Civic Intelligence

Thomas J & Ruth E Grimaldi Foundation

990PF • Fiscal year 2014 • EIN 38-2938393

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 15, 2015

Organization Profile
30100 TELEGRAPH RD Room STE 306Bingham Farms, MI 48025

(248) 723-7860

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

31st percentile

-3.8%

Higher net margin than 31% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,025,331

Down $3,274 (-0.2%) from 2013

Net Assets

$2,025,331

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin31st percentile

Revenue

Down

$86,451

Down $1,240,626 (-93%) from 2013

Expenses

Up

$89,725

Up $38,020 (+74%) from 2013

Net Income

Down

-$3,274

Down $1,278,646 (-100%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $697,141Liabilities 2011: $02011Assets 2012: $753,233Liabilities 2012: $02012Assets 2013: $2,028,605Liabilities 2013: $02013Assets 2014: $2,025,331Liabilities 2014: $1Net Assets 2014: $2,025,3312014Assets 2015: $1,997,881Liabilities 2015: $1Net Assets 2015: $1,997,8812015Assets 2016: $1,924,991Liabilities 2016: $0Net Assets 2016: $1,924,9912016Assets 2017: $1,867,207Liabilities 2017: $0Net Assets 2017: $1,867,2072017Assets 2018: $1,960,894Liabilities 2018: $0Net Assets 2018: $1,960,8942018Assets 2019: $1,962,994Liabilities 2019: $1Net Assets 2019: $1,962,9942019Assets 2020: $1,746,706Liabilities 2020: $1Net Assets 2020: $1,746,7062020Assets 2021: $1,787,247Liabilities 2021: $1Net Assets 2021: $1,787,2472021Assets 2022: $1,778,775Liabilities 2022: $1Net Assets 2022: $1,778,7752022Assets 2023: $1,766,778Liabilities 2023: $1Net Assets 2023: $1,766,7782023Assets 2024: $1,831,624Liabilities 2024: $0Net Assets 2024: $1,831,6242024

Highlighted filing

2014

Assets$2,025,331
Liabilities$1
Net Assets$2,025,331
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $22,078Expenses 2011: $27,953Net Income 2011: -$5,8752011Revenue 2012: $84,141Expenses 2012: $28,049Net Income 2012: $56,0922012Revenue 2013: $1,327,077Expenses 2013: $51,705Net Income 2013: $1,275,3722013Revenue 2014: $86,451Expenses 2014: $89,725Net Income 2014: -$3,2742014Revenue 2015: $93,257Expenses 2015: $120,707Net Income 2015: -$27,4502015Revenue 2016: $54,753Expenses 2016: $127,643Net Income 2016: -$72,8902016Revenue 2017: $78,767Expenses 2017: $136,551Net Income 2017: -$57,7842017Revenue 2018: $220,581Expenses 2018: $126,894Net Income 2018: $93,6872018Revenue 2019: $118,947Expenses 2019: $116,847Net Income 2019: $2,1002019Revenue 2020: -$91,104Expenses 2020: $125,184Net Income 2020: -$216,2882020Revenue 2021: $143,388Expenses 2021: $102,847Net Income 2021: $40,5412021Revenue 2022: $104,642Expenses 2022: $113,114Net Income 2022: -$8,4722022Revenue 2023: $99,904Expenses 2023: $111,901Net Income 2023: -$11,9972023Revenue 2024: $191,617Expenses 2024: $126,771Net Income 2024: $64,8462024

Highlighted filing

2014

Revenue$86,451
Expenses$89,725
Net Income-$3,274
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL L MCCOYDirector-$0--
NANCY HAMMONDDirector-$0--
JAMES T GRIMALDIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thomas J & Ruth E Grimaldi Foundation
EIN
38-2938393
Phone
2487237860
Address
30100 TELEGRAPH RD Room STE 306, BINGHAM FARMS, MI 48025

Signing Officer

Name
Paul Mccoy
Title
Director
Phone
2487237860
Signed
2015-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Paul L McCoy PC
Address
30100 Telegraph Rd Ste 306, Bingham Farms, MI 48025
Preparer
Paul L McCoy
Phone
2487237860
Raw XML AppendixShowing 400 of 834 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182014-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192014-04
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262014-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282014-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292014-10
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-3031
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21626
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-63
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-309
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt84967
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-408
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt151252
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-2902
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-6
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1910
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20172
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-167
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22180
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt234418
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-1129
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25754
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-933
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-621
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-1669
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt298
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3046
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3112994
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt321004
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g3 and
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0KOHLS CORP 6.25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GENERAL ELECTRIC 4.63 2021-01-07
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ROYAL BANK OF SCOTLAND 6.13 2021-01-11
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3CLIFFS NATURAL RESOURCES 3.95 2018-01-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MERRILL LYNCH 6.05 2016-05-16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5VERIZON COMMUNICATIONS 6.35 2019-04-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CHESAPEAKE ENERGY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7PETROBRAS GLOBAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt058043
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125336
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt226271
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3101278
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt451900
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt659559
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725004
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt913073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1017465
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1318911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1419799
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1725227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1819983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1919131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2020043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2218437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2321873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2431352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2519648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2619619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2732505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2823011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2919896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3018652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3119637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3231258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33101811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3415971
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0266573
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1921256
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2520069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2624079
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2923433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3022134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3121274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3229538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3399157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3414960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3590552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm026630 shares of PIONEER MULTI ASSET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1200 shares of 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21000 shares of MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3200 shares of CHEVRON

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,025,331
Liabilities
$1
Net assets
$2,025,331
Revenue
$86,451
Expenses
$89,725
Net income
-$3,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.19$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.13$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.22$0.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.08$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.05$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.09$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$2.03$0.00$1.33$0.05$1.28
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.08$0.03$0.06
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.02$0.03$0.01