Civic Intelligence

E M Beal Tr R52802007301107900

EIN 16-6059652

Jpmorgan Chase Bank PO Box 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 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

Top Officer Pay

82nd percentile

$611

Higher top officer pay than 82% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$50,908

Up $8,142 (+19%) from 2010

Liabilities

Flat

$0

Flat from 2010

Net Assets

Up

$50,908

Up $8,142 (+19%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,792

Down $953 (-35%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $42,766Liabilities 2010: $0Net Assets 2010: $42,7662010Assets 2011: $50,908Liabilities 2011: $0Net Assets 2011: $50,9082011

Highlighted filing

2011

Assets$50,908
Liabilities$0
Net Assets$50,908

Operations Trend

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

$3.0K$2.0K$1.0K$0Expenses 2010: $2,7452010Expenses 2011: $1,7922011

Highlighted filing

2011

Revenue-
Expenses$1,792
Net Income-

Filings

Latest Filing Detail
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$611-$611
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROCHESTER INSTITUTE OF TECHNOLOGYPROGRAM SUPPORTPUBLIC CHARITYROCHESTER, NY, US$1,136
Filing and Contact Details

Filer

EIN
16-6059652
Raw XML Appendix310 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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OtherIncreasesSchedule/OtherIncreases/Description0MUTUAL FUND INCOME TIMING
TaxesSchedule/Taxes/Amount016
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TaxesSchedule/Taxes/Category0EXCISE TAXES PAID
TaxesSchedule/Taxes/Category1FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166059652
ReturnHeader/Filer/Name/BusinessNameLine10E M BEAL TR R52802007301107900
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ReturnHeader/Filer/Phone04149771210
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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/Timestamp02011-12-23T09:19:53-06:00

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