Civic Intelligence

Isabella Grimes Educational Fund

990 • Fiscal year 2023 • EIN 37-6039315

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 06, 2024

PO Box 409Jerseyville, IL 62052

(618) 498-5541

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$1,500

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-16%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$3,130,768

Up $393,817 (+14%) from 2022

Net Assets

Up

$3,130,728

Up $393,797 (+14%) from 2022

Liabilities

Up

$40

Up $20 (+100%) from 2022

Revenue

Down

$479,036

Down $90,784 (-16%) from 2022

Expenses

Up

$301,023

Up $12,552 (+4.4%) from 2022

Net Income

Down

$178,013

Down $103,336 (-37%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,111,876Liabilities 2011: $13,892Net Assets 2011: $1,097,9842011Assets 2012: $1,226,712Liabilities 2012: $27,889Net Assets 2012: $1,198,8232012Assets 2013: $1,364,069Liabilities 2013: $0Net Assets 2013: $1,364,0692013Assets 2014: $1,506,816Liabilities 2014: $8,318Net Assets 2014: $1,498,4982014Assets 2015: $1,572,815Liabilities 2015: $9,253Net Assets 2015: $1,563,5622015Assets 2016: $1,630,461Liabilities 2016: $0Net Assets 2016: $1,630,4612016Assets 2017: $1,849,166Liabilities 2017: $2,095Net Assets 2017: $1,847,0712017Assets 2018: $2,080,128Liabilities 2018: $40Net Assets 2018: $2,080,0882018Assets 2019: $2,314,372Liabilities 2019: $6,029Net Assets 2019: $2,308,3432019Assets 2020: $2,512,493Liabilities 2020: $175Net Assets 2020: $2,512,3182020Assets 2021: $2,979,378Liabilities 2021: $1,283Net Assets 2021: $2,978,0952021Assets 2022: $2,736,951Liabilities 2022: $20Net Assets 2022: $2,736,9312022Assets 2023: $3,130,768Liabilities 2023: $40Net Assets 2023: $3,130,7282023Assets 2024: $3,841,814Liabilities 2024: $1,090Net Assets 2024: $3,840,7242024Assets 2025: $4,320,576Liabilities 2025: $2,497Net Assets 2025: $4,318,0792025

Highlighted filing

2023

Assets$3,130,768
Liabilities$40
Net Assets$3,130,728

Operations Trend

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

$800K$600K$400K$200K$0Revenue 2011: $287,676Expenses 2011: $163,735Net Income 2011: $123,9412011Revenue 2012: $245,160Expenses 2012: $157,285Net Income 2012: $87,8752012Revenue 2013: $301,558Expenses 2013: $157,982Net Income 2013: $143,5762013Revenue 2014: $280,521Expenses 2014: $177,516Net Income 2014: $103,0052014Revenue 2015: $297,843Expenses 2015: $173,378Net Income 2015: $124,4652015Revenue 2016: $211,826Expenses 2016: $187,982Net Income 2016: $23,8442016Revenue 2017: $334,168Expenses 2017: $198,952Net Income 2017: $135,2162017Revenue 2018: $403,560Expenses 2018: $214,806Net Income 2018: $188,7542018Revenue 2019: $553,779Expenses 2019: $275,177Net Income 2019: $278,6022019Revenue 2020: $471,492Expenses 2020: $354,485Net Income 2020: $117,0072020Revenue 2021: $483,960Expenses 2021: $305,959Net Income 2021: $178,0012021Revenue 2022: $569,820Expenses 2022: $288,471Net Income 2022: $281,3492022Revenue 2023: $479,036Expenses 2023: $301,023Net Income 2023: $178,0132023Revenue 2024: $499,972Expenses 2024: $284,090Net Income 2024: $215,8822024Revenue 2025: $609,939Expenses 2025: $358,508Net Income 2025: $251,4312025

Highlighted filing

2023

Revenue$479,036
Expenses$301,023
Net Income$178,013
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 6, 2024
Return Version
2022v5.0
Gross Receipts
$540,438
Mission and Program Overview

Mission

The fund provides educational assistance to college students residing in jersey county, illinois.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,499,456$1,762,425▲ $262,969
Savings and Temporary Cash Investments$824,938$832,466▲ $7,528
Cash and Non-Interest-Bearing Accounts$318,606$440,089▲ $121,483
Land, Buildings, and Equipment, Net$83,500$83,500→ $0
Prepaid Expenses and Deferred Charges$2,594$2,692▲ $98
Total Assets$2,736,951$3,130,768▲ $393,817
Other Assets Total$7,857$9,596▲ $1,739
Liabilities
Accounts Payable and Accrued Expenses$20$40▲ $20
Total Liabilities$20$40▲ $20
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,736,931$3,130,728▲ $393,797
Total Net Assets Fund Balance$2,736,931$3,130,728▲ $393,797
Total Liabilities and Net Assets / Fund Balance$2,736,951$3,130,768▲ $393,817

