Civic Intelligence

Jerome Griffith & Elke Foppe-Grunsch Fd

990PF • Fiscal year 2016 • EIN 46-1490520

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

Organization Profile
60 Hedges Banks DrEast Hampton, NY 11937

(908) 484-7700

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Net Margin

91st percentile

94%

Higher net margin than 91% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Asset Growth

96th percentile

208%

Faster asset growth than 96% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

2590%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$932,995

Up $630,373 (+208%) from 2015

Net Assets

Up

$932,995

Up $630,373 (+208%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin91st percentile

Revenue

Up

$673,874

Up $648,823 (+2590%) from 2015

Expenses

Down

$43,753

Down $797 (-1.8%) from 2015

Net Income

Up

$630,121

Up $649,620 (+3332%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $369,499Liabilities 2013: $02013Assets 2014: $322,779Liabilities 2014: $0Net Assets 2014: $322,7792014Assets 2015: $302,622Liabilities 2015: $0Net Assets 2015: $302,6222015Assets 2016: $932,995Liabilities 2016: $0Net Assets 2016: $932,9952016Assets 2017: $941,756Liabilities 2017: $0Net Assets 2017: $941,7562017Assets 2018: $895,848Liabilities 2018: $0Net Assets 2018: $895,8482018Assets 2019: $1,042,828Liabilities 2019: $0Net Assets 2019: $1,042,8282019Assets 2020: $1,087,878Liabilities 2020: $0Net Assets 2020: $1,087,8782020Assets 2021: $1,185,862Liabilities 2021: $0Net Assets 2021: $1,185,8622021Assets 2022: $895,943Liabilities 2022: $0Net Assets 2022: $895,9432022Assets 2023: $983,979Liabilities 2023: $0Net Assets 2023: $983,9792023Assets 2024: $1,069,200Liabilities 2024: $0Net Assets 2024: $1,069,2002024

Highlighted filing

2016

Assets$932,995
Liabilities$0
Net Assets$932,995
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2013: $308,666Expenses 2013: $53,783Net Income 2013: $254,8832013Revenue 2014: $6,873Expenses 2014: $50,002Net Income 2014: -$43,1292014Revenue 2015: $25,051Expenses 2015: $44,550Net Income 2015: -$19,4992015Revenue 2016: $673,874Expenses 2016: $43,753Net Income 2016: $630,1212016Revenue 2017: $23,180Expenses 2017: $53,737Net Income 2017: -$30,5572017Revenue 2018: $97,663Expenses 2018: $52,885Net Income 2018: $44,7782018Revenue 2019: $35,409Expenses 2019: $56,209Net Income 2019: -$20,8002019Revenue 2020: $33,328Expenses 2020: $80,636Net Income 2020: -$47,3082020Revenue 2021: $76,520Expenses 2021: $71,789Net Income 2021: $4,7312021Revenue 2022: $32,314Expenses 2022: $104,448Net Income 2022: -$72,1342022Revenue 2023: $52,171Expenses 2023: $65,644Net Income 2023: -$13,4732023Revenue 2024: $74,582Expenses 2024: $66,140Net Income 2024: $8,4422024

Highlighted filing

2016

Revenue$673,874
Expenses$43,753
Net Income$630,121
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerome GriffithTrustee-$0--
Elke Foppe-GrunschTrustee-$0--
Samantha GriffithTrustee-$0--
Katherine GriffithTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jerome Griffith & Elke Foppe-Grunsch Fd
EIN
46-1490520
Phone
9084847700
Address
60 Hedges Banks Dr, East Hampton, NY 11937

Signing Officer

Name
Jerome Griffith
Title
President
Signed
2017-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Capital Enhancement LLC
Address
25 Independence BLVD STE 101, Warren, NJ 07059
Preparer
Steven A Calvelli
Phone
9084847700
Raw XML Appendix280 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/OtherIncreasesAmt0252
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jerome Griffith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elke Foppe-Grunsch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Samantha Griffith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Katherine Griffith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt060 Hedges Banks Dr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt260 Hedges Banks Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt360 Hedges Banks Dr
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033668
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012526
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06070
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06332
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012526
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06194
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0252
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increase in asset values
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0368
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11910
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JPM
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1US Trust
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/Amt1251
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign
TaxesSchedule/TaxesDetail/CategoryTxt1US
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerome Griffith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jerome Griffith & Elke Foppe-Grunsch Fd
ReturnHeader/Filer/BusinessNameControlTxt0JERO
ReturnHeader/Filer/EIN0461490520
ReturnHeader/Filer/PhoneNum09084847700
ReturnHeader/Filer/USAddress/AddressLine1Txt060 Hedges Banks Dr
ReturnHeader/Filer/USAddress/CityNm0East Hampton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capital Enhancement LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 Independence BLVD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Warren
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007059
ReturnHeader/PreparerPersonGrp/PhoneNum09084847700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven A Calvelli
ReturnHeader/ReturnTs02017-05-08T15:29:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$932,995
Liabilities
$0
Net assets
$932,995
Revenue
$673,874
Expenses
$43,753
Net income
$630,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.10$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.67$0.04$0.63
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.03$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01$0.05$0.04
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.31$0.05$0.25