Civic Intelligence

Adaline Seymour Charitable Trust R50347005

EIN 06-6195664

Jpmorgan Chase Bank Na PO Box 303853201-3038
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

54th percentile

-0.1%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$98,213

Down $128 (-0.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Net Assets

Down

$98,213

Down $128 (-0.1%) from 2010

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$6,624

Up $1,020 (+18%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$100K$50K$0Assets 2010: $98,341Liabilities 2010: $0Net Assets 2010: $98,3412010Assets 2011: $98,213Liabilities 2011: $0Net Assets 2011: $98,2132011

Highlighted filing

2011

Assets$98,213
Liabilities$0
Net Assets$98,213
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Expenses 2010: $5,6042010Expenses 2011: $6,6242011

Highlighted filing

2011

Revenue-
Expenses$6,624
Net Income-
Open 2011 Filing

Filings

Most recent year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$98,213
Liabilities
$0
Net assets
$98,213
Revenue
-
Expenses
$6,624
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.2$0.00$98.2$6.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.3$0.00$98.3$5.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Gross Receipts
$63,917
Filing and Contact Details

Filer

EIN
06-6195664
Raw XML Appendix267 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.

Path#Value
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IRS990/ActivitiesConductedPartnership00
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IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode0532013038
IRS990/AmountOfTaxExemptInterest00
IRS990/BenefitsPaidToMembersCY00
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IRS990/CashNonInterestBearing/BOY01120
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IRS990/ChangesToOrganizingDocs00
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IRS990/CompensationProcessOther00
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IRS990/DescribedIn501C301
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IRS990/FiledLieu104101
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IRS990/GrossAmountSalesAssets/Securities061953
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IRS990/MissionDescription0ONGOING SUPPORT FOR VISITING NURSE ASSOCIATION OF STRATFORD, CT
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY098341
IRS990/NetAssetsOrFundBalancesEOY098213
IRS990/NetGainOrLossInvestments/ExclusionAmount04517
IRS990/NetGainOrLossInvestments/TotalRevenueColumn04517
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
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IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress00
IRS990/Organization4947a10X
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IRS990/OtherExpensesCurrentYear02068
IRS990/OtherExpenses/Description0FOREIGN TAXES WITHHELD
IRS990/OtherExpenses/ManagementAndGeneral059
IRS990/OtherExpenses/Total059
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
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IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
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IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges015
IRS990/ReconcilationRevenueExpenses0-143
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
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IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY0-143
IRS990/RevenuesLessExpensesPriorYear0-1986
IRS990/SalariesEtcCurrentYear01490
IRS990/SalariesEtcPriorYear01464
IRS990/SavingsAndTempCashInvestments/BOY04547
IRS990/SavingsAndTempCashInvestments/EOY05976
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts03066
IRS990ScheduleA/SupportedOrgInformation/Amount03066
IRS990ScheduleA/SupportedOrgInformation/EIN0060646943
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10VISITING NURSE ASSOCIATION OF STRATFORD CT
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
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IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK, N.A. HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEWS ALL UNDERLYING FINANCIAL AND FACTUAL INFORMATION PRIOR TO FILING IRS FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation1COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation2AS TRUSTEE, JPMORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, N.A., DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, N.A., STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/GeneralExplanation/Explanation3JPMORGAN CHASE BANK NA - PO BOX 3038, MILWAUKEE, WI XXX-XX-XXXX.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL ADJUSTMENT 15. TOTAL TO FORM 990, PART XI, LINE 5: 15.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0066195664
ReturnHeader/Filer/Name/BusinessNameLine10ADALINE SEYMOUR CHARITABLE TRUST R50347005
ReturnHeader/Filer/NameControl0SEYM
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANK NA PO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532013038
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-19T14:51:11-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits