Civic Intelligence

The Thomas D & Amy S Grimmer Foundation

990PF • Fiscal year 2018 • EIN 47-6670885

Jan 01, 2018 to Dec 31, 2018 • Filed on May 12, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

0.3%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$724,479

Up $116,524 (+19%) from 2017

Net Assets

Up

$724,479

Up $116,524 (+19%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin97th percentile

Revenue

Up

$193,304

Up $552 (+0.3%) from 2017

Expenses

Up

$24,240

Up $11,919 (+97%) from 2017

Net Income

Down

$169,064

Down $11,367 (-6.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2018

Assets$724,479
Liabilities$0
Net Assets$724,479
Open 2018 Filing

Operations Trend

Revenue Growth42nd 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

2018

Revenue$193,304
Expenses$24,240
Net Income$169,064
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 12, 2019
Return Version
2018v3.1
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
2019-05-12
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 Appendix277 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas D Grimmer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Amy S Grimmer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020693
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
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0425
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Dividends Receivable
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03303
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisor
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03303
TaxesSchedule/TaxesDetail/Amt0237
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0237
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas D Grimmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-12
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/ReturnTs02019-05-20T04:44:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$724,479
Liabilities
$0
Net assets
$724,479
Revenue
$193,304
Expenses
$24,240
Net income
$169,064
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