Civic Intelligence

The Thomas D & Amy S Grimmer Foundation

990PF • Fiscal year 2017 • EIN 47-6670885

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
8500 Keystone CrossingIndianapolis, IN 46240

(317) 726-1714

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

4.8%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$607,955

Up $223,870 (+58%) from 2016

Net Assets

Up

$607,955

Up $223,870 (+58%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

Up

$192,752

Up $8,915 (+4.8%) from 2016

Expenses

Up

$12,321

Up $11,268 (+1070%) from 2016

Net Income

Down

$180,431

Down $2,353 (-1.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $4,942Liabilities 2014: $02014Assets 2015: $184,214Liabilities 2015: $0Net Assets 2015: $184,2142015Assets 2016: $384,085Liabilities 2016: $0Net Assets 2016: $384,0852016Assets 2017: $607,955Liabilities 2017: $0Net Assets 2017: $607,9552017Assets 2018: $724,479Liabilities 2018: $0Net Assets 2018: $724,4792018Assets 2019: $1,022,746Liabilities 2019: $0Net Assets 2019: $1,022,7462019Assets 2020: $1,272,155Liabilities 2020: $0Net Assets 2020: $1,272,1552020Assets 2021: $1,587,386Liabilities 2021: $0Net Assets 2021: $1,587,3862021Assets 2022: $1,509,377Liabilities 2022: $0Net Assets 2022: $1,509,3772022Assets 2023: $1,869,856Liabilities 2023: $0Net Assets 2023: $1,869,8562023Assets 2024: $2,282,990Liabilities 2024: $0Net Assets 2024: $2,282,9902024

Highlighted filing

2017

Assets$607,955
Liabilities$0
Net Assets$607,955
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

$300K$200K$100K$0Revenue 2014: $4,942Expenses 2014: $0Net Income 2014: $4,9422014Revenue 2015: $180,095Expenses 2015: $856Net Income 2015: $179,2392015Revenue 2016: $183,837Expenses 2016: $1,053Net Income 2016: $182,7842016Revenue 2017: $192,752Expenses 2017: $12,321Net Income 2017: $180,4312017Revenue 2018: $193,304Expenses 2018: $24,240Net Income 2018: $169,0642018Revenue 2019: $194,808Expenses 2019: $36,173Net Income 2019: $158,6352019Revenue 2020: $201,346Expenses 2020: $54,687Net Income 2020: $146,6592020Revenue 2021: $211,539Expenses 2021: $62,791Net Income 2021: $148,7482021Revenue 2022: $205,487Expenses 2022: $72,661Net Income 2022: $132,8262022Revenue 2023: $223,843Expenses 2023: $80,041Net Income 2023: $143,8022023Revenue 2024: $229,116Expenses 2024: $94,664Net Income 2024: $134,4522024

Highlighted filing

2017

Revenue$192,752
Expenses$12,321
Net Income$180,431
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas D GrimmerTrustee-$0--
Amy S GrimmerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Thomas D & Amy S Grimmer Foundation
EIN
47-6670885
Phone
3177261714
Address
8500 Keystone Crossing, Indianapolis, IN 46240

Signing Officer

Name
Thomas D Grimmer
Title
Trustee
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Administration Services LLC
Address
8500 KEYSTONE CROSSING 555, INDIANAPOLIS, IN 46240
Preparer
Brian A Eagle
Phone
3177220269
Raw XML Appendix297 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Oakmark International Fund
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas D Grimmer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Amy S Grimmer
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Legacy Administration Services
IRS990PF/StatementsRegardingActyGrp/PhoneNum03177261714
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Martin Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 9010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Stuart
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034995
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt056
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09944
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020749
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020693
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09944
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Grimmer Charitable Lead Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08500 Keystone Crossing
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Indianapolis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046240
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0180000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02205
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisor
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02205
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0116
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas D Grimmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Thomas D & Amy S Grimmer Foundation
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0476670885
ReturnHeader/Filer/PhoneNum03177261714
ReturnHeader/Filer/USAddress/AddressLine1Txt08500 Keystone Crossing
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352001657
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Legacy Administration Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08500 KEYSTONE CROSSING 555
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03177220269
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian A Eagle
ReturnHeader/ReturnTs02018-05-11T05:32:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$607,955
Liabilities
$0
Net assets
$607,955
Revenue
$192,752
Expenses
$12,321
Net income
$180,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.23$0.09$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.22$0.08$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.21$0.07$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.21$0.06$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.20$0.05$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.19$0.04$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.19$0.02$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.19$0.01$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.18$0.00$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.18$0.00$0.18
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00