Civic Intelligence

August I Siesel Trust XXXXX1009

990 • Fiscal year 2011 • EIN 13-6025170

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Jpmorgan Chase Bank PO Box 303853201-3038
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

54th percentile

2.1%

Faster asset growth than 54% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$438,415

Up $9,121 (+2.1%) from 2010

Net Assets

Up

$438,415

Up $9,121 (+2.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$21,780

Up $6,204 (+40%) from 2010

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.

$600K$400K$200K$0Assets 2010: $429,294Liabilities 2010: $0Net Assets 2010: $429,2942010Assets 2011: $438,415Liabilities 2011: $0Net Assets 2011: $438,4152011Assets 2013: $436,252Liabilities 2013: $02013Assets 2014: $457,025Liabilities 2014: $02014Assets 2015: $439,002Liabilities 2015: $02015Assets 2017: $422,390Liabilities 2017: $0Net Assets 2017: $422,3902017Assets 2018: $427,881Liabilities 2018: $0Net Assets 2018: $427,8812018Assets 2019: $434,195Liabilities 2019: $0Net Assets 2019: $434,1952019Assets 2020: $433,362Liabilities 2020: $0Net Assets 2020: $433,3622020Assets 2021: $438,714Liabilities 2021: $0Net Assets 2021: $438,7142021Assets 2022: $412,124Liabilities 2022: $0Net Assets 2022: $412,1242022Assets 2023: $403,296Liabilities 2023: $0Net Assets 2023: $403,2962023Assets 2024: $397,638Liabilities 2024: $0Net Assets 2024: $397,6382024

Highlighted filing

2011

Assets$438,415
Liabilities$0
Net Assets$438,415

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $15,5762010Expenses 2011: $21,7802011Revenue 2013: $30,764Expenses 2013: $24,202Net Income 2013: $6,5622013Revenue 2014: $47,547Expenses 2014: $26,570Net Income 2014: $20,9772014Revenue 2015: $16,738Expenses 2015: $34,761Net Income 2015: -$18,0232015Revenue 2017: $35,487Expenses 2017: $32,437Net Income 2017: $3,0502017Revenue 2018: $39,356Expenses 2018: $33,793Net Income 2018: $5,5632018Revenue 2019: $37,475Expenses 2019: $31,154Net Income 2019: $6,3212019Revenue 2020: $31,900Expenses 2020: $32,630Net Income 2020: -$7302020Revenue 2021: $40,184Expenses 2021: $34,820Net Income 2021: $5,3642021Revenue 2022: $11,635Expenses 2022: $38,229Net Income 2022: -$26,5942022Revenue 2023: $26,067Expenses 2023: $50,931Net Income 2023: -$24,8642023Revenue 2024: $30,674Expenses 2024: $35,684Net Income 2024: -$5,0102024

Highlighted filing

2011

Revenue-
Expenses$21,780
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Gross Receipts
$225,652
Filing and Contact Details

Filer

EIN
13-6025170
Raw XML Appendix273 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/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
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IRS990/NumberOfContractorsGT100K00
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IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0270
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IRS990/OtherExpenses/Description0FOREIGN TAXES WITHHELD
IRS990/OtherExpenses/Description1ATTORNEY GENERAL FILING
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IRS990/OtherExpenses/Total0291
IRS990/OtherExpenses/Total1100
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IRS990/SalariesEtcCurrentYear08186
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IRS990/SavingsAndTempCashInvestments/BOY021563
IRS990/SavingsAndTempCashInvestments/EOY018795
IRS990ScheduleA/CertificationCheckbox0X
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IRS990ScheduleA/SumOfAmounts013203
IRS990ScheduleA/SupportedOrgInformation/Amount013203
IRS990ScheduleA/SupportedOrgInformation/EIN0136066063
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THE NEW YORK TIMES NEEDIEST CASES FUND
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
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IRS990ScheduleA/TotalNumberOfSupportedOrgs01
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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. KEVIN L REINDL, TRUSTEE
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10229 WEST 43RD STREET
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IRS990ScheduleI/RecipientTable/AddressUS/State0NY
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IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO THE IRS FORM 990 BEING FILED.
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 - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4NONDIVIDEND DISTRIBUTIONS/RETURN OF CAPITAL ADJUSTMENT 70. ADJUSTMENTS TO CARRYING VALUE/BASIS TOTAL TO FORM 990, PART XI, LINE 5: 70.
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
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0136025170
ReturnHeader/Filer/Name/BusinessNameLine10AUGUST I SIESEL TRUST R50821009
ReturnHeader/Filer/NameControl0SIES
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANK 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/Timestamp02012-06-06T13:52:15-05:00

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