Civic Intelligence

Lena Borgmeier Trust Under Will 00C021

990PF • Fiscal year 2021 • EIN 38-6402153

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 30, 2022

Organization Profile
200 East Jackson StreetMuncie, IN 47305

(765) 747-1500

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

93rd percentile

75%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$6,305

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

$464,113

No earlier filing loaded for comparison.

Net Assets

$464,113

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

$49,910

No earlier filing loaded for comparison.

Expenses

$12,626

No earlier filing loaded for comparison.

Net Income

$37,284

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2021: $464,113Liabilities 2021: $0Net Assets 2021: $464,1132021Assets 2022: $439,994Liabilities 2022: $1Net Assets 2022: $439,9942022Assets 2023: $435,442Liabilities 2023: $1Net Assets 2023: $435,4422023Assets 2024: $447,142Liabilities 2024: $0Net Assets 2024: $447,1422024

Highlighted filing

2021

Assets$464,113
Liabilities$0
Net Assets$464,113
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KRevenue 2021: $49,910Expenses 2021: $12,626Net Income 2021: $37,2842021Revenue 2022: -$396Expenses 2022: $23,723Net Income 2022: -$24,1192022Revenue 2023: $12,163Expenses 2023: $16,688Net Income 2023: -$4,5252023Revenue 2024: $35,244Expenses 2024: $23,544Net Income 2024: $11,7002024

Highlighted filing

2021

Revenue$49,910
Expenses$12,626
Net Income$37,284
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 30, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$6,305-$6,305
Filing and Contact Details

Filer

Filer Name
Lena Borgmeier Trust Under Will 00c021
EIN
38-6402153
Phone
7657471500
Address
200 EAST JACKSON STREET, MUNCIE, IN 47305

Signing Officer

Name
Brad Reynolds
Title
Managing Director
Phone
7343848132
Signed
2022-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Raw XML Appendix284 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0INITIAL FORM 990PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TRUSTEE IS FILING THE 2021 FORM 990-PF AS AN INITIAL YEAR RETURN IN ORDER TO COMPLY WITH THE ELECTRONIC FILING REQUIREMENTS. WE REQUEST THE IRS UPDATE THE BUSINESS MASTER FILE TO SHOW THIS ENTITY AS A NON-EXEMPT CHARITABLE TRUST UNDER SECTION 4947(A)(1).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0TAXABLE BOND FUNDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LARGE/MULTI-CAP EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MID CAP EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SMALL CAP EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTERNATIONAL EQUITY FUNDS
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD REYNOLDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07343848132
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LENA BORGMEIER TRUST UNDER WILL 00C021
ReturnHeader/Filer/BusinessNameControlTxt0LENA
ReturnHeader/Filer/EIN0386402153
ReturnHeader/Filer/PhoneNum07657471500
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST JACKSON STREET
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02022-09-30T09:11:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REYNOLDS
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
$464,113
Liabilities
$0
Net assets
$464,113
Revenue
$49,910
Expenses
$12,626
Net income
$37,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.35$0.24$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.12$0.17$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.00$0.24$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.50$0.13$0.37