Civic Intelligence

William Evans Trust XXXXX6005

990 • Fiscal year 2011 • EIN 15-6017131

Jan 01, 2011 to Dec 31, 2011 • Filed on May 24, 2012

Organization Profile
Jpmorgan Chase Bank Nabox 303853201
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

57th percentile

3.5%

Faster asset growth than 57% 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.

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$95,643

Up $3,205 (+3.5%) from 2010

Net Assets

Up

$95,643

Up $3,205 (+3.5%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$4,012

Down $132 (-3.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $92,438Liabilities 2010: $0Net Assets 2010: $92,4382010Assets 2011: $95,643Liabilities 2011: $0Net Assets 2011: $95,6432011Assets 2012: $95,393Liabilities 2012: $0Net Assets 2012: $95,3932012Assets 2013: $98,106Liabilities 2013: $02013Assets 2014: $100,246Liabilities 2014: $02014Assets 2015: $97,103Liabilities 2015: $02015Assets 2017: $93,871Liabilities 2017: $0Net Assets 2017: $93,8712017Assets 2018: $93,919Liabilities 2018: $0Net Assets 2018: $93,9192018Assets 2019: $93,452Liabilities 2019: $0Net Assets 2019: $93,4522019Assets 2020: $94,608Liabilities 2020: $0Net Assets 2020: $94,6082020Assets 2021: $97,182Liabilities 2021: $0Net Assets 2021: $97,1822021Assets 2022: $92,298Liabilities 2022: $0Net Assets 2022: $92,2982022Assets 2023: $87,662Liabilities 2023: $0Net Assets 2023: $87,6622023Assets 2024: $86,346Liabilities 2024: $0Net Assets 2024: $86,3462024

Highlighted filing

2011

Assets$95,643
Liabilities$0
Net Assets$95,643
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KExpenses 2010: $4,1442010Expenses 2011: $4,0122011Revenue 2012: $3,808Expenses 2012: $3,943Net Income 2012: -$1352012Revenue 2013: $6,506Expenses 2013: $3,798Net Income 2013: $2,7082013Revenue 2014: $6,400Expenses 2014: $4,209Net Income 2014: $2,1912014Revenue 2015: $3,263Expenses 2015: $6,403Net Income 2015: -$3,1402015Revenue 2017: $6,715Expenses 2017: $6,090Net Income 2017: $6252017Revenue 2018: $6,387Expenses 2018: $6,327Net Income 2018: $602018Revenue 2019: $5,851Expenses 2019: $6,313Net Income 2019: -$4622019Revenue 2020: $7,610Expenses 2020: $6,438Net Income 2020: $1,1722020Revenue 2021: $8,382Expenses 2021: $5,817Net Income 2021: $2,5652021Revenue 2022: $1,634Expenses 2022: $6,504Net Income 2022: -$4,8702022Revenue 2023: $818Expenses 2023: $5,434Net Income 2023: -$4,6162023Revenue 2024: $4,451Expenses 2024: $5,629Net Income 2024: -$1,1782024

Highlighted filing

2011

Revenue-
Expenses$4,012
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 24, 2012
Return Version
2011v1.2
Gross Receipts
$54,626
Filing and Contact Details

Filer

EIN
15-6017131
Raw XML Appendix271 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/MoreThan5000KToIndividuals00
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IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
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IRS990/NumberOfContractorsGT100K00
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IRS990/OtherExpenses/Description0NY ATTORNEY GENERAL FEE
IRS990/OtherExpenses/Description1FOREIGN INCOME TAX WITH
IRS990/OtherExpenses/ManagementAndGeneral050
IRS990/OtherExpenses/ManagementAndGeneral129
IRS990/OtherExpenses/Total050
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IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0FEDERAL TAX REFUND
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IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY03196
IRS990/RevenuesLessExpensesPriorYear0-817
IRS990/SalariesEtcCurrentYear01065
IRS990/SalariesEtcPriorYear01103
IRS990/SavingsAndTempCashInvestments/BOY07698
IRS990/SavingsAndTempCashInvestments/EOY06993
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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.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
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IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE 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.
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, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL ADJUSTMENT 9. TOTAL TO FORM 990, PART XI, LINE 5: 9.
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/EIN0156017131
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM EVANS TRUST R52596005
ReturnHeader/Filer/NameControl0EVAN
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANK NABOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-24
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-06T13:52:15-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$95,643
Liabilities
$0
Net assets
$95,643
Revenue
-
Expenses
$4,012
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.02$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07$0.06$0.01
2015Summary only. Only limited summary data is available for this year.$0.97$0.00$0.03$0.06$0.03
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.06$0.04$0.02
2013Summary only. Only limited summary data is available for this year.$0.98$0.00$0.07$0.04$0.03
2012Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.04$0.04$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.04