Civic Intelligence

Ruth M Thomas Trust R53307006

EIN 16-6253027

Jpmorgan Chase Banknapobox303853201
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

82nd percentile

$942

Higher top officer pay than 82% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

58th percentile

0.8%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

90th percentile

103%

Faster revenue growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$89,303

Up $745 (+0.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$8,011

Up $4,061 (+103%) from 2012

Expenses

Up

$7,268

Up $190 (+2.7%) from 2012

Net Income

Up

$743

Up $3,871 (+124%) from 2012

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $91,911Liabilities 2010: $0Net Assets 2010: $91,9112010Assets 2011: $91,686Liabilities 2011: $0Net Assets 2011: $91,6862011Assets 2012: $88,558Liabilities 2012: $02012Assets 2013: $89,303Liabilities 2013: $02013

Highlighted filing

2013

Assets$89,303
Liabilities$0
Net Assets-

Operations Trend

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

$10K$5.0K$0-$5.0KExpenses 2010: $6,9602010Expenses 2011: $6,9462011Revenue 2012: $3,950Expenses 2012: $7,078Net Income 2012: -$3,1282012Revenue 2013: $8,011Expenses 2013: $7,268Net Income 2013: $7432013

Highlighted filing

2013

Revenue$8,011
Expenses$7,268
Net Income$743

Filings

Latest Detailed Filing

The latest 2013 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$942-$942
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED METHODIST CHURCH HURLBUT MEMORIALCONTRIBUTIONPUBLIC CHARITYCHAUTAUQUA, NY, US$2,932
Paid GrantCHAUTAUQUA INSTITUTIONGRANT: SMITH MEMORIAL LIBRARYPUBLIC CHARITYCHAUTAUQUA, NY, US$1,466
Paid GrantMEADVILLE LIBRARY - ART & HISTORICAL SOCIETYCONTRIBUTIONPUBLIC CHARITYMEADVILLE, PA, US$1,466
Filing and Contact Details

Filer

EIN
16-6253027
Raw XML Appendix392 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/NameOfBond2JPM HIGH YIELD FD - SEL - 246.71 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL 893.021 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD - 242.242 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 131.517 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTL FUNDS INC NEW ASIA FUND - 117.964 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 33 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 94.145 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 21 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MFS INTL VALUE-I - 71.48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DODGE & COX INTL STOCK - 86.923 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES MSCI EAFE INDEX FUND - 53 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ASTON OPTIMUM MID CAP FUND I - 124.237 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9PRIMECAP ODYSSEY FDS ODYSSEY STK FD - 186.402 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM US REAL ESTATE FD - SEL - 120.641 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID AMERICA FD - SEL - 78.165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FD - SEL- 190.014 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM TAX AWARE EQU - INSTL- 174.392 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM INTL VALUE FD - SEL - 294.943 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VANGUARD MSCI EMERGING MARKETS ETF - 23 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM US LRGE CAP CORE PLUS FD - SEL - 199.212 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19JPM TR I GROWTH ADVANTAGE FD - SEL- 394.788 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HARTFORD CAPITAL APPRECIATION FUND - 149.558 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21IVY GLOBAL NATURAL RESOURCE-I - 91.399 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON VANCE MUT FDS TR GLOBAL MACRO - I - 295.393 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VICTORY PORTFOLIOS DIVRS STK CL I - 74.005 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST - 5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JOHN HANCOCK II-EMG MKTS-I - 101.602 SHS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHAUTAUQUA INSTITUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MEADVILLE LIBRARY - ART & HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNITED METHODIST CHURCH HURLBUT MEMORIAL
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IRS990PF/UndistributedIncome/UndistributedIncomeCY0689
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear01964
OtherExpensesSchedule/OtherExpenses/Description0NY ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps050
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherIncreasesSchedule/OtherIncreases/Amount015
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL BASIS ADJUSTMENT
TaxesSchedule/Taxes/Amount029
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TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX-PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
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TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome161
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0166253027
ReturnHeader/Filer/Name/BusinessNameLine10RUTH M THOMAS TRUST R53307006
ReturnHeader/Filer/NameControl0THOM
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
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-10T13:28:40-05:00

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