Asset Categories

AssetBook ValueDepreciationBasis
Land$83,500-$83,500
Compensation and Service Providers

Employees

NameTitleBaseTotal
James FrazierTrustee$1,500$1,500

Board Members and Trustees

NameTitle
Anita DriverTrustee
Cory BredenTrustee
John HefnerTrustee
Lisa SchuenkeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$153,835
Investment Income
$74,150
Other Revenue
$251,051
Change in Net Assets
$178,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$479,036
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$215,784
Total Revenue per Audited Statements
$694,820
Total Revenue per Form 990
$479,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$261,500
Other Expenses$38,023
Salaries, Compensation, and Employee Benefits$1,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$261,500--$261,500
Other Expenses-$24,500-$24,500
Fees for Services Accounting-$11,385-$11,385
Office Expenses-$2,735-$2,735
Current Officers, Directors, Trustees, and Key Employees-$1,500-$1,500
Insurance-$-597-$-597
Total Functional Expenses$261,500$39,523$0$301,023

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$301,023
Total Expenses per Audited Statements$301,023
Total Expenses per Form 990$301,023
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by one of the trustees prior to filing. After the 990 is filed a copy is available for review by the entire board at the regional office of education, 201 west exchange street, jerseyville, il 62052

Form 990, Part VI, Section B, Line 15B

The board approves the compensation.

Form 990, Part VI, Section C, Line 18

The trust makes its governing documents and financial statements available to the public for review upon request at the regional office of education, 201 west exchange street, jerseyville, il 62052

Form 990, Part VI, Section C, Line 19

SEE SCHEDULE O

Filing and Contact Details

Filer

Filer Name
Isabella Grimes Educational Fund
EIN
37-6039315
Phone
6184985541
Address
PO BOX 409, JERSEYVILLE, IL 62052

Signing Officer

Name
James Frazier
Title
Treasurer
Phone
6184985541
Signed
2024-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Frazier
Formed
1937
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
0

Preparer

Firm
Scheffel Boyle
Address
106 W COUNTY ROAD, JERSEYVILLE, IL 62052
Preparer
Danny Phipps CPA
Phone
6184986841
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting standards codification topic 740 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Topic 740 developed a two-step process to evaluate a tax position and also provides guidance on de-recognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. The fund has not recorded a reserve for any tax positions for which the ultimate deductibility is highly certain but for which there is uncertainty about the timing of such deductibility. The fund files tax returns in all appropriate jurisdictions. The open tax years are those years ended september 30, 2021 through september 30, 2023. The tax return for the year ended september 30, 2023 has not been filed as of the date of this report. As of september 30, 2023, and 2022, the fund has no recorded liability for unrecognized tax benefits. The fund recognizes interest and penalties related to uncertain tax positions as interest expense and penalties as incurred. No such expense was recognized for the years ended september 30, 2023 and 2022.

Form 990, Part IV, Line 11F

Accounting standards codification topic 740 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Topic 740 developed a two-step process to evaluate a tax position and also provides guidance on de-recognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. The fund has not recorded a reserve for any tax positions for which the ultimate deductibility is highly certain but for which there is uncertainty about the timing of such deductibility. The fund files tax returns in all appropriate jurisdictions. The open tax years are those years ended september 30, 2021 through september 30, 2023. The tax return for the year ended september 30, 2023 has not been filed as of the date of this report. As of september 30, 2023, and 2022, the fund has no recorded liability for unrecognized tax benefits. The fund recognizes interest and penalties related to uncertain tax positions as interest expense and penalties as incurred. No such expense was recognized for the years ended september 30, 2023 and 2022.

