Civic Intelligence

Word & Deed Foundation of IMMI Inc

EIN 35-1859427 • Westfield, IN

1919 East 191st StreetWestfield, IN 46074
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

16th percentile

-23%

Higher net margin than 16% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-45%

Faster asset growth than 4% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,601,772

Down $3,713,180 (-45%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,601,772

Down $3,713,180 (-45%) from 2023

Revenue

Down

$994,340

Down $1,294,370 (-57%) from 2023

Expenses

Down

$1,227,520

Down $632,478 (-34%) from 2023

Net Income

Down

-$233,180

Down $661,892 (-154%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $6,331,875Liabilities 2010: $0Net Assets 2010: $6,331,8752010Assets 2011: $6,320,913Liabilities 2011: $0Net Assets 2011: $6,320,9132011Assets 2012: $6,493,422Liabilities 2012: $0Net Assets 2012: $6,493,4222012Assets 2019: $9,520,978Liabilities 2019: $0Net Assets 2019: $9,520,9782019Assets 2020: $8,674,652Liabilities 2020: $0Net Assets 2020: $8,674,6522020Assets 2021: $8,452,790Liabilities 2021: $0Net Assets 2021: $8,452,7902021Assets 2022: $7,886,240Liabilities 2022: $0Net Assets 2022: $7,886,2402022Assets 2023: $8,314,952Liabilities 2023: $0Net Assets 2023: $8,314,9522023Assets 2024: $4,601,772Liabilities 2024: $0Net Assets 2024: $4,601,7722024

Highlighted filing

2024

Assets$4,601,772
Liabilities$0
Net Assets$4,601,772

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,285,5662010Expenses 2011: $1,928,1742011Expenses 2012: $1,583,5062012Revenue 2019: $1,711,329Expenses 2019: $2,041,882Net Income 2019: -$330,5532019Revenue 2020: $1,586,369Expenses 2020: $2,429,631Net Income 2020: -$843,2622020Revenue 2021: $2,297,457Expenses 2021: $2,519,319Net Income 2021: -$221,8622021Revenue 2022: $1,810,590Expenses 2022: $2,377,140Net Income 2022: -$566,5502022Revenue 2023: $2,288,710Expenses 2023: $1,859,998Net Income 2023: $428,7122023Revenue 2024: $994,340Expenses 2024: $1,227,520Net Income 2024: -$233,1802024

Highlighted filing

2024

Revenue$994,340
Expenses$1,227,520
Net Income-$233,180

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Executive DirectorPT$0--
-Director-$0--
-Director-$0--
-Director-$0--
-President-$0--
-Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Word & Deed Foundation of IMMI Inc
EIN
35-1859427
Phone
3178969531
Address
1919 East 191st Street, Westfield, IN 46074

Signing Officer

Name
James T Anthony
Title
President
Phone
3178678151
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
200 CLARENDON STREET, BOSTON, MA 02116-5072
Preparer
Lindsey Pigg
Phone
6172662000
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CAPITAL GAINS
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXCESS DISTRIBUTION
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ALL APPROPRIATE TAX ATTRIBUTES WERE CARRIED OVER, AS DETAILED BELOW: FORM 990-PF, PART XII, LINES 3 AND 10 INCLUDE THE PRORATED PORTION OF EXCESS DISTRIBUTION CARRYFORWARD REMAINING IN WORD & DEED FOUNDATION OF IMMI, INC.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REGULATION 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE TRANSFER OF ASSETS IN AN IRC 507(B)(2) FROM WORD & DEED FOUNDATION OF IMMI, INC. TO 633 IMMI FOUNDATION INC. EFFECTIVE AS OF 12/31/2024, WORD & DEED FOUNDATION OF IMMI, INC. TRANSFERRED $3,480,000 IN CASH AND SECURITIES TO 633 IMMI FOUNDATION INC. THIS IS NOT PART OF A PLAN OF TERMINATION OR DISSOLUTION. THE FOUNDATION INTENDS TO CONTINUE IN EXISTENCE FOR THE FORESEEABLE FUTURE.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VANGUARD EXTENDED MARKET INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VANGUARD INFLATION PROCTED SEC ADM CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61BLCKRCK HI YLD BND PORT-K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FIDELITY 500 INDEX FD-AI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FIDELITY INTL INDX-INST PRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ISHARES CORE MSCI PACIFIC ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ISHARES MSCI CANADA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ISHARES MSCI EAFE INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ISHARES CORE MSCI EUROPE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ISHARES MSCI JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ISHARES MSCI PACIFIC EX JAPA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ISHARES US TREASURY BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PIMCO SHORT-TERM FD-INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PIMCO INCOME FD-INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73PGIM HIGH YIELD-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VANGUARD EMERG MKTS GOV BND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76VANGUARD FTSE EUROPE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77VANGUARD INT-TERM CORPORATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD LONG-TERM TREASURY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD MORTGAGE-BACKED SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD TTL BD MKT IDX-ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD TOTAL INTL BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VANGUARD TOTAL BOND MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VANGUARD TOTAL INTL BND-ADM
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0173891
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0640449
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0814340
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0814340
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06438
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06438
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0640464
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01182810
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01182810
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0174246
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0173891
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-233180
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01633
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01633
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0640449
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0776995
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt036639
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt036639
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01190881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt037715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01227520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0814710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0994340
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08071
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt037715
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04183196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1627701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1627701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14810897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1capital gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0640464
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-233180
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03480000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08081772
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08314952
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04601772
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0398179
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0398179
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0398179
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0408979
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010800
IRS990PF/DistributableAmountGrp/TotalTaxAmt010800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt019000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt022585
IRS990PF/FMVAssetsEOYAmt06757139
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0407300
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0151114
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0151114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07648277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04312096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06467463
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt00

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