Civic Intelligence

Howard C Appleton Trust R52822005301025910

EIN 16-6070315

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 2013

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2013

Net Margin

63rd percentile

9.3%

Higher net margin than 63% of similar nonprofits.

<$500k nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$1,110

Higher top officer pay than 83% of similar nonprofits.

<$500k nonprofits • Source year 2010

Asset Growth

58th percentile

0.6%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

92nd percentile

135%

Faster revenue growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$102,077

Up $614 (+0.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin63rd percentile

Revenue

Up

$6,582

Up $3,785 (+135%) from 2012

Expenses

Down

$5,972

Down $146 (-2.4%) from 2012

Net Income

Up

$610

Up $3,931 (+118%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$150K$100K$50K$0Assets 2010: $96,245Liabilities 2010: $0Net Assets 2010: $96,2452010Assets 2011: $104,765Liabilities 2011: $02011Assets 2012: $101,463Liabilities 2012: $02012Assets 2013: $102,077Liabilities 2013: $02013

Highlighted filing

2013

Assets$102,077
Liabilities$0
Net Assets-
Open 2013 Filing

Operations Trend

Revenue Growth92nd percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $3,0752010Revenue 2011: $11,616Expenses 2011: $3,126Net Income 2011: $8,4902011Revenue 2012: $2,797Expenses 2012: $6,118Net Income 2012: -$3,3212012Revenue 2013: $6,582Expenses 2013: $5,972Net Income 2013: $6102013

Highlighted filing

2013

Revenue$6,582
Expenses$5,972
Net Income$610
Open 2013 Filing

Filings

Most recent year

2013 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$102,077
Liabilities
$0
Net assets
-
Revenue
$6,582
Expenses
$5,972
Net income
$610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.07$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.03$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.12$0.03$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03
Latest Detailed Filing

The latest 2013 filing currently has summary financial data only. Showing the latest detailed filing from 2010 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2009 to Aug 31, 2010
Signed
Jan 10, 2011
Return Version
2009v1.7
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$1,110-$1,110
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST CONGREGATIONAL CHURCHPROGRAM SUPPORTPUBLIC CHARITYEAST BLOOMFIELD, NY, US$1,852
Filing and Contact Details

Filer

EIN
16-6070315
Raw XML Appendix348 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4JPMORGAN US REAL ESTATE FUND SELECT SHARE CLASS FUND 3037 - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5JPMORGAN INTREPID AMERICA FUND SELECT SHARE CLASS FUND 1206 - 86 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPMORGAN 3 INDEX FUND SELECT SHARE CLASS CLASS 3129 1.98% - 140 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPMORGAN RESEARCH MARKET NEUTRAL FUND - SEL - 94.579 SHS
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IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01852
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/AppliedToCurrentYear02180
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04672
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10767
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0767
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0767
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions02180
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0767
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY01725
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpenses/Description0NY ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps050
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
TaxesSchedule/Taxes/Amount014
TaxesSchedule/Taxes/Amount149
TaxesSchedule/Taxes/Category0FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/Category1EXCISE TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome014
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166070315
ReturnHeader/Filer/Name/BusinessNameLine10HOWARD C APPLETON TRUST R52822005301025910
ReturnHeader/Filer/NameControl0APPL
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/DateSigned02011-01-10
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-09-01
ReturnHeader/TaxPeriodEndDate02010-08-31
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-01-13T15:07:39-06:00

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