Civic Intelligence

First Methodist Church Trust UW E H Gary R50977009

EIN 13-6031256 • 501(c)3

Jp Morgan Chase Bankbox 303853201-3038
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

1.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

2070%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$283,245

Up $3,411 (+1.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

Up

$283,245

Up $3,411 (+1.2%) from 2012

Revenue

Up

$7,140

Up $6,811 (+2070%) from 2012

Expenses

Down

$3,787

Down $996 (-21%) from 2012

Net Income

Up

$3,353

Up $7,807 (+175%) from 2012

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $284,284Liabilities 2011: $0Net Assets 2011: $284,2842011Assets 2012: $279,834Liabilities 2012: $0Net Assets 2012: $279,8342012Assets 2013: $283,245Liabilities 2013: $0Net Assets 2013: $283,2452013

Highlighted filing

2013

Assets$283,245
Liabilities$0
Net Assets$283,245

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2011: $4,1182011Revenue 2012: $329Expenses 2012: $4,783Net Income 2012: -$4,4542012Revenue 2013: $7,140Expenses 2013: $3,787Net Income 2013: $3,3532013

Highlighted filing

2013

Revenue$7,140
Expenses$3,787
Net Income$3,353

Filings

Latest Detailed Filing

The latest 2013 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2010 to Jul 31, 2011
Signed
Dec 8, 2011
Return Version
2010v3.4
Gross Receipts
$103,326
Filing and Contact Details

Filer

EIN
13-6031256
Raw XML Appendix268 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO THE CARE & MAINTENANCE OF THE FIRST METHODIST EPISCOPALIAN CHURCH EDIFACE OF WHEATON, IL THE GARY MEMORIAL UNITED METHODIST CHURCH, WITH THE BALANCE TO A STATED DEPRECIATION FUND FOR SAME.
IRS990/AddressPrincipalOfficerUS/AddressLine10JP MORGAN CHASE BANKBOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode0532013038
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY0270831
IRS990/CapStckTrstPrinCurrentFunds/EOY0284284
IRS990/CashNonInterestBearing/BOY0311
IRS990/CashNonInterestBearing/EOY01367
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0GARY MEMORIAL UNITED METHODIST CHURCH 224 N. MAIN STREET WHEATON, IL 60187
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/ExcessBusinessHoldings00
IRS990/Expense03983
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities012396
IRS990/Gaming00
IRS990/Grants03983
IRS990/GrantsAndSimilarAmntsCY03983
IRS990/GrantsAndSimilarAmntsPriorYear04143
IRS990/GrantsToDomesticOrgs/ProgramServices03983
IRS990/GrantsToDomesticOrgs/Total03983
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities098216
IRS990/GrossReceipts0103326
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear016503
IRS990/InvestmentIncome/ExclusionAmount04107
IRS990/InvestmentIncomePriorYear07604
IRS990/InvestmentIncome/TotalRevenueColumn04107
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0156675
IRS990/InvestmentsPubTradedSecurities/EOY0171954
IRS990/LessCostOthBasisSalesExpenses/Securities085820
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO THE CARE & MAINTENANCE OF THE FIRST METHODIST EPISCOPALIAN CHURCH EDIFACE OF WHEATON, IL (THE GARY MEMORIAL CHURCH) N/K/A THE GARY MEMORIAL UNITED METHODIST CHURCH, WITH THE BALANCE TO A STATED DEPRECIATION FUND FOR SAME.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0270831
IRS990/NetAssetsOrFundBalancesEOY0284284
IRS990/NetGainOrLossInvestments/ExclusionAmount012396
IRS990/NetGainOrLossInvestments/TotalRevenueColumn012396
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear034
IRS990/OtherExpensesCurrentYear0135
IRS990/OtherExpenses/Description0NY ATTORNEY GENERAL FIL
IRS990/OtherExpenses/Description1FOREIGN TAX PAID
IRS990/OtherExpenses/ManagementAndGeneral0100
IRS990/OtherExpenses/ManagementAndGeneral135
IRS990/OtherExpenses/Total0100
IRS990/OtherExpenses/Total135
IRS990/OtherRevenueCurrentYear01003
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0FEDERAL EXCISE TAX REF
IRS990/OtherRevenueMisc/ExclusionAmount01003
IRS990/OtherRevenueMisc/TotalRevenueColumn01003
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges065
IRS990/ReconcilationRevenueExpenses013388
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY013388
IRS990/RevenuesLessExpensesPriorYear03324
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear0103
IRS990/SavingsAndTempCashInvestments/BOY0113845
IRS990/SavingsAndTempCashInvestments/EOY0110963
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts03983
IRS990ScheduleA/SupportedOrgInformation/Amount03983
IRS990ScheduleA/SupportedOrgInformation/EIN0362279661
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10GARY MEMORIAL UNITED METHODIST CHURCH WHEATON IL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization05
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.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED
IRS990ScheduleO/GeneralExplanation/Explanation1COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES SUCH AS GUIDESTAR AND UPON WRITTEN REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2AS TRUSTEE, JPMORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. 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. THE GOVERNING DOCUMENTS AND STATE LAW HOWEVER, 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, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4NONTAXABLE DIVIDEND DISTRIBUTION 65. TOTAL TO FORM 990, PART XI, LINE 5: 65.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0NY
IRS990/StatesWhereCopyOfReturnIsFiled0NY
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102200 ROSS AVE FL 5
IRS990/TheBooksAreInCareOf/AddressUS/City0DALLAS
IRS990/TheBooksAreInCareOf/AddressUS/State0TX
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode075201
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber02149652909
IRS990/TotalAssets/BOY0270831
IRS990/TotalAssetsBOY0270831
IRS990/TotalAssets/EOY0284284
IRS990/TotalAssetsEOY0284284
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear04118
IRS990/TotalExpensesPriorYear04280
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0135
IRS990/TotalFunctionalExpenses/ProgramServices03983
IRS990/TotalFunctionalExpenses/Total04118
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0270831
IRS990/TotalLiabNetAssetsFundBalances/EOY0284284
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0270831
IRS990/TotalNetAssetsFundBalances/EOY0284284
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue01003
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense03983
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear017506
IRS990/TotalRevenue/ExclusionAmount017506
IRS990/TotalRevenuePriorYear07604
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn017506
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01927
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0136031256
ReturnHeader/Filer/Name/BusinessNameLine10FIRST METHODIST CHURCH TRUST UW
ReturnHeader/Filer/Name/BusinessNameLine20E H GARY R50977009
ReturnHeader/Filer/NameControl0FIRS
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JP MORGAN CHASE BANKBOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532013038
ReturnHeader/Officer/DateSigned02011-12-08
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-08-01
ReturnHeader/TaxPeriodEndDate02011-07-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-07T12:07:16-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.