Civic Intelligence

Neavitt-Thomas Endowment Fund Tr XXXXX3002

990PF • Fiscal year 2011 • EIN 01-6219955

Jun 01, 2010 to May 31, 2011 • Filed on Oct 11, 2011

Organization Profile
C/O Jpmorgan Chase Bankna PO Box303853201
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

95th percentile

$12,802

Higher top officer pay than 95% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$966,036

No earlier filing loaded for comparison.

Net Assets

$966,036

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$58,243

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2011: $966,036Liabilities 2011: $0Net Assets 2011: $966,0362011Assets 2012: $962,180Liabilities 2012: $0Net Assets 2012: $962,1802012Assets 2013: $946,023Liabilities 2013: $02013Assets 2014: $940,859Liabilities 2014: $02014Assets 2015: $954,415Liabilities 2015: $02015Assets 2016: $916,913Liabilities 2016: $02016Assets 2018: $902,577Liabilities 2018: $0Net Assets 2018: $902,5772018Assets 2019: $896,366Liabilities 2019: $0Net Assets 2019: $896,3662019Assets 2020: $873,070Liabilities 2020: $0Net Assets 2020: $873,0702020Assets 2021: $887,004Liabilities 2021: $0Net Assets 2021: $887,0042021Assets 2022: $861,357Liabilities 2022: $0Net Assets 2022: $861,3572022Assets 2023: $851,395Liabilities 2023: $0Net Assets 2023: $851,3952023Assets 2024: $818,398Liabilities 2024: $0Net Assets 2024: $818,3982024Assets 2025: $818,981Liabilities 2025: $0Net Assets 2025: $818,9812025

Highlighted filing

2011

Assets$966,036
Liabilities$0
Net Assets$966,036
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2011: $58,2432011Expenses 2012: $62,0322012Revenue 2013: $42,836Expenses 2013: $58,992Net Income 2013: -$16,1562013Revenue 2014: $55,766Expenses 2014: $60,488Net Income 2014: -$4,7222014Revenue 2015: $75,392Expenses 2015: $61,782Net Income 2015: $13,6102015Revenue 2016: $24,212Expenses 2016: $61,709Net Income 2016: -$37,4972016Revenue 2018: $60,785Expenses 2018: $56,476Net Income 2018: $4,3092018Revenue 2019: $57,391Expenses 2019: $63,337Net Income 2019: -$5,9462019Revenue 2020: $37,713Expenses 2020: $60,980Net Income 2020: -$23,2672020Revenue 2021: $76,783Expenses 2021: $62,700Net Income 2021: $14,0832021Revenue 2022: $41,662Expenses 2022: $67,210Net Income 2022: -$25,5482022Revenue 2023: $57,083Expenses 2023: $73,514Net Income 2023: -$16,4312023Revenue 2024: $32,215Expenses 2024: $66,857Net Income 2024: -$34,6422024Revenue 2025: $61,970Expenses 2025: $63,106Net Income 2025: -$1,1362025

Highlighted filing

2011

Revenue-
Expenses$58,243
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Signed
Oct 11, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$12,802-$12,802
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SALVATION ARMYPROGRAM SUPPORTPUBLIC CHARITYWEST NYACK, NY, US$12,027
Paid GrantCASE WESTERN RESERVE UNIVERSITYGRANT: ACADEMIC SCHOLARSHIPSPUBLIC CHARITYCLEVELAND, OH, US$6,013
Paid GrantUNIVERSITY OF PITTSBURGHGRANT: ACADEMIC SCHOLARSHIPSPUBLIC CHARITYPITTSBURGH, PA, US$6,013
Paid GrantWILDLIFE PRESERVATION TRUST INT'LPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$6,013
Paid GrantACTORS THEATER OF PHOENIXPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$5,000
Paid GrantCHILDSPLAY INCPROGRAM SUPPORTPUBLIC CHARITYTEMPE, AZ, US$5,000
Paid GrantPHOENIX PERFORMING ARTS CENTER INCPROGRAM SUPPORTPUBLIC CHARITYPHOENIX, AZ, US$5,000
Filing and Contact Details

