Civic Intelligence

Anna J Allen Trust for Hochstein R52680007

EIN 16-6015940 • 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

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

60th percentile

3.6%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$57,815

Up $1,992 (+3.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Up

$57,815

Up $1,992 (+3.6%) from 2011

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

$4,249

No earlier filing loaded for comparison.

Expenses

Up

$2,257

Up $24 (+1.1%) from 2011

Net Income

$1,992

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2011: $55,823Liabilities 2011: $0Net Assets 2011: $55,8232011Assets 2012: $57,815Liabilities 2012: $0Net Assets 2012: $57,8152012

Highlighted filing

2012

Assets$57,815
Liabilities$0
Net Assets$57,815
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0K$4.0K$2.0K$0Expenses 2011: $2,2332011Revenue 2012: $4,249Expenses 2012: $2,257Net Income 2012: $1,9922012

Highlighted filing

2012

Revenue$4,249
Expenses$2,257
Net Income$1,992
Open 2012 Filing

Filings

Most recent year

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

Open filing
Assets
$57,815
Liabilities
$0
Net assets
$57,815
Revenue
$4,249
Expenses
$2,257
Net income
$1,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Summary only. Only limited summary data is available for this year.$57.8$0.00$57.8$4.25$2.26$1.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$0.00$55.8$2.23
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
Gross Receipts
$2,266
Filing and Contact Details

Filer

EIN
16-6015940
Raw XML Appendix262 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/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0SUPPORT THE DAVID HOCHSTEIN MEMORIAL MUSIC SCHOOL BY PROVIDING FUNDS TO AUGMENTTEACHER SALARIES AND FINANCIAL AID TO EXCEPTIONALLY ABLE STUDENTS
IRS990/AddressPrincipalOfficerUS/AddressLine10JPMORGAN CHASE BANK PO BOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
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IRS990/Description0DAVID HOCHSTEIN MEMORIAL MUSIC SCHOOL, 50 N PLYMOUTH AVE., ROCHESTER, NY 14614
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IRS990/OtherExpensesCurrentYear059
IRS990/OtherExpenses/Description0NY STATE ATTORNEY GENER
IRS990/OtherExpenses/Description1FOREIGN TAX WITHHELD
IRS990/OtherExpenses/ManagementAndGeneral050
IRS990/OtherExpenses/ManagementAndGeneral19
IRS990/OtherExpenses/Total050
IRS990/OtherExpenses/Total19
IRS990/OtherRevenueCurrentYear00
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IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
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IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
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IRS990ScheduleO/GeneralExplanation/Explanation0JPMORGAN CHASE BANK, NA IS THE SOLE TRUSTEE. THE ACTIONS OF ITS EMPLOYEES ARE DOCUMENTED IN WRITING.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUSTEE JPMORGAN CHASE BANK,NA DOCUMENTS ITS DECISIONS IN WRITING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE TRUSTEE REVIEWS ALL OF THE FACTUAL AND FINANCIAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation3THE TAX RETURNS ARE AVAILABLE ON SEVERAL PUBLIC INTERNET WEBSITES AND UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4JPMORGAN CHASE BANK,N.A. THE TRUSTEE MAINTAINS A CLOSE AND CONTINOUS REALATIONSHIP WITH THE SUPPORTED ORGANIZATION. THE TRUSTEE DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC, BUT DOES MAKE THEM AVAILABLE TO INTERESTED PARTIES SUCH AS THE BENEFICIARY, AND THE TRUSTEE. JPMORGAN CHASE BANK, N.A. DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. THE GOVERNING TRUST INSTRUMENT AND THE STATE LAW IMPOSE LIMITATIONS ON THE TRUSTEE POWERS THAT JPMORGAN CHASE BANK STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH BENEFICIARY FOR REVIEW AND COMMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation5JPMORGAN CHASE BANK, NA - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation6ADJUSTMENTS; RETURN OF CAPITAL ADJUSTMENTS 4. TOTAL TO FORM 990, PART XI, LINE 5: 4.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier3CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier4CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166015940
ReturnHeader/Filer/Name/BusinessNameLine10ANNA J ALLEN TRUST FOR HOCHSTEIN R52680007
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/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-09-01
ReturnHeader/TaxPeriodEndDate02011-08-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-22T08:19:05-06:00

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