Civic Intelligence

Ann & John E Grimm III Foundation Inc.

990PF • Fiscal year 2019 • EIN 46-3842788

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization Profile
97 Coopers Farm Road Unit 10Southampton, NY 11968

(631) 283-0653

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.00x

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

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

3.2%

Higher net margin than 56% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

2.7%

Faster asset growth than 67% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-68%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$292,317

Up $7,679 (+2.7%) from 2018

Net Assets

Up

$292,317

Up $7,679 (+2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin56th percentile

Revenue

Down

$105,284

Down $226,550 (-68%) from 2018

Expenses

Down

$101,953

Down $14,823 (-13%) from 2018

Net Income

Down

$3,331

Down $211,727 (-98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $199,995Liabilities 2013: $02013Assets 2014: $142,237Liabilities 2014: $0Net Assets 2014: $142,2372014Assets 2015: $73,780Liabilities 2015: $0Net Assets 2015: $73,7802015Assets 2016: $75,224Liabilities 2016: $0Net Assets 2016: $75,2242016Assets 2017: $73,040Liabilities 2017: $3,223Net Assets 2017: $69,8172017Assets 2018: $284,638Liabilities 2018: $0Net Assets 2018: $284,6382018Assets 2019: $292,317Liabilities 2019: $0Net Assets 2019: $292,3172019Assets 2020: $500,240Liabilities 2020: $0Net Assets 2020: $500,2402020Assets 2021: $810,690Liabilities 2021: $0Net Assets 2021: $810,6902021Assets 2022: $984,748Liabilities 2022: $0Net Assets 2022: $984,7482022Assets 2023: $1,300,839Liabilities 2023: $12023Assets 2024: $1,816,725Liabilities 2024: $0Net Assets 2024: $1,816,7252024

Highlighted filing

2019

Assets$292,317
Liabilities$0
Net Assets$292,317
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $200,000Expenses 2013: $5Net Income 2013: $199,9952013Revenue 2014: $209,668Expenses 2014: $267,426Net Income 2014: -$57,7582014Revenue 2015: $266,213Expenses 2015: $333,302Net Income 2015: -$67,0892015Revenue 2016: $276,795Expenses 2016: $275,351Net Income 2016: $1,4442016Revenue 2017: $299,764Expenses 2017: $305,171Net Income 2017: -$5,4072017Revenue 2018: $331,834Expenses 2018: $116,776Net Income 2018: $215,0582018Revenue 2019: $105,284Expenses 2019: $101,953Net Income 2019: $3,3312019Revenue 2020: $308,529Expenses 2020: $100,231Net Income 2020: $208,2982020Revenue 2021: $526,986Expenses 2021: $205,823Net Income 2021: $321,1632021Revenue 2022: $383,992Expenses 2022: $111,620Net Income 2022: $272,3722022Revenue 2023: $641,481Expenses 2023: $111,359Net Income 2023: $530,1222023Revenue 2024: $734,545Expenses 2024: $110,416Net Income 2024: $624,1292024

Highlighted filing

2019

Revenue$105,284
Expenses$101,953
Net Income$3,331
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN R GRIMMPresidentPT$0--
THOMAS E OPLINGERTreasurer-$0--
KERIN REA GUIDERASecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO SUPPORT THE MISSION TO SAVE AND ENHANCE THE LIVES OF NEW YORK CITY BOYS AND GIRLS WHO BY REASON OF ECONOMIC OR SOCIAL FACTS ARE MOST NEED OF ITS SERVICES.PCNEW YORK, NY, US$101,165
Filing and Contact Details

Filer

Filer Name
Ann & John E Grimm Iii Foundation Inc
EIN
46-3842788
Phone
6312830653
Address
97 COOPERS FARM ROAD UNIT 10, SOUTHAMPTON, NY 11968

Signing Officer

Name
Ann R Grimm
Title
President
Signed
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Sabel & Oplinger CPA Pc
Address
PO BOX 1307, SOUTHAMPTON, NY 11969
Preparer
Margaret Wernersbach Ea
Phone
6312832370
Raw XML Appendix339 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/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0106 PROSPECT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHAMPTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011968
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SABEL & OPLINGER CPA PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum06312832370
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANN R GRIMM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0101165
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE MISSION TO SAVE AND ENHANCE THE LIVES OF NEW YORK CITY BOYS AND GIRLS WHO BY REASON OF ECONOMIC OR SOCIAL FACTS ARE MOST NEED OF ITS SERVICES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MADISON SQUARE BOYS GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0733 THIRD AVENUE FLOOR 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0101165
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/AppliedToCurrentYearAmt014449
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0107577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0294329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0267967
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0319121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0243166
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0243166
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01075710
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt086716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0107577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0294329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0267967
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0319121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0101165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt086716
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01318876
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01232160
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0640 OX PASTURE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011968
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0101122
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0101122
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0907 SH. BRISTOL MYERS SQUIBB800 SH. EXXON MOBIL CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-07-25
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0590
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0590
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt148
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN R GRIMM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANN & JOHN E GRIMM III FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ANN&
ReturnHeader/Filer/EIN0463842788
ReturnHeader/Filer/PhoneNum06312830653
ReturnHeader/Filer/USAddress/AddressLine1Txt097 COOPERS FARM ROAD UNIT 10
ReturnHeader/Filer/USAddress/CityNm0SOUTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011968
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112883699
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SABEL & OPLINGER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011969
ReturnHeader/PreparerPersonGrp/PhoneNum06312832370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET WERNERSBACH EA
ReturnHeader/ReturnTs02020-11-06T14:23:03-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$292,317
Liabilities
$0
Net assets
$292,317
Revenue
$105,284
Expenses
$101,953
Net income
$3,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.73$0.11$0.62
2023Summary only. Only limited summary data is available for this year.$1.30$0.00$0.64$0.11$0.53
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.38$0.11$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.53$0.21$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.31$0.10$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.11$0.10$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.33$0.12$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.30$0.31$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.28$0.28$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.27$0.33$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.21$0.27$0.06
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$0.00$0.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits