Civic Intelligence

Ann & John E Grimm III Foundation Inc.

990PF • Fiscal year 2020 • EIN 46-3842788

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

73rd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Net Margin

82nd percentile

68%

Higher net margin than 82% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

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.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Asset Growth

92nd percentile

71%

Faster asset growth than 92% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

193%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$500,240

Up $207,923 (+71%) from 2019

Net Assets

Up

$500,240

Up $207,923 (+71%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin82nd percentile

Revenue

Up

$308,529

Up $203,245 (+193%) from 2019

Expenses

Down

$100,231

Down $1,722 (-1.7%) from 2019

Net Income

Up

$208,298

Up $204,967 (+6153%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2020

Assets$500,240
Liabilities$0
Net Assets$500,240
Open 2020 Filing

Operations Trend

Revenue Growth87th 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

2020

Revenue$308,529
Expenses$100,231
Net Income$208,298
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN R GRIMMPresidentPT$0--
THOMAS E OPLINGERTreasurer-$0--
KERIN REA GUIDERASecretary-$0--
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
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sabel & Oplinger CPA Pc
Address
106 Prospect St, Southampton, NY 11968
Preparer
Margaret Wernersbach Ea
Phone
6312832370
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt099581
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/AppliedToCurrentYearAmt014827
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014827
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt086716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0107577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0294329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0267967
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0319121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0319121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0841343
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt084754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt086716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0107577
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0294329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0267967
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099581
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt084754
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01160464
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01075710
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ANN GRIMM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0640 OX PASTURE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1640 OX PASTURE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2640 OX PASTURE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SOUTHAMPTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011968
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd111968
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd211968
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt099479
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1102420
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt099479
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1102420
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,200 SHARES OF COLGATE-PALM
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,165 SHARES OF COLGATE
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-11-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0608
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0608
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt142
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN R GRIMM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/AddressLine1Txt0106 Prospect St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Southampton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011968
ReturnHeader/PreparerPersonGrp/PhoneNum06312832370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET WERNERSBACH EA
ReturnHeader/ReturnTs02021-11-15T14:54:20-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIMM
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$500,240
Liabilities
$0
Net assets
$500,240
Revenue
$308,529
Expenses
$100,231
Net income
$208,298
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
2020Detailed filing. Detailed filing data is available for this year.$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