Civic Intelligence

Howard Tw Michael Educational Trust XXXXX8002

990PF • Fiscal year 2011 • EIN 16-6073270

Feb 01, 2010 to Jan 31, 2011 • Filed on Jun 09, 2011

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

85th percentile

$1,025

Higher top officer pay than 85% of similar nonprofits.

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

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$92,029

No earlier filing loaded for comparison.

Net Assets

$92,029

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$5,073

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2011: $92,029Liabilities 2011: $0Net Assets 2011: $92,0292011Assets 2012: $91,369Liabilities 2012: $0Net Assets 2012: $91,3692012Assets 2013: $87,414Liabilities 2013: $02013Assets 2014: $87,401Liabilities 2014: $02014Assets 2015: $89,722Liabilities 2015: $02015Assets 2016: $88,270Liabilities 2016: $02016Assets 2018: $87,204Liabilities 2018: $0Net Assets 2018: $87,2042018Assets 2019: $86,475Liabilities 2019: $0Net Assets 2019: $86,4752019Assets 2020: $86,564Liabilities 2020: $0Net Assets 2020: $86,5642020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2011

Assets$92,029
Liabilities$0
Net Assets$92,029
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $5,0732011Expenses 2012: $6,3062012Revenue 2013: $2,296Expenses 2013: $6,209Net Income 2013: -$3,9132013Revenue 2014: $6,475Expenses 2014: $6,272Net Income 2014: $2032014Revenue 2015: $8,778Expenses 2015: $6,456Net Income 2015: $2,3222015Revenue 2016: $2,746Expenses 2016: $4,195Net Income 2016: -$1,4492016Revenue 2018: $7,415Expenses 2018: $5,631Net Income 2018: $1,7842018Revenue 2019: $5,616Expenses 2019: $6,345Net Income 2019: -$7292019Revenue 2020: $8,591Expenses 2020: $8,501Net Income 2020: $902020Revenue 2021: $36,018Expenses 2021: $121,929Net Income 2021: -$85,9112021

Highlighted filing

2011

Revenue-
Expenses$5,073
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2010 to Jan 31, 2011
Signed
Jun 9, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$1,025-$1,025
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRENSSELAER POLYTECHNIC INSTITUTE FOR THOMAS L YEAGERSCHOLARSHIP AWARDINDIVIDUALTROY, NY, US$1,250
Paid GrantSTONYBROOK UNIVERSITY (SUNY) FOR EMILY EDWARDSSCHOLARSHIP AWARDINDIVIDUALSTONY BROOK, NY, US$1,250
Paid GrantUNIVERSITY OF SCRANTON FOR MARY ARMSTRONGSCHOLARSHIP AWARDINDIVIDUALSCRANTON, PA, US$1,000
Paid GrantBINGHAMTON MIDDLE SCHOOL TOP STUDENT AWARDSTOP STUDENT AWARDSINDIVIDUALBINGHAMTON, NY, US$450
Filing and Contact Details

Filer

EIN
16-6073270
Raw XML AppendixShowing 400 of 414 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/NameOfBond0EATON VANCE MUT FDS TR FLOATING RATE CL I-219.653 UTS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1DREYFUS LAUREL FUNDS TR PREM EMER MKTS TR I-143.751 UTS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL - 504.185 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL - 757.937 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD- 234.878 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5ISHARES BARCLAYS TIPS BOND FUND- 19.00 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPMORGAN INTL CURRENCY INC FUND-92.527
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 127.2 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTL FUNDS INC NEW ASIA FUND - 228.940 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 58.001 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DODGE & COX INTL STOCK - 28.509 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FMI LARGE CAP VALUE FD- 129.663 UTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7VANGUARD MSCI EMERGING MARKETS ETF - 87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8EDGEWOOD GROWTH FUND - 178.168 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9POWERSHARES DB COMMODITY INDEX TRACKING FUND - 112 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10HARTFORD CAPITAL APPRECIATION FUND - 116.32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MANNING & NAPIER FUND INC EQU SERIES - 263.126 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12EATON VANCE MUT FDS TR GLOBAL MACRO - I - 290.310 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13VICTORY PORTFOLIOS DIVRS STK CL I - 194.576 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ARTIO INTERNATIONAL EQU II - I - 332.348 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM US REAL ESTATE FD - SEL - 268.681 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM MARKET EXPANSION INDEX FD - SEL- 213.642 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM INTL VALUE FD - SEL - 79.125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM ASIA EQU FD - SEL - 108.084 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19JPM US LRGE CAP CORE PLUS FD - SEL - 147.086 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20JPM TR I GROWTH ADVANTAGE FD - SEL- 395.972 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21DELAWARE EMERGING MARKETS FUND - 127.2 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EAGLE SER MID CAP STOCK I-82.107 UTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FD- 18.00 UTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST- 9.00 UTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25THREADNEEDLE ASIA PACIFIC FUND- 72.323 UTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26ARBITRAGE FUNDS I CL I-147.163 UTS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13164 HAWLEY STREET
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OtherExpensesSchedule/OtherExpenses/Description0NY ATTORNEY GENERAL FILING FEES
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OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherIncreasesSchedule/OtherIncreases/Amount073
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TaxesSchedule/Taxes/Amount015
TaxesSchedule/Taxes/Amount133
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$92,029
Liabilities
$0
Net assets
$92,029
Revenue
-
Expenses
$5,073
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.36$1.22$0.86
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.06$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07$0.06$0.02
2016Summary only. Only limited summary data is available for this year.$0.88$0.00$0.03$0.04$0.01
2015Summary only. Only limited summary data is available for this year.$0.90$0.00$0.09$0.06$0.02
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$0.06$0.06$0.00
2013Summary only. Only limited summary data is available for this year.$0.87$0.00$0.02$0.06$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05