Civic Intelligence

Grateful Funds Inc.

990PF • Fiscal year 2021 • EIN 85-3262610

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
14021 Charter Park DrMidlothian, VA 23113

(804) 323-7700

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

95th percentile

184%

Faster asset growth than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

87%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$122,070

Up $79,068 (+184%) from 2020

Net Assets

Up

$122,070

Up $79,068 (+184%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Up

$80,449

Up $37,438 (+87%) from 2020

Expenses

Up

$1,381

Up $1,372 (+15244%) from 2020

Net Income

Up

$79,068

Up $36,066 (+84%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$800K$600K$400K$200K$0Assets 2020: $43,002Liabilities 2020: $1Net Assets 2020: $43,0022020Assets 2021: $122,070Liabilities 2021: $0Net Assets 2021: $122,0702021Assets 2022: $219,359Liabilities 2022: $1Net Assets 2022: $219,3592022Assets 2023: $788,537Liabilities 2023: $1Net Assets 2023: $788,5372023Assets 2024: $785,397Liabilities 2024: $0Net Assets 2024: $785,3972024

Highlighted filing

2021

Assets$122,070
Liabilities$0
Net Assets$122,070
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $43,011Expenses 2020: $9Net Income 2020: $43,0022020Revenue 2021: $80,449Expenses 2021: $1,381Net Income 2021: $79,0682021Revenue 2022: $101,811Expenses 2022: $4,522Net Income 2022: $97,2892022Revenue 2023: $595,123Expenses 2023: $25,945Net Income 2023: $569,1782023Revenue 2024: $41,443Expenses 2024: $44,583Net Income 2024: -$3,1402024

Highlighted filing

2021

Revenue$80,449
Expenses$1,381
Net Income$79,068
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MONTGOMERY DISEDirector & President-$0--
MARY LISA DISEDirector & Vice President-$0--
KIMBERLY KAY DISE TRIMBLESecretary-$0--
DONALD WAYNE TRIMBLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Grateful Funds Inc
EIN
85-3262610
Phone
8043237700
Address
14021 CHARTER PARK DR, MIDLOTHIAN, VA 23113

Signing Officer

Name
W Montgomery Dise
Title
President
Phone
8042701300
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
4951 LAKE BROOK DRIVE SUITE 375, GLEN ALLEN, VA 23060
Preparer
Brad L Bailey
Phone
8042826000
Raw XML Appendix292 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02655
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0637
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ASSET PROTECTION GROUP INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt014021 CHARTER PARK DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIDLOTHIAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023113
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt070000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0381
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0381
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0W MONTGOMERY DISE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08042701300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRATEFUL FUNDS INC
ReturnHeader/Filer/BusinessNameControlTxt0GRAT
ReturnHeader/Filer/EIN0853262610
ReturnHeader/Filer/PhoneNum08043237700
ReturnHeader/Filer/USAddress/AddressLine1Txt014021 CHARTER PARK DR
ReturnHeader/Filer/USAddress/CityNm0MIDLOTHIAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023113
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540504608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN EDWARDS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04951 LAKE BROOK DRIVE SUITE 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023060
ReturnHeader/PreparerPersonGrp/PhoneNum08042826000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD L BAILEY
ReturnHeader/ReturnTs02022-11-09T12:08:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY DISE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,070
Liabilities
$0
Net assets
$122,070
Revenue
$80,449
Expenses
$1,381
Net income
$79,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.41$0.45$0.03
2023Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$5.95$0.26$5.69
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.02$0.05$0.97
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.80$0.01$0.79
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.43$0.00$0.43