Civic Intelligence

Lyle & Gail Grimes Charitable Foundation Inc.

990PF • Fiscal year 2019 • EIN 81-0544987

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 16, 2020

5014 LarchMissoula, MT 59802

(406) 721-3400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

53rd percentile

4.4%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

64th percentile

8.5%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Up

$11,718

Up $918 (+8.5%) from 2018

Net Assets

Up

$11,718

Up $918 (+8.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$20,860

Up $5,947 (+40%) from 2018

Expenses

Down

$19,942

Down $14,394 (-42%) from 2018

Net Income

Up

$918

Up $20,341 (+105%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $171,896Liabilities 2010: $0Net Assets 2010: $171,8962010Assets 2011: $138,600Liabilities 2011: $0Net Assets 2011: $138,6002011Assets 2012: $119,788Liabilities 2012: $12012Assets 2013: $104,439Liabilities 2013: $0Net Assets 2013: $104,4392013Assets 2014: $67,661Liabilities 2014: $0Net Assets 2014: $67,6612014Assets 2015: $79,715Liabilities 2015: $0Net Assets 2015: $79,7152015Assets 2016: $53,601Liabilities 2016: $0Net Assets 2016: $53,6012016Assets 2017: $30,223Liabilities 2017: $0Net Assets 2017: $30,2232017Assets 2018: $10,800Liabilities 2018: $0Net Assets 2018: $10,8002018Assets 2019: $11,718Liabilities 2019: $0Net Assets 2019: $11,7182019Assets 2020: $107,212Liabilities 2020: $12020Assets 2021: $92,129Liabilities 2021: $0Net Assets 2021: $92,1292021Assets 2022: $85,286Liabilities 2022: $12022Assets 2023: $105,848Liabilities 2023: $12023Assets 2024: $95,972Liabilities 2024: $0Net Assets 2024: $95,9722024

Highlighted filing

2019

Assets$11,718
Liabilities$0
Net Assets$11,718

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $53,3762010Expenses 2011: $47,9832011Revenue 2012: $19,434Expenses 2012: $38,246Net Income 2012: -$18,8122012Revenue 2013: $21,594Expenses 2013: $36,943Net Income 2013: -$15,3492013Revenue 2014: $711Expenses 2014: $37,489Net Income 2014: -$36,7782014Revenue 2015: $38,618Expenses 2015: $26,564Net Income 2015: $12,0542015Revenue 2016: $4,448Expenses 2016: $30,562Net Income 2016: -$26,1142016Revenue 2017: $6,617Expenses 2017: $29,995Net Income 2017: -$23,3782017Revenue 2018: $14,913Expenses 2018: $34,336Net Income 2018: -$19,4232018Revenue 2019: $20,860Expenses 2019: $19,942Net Income 2019: $9182019Revenue 2020: $107,736Expenses 2020: $12,242Net Income 2020: $95,4942020Revenue 2021: $30,474Expenses 2021: $45,557Net Income 2021: -$15,0832021Revenue 2022: $10,720Expenses 2022: $17,563Net Income 2022: -$6,8432022Revenue 2023: $36,878Expenses 2023: $16,316Net Income 2023: $20,5622023Revenue 2024: $4,416Expenses 2024: $14,292Net Income 2024: -$9,8762024

Highlighted filing

2019

Revenue$20,860
Expenses$19,942
Net Income$918
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 16, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYLE R GRIMESPresident-$0--
GAIL E GRIMESVice Preside-$0--
CANDACE REINHOLDTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lyle & Gail Grimes Char Foundation
EIN
81-0544987
Address
5014 LARCH, MISSOULA, MT 59802

Signing Officer

Name
Lyle R Grimes
Title
President
Signed
2020-07-16

Preparer

Firm
Langel & Associates Pc
Address
3819 STEPHENS AVE STE 100, MISSOULA, MT 59801-6853
Preparer
Benjamin F Yonce CPA Cva
Phone
4067288858
Raw XML Appendix289 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/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OVANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459854
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd659801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd759802
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018950
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025853
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0137615
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025853
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019175
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0174449
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0155274
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LYLE R GRIMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYLE & GAIL GRIMES CHAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LYLE
ReturnHeader/Filer/EIN0810544987
ReturnHeader/Filer/USAddress/AddressLine1Txt05014 LARCH
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810513444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANGEL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03819 STEPHENS AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0598016853
ReturnHeader/PreparerPersonGrp/PhoneNum04067288858
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN F YONCE CPA CVA
ReturnHeader/ReturnTs02020-07-20T16:19:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.14$0.10
2023Summary only. Only limited summary data is available for this year.$1.06$0.00$0.37$0.16$0.21
2022Summary only. Only limited summary data is available for this year.$0.85$0.00$0.11$0.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.30$0.46$0.15
2020Summary only. Only limited summary data is available for this year.$1.07$0.00$1.08$0.12$0.95
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.21$0.20$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$0.15$0.34$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.07$0.30$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.04$0.31$0.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.39$0.27$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.01$0.37$0.37
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.22$0.37$0.15
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.19$0.38$0.19
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.48
2010Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.53