Civic Intelligence

Lena Garrison Perpetual Rel Tr R52829000

EIN 16-6073271

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 2014

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2014

Net Margin

5th percentile

-537%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$1,392

Higher top officer pay than 83% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

100%

Faster revenue growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$1

Down $109,890 (-100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$20,475

Up $10,262 (+100%) from 2013

Expenses

Up

$130,374

Up $120,086 (+1167%) from 2013

Net Income

Down

-$109,899

Down $109,824 (-146432%) from 2013

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $110,130Liabilities 2011: $0Net Assets 2011: $110,1302011Assets 2012: $109,937Liabilities 2012: $0Net Assets 2012: $109,9372012Assets 2013: $109,891Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014

Highlighted filing

2014

Assets$1
Liabilities$0
Net Assets-

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2011: $10,1272011Expenses 2012: $10,0892012Revenue 2013: $10,213Expenses 2013: $10,288Net Income 2013: -$752013Revenue 2014: $20,475Expenses 2014: $130,374Net Income 2014: -$109,8992014

Highlighted filing

2014

Revenue$20,475
Expenses$130,374
Net Income-$109,899

Filings

Latest Detailed Filing

The latest 2014 filing currently has summary financial data only. Showing the latest detailed filing from 2012 below.

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-$1,392-$1,392
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST ANDREWS ROMAN CATHOLIC CHURCHOPERATING FUNDCHURCHBINGHAMTON, NY, US$4,273
Paid GrantST CATHERINES ROMAN CATHOLIC CHURCHOPERATING FUNDSCHURCHBINGHAMTON, NY, US$4,273
Filing and Contact Details

Filer

EIN
16-6073271
Raw XML Appendix391 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/NameOfBond0BLACKROCK HIGH YIELD BOND - 160.622 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL- 627.097 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL- 2269.065 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4RIDGEWORTH FDS SEIX FLRT HI I - 729.014 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SPDR S&P 500 ETF TRUST - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1THORNBURG VALUE FUND FD CL I - 115.609 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2JPM REALTY INCOME FD - INSTL - 144.984 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FD - 13 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES MSCI EAFE INDEX FD - 44 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 140.964 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARBITRAGE FUNDS - I CL I - 101.425 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM EQU INCOME FD - SEL - 468.324 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM LARGE CAP GROWTH FD - SEL - 178.818 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID AMERICA FD - SEL - 105.701 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL - 240.101 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM TAX AWARE EQU - INSTL - 215.578 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTL VALUE FD - SEL- 113.241 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM EM MKTS EQU FD - SEL - 60.842 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA EQU FD - SEL - 138.926 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MKTS ETF - 31 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM US LRGE CAP CORE PLUS FD - SEL - 247.584 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17HARTFORD CAPITAL APPRECIATION FUND - 78.91 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18T. ROWE PRICE OVERSEAS STOCK FUND - 448.523 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EATON VANCE MUT FDS TR GLOBAL MACRO - I - 128.803 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GATEWAY FUND - Y - 46.479 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21SPDR GOLD TRUST - 10 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22PRUDENTIAL JENNISON NATURAL RESOURCES FD INC-Z- 48.658 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MATTHEWS PACIFIC TIGER INSTL FUND - 59.548 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24JPM TR I MIDCAP CORE - SEL - 150.409 SHS
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1OPERATING FUNDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST ANDREWS ROMAN CATHOLIC CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST CATHERINES ROMAN CATHOLIC CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10356 CONKLIN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111031 CHENANGO STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BINGHAMTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BINGHAMTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode013903
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode113901
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear06042
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1011
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted06042
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02891
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02891
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions08944
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IRS990PF/UndistributedIncome/UndistributedIncomePriorYear011
OtherExpensesSchedule/OtherExpenses/Description0NY STATE ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps050
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherIncreasesSchedule/OtherIncreases/Amount0179
OtherIncreasesSchedule/OtherIncreases/Amount111
OtherIncreasesSchedule/OtherIncreases/Description0MUTUAL FUND INCOME TIMING DIFFERENCES
OtherIncreasesSchedule/OtherIncreases/Description1NONTAXABLE DIVIDEND DISTRIBUTIONS
TaxesSchedule/Taxes/Amount074
TaxesSchedule/Taxes/Amount127
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX- PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome127
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166073271
ReturnHeader/Filer/Name/BusinessNameLine10LENA GARRISON PERPETUAL REL TR R52829000
ReturnHeader/Filer/NameControl0GARR
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/DateSigned02012-06-08
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-02-01
ReturnHeader/TaxPeriodEndDate02012-01-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-05T14:00:32-05:00

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