Civic Intelligence

David Grindol Charitable Trust

990EZ • Fiscal year 2017 • EIN 48-0907832

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 25, 2018

PO Box 8009Topeka, KS 66608-0009

(785) 232-9600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-78%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$1,568

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 79.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.6%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$96,814

Down $1,543 (-1.6%) from 2016

Net Assets

Down

$96,814

Down $1,543 (-1.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$1,978

Down $1,027 (-34%) from 2016

Expenses

Down

$3,521

Down $716 (-17%) from 2016

Net Income

Down

-$1,543

Down $311 (-25%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $94,530Liabilities 2010: $0Net Assets 2010: $94,5302010Assets 2011: $100,804Liabilities 2011: $0Net Assets 2011: $100,8042011Assets 2012: $100,099Liabilities 2012: $0Net Assets 2012: $100,0992012Assets 2014: $99,214Liabilities 2014: $0Net Assets 2014: $99,2142014Assets 2015: $99,589Liabilities 2015: $0Net Assets 2015: $99,5892015Assets 2016: $98,357Liabilities 2016: $0Net Assets 2016: $98,3572016Assets 2017: $96,814Liabilities 2017: $0Net Assets 2017: $96,8142017Assets 2018: $96,455Liabilities 2018: $0Net Assets 2018: $96,4552018Assets 2020: $95,430Liabilities 2020: $0Net Assets 2020: $95,4302020Assets 2021: $95,006Liabilities 2021: $0Net Assets 2021: $95,0062021Assets 2022: $94,377Liabilities 2022: $0Net Assets 2022: $94,3772022

Highlighted filing

2017

Assets$96,814
Liabilities$0
Net Assets$96,814

Operations Trend

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

$15K$10K$5.0K$0-$5.0KRevenue 2010: $4,597Expenses 2010: $5,251Net Income 2010: -$6542010Revenue 2011: $10,728Expenses 2011: $4,454Net Income 2011: $6,2742011Revenue 2012: $3,407Expenses 2012: $4,112Net Income 2012: -$7052012Revenue 2014: $2,882Expenses 2014: $3,335Net Income 2014: -$4532014Revenue 2015: $3,259Expenses 2015: $2,884Net Income 2015: $3752015Revenue 2016: $3,005Expenses 2016: $4,237Net Income 2016: -$1,2322016Revenue 2017: $1,978Expenses 2017: $3,521Net Income 2017: -$1,5432017Revenue 2018: $2,129Expenses 2018: $2,488Net Income 2018: -$3592018Revenue 2020: $3,133Expenses 2020: $3,358Net Income 2020: -$2252020Revenue 2021: $2,329Expenses 2021: $2,753Net Income 2021: -$4242021Revenue 2022: $2,102Expenses 2022: $2,731Net Income 2022: -$6292022

Highlighted filing

2017

Revenue$1,978
Expenses$3,521
Net Income-$1,543
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 25, 2018
Return Version
2017v2.2
Gross Receipts
$28,878
Mission and Program Overview

Mission

Trust is a supporting organization for Grantville United Methodist Church, created to invest and reinvest principal assets, to receive income from investments, and to disburse income to the Grantville United Methodist Church in any manner which the official church board shall decide.

Program Services

DescriptionGrantsExpenses
Provision of funds for the Grantville United Methodist Church.$1,658$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kaw Valley BankTrustee-$1,568-$1,568
Filing and Contact Details

Filer

Filer Name
David Grindol Charitable Trust
EIN
48-0907832
Phone
7852329600
Address
PO Box 8009, Topeka, KS 66608-0009

