Civic Intelligence

Jerome Griffith & Elke Foppe-Grunsch Fd

990PF • Fiscal year 2019 • EIN 46-1490520

Jan 01, 2019 to Dec 31, 2019 • Filed on May 23, 2020

Organization Profile
625 N Segoe Road 1103Madison, WI 53705

(908) 484-7700

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.00x

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Net Margin

26th percentile

-59%

Higher net margin than 26% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2019 filings • NTEE T • $1M-$5M nonprofits • Source year 2019

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-64%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,042,828

Up $146,980 (+16%) from 2018

Net Assets

Up

$1,042,828

Up $146,980 (+16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin26th percentile

Revenue

Down

$35,409

Down $62,254 (-64%) from 2018

Expenses

Up

$56,209

Up $3,324 (+6.3%) from 2018

Net Income

Down

-$20,800

Down $65,578 (-146%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2019

Assets$1,042,828
Liabilities$0
Net Assets$1,042,828
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$35,409
Expenses$56,209
Net Income-$20,800
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 23, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay75th 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
625 N Segoe Road 1103, Madison, WI 53705

Signing Officer

Name
Jerome Griffith
Title
President
Signed
2020-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Capital Enhancement LLC
Address
25 Independence BLVD STE 101, Warren, NJ 07059
Preparer
Steven Calvelli
Phone
9084847700
Raw XML Appendix285 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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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025389
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20800
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047438
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0969339
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0220850
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0748489
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014540
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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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/AddressLine1Txt0625 N Segoe Road 1103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1625 N Segoe Road 1103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt260 Hedges Banks Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt360 Hedges Banks Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Madison
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2East Hampton
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1195 W Houston St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Oxford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt047438
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0124
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0124
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018568
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05268
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06332
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052351
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04913
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018692
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013779
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0167780
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Increase in asset values
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03858
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03858
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0JPM
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03858
TaxesSchedule/TaxesDetail/Amt0951
TaxesSchedule/TaxesDetail/CategoryTxt0US
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0951
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerome Griffith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jerome Griffith & Elke Foppe-Grunsch Fd
ReturnHeader/Filer/BusinessNameControlTxt0JERO
ReturnHeader/Filer/EIN0461490520
ReturnHeader/Filer/PhoneNum09084847700
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 N Segoe Road 1103
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223454611
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 Calvelli
ReturnHeader/ReturnTs02020-05-23T09:47:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,042,828
Liabilities
$0
Net assets
$1,042,828
Revenue
$35,409
Expenses
$56,209
Net income
-$20,800
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