Civic Intelligence

Grisemer Family Charitable Trust

EIN 36-7215106 • Bethesda, MD

5411 Duvall DriveBethesda, MD 20816
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

27th percentile

-8.8%

Higher net margin than 27% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2020

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2022

Revenue Growth

83rd percentile

56%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2022

Assets

Down

$0

Down $1,003,130 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $1,003,130 (-100%) from 2022

Revenue

Down

$16,079

Down $40,075 (-71%) from 2022

Expenses

Up

$920,066

Up $858,947 (+1405%) from 2022

Net Income

Down

-$903,987

Down $899,022 (-18107%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $525,781Liabilities 2011: $0Net Assets 2011: $525,7812011Assets 2012: $531,868Liabilities 2012: $0Net Assets 2012: $531,8682012Assets 2013: $700,473Liabilities 2013: $0Net Assets 2013: $700,4732013Assets 2014: $714,877Liabilities 2014: $0Net Assets 2014: $714,8772014Assets 2015: $681,787Liabilities 2015: $0Net Assets 2015: $681,7872015Assets 2016: $739,934Liabilities 2016: $0Net Assets 2016: $739,9342016Assets 2017: $761,282Liabilities 2017: $0Net Assets 2017: $761,2822017Assets 2018: $666,769Liabilities 2018: $0Net Assets 2018: $666,7692018Assets 2019: $760,962Liabilities 2019: $0Net Assets 2019: $760,9622019Assets 2020: $724,016Liabilities 2020: $0Net Assets 2020: $724,0162020Assets 2021: $878,914Liabilities 2021: $0Net Assets 2021: $878,9142021Assets 2022: $1,003,130Liabilities 2022: $0Net Assets 2022: $1,003,1302022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $24,2642011Expenses 2012: $25,0912012Revenue 2013: $26,855Expenses 2013: $26,272Net Income 2013: $5832013Revenue 2014: $29,345Expenses 2014: $29,342Net Income 2014: $32014Revenue 2015: $35,863Expenses 2015: $34,747Net Income 2015: $1,1162015Revenue 2016: $314,436Expenses 2016: $34,492Net Income 2016: $279,9442016Revenue 2017: $28,308Expenses 2017: $30,864Net Income 2017: -$2,5562017Revenue 2018: $27,916Expenses 2018: $36,268Net Income 2018: -$8,3522018Revenue 2019: $25,747Expenses 2019: $36,036Net Income 2019: -$10,2892019Revenue 2020: $23,197Expenses 2020: $34,842Net Income 2020: -$11,6452020Revenue 2021: $37,054Expenses 2021: $36,642Net Income 2021: $4122021Revenue 2022: $56,154Expenses 2022: $61,119Net Income 2022: -$4,9652022Revenue 2023: $16,079Expenses 2023: $920,066Net Income 2023: -$903,9872023

Highlighted filing

2023

Revenue$16,079
Expenses$920,066
Net Income-$903,987

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$0.92$0.90
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.06$0.06$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.02$0.03$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.03$0.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.03$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.03$0.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.31$0.03$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.04$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.03$0.03$0.00
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.03
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.02
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 9, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert E GrisemerTrustee-$0--
Janet S GrisemerTrustee-$0--
Alison G NewmanTrustee-$0--
Benjamin W GrisemerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Grisemer Family Charitable Trust
EIN
36-7215106
Phone
3013206180
Address
5411 Duvall Drive, Bethesda, MD 20816

Signing Officer

Name
Alison G Newman
Title
Trustee
Signed
2021-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Boyarsky Silbert Silverman Vas & Pasternak
Address
6151 Executive Blvd, Rockville, MD 20852
Preparer
Ellen J Kessler CPA
Phone
3014682220
Raw XML AppendixShowing 400 of 411 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation Fees
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0186819
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt266248
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert E Grisemer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Janet S Grisemer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Alison G Newman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Benjamin W Grisemer
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Use
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Use
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General Use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General Use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General Use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General Use
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Vanderbilt University
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Les Turner ALS Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Kappa Kappa Gamma Foundation Loyalt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7King Bruwaert Annual Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Graue Mill Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Salt Creek Ballet
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11223 Central Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21250 Tennessee Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PMB 407727 2301 Vanderbilt Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 20466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5555 W Touhy Avenue 302
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt76101 S County Line Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83800 York Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt998 E Chicago Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt105400 N St Louis Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11131 N County Line Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO Box 336
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt133939 Campbell Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1415 Spinning Wheel Road 410
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage & Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt024
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
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TaxesSchedule/TaxesDetail/Amt0145
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0145
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Alison G Newman
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-09
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521791054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boyarsky Silbert Silverman Vas & Pasternak
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06151 Executive Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville

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