Civic Intelligence

Anna J Allen Trust R52679009

EIN 16-6015938 • 501(c)3

Jpmorgan Chase Bank PO Box 303853201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

1.6%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

9th percentile

-78%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$123,076

Up $1,995 (+1.6%) from 2011

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin85th percentile

Revenue

Down

$5,381

Down $18,992 (-78%) from 2011

Expenses

Down

$3,386

Down $1,553 (-31%) from 2011

Net Income

Down

$1,995

Down $17,439 (-90%) from 2011

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$150K$100K$50K$0Assets 2011: $121,081Net Assets 2011: $121,0812011Assets 2012: $123,076Liabilities 2012: $02012

Highlighted filing

2012

Assets$123,076
Liabilities$0
Net Assets-
Open 2012 Filing

Operations Trend

Revenue Growth9th percentile

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

$30K$20K$10K$0Revenue 2011: $24,373Expenses 2011: $4,939Net Income 2011: $19,4342011Revenue 2012: $5,381Expenses 2012: $3,386Net Income 2012: $1,9952012

Highlighted filing

2012

Revenue$5,381
Expenses$3,386
Net Income$1,995
Open 2012 Filing

Filings

Most recent year

2012 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$123,076
Liabilities
$0
Net assets
-
Revenue
$5,381
Expenses
$3,386
Net income
$1,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$0.05$0.03$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$1.21$0.24$0.05$0.19
Latest Detailed Filing

The latest 2012 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
Jan 10, 2012
Return Version
2010v3.4
Filing and Contact Details

Filer

EIN
16-6015938
Raw XML Appendix126 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/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY07923
IRS990EZ/CashSavingsAndInvestments/EOY0940
IRS990EZ/CostOtherBasisAndSalesExpenses093724
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear019434
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GainOrLossFromSaleOfAssets022173
IRS990EZ/GrantsAndSimilarAmountsPaid03498
IRS990EZ/GrossAmountFromSaleOfAssets0115897
IRS990EZ/GrossReceipts0118097
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome02200
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0101647
IRS990EZ/NetAssetsOrFundBalancesBOY0101647
IRS990EZ/NetAssetsOrFundBalances/EOY0121081
IRS990EZ/NetAssetsOrFundBalancesEOY0121081
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10PO BOX 3038
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0MILWAUKEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode053202
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation01391
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JP MORGAN CHASE BANK NA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY093724
IRS990EZ/OtherAssetsTotal/EOY0120141
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal050
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0ONGOING FINACIAL SUPPORT OF THREE MEMORIAL ROOMS AT THE UNIVERSITY OF ROCHESTER/ STRONG MEMORIAL HOSPITAL FOR NEEDY PATIENTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0UNIVERSITY OF ROCHESTER/STRONG MEMORIAL HOSPITAL
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations03498
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses03498
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits01391
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0NY
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102200 ROSS AVENUE 5TH FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0DALLAS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode075201
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JP MORGAN CHASE BANK NA
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02149652909
IRS990EZ/TotalAssets/BOY0101647
IRS990EZ/TotalAssets/EOY0121081
IRS990EZ/TotalExpenses04939
IRS990EZ/TotalProgramServiceExpenses03498
IRS990EZ/TotalRevenue024373
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts03498
IRS990ScheduleA/SupportedOrgInformation/Amount03498
IRS990ScheduleA/SupportedOrgInformation/EIN0160743209
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10UNIVERSITY OF ROCHESTERSTRONG MEMORIAL HOSPITAL ROCHESTERNY
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization03
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0MONEY MARKET FUND 4.. DIVIDENDS 2,196.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,200.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: UNIVERSITY OF ROCHESTER/STRONG MEM HOSPITAL. GRANTEE ADDRESS: 601 ELMWOOD AVENUE ROCHESTER, NY 14620. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,498.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: NY STATE ATTORNEY GENERAL FILING FEE. AMOUNT: 50.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: JPMORGAN COMMON TRUST FUNDS. BEG. OF YEAR AMOUNT: 93,724. END OF YEAR AMOUNT: 120,141.
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/EIN0166015938
ReturnHeader/Filer/Name/BusinessNameLine10ANNA J ALLEN TRUST R52679009
ReturnHeader/Filer/NameControl0ALLE
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/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-09-01
ReturnHeader/TaxPeriodEndDate02011-08-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-23T09:19:53-06:00

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