Civic Intelligence

The Jon and Shelby Groot Foundation

EIN 93-4606164 • Wilmington, DE

Pub. 78 EligibleNTEE T22
Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

77th percentile

64%

Higher net margin than 77% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

4.3%

Faster asset growth than 62% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-93%

Faster revenue growth than 3% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$3,631,384

Up $149,435 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,631,384

Up $149,435 (+4.3%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin77th percentile

Revenue

Down

$234,582

Down $3,247,367 (-93%) from 2023

Expenses

Up

$85,147

Up $85,147 from 2023

Net Income

Down

$149,435

Down $3,332,514 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2023: $3,481,949Liabilities 2023: $0Net Assets 2023: $3,481,9492023Assets 2024: $3,631,384Liabilities 2024: $0Net Assets 2024: $3,631,3842024

Highlighted filing

2024

Assets$3,631,384
Liabilities$0
Net Assets$3,631,384
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2023: $3,481,949Expenses 2023: $0Net Income 2023: $3,481,9492023Revenue 2024: $234,582Expenses 2024: $85,147Net Income 2024: $149,4352024

Highlighted filing

2024

Revenue$234,582
Expenses$85,147
Net Income$149,435
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,631,384
Liabilities
$0
Net assets
$3,631,384
Revenue
$234,582
Expenses
$85,147
Net income
$149,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.23$0.09$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$3.48$0.00$3.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan L GrootDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Jon and Shelby Groot Foundation
EIN
93-4606164
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jonathan Groot
Title
President
Phone
8008391754
Signed
2025-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix300 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039069
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07982
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0183254
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047051
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0144185
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07982
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4K-1 Exp ENERGY TRANSFER LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015526
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0572
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015526
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45001
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss ENERGY TRANSFER LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03136
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0255
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014095
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014095
TaxesSchedule/TaxesDetail/Amt019000
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2024
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jonathan Groot
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jon and Shelby Groot Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0934606164
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-09-11T11:51:57-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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