Filer

EIN
01-6219955
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21FIFTH THIRD BANCORP - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22FREEPORT-MCMORAN COPPER & GOLD INC CL B - 44 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GENERAL ELECTRIC CO - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24GENERAL MILLS INC - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25HUMANA INC - 6 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHNSON & JOHNSON - 18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JOHNSON CONTROLS INC - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28KELLOGG CO - 5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29LAM RESEARCH CORP - 22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30LENNAR CORP - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31LOWES COMPANIES INC - 41 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MICROSOFT CORP - 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33MORGAN STANLEY - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34NATIONAL-OILWELL VARCO INC - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35NIKE INC B - 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36NORFOLK SOUTHERN CORP - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37OCCIDENTAL PETROLEUM CORP - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38ORACLE CORP - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39PACCAR INC - 37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40PEPSICO INC - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41PFIZER INC - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42PROCTER & GAMBLE CO - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43QUALCOMM INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44SPDR S&P 500 ETF TRUST - 79 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45SANDISK CORP - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46SCHLUMBERGER LTD - 9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47SPRINT NEXTEL CORP - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48STAPLES INC - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49STATE STREET CORP - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50UNITED TECHNOLOGIES CORP - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51XILINX CORP - 42 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53SEMPRA ENERGY - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54WELLS FARGO & CO - 95 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55BANK OF AMERICA CORP - 170 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56GOLDMAN SACHS GROUP INC - 14 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57DEVON ENERGY CORP - 23 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58EOG RESOURCES INC - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59HONEYWELL INTERNATIONAL INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60UNITEDHEALTH GROUP INC - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61VERIZON COMMUNICATIONS INC - 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62COACH INC - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63FLUOR CORP - 13 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64GLOBAL PAYMENTS INC - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65US BANCORP DEL - 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66ISHARES RUSSELL MIDCAP INDEX FUND - 111 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67ADVANCED AUTO PARTS INC - 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock683M CO - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69YUM BRANDS INC - 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70ARTISAN INTL VALUE FUND - INV - 1528.06 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71CENTERPOINT ENERGY INC - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72COMCAST CORP CL A - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73CARNIVAL CORPORATION - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74ARBITRAGE FUNDS - I CL I - 821.566 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75GOOGLE INC CL A - 3 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 967.296 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77JPM US REAL ESTATE FD - SEL FUND 3037 - 1300.83 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78JPM INTREPID VALUE FD - SEL FUND 1136 - 864.909 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1801.23 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80JPM INTL VALUE FD - SEL FUND 1296 - 1454.9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81JPM ASIA 3 FD - SEL FUND 1134 - 525.658 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82VANGUARD MSCI EMERGING MARKETS ETF - 907 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83AT&T INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84CAMERON INTERNATIONAL CORPORATION - 8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85MANNING & NAPIER FUND INC 3 SERIES - 536.062 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86CME GROUP INC CLASS A COMMON STOCK - 4 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1035.36 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88INVESCO LTD - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89GATEWAY FUND - Y - 388.497 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90ACE LTD NEW - 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91TYCO INTERNATIONAL LTD - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92TIME WARNER INC NEW - 101 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93MERCK AND CO INC - 58 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94NEXTERA ENERGY INC - 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95HSBC GOLD CPN NOTE 10/21/11 5%CPN - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96DB BREN ASIA BASKET 11/2/11 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97MATTHEWS PACIFIC TIGER INSTL FUND - 496.386 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98DB CONT BUFF EQ MID 11/23/11 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99BARC BREN SPX 01/11/12 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100BARC GSCI OIL PART CPN NOTE 02/01/12 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101HSBC REN SPX 2/15/12 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102BARC BREN EAFE 2/23/12 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103CS BREN EAFE 3/14/12 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 730.157 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105BARC BREN SPX 4/4/12 10%BUFFER - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106COVIDIEN PLC NEW - 22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107GS BREN EAFE 4/10/12 10%BUFFER - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108CITIGROUP INC NEW - 47 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109SG CONT BUFF EQ SPX 05/31/12 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110BROADCOM CORP CL A - 14 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111JUNIPER NETWORKS INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112EXXON MOBIL CORP - 63 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113METLIFE INC - 37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock114DENDREON CORP - 18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock115MARVELL TECHNOLOGY GROUP LTD - 40 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116PRUDENTIAL FINANCIAL INC - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock117CONOCOPHILLIPS - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock118BIOGEN IDEC INC - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock119BAIDU INC SPONS ADR - 5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock120TD AMERITRADE HOLDING CORPORATION - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock121MASTERCARD INC - CLASS A - 4 SHS

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$966,036
Liabilities
$0
Net assets
$966,036
Revenue
-
Expenses
$58,243
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.62$0.63$0.01
2024Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.32$0.67$0.35
2023Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.57$0.74$0.16
2022Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.42$0.67$0.26
2021Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.77$0.63$0.14
2020Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.38$0.61$0.23
2019Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.57$0.63$0.06
2018Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.61$0.56$0.04
2016Summary only. Only limited summary data is available for this year.$9.17$0.00$0.24$0.62$0.37
2015Summary only. Only limited summary data is available for this year.$9.54$0.00$0.75$0.62$0.14
2014Summary only. Only limited summary data is available for this year.$9.41$0.00$0.56$0.60$0.05
2013Summary only. Only limited summary data is available for this year.$9.46$0.00$0.43$0.59$0.16
2012Detailed filing. Detailed filing data is available for this year.$9.62$0.00$9.62$0.62
2011Detailed filing. Detailed filing data is available for this year.$9.66$0.00$9.66$0.58