Civic Intelligence

Harold J Coleman Foundation R52628006

EIN 16-6015175

Jpmorgan Chase Bankpobox 303853201
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 2013

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2013

Net Margin

6th percentile

-455%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$1,008

Higher top officer pay than 83% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

95th percentile

213%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$1

Down $74,426 (-100%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$16,480

Up $11,217 (+213%) from 2012

Expenses

Up

$91,407

Up $81,688 (+840%) from 2012

Net Income

Down

-$74,927

Down $70,471 (-1581%) from 2012

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $79,484Liabilities 2010: $0Net Assets 2010: $79,4842010Assets 2011: $78,883Liabilities 2011: $0Net Assets 2011: $78,8832011Assets 2012: $74,427Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013

Highlighted filing

2013

Assets$1
Liabilities$0
Net Assets-

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $11,3482010Expenses 2011: $9,6712011Revenue 2012: $5,263Expenses 2012: $9,719Net Income 2012: -$4,4562012Revenue 2013: $16,480Expenses 2013: $91,407Net Income 2013: -$74,9272013

Highlighted filing

2013

Revenue$16,480
Expenses$91,407
Net Income-$74,927

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
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANKTrustee-$1,008-$1,008
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST ANNS FOUNDATIONOPERATING FUNDSPUBLIC CHARITYROCHESTER, NY, US$3,000
Paid GrantJUNIOR ACHIEVEMENT OF ROCHESTEROPERATING FUNDSPUBLIC CHARITYROCHESTER, NY, US$1,000
Paid GrantMCQUAID JESUIT HIGH SCHOOLOPERATING FUNDSPUBLIC CHARITYROCHESTER, NY, US$1,000
Paid GrantST FRANCIS CATHOLIC FAMILY CENTEROPERATING FUNDS FOR FRANCIS CENTER SHELTERPUBLIC CHARITYROCHESTER, NY, US$1,000
Paid GrantBETHANY HOUSEINCOPERATING FUNDSPUBLIC CHARITYROCHESTER, NY, US$500
Paid GrantNOTRE DAME RETREAT HOUSE - ROMAN CATHOLIC DIOCESE OF ROCHESTEROPERATING FUNDSPUBLIC CHARITYCANANDAIGUA, NY, US$500
Paid GrantOPEN DOOR MISSIONOPERATING FUNDSPUBLIC CHARITYROCHESTER, NY, US$500
Paid GrantOUR LADY OF MERCY HIGH SCHOOLOPERATING FUNDSPUBLIC CHARITY- CHURROCHESTER, NY, US$500
Paid GrantSISTERS OF MERCY IN THE AMERICASOPERATING FUNDS FOR MELITA HOUSE TRANSITIONAL HOUSINPUBLIC CHARITYROCHESTER, NY, US$500
Filing and Contact Details

Filer

EIN
16-6015175
Raw XML AppendixShowing 400 of 473 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.

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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 272.025 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 135.457 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD FUND 3844 3.23% - 231.136 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 120.741 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 112.144 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 80.111 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DODGE & COX INTERNATIONAL STOCK - 132.082 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ISHARES MSCI EAFE INDEX FUND - 48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ASTON OPTIMUM MID CAP FUND I - 118.467 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID AMERICA FD - SEL FUND 1206 - 80.153 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 180.075 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTL VALUE FD - SEL FUND 1296 - 141.323 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM ASIA 3 FD - SEL FUND 1134 - 130.37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13VANGUARD MSCI EMERGING MARKETS ETF - 41 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 173.327 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15EDGEWOOD GROWTH FUND - 160.065 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 313.164 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17POWERSHARES DB COMMODITY INDEX TRACKING FUND - 102 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18HARTFORD CAPITAL APPRECIATION FUND - 93.679 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19MANNING & NAPIER FUND INC 3 SERIES - 240.108 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EATON VANCE MUT FDS TR GLOBAL MACRO - I - 193.286 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21VICTORY PORTFOLIOS DIVRS STK CL I - 177.987 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22SPDR GOLD TRUST - 9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23ARTIO INTERNATIONAL 3 II - I - 312.79 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 95.882 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JOHN HANCOCK II-EMG MKTS-I - 166.381 SHS
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