Civic Intelligence

Notre Dame Academy Tr U W XXXXX5005

990PF • Fiscal year 2011 • EIN 13-7002735

Apr 01, 2010 to Mar 31, 2011 • Filed on Aug 09, 2011

Organization Profile
Jpmorgan Chase Bank PO Box 303853201
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

93rd percentile

$11,929

Higher top officer pay than 93% 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

$716,689

No earlier filing loaded for comparison.

Net Assets

$716,689

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

$39,441

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.

$800K$600K$400K$200K$0Assets 2011: $716,689Liabilities 2011: $0Net Assets 2011: $716,6892011Assets 2012: $720,582Liabilities 2012: $12012Assets 2013: $702,924Liabilities 2013: $02013Assets 2014: $687,375Liabilities 2014: $02014Assets 2015: $677,991Liabilities 2015: $02015Assets 2016: $647,689Liabilities 2016: $02016Assets 2018: $677,058Liabilities 2018: $0Net Assets 2018: $677,0582018Assets 2019: $665,823Liabilities 2019: $0Net Assets 2019: $665,8232019Assets 2020: $688,328Liabilities 2020: $0Net Assets 2020: $688,3282020Assets 2021: $673,784Liabilities 2021: $0Net Assets 2021: $673,7842021Assets 2022: $672,227Liabilities 2022: $0Net Assets 2022: $672,2272022Assets 2023: $663,862Liabilities 2023: $0Net Assets 2023: $663,8622023Assets 2024: $659,312Liabilities 2024: $0Net Assets 2024: $659,3122024Assets 2025: $623,042Liabilities 2025: $0Net Assets 2025: $623,0422025

Highlighted filing

2011

Assets$716,689
Liabilities$0
Net Assets$716,689
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: $39,4412011Revenue 2012: $53,084Expenses 2012: $49,148Net Income 2012: $3,9362012Revenue 2013: $36,320Expenses 2013: $53,974Net Income 2013: -$17,6542013Revenue 2014: $21,874Expenses 2014: $37,422Net Income 2014: -$15,5482014Revenue 2015: $45,709Expenses 2015: $55,093Net Income 2015: -$9,3842015Revenue 2016: $21,595Expenses 2016: $51,898Net Income 2016: -$30,3032016Revenue 2018: $66,486Expenses 2018: $47,818Net Income 2018: $18,6682018Revenue 2019: $47,666Expenses 2019: $58,879Net Income 2019: -$11,2132019Revenue 2020: $62,976Expenses 2020: $40,449Net Income 2020: $22,5272020Revenue 2021: $37,059Expenses 2021: $51,479Net Income 2021: -$14,4202021Revenue 2022: $51,208Expenses 2022: $52,649Net Income 2022: -$1,4412022Revenue 2023: $47,377Expenses 2023: $55,717Net Income 2023: -$8,3402023Revenue 2024: $49,519Expenses 2024: $54,063Net Income 2024: -$4,5442024Revenue 2025: $50,722Expenses 2025: $86,993Net Income 2025: -$36,2712025

Highlighted filing

2011

Revenue-
Expenses$39,441
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2010 to Mar 31, 2011
Signed
Aug 9, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$11,929-$11,929
RICHARD BARTHOLOMAETrustee-$292-$292
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNOTRE DAME ACADEMYPROGRAM SUPPORTPUBLIC CHARITYWORCESTER, MA, US$26,748
Filing and Contact Details

Filer

EIN
13-7002735
Raw XML Appendix373 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FIXED INCOME MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1HARBOR HIGH YIELD BOND FD - INS - 2978.697 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2ISHARES BARCLAYS TIPS BOND FD - 150 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3EATON VANCE MUT FDS TR FLT RT CL I - 2580.627 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM CORE BOND FD - SEL - 16003.776 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM INTERMEDIATE TAX FREE BD FD -SEL - 716.846 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM HIGH YIELD FD - SEL - 1893.939 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7RIDGEWORTH INTERMEDIATE BOND FUND - I - 2849.003 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM STR INC OPP FD- 3096.391 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1659912
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITY MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AMERICAN CENTURY EQU INCOME FUND - 2252.252 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2LONGLEAF PARTNERS FUND TR - 609.508 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3T ROWE PRICE INTL FUNDS INC NEW ASIA FUND - 1848.68 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4SPDR S&P 500 ETF TRUST - 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ISHARES RUSSELL 2000 INDEX FUND - 250 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DODGE & COX INTL STOCK - 963.304 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7DF DENT PREMIER GROWTH FUND - 2533.855 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM MID CAP VALUE FD - SEL- 1224.49 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9FMI FDS INC LARGE CAP FD - 2220.909 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM ASIA EQU FD - SEL - 355.215 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11VANGUARD MSCI EMERGING MARKETS ETF - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM TR I GROWTH ADVANTAGE FD - SEL - 2460.025 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13MANNING & NAPIER FUND INC WORLD OPP SERIES FUND - 2721.088 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14MANNING & NAPIER FUND INC EQU SERIES - 1583.531 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15IVY GLOBAL NATURAL RESOURCE-I - 1257.684 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPMORGAN TAX AWARE EQU FUND - 3219.361 SHS
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IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount026748
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NOTRE DAME ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10425 SALISBURY ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001609
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear026748
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0598
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1029963
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted038993
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions030561
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY038395
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear029963
LegalFeesSchedule/LegalFees/Amount046
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps046
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/Description0NY ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0100
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0100
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0307
OtherIncomeSchedule2/OtherIncome/Description0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0307
OtherIncreasesSchedule/OtherIncreases/Amount0296
OtherIncreasesSchedule/OtherIncreases/Description0NONTAXABLE DIVIDEND DISTRIBUTIONS
TaxesSchedule/Taxes/Amount0147
TaxesSchedule/Taxes/Amount1179
TaxesSchedule/Taxes/Category0FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/Category1FEDERAL EXCISE TAX- PRIOR YEAR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0147
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0137002735
ReturnHeader/Filer/Name/BusinessNameLine10NOTRE DAME ACADEMY TR U W P61455005
ReturnHeader/Filer/NameControl0NOTR
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANK PO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-08-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-04-01
ReturnHeader/TaxPeriodEndDate02011-03-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-07-15T15:18:56-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$716,689
Liabilities
$0
Net assets
$716,689
Revenue
-
Expenses
$39,441
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.51$0.87$0.36
2024Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.50$0.54$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.47$0.56$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.51$0.53$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.37$0.51$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.63$0.40$0.23
2019Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.48$0.59$0.11
2018Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.66$0.48$0.19
2016Summary only. Only limited summary data is available for this year.$6.48$0.00$0.22$0.52$0.30
2015Summary only. Only limited summary data is available for this year.$6.78$0.00$0.46$0.55$0.09
2014Summary only. Only limited summary data is available for this year.$6.87$0.00$0.22$0.37$0.16
2013Summary only. Only limited summary data is available for this year.$7.03$0.00$0.36$0.54$0.18
2012Summary only. Only limited summary data is available for this year.$7.21$0.00$0.53$0.49$0.04
2011Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $500k-$1M nonprofits