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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0166741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0132760
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0797527
IRS990ScheduleA/TotalSupportAmt02860839
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0301023
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt083500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt083500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0215784
IRS990ScheduleD/RevenueNotReportedAmt0215784
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0479036
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS CODIFICATION TOPIC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TOPIC 740 DEVELOPED A TWO-STEP PROCESS TO EVALUATE A TAX POSITION AND ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE FUND HAS NOT RECORDED A RESERVE FOR ANY TAX POSITIONS FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE FUND FILES TAX RETURNS IN ALL APPROPRIATE JURISDICTIONS. THE OPEN TAX YEARS ARE THOSE YEARS ENDED SEPTEMBER 30, 2021 THROUGH SEPTEMBER 30, 2023. THE TAX RETURN FOR THE YEAR ENDED SEPTEMBER 30, 2023 HAS NOT BEEN FILED AS OF THE DATE OF THIS REPORT. AS OF SEPTEMBER 30, 2023, AND 2022, THE FUND HAS NO RECORDED LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE FUND RECOGNIZES INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS INTEREST EXPENSE AND PENALTIES AS INCURRED. NO SUCH EXPENSE WAS RECOGNIZED FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING STANDARDS CODIFICATION TOPIC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TOPIC 740 DEVELOPED A TWO-STEP PROCESS TO EVALUATE A TAX POSITION AND ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE FUND HAS NOT RECORDED A RESERVE FOR ANY TAX POSITIONS FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE FUND FILES TAX RETURNS IN ALL APPROPRIATE JURISDICTIONS. THE OPEN TAX YEARS ARE THOSE YEARS ENDED SEPTEMBER 30, 2021 THROUGH SEPTEMBER 30, 2023. THE TAX RETURN FOR THE YEAR ENDED SEPTEMBER 30, 2023 HAS NOT BEEN FILED AS OF THE DATE OF THIS REPORT. AS OF SEPTEMBER 30, 2023, AND 2022, THE FUND HAS NO RECORDED LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE FUND RECOGNIZES INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS INTEREST EXPENSE AND PENALTIES AS INCURRED. NO SUCH EXPENSE WAS RECOGNIZED FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART IV, LINE 11F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt083500
IRS990ScheduleD/TotalExpensesPerForm990Amt0301023
IRS990ScheduleD/TotalRevenuePerForm990Amt0479036
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0694820
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0301023
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0261500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0115
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE EDUCATIONAL ASSISTANCE FOR STUDENTS FROM JERSEY COUNTY, IL TO FURTHER THEIR EDUCATION BEYOND HIGH SCHOOL. GRANTS ARE AWARDED TO APPLICANTS ON A SEMESTER BY SEMESTER BASIS. LARGEST GRANTS AWARDED WERE $2,500.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE 1, PART III
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY ONE OF THE TRUSTEES PRIOR TO FILING. AFTER THE 990 IS FILED A COPY IS AVAILABLE FOR REVIEW BY THE ENTIRE BOARD AT THE REGIONAL OFFICE OF EDUCATION, 201 WEST EXCHANGE STREET, JERSEYVILLE, IL 62052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD APPROVES THE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR REVIEW UPON REQUEST AT THE REGIONAL OFFICE OF EDUCATION, 201 WEST EXCHANGE STREET, JERSEYVILLE, IL 62052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02736951
IRS990/TotalAssetsEOYAmt03130768
IRS990/TotalAssetsGrp/BOYAmt02736951
IRS990/TotalAssetsGrp/EOYAmt03130768
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039523
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0261500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0301023
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020
IRS990/TotalLiabilitiesEOYAmt040
IRS990/TotalLiabilitiesGrp/BOYAmt020
IRS990/TotalLiabilitiesGrp/EOYAmt040
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02736931
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03130728
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0261500
IRS990/TotalProgramServiceRevenueAmt0153835
IRS990/TotalReportableCompFromOrgAmt01500
IRS990/TotalRevenueGrp/ExclusionAmt074150
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0404886
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0479036
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02736951
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03130768
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 409
IRS990/USAddress/CityNm0JERSEYVILLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062052
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES FRAZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06184985541
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISABELLA GRIMES EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0ISAB
ReturnHeader/Filer/EIN0376039315
ReturnHeader/Filer/PhoneNum06184985541
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 409
ReturnHeader/Filer/USAddress/CityNm0JERSEYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062052
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371206530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHEFFEL BOYLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 W COUNTY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERSEYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062052
ReturnHeader/PreparerPersonGrp/PhoneNum06184986841
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANNY PHIPPS CPA
ReturnHeader/ReturnTs02024-02-06T15:40:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRAZIER
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.61$0.36$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.50$0.28$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.48$0.30$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.57$0.29$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.00$2.98$0.48$0.31$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.47$0.35$0.12
2019Summary only. Only limited summary data is available for this year.$2.31$0.01$2.31$0.55$0.28$0.28
2018Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$0.40$0.21$0.19
2017Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.33$0.20$0.14
2016Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$0.21$0.19$0.02
2015Summary only. Only limited summary data is available for this year.$1.57$0.01$1.56$0.30$0.17$0.12
2014Summary only. Only limited summary data is available for this year.$1.51$0.01$1.50$0.28$0.18$0.10
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.30$0.16$0.14
2012Summary only. Only limited summary data is available for this year.$1.23$0.03$1.20$0.25$0.16$0.09
2011Summary only. Only limited summary data is available for this year.$1.11$0.01$1.10$0.29$0.16$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits