Civic Intelligence

Howard Tw Michael Educational Trust XXXXX8002

990PF • Fiscal year 2012 • EIN 16-6073270

Feb 01, 2011 to Jan 31, 2012 • Filed on Jun 08, 2012

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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

87th percentile

$1,127

Higher top officer pay than 87% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

46th percentile

-0.7%

Faster asset growth than 46% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$91,369

Down $660 (-0.7%) from 2011

Net Assets

Down

$91,369

Down $660 (-0.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$6,306

Up $1,233 (+24%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2012

Assets$91,369
Liabilities$0
Net Assets$91,369

Operations Trend

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

2012

Revenue-
Expenses$6,306
Net Income-
Jump To
Filing Snapshot
Filing Period
Feb 1, 2011 to Jan 31, 2012
Signed
Jun 8, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$1,127-$1,127
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCORNELL UNIVERSITY FOR ALEXANDER KINGSCHOLARSHIP AWARDINDIVIDUALITHACA, NY, US$1,250
Paid GrantUNIVERSITY OF SCRANTON FOR MARY ARMSTRONGSCHOLARSHIP AWARDINDIVIDUALSCRANTON, PA, US$1,250
Paid GrantCOLUMBIA UNIVERSITY IN NYC FOR ALYSSA MENZSCHOLARSHIP AWARDINDIVIDUALNEW YORK, NY, US$1,000
Paid GrantMISERCORDIA UNIVERSITY FOR MARIANNA WRIGHTSCHOLARSHIP AWARDINDIVIDUALDALLAS, PA, US$1,000
Paid GrantBINGHAMTON MIDDLE SCHOOL TOP STUDENT AWARDSTOP STUDENT AWARDS 3- $100 AND 3 - $50INDIVIDUALBINGHAMTON, NY, US$450
Filing and Contact Details

Filer

EIN
16-6073270
Raw XML AppendixShowing 400 of 446 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 FLOATING RATE I - 215.794 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JPM HIGH YIELD FD - SEL - 362.285 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM SHORT DURATION BOND FD - SEL- 259.061 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 133.921 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD - 234.878 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM INTL CURRENCY INCOME FD 247.407 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM TR I MLT SC INC - SEL- 105.627 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 127.2 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTL FUNDS INC NEW ASIA FUND - 108.114 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 86.288 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DODGE & COX INTL STOCK - 150.902 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ISHARES MSCI EAFE INDEX FUND - 52 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7FMI FDS INC LARGE CAP FD - 129.335 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ASTON OPTIMUM MID CAP FUND I - 119.924 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM US REAL ESTATE FD - SEL - 119.397 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM INTREPID AMERICA FD - SEL - 86.325 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM MARKET EXPANSION INDEX FD - SEL- 187.612 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTL VALUE FD - SEL - 147.801 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM ASIA EQU FD - SEL - 140.385 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGUARD MSCI EMERGING MKTS ETF - 44 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM US LRGE CAP CORE PLUS FD - SEL - 147.086 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16EDGEWOOD GROWTH FUND - 161.027 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM TR I GROWTH ADVANTAGE FD - SEL 328.921 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18POWERSHARES DB COMMODITY INDEX TRACKING FUND - 112 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19HARTFORD CAPITAL APPRECIATION FUND - 159.196 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20MANNING & NAPIER FUND INC WORLD OPPS SERIES FUND - 237.315 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21MANNING & NAPIER FUND INC EQU SERIES - 263.126 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON VANCE MUT FDS TR GLOBAL MACRO - I - 187.343 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VICTORY PORTFOLIOS DIVRS STK CL I - 194.576 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST - 9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25ARTIO INTL EQU II - I - 332.348 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 92.902 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JOHN HANCOCK II-EMG MKTS-I - 178.902 SHS
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