Nonprofit · EIN 31-6008551
THE GRAIL
Tax-exempt · LOVELAND, OH 45140
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,269,158 | $787,071 | $3,482,087 | $12,733,901 | $34,815 | $12,699,086 |
| December 31, 2023 | 990 | $329,044 | $686,133 | -$357,089 | $9,264,157 | $36,422 | $9,227,735 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $81,369
- Program service revenue
- $101,884
- Investment income
- $4,080,565
- Net gain from sales of assets
- $3,535,934
- Other revenue
- $5,340
Expenses
- Grants and similar amounts paid
- $42,958
- Benefits paid to members
- $85,128
- Compensation of officers, directors and key employees
- $93,676
- Other salaries and wages
- $93,333
- Salaries, compensation and benefits (total)
- $225,503
- Professional fundraising fees
- $0
- Legal fees
- $1,710
- Accounting fees
- $4,498
- Occupancy
- $84,997
- Travel
- $37,207
- Depreciation
- $95,065
- Program services (functional)
- $621,238
- Management and general (functional)
- $147,204
- Fundraising (functional)
- $18,629
Balance sheet and other
- Total assets, start of year
- $9,264,157
- Total assets, end of year
- $12,733,901
- Total liabilities, end of year
- $34,815
- Net assets, end of year
- $12,699,086
- Land, buildings and equipment
- $2,870,236
- Publicly traded securities
- $8,659,145
- Net assets without donor restrictions
- $12,099,350
- Net assets with donor restrictions
- $599,736
- Gross receipts
- $5,183,224
- Employees
- 6
- Volunteers
- 250
- Year formed
- 1944
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRIE PUCKETT | DIRECTOR Trustee or director | 40 | $84,615 | $9,061 |
| CYNTHIA BERNADEZ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JUDITH BROWN-LEIGH | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| RACHEL HERSHBERGER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SONIA JACQUEZ | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| MASENGU TINA KALALA | INT COUNCIL Trustee or director, Officer | 5 | $0 | $0 |
| MEGAN MONTELEONE-MORRISON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SHARON WOOD | CO-TREASURER Trustee or director, Officer | 10 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRIE PUCKETT | DIRECTOR Trustee or director | 40 | $65,000 | $6,697 |
| CYNTHIA BERNADEZ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JUDITH BROWN-LEE | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| SONIA JACQUEZ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MASENGU TINA KALALA | INT COUNCIL Trustee or director, Officer | 5 | $0 | $0 |
| LAURA KAPLAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| THANH XUAN NGUYEN | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| SHARON WOOD | CO-TREASURER Trustee or director, Officer | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 931 OBANNONVILLE RD, LOVELAND, OH 45140-9741
- In care of
- % BONNIE HENDERICKS
- Principal officer (990 for 2024)
- SONIA JACQUEZ, 931 O BANNONVILLE ROAD, LOVELAND, OH 45140
- Signed the 990
- SONIA JACQUEZ, PRESIDENT
- Phone
- (513) 683-2340
- Website
- WWW.GRAIL-US.ORG
- Return prepared by
- SCROGGINSGREAR INC
Mission
PROGRAMMING & EDUCATION IN SOCIAL JUSTICE, INTERNATIONAL UNDERSTANDING, SPIRITUALITY, WOMEN'S LEADERSHIP, AND THE ENVIRONMENT. EDUCATIONAL PROGRAMS, ARTS PROGRAMS, LAND CONSERVATION EFFORTS, AND ORGANIC GARDENS.
Program accomplishments
- GRAILVILLE - LOVELAND, OH - PROVIDES EDUCATIONAL PROGRAMS, ARTS PROGRAMS, EARTH/LAND PROGRAMS, AND THE PROMOTION OF LAND CONSERVATION. FACILITIES ALSO AVAILABLE TO ORGANIZATIONS WITH SIMILAR MISSIONS FOR WORKSHOPS AND PROGRAMS.Expenses $239,995 · revenue $24,861
- CORNWALL-ON-HUDSON, NY - FACILITIES AVAILABLE TO ORGANIZATIONS WITH SIMILAR MISSIONS FOR PROGRAMS.Expenses $96,094 · revenue $70,386
- EDUCATION & OUTREACH(NATIONAL/LOCAL) - REGIONAL GROUPS AROUND THE COUNTRY, INCLUDING CALIFORNIA, LOUISIANA, MASSACHUSETTS, MICHIGAN, NYC METRO REGION, PHILADELPHIA AND OTHERS. TASK FORCES, TEAMS & SPECIAL PROJECTS CONCERNING MEMBERSHIP DEVELOPMENT AND OUTREACH, SPIRITUAL SEARCH, AND UNDERSTANDING GLOBAL JUSTICE, ENVIRONMENTAL SUSTAINABILITY & ARTS.Expenses $285,149 · grants $42,958 · revenue $6,637
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6008551
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P800)
- Assets (IRS master file)
- $12,733,901
- Income (IRS master file)
- $5,183,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,269,158 | $787,071 | $12,733,901 | XML |
| 990 | December 2023 | $329,044 | $686,133 | $9,264,157 | XML |
| 990 | December 2022 | $498,746 | $680,530 | $9,152,827 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6008551).
Questions about THE GRAIL
- What is the EIN of THE GRAIL?
- The employer identification number (EIN) of THE GRAIL is 31-6008551.
- Is THE GRAIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to THE GRAIL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE GRAIL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE GRAIL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE GRAIL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE GRAIL?
- The 990 for the year ended December 31, 2024 names SONIA JACQUEZ.
- Who are the officers and directors of THE GRAIL?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $84,615 (TERRIE PUCKETT, DIRECTOR).
- How much revenue does THE GRAIL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,269,158, expenses of $787,071 and total assets of $12,733,901 at year end.
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