Civic Intelligence

T Hamlin for Hamlin Mem Fd XXXXX2008

990EZ • Fiscal year 2011 • EIN 16-6015225

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

Organization Profile
Jpmorgan Chase Banknabox 303853201-3038
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

64th percentile

5.9%

Faster asset growth than 64% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

89th percentile

64%

Faster revenue growth than 89% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$196,118

Up $10,928 (+5.9%) from 2010

Net Assets

Up

$196,118

Up $10,928 (+5.9%) from 2010

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin94th percentile

Revenue

Up

$17,440

Up $6,837 (+64%) from 2010

Expenses

Down

$6,512

Down $785 (-11%) from 2010

Net Income

Up

$10,928

Up $7,622 (+231%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2010: $185,190Net Assets 2010: $185,1902010Assets 2011: $196,118Liabilities 2011: $0Net Assets 2011: $196,1182011Assets 2013: $211,176Liabilities 2013: $02013Assets 2014: $210,631Liabilities 2014: $02014Assets 2015: $204,242Liabilities 2015: $02015Assets 2017: $194,672Liabilities 2017: $0Net Assets 2017: $194,6722017Assets 2018: $194,877Liabilities 2018: $0Net Assets 2018: $194,8772018Assets 2019: $195,551Liabilities 2019: $0Net Assets 2019: $195,5512019Assets 2020: $196,807Liabilities 2020: $0Net Assets 2020: $196,8072020Assets 2021: $201,069Liabilities 2021: $0Net Assets 2021: $201,0692021Assets 2022: $194,054Liabilities 2022: $0Net Assets 2022: $194,0542022Assets 2023: $195,039Liabilities 2023: $0Net Assets 2023: $195,0392023Assets 2024: $191,272Liabilities 2024: $0Net Assets 2024: $191,2722024

Highlighted filing

2011

Assets$196,118
Liabilities$0
Net Assets$196,118
Open 2011 Filing

Operations Trend

Revenue Growth89th percentile

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

$20K$10K$0-$10KRevenue 2010: $10,603Expenses 2010: $7,297Net Income 2010: $3,3062010Revenue 2011: $17,440Expenses 2011: $6,512Net Income 2011: $10,9282011Revenue 2013: $15,568Expenses 2013: $6,087Net Income 2013: $9,4812013Revenue 2014: $9,080Expenses 2014: $9,525Net Income 2014: -$4452014Revenue 2015: $7,047Expenses 2015: $13,436Net Income 2015: -$6,3892015Revenue 2017: $13,123Expenses 2017: $12,089Net Income 2017: $1,0342017Revenue 2018: $13,123Expenses 2018: $12,898Net Income 2018: $2252018Revenue 2019: $13,857Expenses 2019: $13,195Net Income 2019: $6622019Revenue 2020: $13,516Expenses 2020: $12,228Net Income 2020: $1,2882020Revenue 2021: $16,620Expenses 2021: $12,377Net Income 2021: $4,2432021Revenue 2022: $4,664Expenses 2022: $11,622Net Income 2022: -$6,9582022Revenue 2023: $12,160Expenses 2023: $11,209Net Income 2023: $9512023Revenue 2024: $8,777Expenses 2024: $11,578Net Income 2024: -$2,8012024

Highlighted filing

2011

Revenue$17,440
Expenses$6,512
Net Income$10,928
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 24, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
16-6015225
Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/CashSavingsAndInvestments/BOY025704
IRS990EZ/CashSavingsAndInvestments/EOY016560
IRS990EZ/CostOtherBasisAndSalesExpenses061221
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear010928
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GainOrLossFromSaleOfAssets011315
IRS990EZ/GrantsAndSimilarAmountsPaid04275
IRS990EZ/GrossAmountFromSaleOfAssets072536
IRS990EZ/GrossReceipts078661
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome06125
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NECTFilingForm9900X
IRS990EZ/NetAssetsOrFundBalances/BOY0185190
IRS990EZ/NetAssetsOrFundBalancesBOY0185190
IRS990EZ/NetAssetsOrFundBalances/EOY0196118
IRS990EZ/NetAssetsOrFundBalancesEOY0196118
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10PO BOX 3038
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0MILWAUKEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode053201
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation02122
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JPMORGAN CHASE BANK NA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OperatingSchool00
IRS990EZ/Organization4947a10X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0159486
IRS990EZ/OtherAssetsTotal/EOY0179558
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal0115
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE SUPPORT FOR THE SOLDIERS AND SAILORS MEMORIAL HOSPITAL, PENN YAN, NY.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SOLDIERS & SAILORS MEMORIAL HOSPITAL PENN YAN NY 14527
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations04275
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses04275
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits02122
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0NY
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102200 ROSS AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0DALLAS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0752012787
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02149652909
IRS990EZ/TotalAssets/BOY0185190
IRS990EZ/TotalAssets/EOY0196118
IRS990EZ/TotalExpenses06512
IRS990EZ/TotalProgramServiceExpenses04275
IRS990EZ/TotalRevenue017440
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts04275
IRS990ScheduleA/SupportedOrgInformation/Amount04275
IRS990ScheduleA/SupportedOrgInformation/EIN0160743192
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10SOLDIERS AND SAILORS MEMORIAL HOSPITAL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization03
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 1,016.. DIVIDEND INCOME 5,109.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,125.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: SOLDIERS & SAILORS MEMORIAL HOSPITAL. GRANTEE ADDRESS: 418 NORTH MAIN STREET PENN YAN, NY 14527. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,275.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: NY AG FEE. AMOUNT: 50. DESCRIPTION: FOREIGN TAXES WITHHELD. AMOUNT: 65. TOTAL TO FORM 990-EZ, LINE 16: 115.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 159,486. END OF YEAR AMOUNT: 179,558.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166015225
ReturnHeader/Filer/Name/BusinessNameLine10T HAMLIN FOR HAMLIN MEM FD R52632008
ReturnHeader/Filer/NameControl0HAML
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNABOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532013038
ReturnHeader/Officer/DateSigned02012-05-24
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/ReturnType0990EZ
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 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$196,118
Liabilities
$0
Net assets
$196,118
Revenue
$17,440
Expenses
$6,512
Net income
$10,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.12$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.05$0.12$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.17$0.12$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.14$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.14$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.13$0.13$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.13$0.12$0.01
2015Summary only. Only limited summary data is available for this year.$2.04$0.00$0.07$0.13$0.06
2014Summary only. Only limited summary data is available for this year.$2.11$0.00$0.09$0.10$0.00
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$0.16$0.06$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.17$0.07$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$1.85$0.11$0.07$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 4947(a)1 • <$500k nonprofits