Signing Officer

Name
Robert S Maxwell
Title
Trust Officer
Phone
7852329600
Signed
2018-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Wendling Noe Nelson & Johnson LLC
Address
534 S Kansas Ave Suite 1500, Topeka, KS 66603-3491
Preparer
Brian J Florea
Phone
7852334226
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest income. Amount: 723. Description: Dividend income. Amount: 1,226. Description: Long-Term Capital Gain Distribution. Amount: 29. Total Included on Form 990-EZ, line 4: 1,978.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Supporting organization. Grantee Name: Grantville United Methodist Church. Grantee Address: 3724 South Street Grantville, KS 66429-9319. Grantee Relationship: None. Property Description: Cash. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Amount Given: 1,658.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: 2017 Income Received in 2018. Beg. of Year Amount: 0. End of Year Amount: 75. Description: ING Group Pfd 7.20% Perp Debt Sec. Beg. of Year Amount: 26,900. End of Year Amount: 0. Description: DFA Short Term Extended Quality. Beg. of Year Amount: 0. End of Year Amount: 16,495. Description: Eaton Vance Floating Rate. Beg. of Year Amount: 0. End of Year Amount: 5,817. Description: SPDR Wells Fargo Preferred Stock. Beg. of Year Amount: 0. End of Year Amount: 2,438. Description: Vanguard Interim Term Bond Index ADM. Beg. of Year Amount: 0. End of Year Amount: 18,440. Description: Vanguard High Yield ADM. Beg. of Year Amount: 0. End of Year Amount: 2,424.

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Mr Robert S Maxwell
IRS990EZ/BooksInCareOfDetail/PhoneNum07852329600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Kaw Valley Bank PO Box 8009
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Topeka
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0666080009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071457
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051125
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt026900
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1543
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0295
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt098357
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096814
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01658
IRS990EZ/GrossReceiptsAmt028878
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01978
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt098357
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096814
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt098357
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096814
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01568
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kaw Valley Bank
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026900
IRS990EZ/OtherAssetsTotalDetail/EOYAmt045689
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Trust is a supporting organization for Grantville United Methodist Church, created to invest and reinvest principal assets, to receive income from investments, and to disburse income to the Grantville United Methodist Church in any manner which the official church board shall decide.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provision of funds for the Grantville United Methodist Church.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01658
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt01568
IRS990EZ/SaleOfAssetsGrossAmt026900
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KS
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03521
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01978
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0480965332
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01658
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Grantville United Methodist Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 723. Description: Dividend income. Amount: 1,226. Description: Long-Term Capital Gain Distribution. Amount: 29. Total Included on Form 990-EZ, line 4: 1,978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Supporting organization. Grantee Name: Grantville United Methodist Church. Grantee Address: 3724 South Street Grantville, KS 66429-9319. Grantee Relationship: None. Property Description: Cash. Method Used to Determine Book Value: Cash. Method Used to Determine FMV: Cash. Amount Given: 1,658.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: 2017 Income Received in 2018. Beg. of Year Amount: 0. End of Year Amount: 75. Description: ING Group Pfd 7.20% Perp Debt Sec. Beg. of Year Amount: 26,900. End of Year Amount: 0. Description: DFA Short Term Extended Quality. Beg. of Year Amount: 0. End of Year Amount: 16,495. Description: Eaton Vance Floating Rate. Beg. of Year Amount: 0. End of Year Amount: 5,817. Description: SPDR Wells Fargo Preferred Stock. Beg. of Year Amount: 0. End of Year Amount: 2,438. Description: Vanguard Interim Term Bond Index ADM. Beg. of Year Amount: 0. End of Year Amount: 18,440. Description: Vanguard High Yield ADM. Beg. of Year Amount: 0. End of Year Amount: 2,424.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert S Maxwell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum07852329600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David Grindol Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0GRIN
ReturnHeader/Filer/EIN0480907832
ReturnHeader/Filer/PhoneNum07852329600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 8009
ReturnHeader/Filer/USAddress/CityNm0Topeka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd0666080009
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0307DC0567136760DDF5D3F255C614B6EBC655FE7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0265AE8902B3ABA8D939C785296EC11ED51D7D16F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.172.114.81
ReturnHeader/FilingSecurityInformation/IPDt02018-03-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:39:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481026809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wendling Noe Nelson & Johnson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0534 S Kansas Ave Suite 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Topeka
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0666033491
ReturnHeader/PreparerPersonGrp/PhoneNum07852334226
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Florea
ReturnHeader/ReturnTs02018-03-30T13:28:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings