0.52$0.52
2022Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.09$0.45$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.18$0.46$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.00$0.41$0.41
2019Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.10$0.32$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$5.83$0.10$0.34$0.24
2017Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.15$0.28$0.13
2016Detailed filing. Detailed filing data is available for this year.$6.38$0.02$6.36$0.00$0.72$0.72
2015Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.41$0.53$0.12
2013Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.70$0.91$0.21