Civic Intelligence

Lena Borgmeier Trust Under Will 00C021

990PF • Fiscal year 2023 • EIN 38-6402153

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 03, 2024

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-37%

Higher net margin than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$5,769

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 47.4% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

47th percentile

-1.0%

Faster asset growth than 47% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$435,442

Down $4,552 (-1.0%) from 2022

Net Assets

Down

$435,442

Down $4,552 (-1.0%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Up

$12,163

Up $12,559 (+3171%) from 2022

Expenses

Down

$16,688

Down $7,035 (-30%) from 2022

Net Income

Up

-$4,525

Up $19,594 (+81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$435,442
Liabilities$1
Net Assets$435,442
Open 2023 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

2023

Revenue$12,163
Expenses$16,688
Net Income-$4,525
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS PRIVATE WLTH ADVISOTrustee-$5,769-$5,769
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 Mgr
Phone
7657471500
Signed
2024-04-03
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 Appendix295 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt027
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014935
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt07799
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024724
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022734
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN PY ACCRUED INCOME
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY TAX MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum07657471500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-03
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/PreparationDt02024-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02024-04-11T11:33:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$435,442
Liabilities
$1
Net assets
$435,442
Revenue
$12,163
Expenses
$16,688
Net income
-$4,525
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