Civic Intelligence

Lena Borgmeier Trust Under Will 00C021

990PF • Fiscal year 2022 • EIN 38-6402153

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

6091%

Higher net margin than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$6,026

Higher top officer pay than 84% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

38th percentile

-5.2%

Faster asset growth than 38% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$439,994

Down $24,119 (-5.2%) from 2021

Net Assets

Down

$439,994

Down $24,119 (-5.2%) from 2021

Liabilities

Up

$1

Up $1 from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$396

Down $50,306 (-101%) from 2021

Expenses

Up

$23,723

Up $11,097 (+88%) from 2021

Net Income

Down

-$24,119

Down $61,403 (-165%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2022

Assets$439,994
Liabilities$1
Net Assets$439,994
Open 2022 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

2022

Revenue-$396
Expenses$23,723
Net Income-$24,119
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$6,026-$6,026
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPETERSBURG UNITED METHODIST CHURCHGENERALPCPETERSBURG, MI, US$7,916
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
Amy Jones
Title
Fiduciary Tax Manager
Phone
7622650142
Signed
2023-05-15
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 Appendix303 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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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022734
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012760
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/Amt13669
TaxesSchedule/TaxesDetail/Amt21895
TaxesSchedule/TaxesDetail/Amt31350
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR FEDERAL INCOME TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YEAR STATE FIDUCIARY TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt3PRIOR YEAR FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21895
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07622650142
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02023-05-15T09:28:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$439,994
Liabilities
$1
Net assets
$439,994
Revenue
-$396
Expenses
$23,723
Net income
-$24,119
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