Civic Intelligence

Stevenson Foundation Trust XXXXX3009

990PF • Fiscal year 2011 • EIN 16-6102231

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
Jpmorgan Chase Banknapobox303853201
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

60th percentile

3.7%

Faster asset growth than 60% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$89,469

No earlier filing loaded for comparison.

Net Assets

$89,469

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

$6,217

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2011: $89,469Liabilities 2011: $0Net Assets 2011: $89,4692011Assets 2012: $85,727Liabilities 2012: $02012Assets 2013: $84,607Liabilities 2013: $02013Assets 2014: $81,618Liabilities 2014: $02014Assets 2015: $82,548Liabilities 2015: $02015Assets 2017: $86,173Liabilities 2017: $0Net Assets 2017: $86,1732017Assets 2018: $89,413Liabilities 2018: $0Net Assets 2018: $89,4132018Assets 2019: $110,991Liabilities 2019: $0Net Assets 2019: $110,9912019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2011

Assets$89,469
Liabilities$0
Net Assets$89,469
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2011: $6,2172011Revenue 2012: $2,538Expenses 2012: $6,307Net Income 2012: -$3,7692012Revenue 2013: $5,149Expenses 2013: $6,271Net Income 2013: -$1,1222013Revenue 2014: $8,456Expenses 2014: $11,397Net Income 2014: -$2,9412014Revenue 2015: $2,329Expenses 2015: $1,398Net Income 2015: $9312015Revenue 2017: $6,699Expenses 2017: $3,794Net Income 2017: $2,9052017Revenue 2018: $7,227Expenses 2018: $3,960Net Income 2018: $3,2672018Revenue 2019: $28,967Expenses 2019: $7,575Net Income 2019: $21,3922019Revenue 2020: $601Expenses 2020: $111,492Net Income 2020: -$110,8912020

Highlighted filing

2011

Revenue-
Expenses$6,217
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
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 GrantUNIVERSITY OF ROCHESTER FBO MARY C WALSHSCHOLARSHIPEDUCATIONALROCHESTER, NY, US$5,000
Filing and Contact Details

Filer

EIN
16-6102231
Raw XML AppendixShowing 400 of 407 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/EOYBookValue42889
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV02731
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV62848
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0JPM INTL CURRENCY INCOME FD 1.21% - 252.199 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JPM TR I MLT SC INC - SEL 3.91% - 99.21 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2EATON VANCE MUT FDS TR FLT RT CL I - 220.946 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM HIGH YIELD FD - SEL FUND 3580 6.04% - 359.317 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 274.893 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 137.638 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM STR INC OPP FD FUND 3844 3.23% - 251.363 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV232693
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV241064
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV253040
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 105.786 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1JOHN HANCOCK II-EMG MKTS-I - 168.01 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DELAWARE EMERGING MARKETS FUND - 121.822 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 112.195 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4SPDR S&P 500 ETF TRUST - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5THORNBURG VALUE FUND FD CL I - 81.008 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ISHARES S&P MIDCAP 400 INDEX FUND - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7DODGE & COX INTERNATIONAL STOCK - 132.974 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ISHARES MSCI EAFE INDEX FUND - 49 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ASTON OPTIMUM MID CAP FUND I - 119.63 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM US REAL ESTATE FD - SEL FUND 3037 - 116.159 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID AMERICA FD - SEL FUND 1206 - 81.041 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 202.053 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM INTL VALUE FD - SEL FUND 1296 - 138.774 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA 3 FD - SEL FUND 1134 - 131.722 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MARKETS ETF - 41 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 140.85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EDGEWOOD GROWTH FUND - 170.634 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 438.746 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19POWERSHARES DB COMMODITY INDEX TRACKING FUND - 107 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HARTFORD CAPITAL APPRECIATION FUND - 111.391 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21MANNING & NAPIER FUND INC 3 SERIES - 251.998 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON VANCE MUT FDS TR GLOBAL MACRO - I - 195.518 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VICTORY PORTFOLIOS DIVRS STK CL I - 186.347 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST - 7 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25ARTIO INTERNATIONAL 3 II - I - 318.291 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652098
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVENUE 5TH FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF ROCHESTER FBO MARY C WALSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10601 ELMWOOD AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode014642
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000
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/AppliedToCurrentYear04542
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04542
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30427
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4014435
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5014186
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5014186
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear015626
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0764
IRS990PF/UndistributedIncome/ExcessFromYear30427
IRS990PF/UndistributedIncome/ExcessFromYear4014435
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions05306
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0764
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus029812
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover029048
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount02
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/Description0NY ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1POWERSHARES DB - SCH K-1
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps050
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome124
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks10
OtherIncreasesSchedule/OtherIncreases/Amount012
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL BASIS ADJUSTMENT
TaxesSchedule/Taxes/Amount080
TaxesSchedule/Taxes/Amount162
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX- PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN INCOME TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome162
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166102231
ReturnHeader/Filer/Name/BusinessNameLine10STEVENSON FOUNDATION TRUST R52863009
ReturnHeader/Filer/NameControl0STEV
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPOBOX3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH

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
$89,469
Liabilities
$0
Net assets
$89,469
Revenue
-
Expenses
$6,217
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.11$1.11
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.29$0.08$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.07$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$0.83$0.00$0.02$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$0.08$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.05$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.03$0.06$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • <$500k nonprofits