Civic Intelligence

Charles Dowd Trust XXXXX0009

990PF • Fiscal year 2011 • EIN 16-6015621

Sep 01, 2010 to Aug 31, 2011 • Filed on Jan 10, 2012

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

58th percentile

0.00x

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

2011 filings • <$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

87th percentile

$1,649

Higher top officer pay than 87% of similar nonprofits.

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

Asset Growth

64th percentile

5.8%

Faster asset growth than 64% of similar nonprofits.

2011 filings • <$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 / Assets58th percentile

Assets

Up

$146,634

Up $8,098 (+5.8%) from 2010

Net Assets

Up

$146,634

Up $8,098 (+5.8%) 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

$6,167

Down $48 (-0.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$150K$100K$50K$0Assets 2010: $138,536Liabilities 2010: $0Net Assets 2010: $138,5362010Assets 2011: $146,634Liabilities 2011: $0Net Assets 2011: $146,6342011Assets 2012: $139,505Liabilities 2012: $02012Assets 2013: $144,237Liabilities 2013: $02013Assets 2014: $144,760Liabilities 2014: $02014Assets 2015: $145,049Liabilities 2015: $02015Assets 2019: $137,751Liabilities 2019: $0Net Assets 2019: $137,7512019Assets 2020: $136,676Liabilities 2020: $0Net Assets 2020: $136,6762020Assets 2021: $138,518Liabilities 2021: $0Net Assets 2021: $138,5182021Assets 2022: $137,458Liabilities 2022: $0Net Assets 2022: $137,4582022Assets 2023: $137,041Liabilities 2023: $0Net Assets 2023: $137,0412023Assets 2024: $135,102Liabilities 2024: $0Net Assets 2024: $135,1022024Assets 2025: $132,520Liabilities 2025: $0Net Assets 2025: $132,5202025

Highlighted filing

2011

Assets$146,634
Liabilities$0
Net Assets$146,634
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KExpenses 2010: $6,2152010Expenses 2011: $6,1672011Revenue 2012: $958Expenses 2012: $8,116Net Income 2012: -$7,1582012Revenue 2013: $13,525Expenses 2013: $8,792Net Income 2013: $4,7332013Revenue 2014: $9,827Expenses 2014: $9,238Net Income 2014: $5892014Revenue 2015: $10,550Expenses 2015: $10,265Net Income 2015: $2852015Revenue 2019: $10,788Expenses 2019: $10,063Net Income 2019: $7252019Revenue 2020: $9,026Expenses 2020: $10,104Net Income 2020: -$1,0782020Revenue 2021: $12,084Expenses 2021: $10,243Net Income 2021: $1,8412021Revenue 2022: $7,568Expenses 2022: $8,626Net Income 2022: -$1,0582022Revenue 2023: $9,581Expenses 2023: $9,999Net Income 2023: -$4182023Revenue 2024: $6,771Expenses 2024: $8,635Net Income 2024: -$1,8642024Revenue 2025: $7,239Expenses 2025: $9,822Net Income 2025: -$2,5832025

Highlighted filing

2011

Revenue-
Expenses$6,167
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
Jan 10, 2012
Return Version
2010v3.4
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$1,649-$1,649
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST JOSEPHS CHURCHCEMETERY MAINTENCEPUBLIC CHARITYALBION, NY, US$4,373
Filing and Contact Details

Filer

EIN
16-6015621
Raw XML Appendix366 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/EOYFMV63156
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0EATON VANCE MUT FDS TR FLT RT CL I - 527.011 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JPM HIGH YIELD FD - SEL - 761.43 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM SHORT DURATION BOND FD - SEL - 2617.104 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3RIDGEWORTH FDS SEIX FLRT HI I - 885.05 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD - 238.878 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM TR I INFL MANAGED BD - SEL - 442.081 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM TR I MLT SC INC - SEL - 315.909 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue07724
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV222870
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0THORNBURG VALUE FUND CL I-215.34 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1JPM REALTY INCOME FD - INSTL- 172.746 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES S&P MIDCAP 400 INDEX FD - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES MSCI EAFE INDEX FUND - 54 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ARTISAN INTL VALUE FUND - INV - 168.745 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARBITRAGE FUNDS - I CL I - 123.172 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPM EQU INCOME FD - SEL - 570.343 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM LARGE CAP GROWTH FD - SEL - 219.354 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM INTREPID AMERICA FD - SEL - 128.342 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM MARKET EXPANSION INDEX FD - SEL - 334.477 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM TAX AWARE EQU - INSTL - 257.892 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTL VALUE FD - SEL FUND 1296 - 379.223 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM EM MKTS EQU FD - SEL - 131.748 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM ASIA EQU FD - SEL - 168.668 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGUARD MSCI EMERGING MKTS ETF - 66 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM US LRGE CAP CORE PLUS FD - SEL - 296.036 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16HARTFORD CAPITAL APPRECIATION FD - 222.68 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17T. ROWE PRICE OVERSEAS STOCK FD - 536.591 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EATON VANCE MUT FDS TR GLOBAL MACRO - I - 156.351 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19GATEWAY FUND - Y - 46.672 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SPDR GOLD TRUST - 14 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21MATTHEWS PACIFIC TIGER INSTL FUND - 71.29 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JPM TR I MIDCAP CORE - SEL - 184.463 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
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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/Amount04373
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CEMETERY MAINTENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST JOSEPHS CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10CHURCH SQUARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ALBION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode014411
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04373
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/AppliedToCurrentYear01285
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear103550
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07430
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions04835
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY06145
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03550
OtherAssetsSchedule/OtherAssets/BOYBookValue00
OtherAssetsSchedule/OtherAssets/Description0IRS RULING
OtherAssetsSchedule/OtherAssets/EOYBookValue00
OtherAssetsSchedule/OtherAssets/EOYFMV01
OtherExpensesSchedule/OtherExpenses/Description0NEW YORK ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps050
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherIncreasesSchedule/OtherIncreases/Amount042
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT: NONTAXABLE DIVIDEND DISTRIBUTION
TaxesSchedule/Taxes/Amount067
TaxesSchedule/Taxes/Amount128
TaxesSchedule/Taxes/Category0EXCISE TAXES - PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome128
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166015621
ReturnHeader/Filer/Name/BusinessNameLine10CHARLES DOWD TRUST R52660009
ReturnHeader/Filer/NameControl0DOWD
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/DateSigned02012-01-10
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-09-01
ReturnHeader/TaxPeriodEndDate02011-08-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-22T08:02:52-06:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$146,634
Liabilities
$0
Net assets
$146,634
Revenue
-
Expenses
$6,167
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.10$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.07$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.08$0.09$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.12$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.10$0.01
2015Summary only. Only limited summary data is available for this year.$1.45$0.00$0.11$0.10$0.00
2014Summary only. Only limited summary data is available for this year.$1.45$0.00$0.10$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$0.14$0.09$0.05
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$0.01$0.08$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06