Civic Intelligence

Neavitt-Thomas Endowment Fund Tr XXXXX3002

990PF • Fiscal year 2012 • EIN 01-6219955

Jun 01, 2011 to May 31, 2012 • Filed on Oct 11, 2012

Jpmorgan Chase Bk 10 S Dearborn StNo 21 FL60603-2300
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.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

94th percentile

$12,708

Higher top officer pay than 94% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$962,180

Down $3,856 (-0.4%) from 2011

Net Assets

Down

$962,180

Down $3,856 (-0.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$62,032

Up $3,789 (+6.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2012

Assets$962,180
Liabilities$0
Net Assets$962,180

Operations Trend

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

2012

Revenue-
Expenses$62,032
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Oct 11, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$12,708-$12,708
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SALVATION ARMYPROGRAM SUPPORTPUBLIC CHARITYWEST NYACK, NY, US$12,865
Paid GrantCASE WESTERN RESERVE UNIVERSITYGRANT: ACADEMIC SCHOLARSHIPSPUBLIC CHARITYCLEVELAND, OH, US$6,433
Paid GrantUNIVERSITY OF PITTSBURGHGRANT: ACADEMIC SCHOLARSHIPSPUBLIC CHARITYPITTSBURGH, PA, US$6,433
Paid GrantWILDLIFE PRESERVATION TRUST INT'LPROGRAM SUPPORTPUBLIC CHARITYNEW YORK, NY, US$6,432
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
Raw XML AppendixShowing 400 of 493 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 3956.501 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE FLOATING RATE I - 2187.725 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM CORE BOND FD - SEL FUND 3720 2.27% - 4880.73 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM GOVERNMENT BOND FD - SEL FUND 3246 2.01% - 3189.719 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM HIGH YIELD FD - SEL FUND 3580 5.91% - 5913.978 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM CORE PLUS BOND FD - SEL FUND 3122 3.08% - 2776.561 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6DREYFUS LAUREL EMG MKT DEBT LOC C-1 - 1266.766 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM STR INC OPP FD FUND 3844 3.25% - 1814.023 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM INTL CURRENCY INCOME FD 1.11% - 1603.784 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9DOUBLELINE FDS TR TTL RTN BD I - 3558.719 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10JPM TR I INFL MANAGED BD - SEL 2.19% - 2788.104 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11JPM TR I MLT SC INCM SL 2.35% - 1984.127 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12DB 95% PPN FX BASKET 2/1/13 - 10000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13BARC 93% PPN BRIC BASKET 9/19/13 - 10000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SPDR S&P 500 ETF TRUST - 121 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1BLACKROCK U.S. OPPORTUNITIES PORTFOLIO - 554.395 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES MSCI EAFE INDEX FUND - 320 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ARTISAN INTL VALUE FUND - INV - 783.044 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ARBITRAGE FUNDS - I CL I - 821.566 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5JPM US 3 FD - SEL FUND 1224 - 1935.841 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 967.296 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM US REAL ESTATE FD - SEL FUND 3037 - 584.22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM INTREPID VALUE FD - SEL FUND 1136 - 940.738 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1801.225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM INTL VALUE FD - SEL FUND 1296 - 2062.155 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM EM MKTS 3 FD - SEL FUND 1235 - 477.544 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12HARTFORD CAPITAL APPRECIATION FUND - 937.256 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13MANNING & NAPIER FUND INC 3 SERIES - 1626.094 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14EATON VANCE MUT FDS TR GB MACRO ABSOLUTE RTN I - 1035.364 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VICTORY PORTFOLIOS DIVRS STK CL I - 1360.809 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16GATEWAY FUND - Y - 388.497 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EATON VANCE FLOATING-RATE ADVANTAGE I - 2752.294 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 623.246 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MATTHEWS PACIFIC TIGER INSTL FUND - 1318.098 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 1773.572 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21DB BREN BRENT CRUDE 10/17/12 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22HSBC MARKET PLUS GOLD NOTE 10/29/12 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23HSBC BREN SPX 10/31/12 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24BARC BREN COMMODITY BSKT 11/21/13 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25CS QARN SPX 02/27/13 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26HSBC BREN EAFE 03/06/13 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27HSBC BREN EAFE 0 04/04/13 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28DB BREN SPX 04/17/13 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29GS BREN EAFE 05/07/13 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30GS BREN EAFE 06/12/13 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31UBS CONT BUFF EQ SPX 06/12/13 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32GS BREN EEM 11/05/12 - 10000 SHS
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IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GRANT: ACADEMIC SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GRANT: ACADEMIC SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ACTORS THEATER OF PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CASE WESTERN RESERVE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CHILDSPLAY INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PHOENIX PERFORMING ARTS CENTER INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15UNIVERSITY OF PITTSBURGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16WILDLIFE PRESERVATION TRUST INT'L
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10P O BOX 1924
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1111000 CEDAR RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12132 EAST 6TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13222 EAST MONROE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14440 WEST NYACK ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152409 FIFTH BIGELOW BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16460 WEST 34TH STREET 17TH FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHOENIX

Document Assets

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Filings

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